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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 Avg Holding
Period (Yrs)
RWM
3926
Rench Wealth Management
Texas
$155M -$1.45M -0.9% 5.21% 106% 53 16.98% 4.2
MWPCG
3927
Measured Wealth Private Client Group
New Hampshire
$155M -$18.5M -11% 1.07% 84.3% 219 47.03% 0.9
HRC
3928
Hoertkorn Richard Charles
$155M +$4.22M +3% 2.89% 172% 92 9.78% 4.2
KDA
3929
KPCB DGF Associates
California
$154M -$57.4M -27% 25.9% – 2 0% 2
APSI
3930
Asset Planning Services Inc
Louisiana
$154M +$435K +0.3% 1.86% 138% 40 2.5% 2.1
MLFP
3931
MPS Loria Financial Planners
Illinois
$154M -$2.58M -2% 1.2% 80% 73 8.22% 1.9
JAM
3932
Jolley Asset Management
North Carolina
$154M -$1.96M -1% 0.21% 3.47% 64 14.06% 3.6
TC
3933
Truvestments Capital
Florida
$154M +$4.94M +3% 2.57% 131% 756 11.77% 0.9
PWAC
3934
Private Wealth Advisors (California)
California
$153M +$6.62M +5% 0.41% 63.6% 67 14.93% 0.6
DM
3935
Diker Management
New York
$153M -$86.7M -36% 7.62% 210% 40 32.5% 2.3
SP
3936
ShawSpring Partners
Massachusetts
$153M -$17.5M -10% 10.1% 3.53% 5 0% 0.6
Larson Financial Group
3937
Larson Financial Group
Missouri
$153M +$18.4M +14% 0.49% 81.2% 656 19.51% 0.7
PEA
3938
Pacific Edge Advisors
California
$153M +$1.53M +1% 0.29% 31.3% 44 11.36% 1.3
CM
3939
Cartica Management
District of Columbia
$153M -$69.1M -31% 3.23% 92.9% 4 0% 1.5
SI
3940
Shaker Investments
Ohio
$153M +$2.69M +2% 2.43% 205% 92 18.48% 1.8
NICM
3941
Neo Ivy Capital Management
New York
$153M -$24.5M -14% 0.94% – 442 80.32% 0.1
LBC
3942
Lawrence B. Cohen
$153M +$8.2M +6% 3.65% 41.8% 78 11.54% 4.1
GII
3943
Gryphon International Investment
Ontario, Canada
$152M -$51.9M -25% 0% 5.67% 21 9.52% 3.1
MPA
3944
Marvin & Palmer Associates
Delaware
$152M +$1.19M +0.8% 3.69% 392% 31 35.48% 1.1
SAM
3945
Security Asset Management
New York
$152M -$4.18M -3% 2.68% 67.4% 87 12.64% 3.6
SCP
3946
Silverleafe Capital Partners
Tennessee
$152M -$14.7M -9% 0.66% 87.7% 71 14.08% 1
OWM
3947
Opes Wealth Management
California
$152M +$5.19M +4% 0.68% 54.1% 54 18.52% 0.4
GEA
3948
Glen Eagle Advisors
New Jersey
$151M +$5.19M +4% 1.86% 68.5% 863 12.86% 1.9
MAG
3949
Mokosak Advisory Group
Iowa
$151M +$3.32M +2% 0.04% 57.1% 25 12% 1
WGRM
3950
Waterton Global Resource Management
Ontario, Canada
$151M -$92.4M -38% 31.5% 21% 5 80% 0.4