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
BCCM
7001
Black Cypress Capital Management
Florida
$143M +$9.94M +7% 32
BF
7002
bLong Financial
Tennessee
$143M -$199K -0.1% 79
WAM
7003
WealthTrust Asset Management
Florida
$143M -$1.13M -0.8% 89
Q
7004
QVR
California
$143M +$60.5M +73% 92
MPW
7005
Magnolia Private Wealth
Pennsylvania
$143M +$6.72M +5% 128
RWIA
7006
Roger Wittlin Investment Advisory
California
$143M -$36.9M -21% 44
YEPX
7007
Yorktown Energy Partners XI
New York
$143M -$52M -27% 4
FCP
7008
Fosse Capital Partners
United Kingdom
$143M -$21.9M -13% 2
SFP
7009
SwitchPoint Financial Planning
Utah
$143M +$4.71M +3% 63
GCWM
7010
Guided Capital Wealth Management
Texas
$143M +$26.1M +22% 42
SWA
7011
Safir Wealth Advisors
New Hampshire
$143M +$1.05M +0.7% 17
POIA
7012
Pin Oak Investment Advisors
Texas
$143M +$2.54M +2% 530
BU
7013
Brown University
Rhode Island
$143M -$26.5M -16% 10
PSB
7014
Piscataqua Savings Bank
New Hampshire
$142M +$14.4M +11% 412
TF
7015
TME Financial
California
$142M +$8.89M +7% 79
API
7016
Asset Planning Inc
California
$142M +$4.13M +3% 305
GFA
7017
Gladwyn Financial Advisors
Virginia
$142M +$2.98M +2% 87
CC
7018
Commons Capital
Massachusetts
$142M -$6.74M -5% 126
SFG
7019
Synergy Financial Group
California
$142M -$5.98M -4% 119
BAM
7020
Brandywine Asset Management
Pennsylvania
$142M 15
CGF
7021
Constant Guidance Financial
Massachusetts
$142M +$16.9M +14% 60
MCM
7022
Mountain Capital Management
Texas
$142M 1
OCM
7023
Occam Crest Management
Connecticut
$142M -$5.23M -4% 30
HFS
7024
Hopwood Financial Services
Virginia
$142M -$7.58M -5% 310
II
7025
Ibex Investors
Colorado
$142M +$21.2M +18% 16