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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
PPW
5551
PACK Private Wealth
Minnesota
$134M +$124K +0.1% 4.82% 43.6% 40 10%
MPW
5552
MGO Private Wealth
California
$134M +$1.09M +0.8% 3.42% 44% 76 21.05%
WP
5553
WealthSpring Partners
California
$134M -$4.33M -3% 3.66% 75 8%
RWS
5554
Resolute Wealth Strategies
Mississippi
$134M +$4.76M +4% 1.99% 97% 92 5.43%
YEPX
5555
Yorktown Energy Partners X
New York
$134M +$13M +11% 12.3% 150% 5 0%
WA
5556
WESPAC Advisors
California
$134M +$8.87M +7% 2.98% 84.5% 149 20.13%
ILCM
5557
Ivy Lane Capital Management
Florida
$134M -$1.9M -1% 0.05% 97.3% 15 26.67%
PWS
5558
Peterson Wealth Services
Utah
$134M -$74.6M -36% 0.61% 153% 91 32.97%
LOF
5559
Lightspeed Opportunity Fund
California
$134M +$1.79M +1% 3.71% 2 0%
AWA
5560
ARQ Wealth Advisors
Arizona
$134M -$20.3M -13% 3.82% 53.3% 67 32.84%
DCM
5561
Dean Capital Management
Kansas
$134M +$58.6M +78% 2.53% 57.7% 138 59.42%
FCM
5562
Fourpath Capital Management
Oklahoma
$133M +$50.5M +61% 0.15% 78% 135 35.56%
DCM
5563
Delta Capital Management
New Jersey
$133M -$11.9M -8% 1.63% 125% 90 18.89%
RWRC
5564
R.W. Roge & Company
New York
$133M -$10.2M -7% 3.17% 57.7% 47 14.89%
VFG
5565
V2 Financial group
Illinois
$133M -$5.88M -4% 4.68% 47.5% 63 9.52%
HFS
5566
HBC Financial Services
Washington
$133M -$7.51M -5% 3.93% 12.6% 199 9.55%
LFWA
5567
LBJ Family Wealth Advisors
Texas
$133M -$10.7M -7% 4.43% 59% 24 8.33%
SFG
5568
Sowa Financial Group
Rhode Island
$133M -$12.7M -9% 4.83% 69.9% 34 0%
SW
5569
SMART Wealth
Nebraska
$133M +$640K +0.5% 0.96% 52.3% 88 26.14%
MHB
5570
Midwest Heritage Bank
Iowa
$133M +$1.3M +1% 2.72% 40.1% 57 14.04%
CWG
5571
Crown Wealth Group
North Carolina
$133M +$6.26M +5% 2.6% 86.2% 78 25.64%
AA
5572
AJ Advisors
Tennessee
$133M -$10.8M -7% 3.57% 59.8% 39 20.51%
FA
5573
Fortis Advisors
Pennsylvania
$133M -$6.86M -5% 2.26% 48.4% 98 19.39%
CBC
5574
Coombe, Bender & Co
New York
$133M -$4.3M -3% 2.57% 76 11.84%
DC
5575
Deere & Company
Illinois
$133M -$61.7M -32% 4.12% 3 0%