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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
RWM
4901
Reston Wealth Management
Virginia
$206M +$14M +7% 5.28% 60.7% 64 12.5%
GWAG
4902
Garrett Wealth Advisory Group
Texas
$206M +$49.6M +32% 8.55% 66.1% 63 17.46%
FCM
4903
Forager Capital Management
Alabama
$206M 7.27% 52.6% 13
MPPLM
4904
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$206M +$17.3M +9% 9.53% 130% 118 5.08%
YEPV
4905
Yorktown Energy Partners VIII
New York
$206M -$46M -18% 9.19% 15.2% 3 0%
MWM
4906
MorganRosel Wealth Management
Colorado
$206M +$22.5M +12% 5.83% 67.5% 94 25.53%
RWP
4907
Reliant Wealth Planning
Kentucky
$206M +$16.9M +9% 8.29% 39.4% 5 0%
JF
4908
JSF Financial
California
$206M +$3.64M +2% 8.71% 79% 133 34.59%
RPCONE
4909
Retirement Planning Company of New England
Rhode Island
$205M 10.2% 117% 983
RWP
4910
Ridgecrest Wealth Partners
California
$205M +$21.8M +12% 9.32% 89.7% 126 12.7%
TWA
4911
TPB Wealth Advisors
Texas
$205M +$67.4M +49% 5.35% 51 29.41%
C1AG
4912
Client 1st Advisory Group
Florida
$205M +$8.97M +5% 4.38% 57.4% 78 8.97%
FCP
4913
Fosse Capital Partners
United Kingdom
$205M +$16M +9% 11.3% 80% 4 0%
SFA
4914
Spectrum Financial Alliance
Kentucky
$205M 6.23% 185% 10
BWP
4915
Bernardo Wealth Planning
Pennsylvania
$205M +$32.6M +19% 8.78% 50.7% 89 16.85%
WWM
4916
Wiser Wealth Management
Georgia
$205M +$17.1M +9% 4.94% 46.7% 32 15.63%
FAM
4917
Fulcrum Asset Management
United Kingdom
$205M +$2.28M +1% 12.5% 212 0%
ACM
4918
Axar Capital Management
New York
$205M -$20.8M -9% 7.66% 680% 3 0%
SI
4919
Sora Investors
Pennsylvania
$205M 13.3% 179% 22
LSA
4920
Lion Street Advisors
Texas
$204M +$19.1M +10% 10.3% 38% 161 12.42%
PA
4921
Paragon Advisors
Texas
$204M -$1.49M -0.7% 10.8% 109% 77 31.17%
JAM
4922
JLP Asset Management
New York
$204M +$23.1M +13% 19.6% 16.1% 31 0%
WDG
4923
Wealth Dimensions Group
Ohio
$204M +$47.9M +31% 8.46% 57.1% 134 5.22%
AAM
4924
Augustine Asset Management
Florida
$204M +$16.4M +9% 7.1% 344% 100 16%
OWIM
4925
Old West Investment Management
California
$204M -$179M -47% 4.04% 242% 61 26.23%