Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
CPA
7001
Cathy Pareto & Associates
Florida
$144M +$11.5M +9% 94
CAM
7002
Campion Asset Management
Virginia
$144M +$3.18M +2% 83
SWM
7003
Shepherd Wealth Management
Ohio
$144M -$6.64M -4% 49
DC
7004
Dahring Cusmano
Michigan
$144M +$5.36M +4% 53
BAM
7005
Brickwood Asset Management
United Kingdom
$144M +$940K +0.7% 11
SIP
7006
Stoneridge Investment Partners
Pennsylvania
$144M -$2.12M -1% 167
AGP
7007
Aspire Growth Partners
Florida
$144M +$6.79M +5% 126
SWM
7008
SpringVest Wealth Management
Texas
$144M +$7.51M +6% 73
MCM
7009
Masterton Capital Management
New York
$143M -$39M -21% 25
OC
7010
Opinicus Capital
Florida
$143M -$931K -0.6% 115
PAYA
7011
Phil A. Younker & Associates
Alaska
$143M +$12.9M +10% 38
LAMNM
7012
Longview Asset Management (New Mexico)
New Mexico
$143M -$1.44M -1% 57
DW
7013
Durante & Waters
New York
$143M +$7.41M +5% 33
BWA
7014
Blodgett Wealth Advisors
California
$143M -$1.9M -1% 66
CFG
7015
Cornerstone Financial Group
Nebraska
$143M +$14.1M +11% 73
BCCM
7016
Black Cypress Capital Management
Florida
$143M +$9.94M +7% 32
BF
7017
bLong Financial
Tennessee
$143M -$199K -0.1% 79
WAM
7018
WealthTrust Asset Management
Florida
$143M -$1.13M -0.8% 89
Q
7019
QVR
California
$143M +$60.5M +73% 92
MPW
7020
Magnolia Private Wealth
Pennsylvania
$143M +$6.72M +5% 128
RWIA
7021
Roger Wittlin Investment Advisory
California
$143M -$36.9M -21% 44
YEPX
7022
Yorktown Energy Partners XI
New York
$143M -$52M -27% 4
FCP
7023
Fosse Capital Partners
United Kingdom
$143M -$21.9M -13% 2
SFP
7024
SwitchPoint Financial Planning
Utah
$143M +$4.71M +3% 63
GCWM
7025
Guided Capital Wealth Management
Texas
$143M +$26.1M +22% 42