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- Custodian
- BNY Mellon · Broadridge · Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-1988
- Office Locations
- 1
Office Locations
About Wedgewood Partners, Inc.
Wedgewood Partners is an investment adviser founded in 1988 offering a concentrated large-cap growth strategy for retail and institutional clients. Its “Invest as Business Owners” process emphasizes sustained profitability (cash-flow ROIC), double-digit earnings growth potential over 3–5 years, and disciplined valuation. The firm works only under formal advisory agreements and does not provide advice or solicit funds via WhatsApp or similar apps.
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Technology
Owner & Executives
ANTHONY LAWRENCE GUERRERIO
--
- CRD
- #844567
- Ownership
- 25% but less than 50%
JOANNE F. GUERRERIO
--
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Christopher Thomas Jersan
Portfolio Manager
- CRD
- #7462215
STEVEN DANIEL KAUFMANN
Director
- CRD
- #5233393
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $560,727,211 | $1,441,458 |
| Non-Discretionary | $0 | -- |
| Total | $560,727,211 | $1,441,458 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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