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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
MWM
4651
MorganRosel Wealth Management
Colorado
$183M +$4.92M +3% 0.9% 51.9% 90 16.67%
SAM
4652
Selway Asset Management
$183M -$3.54M -2% 0.64% 36.5% 75 10.67%
TPW
4653
TL Private Wealth
Texas
$183M +$11.6M +7% 1.01% 46% 51 9.8%
TWM
4654
TLW Wealth Management
Florida
$183M +$2.87M +2% 0.73% 82.1% 17 0%
PK
4655
Pflug Koory
Nebraska
$183M -$8.09M -4% 1.28% 485 6.8%
OKSA
4656
O'Keefe Stevens Advisory
New York
$183M -$4.76M -3% 2.9% 216% 44 9.09%
EAM
4657
Eukles Asset Management
Ohio
$183M +$2.35M +1% 0.73% 69.7% 243 10.7%
KPWG
4658
KFA Private Wealth Group
Virginia
$183M -$463K -0.3% 0.73% 44.8% 74 6.76%
SCM
4659
Salem Capital Management
Massachusetts
$183M +$85K +0% 0.62% 32.3% 76 7.89%
CFGF
4660
Compass Financial Group (Florida)
Florida
$182M -$12M -6% 0.34% 36.3% 35 20%
PCM
4661
Perritt Capital Management
Illinois
$182M -$9.34M -5% 2.02% 80.9% 207 7.73%
LWMG
4662
Levy Wealth Management Group
Pennsylvania
$182M +$8.26M +5% 0.29% 21.1% 72 11.11%
VBFP
4663
Valtinson Bruner Financial Planning
Minnesota
$182M +$7.12M +4% 0.16% 33.4% 97 15.46%
CI
4664
Ceera Investments
Texas
$182M +$50.1M +38% 1.11% 47.9% 71 26.76%
GSC
4665
G&S Capital
Colorado
$182M -$8.9M -5% 0.71% 77.2% 118 27.12%
PM
4666
Prosight Management
Texas
$182M +$21.8M +14% 3.33% 46.2% 60 51.67%
IF
4667
Insight Folios
North Carolina
$182M +$11.5M +7% 4.49% 32.9% 124 40.32%
HVP
4668
Hudson Value Partners
Florida
$182M +$619K +0.3% 0.16% 124% 117 5.98%
MSFP
4669
Mark Sheptoff Financial Planning
Connecticut
$182M -$4.91M -3% 0.67% 85.8% 440 14.09%
SJIM
4670
St. Johns Investment Management
Florida
$182M -$2.48M -1% 0.36% 67.1% 221 22.17%
KWP
4671
Keystone Wealth Partners
Arizona
$181M +$13.8M +8% 0.68% 30 30%
OCM
4672
Orser Capital Management
Texas
$181M -$13.1M -7% 1.45% 122% 101 18.81%
TC
4673
Truvestments Capital
Florida
$181M -$925K -0.5% 2.98% 86.7% 669 13.3%
JAM
4674
JLP Asset Management
New York
$181M -$5.05M -3% 0.35% 16.1% 33 9.09%
SL
4675
SIB LLC
New York
$181M +$2.29M +1% 2.77% 29.2% 21 4.76%