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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)
MS
4751
Madden Securities
Texas
$185M -$6.58M -3% 3.31% 108% 145 30.34% 1.3
VELT Partners Investimentos
4752
VELT Partners Investimentos
Brazil
$185M +$5.6M +3% 18.4% 19.4% 5 20% 1.2
Asset Allocation & Management Company
4753
Asset Allocation & Management Company
Illinois
$185M -$32M -15% 0.57% 58.5% 47 29.79% 1.5
PYA Waltman Capital
4754
PYA Waltman Capital
Tennessee
$184M -$7.56M -4% 3.36% 62.4% 40 10% 1.4
Members Capital Advisors Inc
4755
Members Capital Advisors Inc
Wisconsin
$184M +$22.8M +14% 1.5% – 65 3.08% 1.1
MTM Investment Management
4756
MTM Investment Management
South Carolina
$184M -$6.97M -4% 0.72% 87.7% 276 7.97% 0.7
WD Rutherford
4757
WD Rutherford
Oregon
$184M +$4.35M +2% 2.53% 189% 133 12.03% 0.7
Weaver Consulting Group
4758
Weaver Consulting Group
California
$184M +$6.59M +4% 0.38% 56.4% 152 7.89% 1.9
Andesa Financial Management
4759
Andesa Financial Management
Pennsylvania
$184M -$148M -45% 0.4% 73.6% 161 20.5% 1.8
TriaGen Wealth Management
4760
TriaGen Wealth Management
California
$184M -$10.3M -5% 0.45% 132% 202 20.79% 0.6
Wealth Advisors of Iowa
4761
Wealth Advisors of Iowa
Iowa
$184M -$7.76M -4% 0.39% 60.9% 62 19.35% 0.9
Tieton Capital Management
4762
Tieton Capital Management
Washington
$184M -$4M -2% 3.21% 172% 34 8.82% 3.7
Ridgecrest Wealth Partners
4763
Ridgecrest Wealth Partners
California
$184M +$23.5M +15% 0.51% 103% 116 7.76% 0.4
Wolf Group Capital Advisors
4764
Wolf Group Capital Advisors
Virginia
$184M -$2.86M -2% 0.29% 28.2% 106 11.32% 2.4
Prosperity Planning
4765
Prosperity Planning
Missouri
$183M +$22.2M +14% 1.8% 43.5% 93 5.38% 0.6
Autonomy Capital (Jersey)
4766
Autonomy Capital (Jersey)
Jersey
$183M -$148M -45% 0.43% 33.4% 43 53.49% 0.6
Boothe Investment Group
4767
Boothe Investment Group
Delaware
$183M -$7.22M -4% 1.97% 75.6% 37 16.22% 1.5
MorganRosel Wealth Management
4768
MorganRosel Wealth Management
Colorado
$183M +$4.92M +3% 0.9% 67.5% 90 16.67% 1.4
Selway Asset Management
4769
Selway Asset Management
$183M -$3.54M -2% 0.64% 36.5% 75 10.67% 4.2
TL Private Wealth
4770
TL Private Wealth
Texas
$183M +$11.6M +7% 1.01% 50.6% 51 9.8% 1.4
TLW Wealth Management
4771
TLW Wealth Management
Florida
$183M +$2.87M +2% 0.73% 98.3% 17 0% 2.5
PK
4772
Pflug Koory
Nebraska
$183M -$8.09M -4% 1.28% – 485 6.8% 3.3
O'Keefe Stevens Advisory
4773
O'Keefe Stevens Advisory
New York
$183M -$4.76M -3% 2.9% 208% 44 9.09% 3.1
EAM
4774
Eukles Asset Management
Ohio
$183M +$2.35M +1% 0.73% 77.2% 243 10.7% 2
KFA Private Wealth Group
4775
KFA Private Wealth Group
Virginia
$183M -$463K -0.3% 0.73% 62.8% 74 6.76% 1.3