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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
MWP
4926
Madison Wealth Partners
Wisconsin
$175M +$32.5M +23% 6.22% 66.9% 74 29.73%
SAM
4927
Sequent Asset Management
Texas
$174M +$12.5M +8% 4.48% 51.3% 73 15.07%
SW
4928
StrongBox Wealth
Missouri
$174M +$13.1M +8% 6.46% 57.8% 106 16.98%
MPW
4929
Monterey Private Wealth
California
$174M -$7.46M -4% 6.65% 29.8% 102 8.82%
BCM
4930
Beddow Capital Management
Wyoming
$174M +$16.8M +11% 5.57% 50.7% 60 13.33%
AMC
4931
Asset Management Corp
Illinois
$174M -$59.1M -25% 6.32% 57.1% 210 28.1%
SIRP
4932
Shelter Insurance Retirement Plan
Missouri
$174M -$21.6M -11% 6.33% 60.5% 11 54.55%
BWA
4933
Bordeaux Wealth Advisors
California
$174M +$29.9M +21% 6.84% 141% 70 12.86%
JWS
4934
Juncture Wealth Strategies
Arizona
$174M +$15M +9% 6.89% 71.5% 125 30.4%
YEPV
4935
Yorktown Energy Partners VIII
New York
$174M +$49.6M +40% 41.2% 15.2% 2 0%
LWMG
4936
Levy Wealth Management Group
Pennsylvania
$174M +$21.8M +14% 7.21% 21.1% 73 13.7%
GWM
4937
Gray Wealth Management
Maine
$174M +$16M +10% 6.17% 22.1% 119 9.24%
IWMA
4938
Ironwood Wealth Management (Arizona)
Arizona
$173M +$17.5M +11% 4.21% 31.1% 53 11.32%
AIIC
4939
AJU IB Investment Company
South Korea
$173M -$91.7M -35% 4.17% 11 0%
GEH
4940
General Equity Holdings
New York
$173M +$5.05M +3% 10.8% 775% 14 35.71%
ARCM
4941
Asia Research & Capital Management
Hong Kong
$173M 14.1% 5
FA
4942
Fortis Advisors
Pennsylvania
$173M +$32.4M +23% 6.06% 72.8% 287 25.44%
NWS
4943
Newport Wealth Strategies
California
$173M +$11.9M +7% 7.17% 51.5% 115 6.09%
APSI
4944
Asset Planning Services Inc
Louisiana
$173M +$7.44M +4% 5.42% 117% 41 4.88%
RPG
4945
Resource Planning Group
Georgia
$173M +$20.2M +13% 4.02% 1.9% 88 29.55%
EF
4946
Exeter Financial
Arizona
$172M +$13.9M +9% 5.73% 50.4% 82 4.88%
ER
4947
EVR Research
Virginia
$172M +$40.7M +31% 9.96% 165% 34 44.12%
FA
4948
Fermata Advisors
California
$172M +$53.2M +45% 5.61% 49.3% 155 56.13%
SSW
4949
Smith Shellnut Wilson
Mississippi
$172M +$8.06M +5% 6.68% 90.2% 168 10.12%
MC
4950
MRJ Capital
New York
$172M +$11.7M +7% 7.58% 127% 52 7.69%