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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
TWP
4551
Tempus Wealth Planning
California
$199M -$22.2M -10% 3.29% 89.9% 196 20.41%
GFWA
4552
Grey Fox Wealth Advisors
Delaware
$199M +$5.11M +3% 3.52% 41.9% 105 10.48%
CCM
4553
Cota Capital Management
California
$199M -$286K -0.1% 3.09% 46% 13 30.77%
VEI
4554
Vesa Equity Investment
Luxembourg
$199M -$112M -36% 36% 2.97% 1 0%
NFSG
4555
Newbridge Financial Services Group
Florida
$199M -$5.53M -3% 3.12% 115% 1,431 15.65%
DLPIC
4556
Davide Leone & Partners Investment Company
United Kingdom
$199M -$176M -47% 6.41% 64.1% 8 62.5%
OPW
4557
Oxler Private Wealth
New York
$199M -$11.1M -5% 3.26% 87.3% 90 1.11%
MPW
4558
Monterey Private Wealth
California
$199M -$7.52M -4% 3.61% 29.8% 105 10.48%
FWA
4559
FSM Wealth Advisors
Ohio
$199M -$570K -0.3% 3.11% 62.8% 173 21.39%
BIG
4560
Boothe Investment Group
Delaware
$199M +$9.87M +5% 2.81% 59.8% 37 18.92%
ILI
4561
Invesco LLC (Illinois)
Illinois
$199M -$4.8M -2% 1% 113% 164 10.98%
SFA
4562
Spectrum Financial Alliance
Kentucky
$198M -$12M -6% 6.01% 185% 15 20%
TAM
4563
Townsend Asset Management
North Carolina
$198M -$10.5M -5% 3.57% 77% 205 10.73%
BWM
4564
BigSur Wealth Management
Florida
$198M -$10.9M -5% 2.42% 83.1% 126 12.7%
BHA
4565
Beech Hill Advisors
New York
$198M -$7.4M -4% 3.78% 79.3% 89 5.62%
FBT
4566
First Bankers Trust
Kentucky
$198M -$5.97M -3% 3.41% 78.9% 120 6.67%
CC
4567
Corton Capital
Ontario, Canada
$198M -$14.9M -7% 4.08% 225% 567 52.91%
OWIM
4568
Old West Investment Management
California
$198M +$7.03M +4% 7.83% 235% 47 21.28%
RWM
4569
Reston Wealth Management
Virginia
$198M -$12.1M -6% 3.58% 60.7% 55 20%
MIM
4570
MTM Investment Management
South Carolina
$198M -$6.82M -3% 2.9% 71.7% 266 6.77%
ITIM
4571
Indiana Trust & Investment Management
Indiana
$198M +$2.12M +1% 3.29% 104% 451 77.83%
SC
4572
Schulhoff & Co
Ohio
$198M -$17.2M -8% 3.57% 42.7% 123 6.5%
BCC
4573
Bridge City Capital
Oregon
$198M -$13.4M -6% 3% 76.9% 102 12.75%
MWP
4574
Madison Wealth Partners
Wisconsin
$198M -$16.3M -8% 3.93% 55.3% 97 7.22%
MFG
4575
Monte Financial Group
Connecticut
$198M -$7.48M -4% 2.19% 55% 84 3.57%