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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
TWM
5601
TLW Wealth Management
Florida
$139M +$6.16M +5% 7.87% 82.9% 20 0%
MTWM
5602
Masso Torrence Wealth Management
New Jersey
$139M +$12.3M +10% 10.2% 130% 94 12.77%
WW
5603
Windle Wealth
Oklahoma
$139M +$3.66M +3% 3.43% 70.5% 29 0%
BA
5604
Ballew Advisors
Mississippi
$138M +$1.27M +0.9% 2.69% 62.3% 111 3.6%
MPIM
5605
McGinn Penninger Investment Management
Virginia
$138M +$7.11M +5% 6.02% 51.9% 27 7.41%
AWM
5606
Aberdeen Wealth Management
Illinois
$138M +$4.27M +3% 4.88% 56.7% 171 8.19%
D
5607
Dentgroup
Louisiana
$138M +$13.8M +11% 5.52% 53.6% 112 11.61%
WAOI
5608
Wealth Advisors of Iowa
Iowa
$138M +$10.3M +8% 5.48% 60.9% 60 6.67%
DTC
5609
Davidson Trust Company
Washington
$138M +$8.37M +6% 4.94% 64.6% 125 4.8%
PF
5610
Parker Financial
Washington
$138M +$11M +9% 3.91% 45% 46 26.09%
EM
5611
ELCO Management
New York
$138M +$667K +0.5% 6.16% 86.3% 145 16.55%
WP
5612
WealthSpring Partners
California
$138M +$8.91M +7% 5.04% 80 17.5%
RVM
5613
Robinson Value Management
Texas
$138M +$7.88M +6% 2.78% 60.9% 77 12.99%
CSA
5614
Cottage Street Advisors
Massachusetts
$138M +$8.86M +7% 9.15% 91.4% 88 12.5%
PM
5615
Penbrook Management
New York
$138M +$7.46M +6% 9.08% 103% 103 10.68%
SGC
5616
Slocum, Gordon & Co
Rhode Island
$138M +$17.3M +14% 2.7% 55.2% 162 35.8%
AWS
5617
Arkfeld Wealth Strategies
Nebraska
$138M -$2.6M -2% 7.13% 83.9% 76 11.84%
SAM
5618
S.A. Mason
Michigan
$138M $0 0% 6.13% 105% 314 0%
SCS
5619
Syquant Capital SAS
France
$138M +$94.5M +219% 3.91% 176% 16 87.5%
M
5620
MYeCFO
California
$138M +$4.27M +3% 3.83% 43.8% 49 14.29%
RCF
5621
Rainwater Charitable Foundation
Texas
$138M -$10.7M -7% 7.03% 40.2% 3 0%
FCMT
5622
Founders Capital Management (Texas)
Texas
$137M +$6.72M +5% 5.97% 118% 411 6.33%
BIM
5623
Bullseye Investment Management
Ohio
$137M +$775K +0.6% 5.07% 43.5% 63 61.9%
PD
5624
Planning Directions
Pennsylvania
$137M +$2.94M +2% 3.52% 36.4% 72 11.11%
SM
5625
Sensible Money
Arizona
$137M +$21.6M +19% 4.36% 65% 75 5.33%