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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)
PFG Private Wealth Management
5676
PFG Private Wealth Management
Florida
$135M -$34.9M -21% 2.39% 52.6% 330 24.55% 1.6
Oxinas Partners Wealth Management
5677
Oxinas Partners Wealth Management
Indiana
$134M -$17.9M -12% 3.68% 91.4% 128 11.72% 1.7
Selkirk Management
5678
Selkirk Management
New Jersey
$134M +$6.13M +5% 3.96% 245% 17 11.76% 3.9
RiverTree Advisors
5679
RiverTree Advisors
Florida
$134M -$4.48M -3% 1.01% 25.4% 29 31.03% 0.7
Robinson Value Management
5680
Robinson Value Management
Texas
$134M -$3.78M -3% 3.04% 79.3% 79 10.13% 3.2
Hazlett, Burt & Watson
5681
Hazlett, Burt & Watson
West Virginia
$134M +$172K +0.1% 3.52% 97.1% 774 17.57% 1.1
F/M Investments
5682
F/M Investments
District of Columbia
$134M -$1.49M -1% 1.2% 101% 83 22.89% 0.7
Matrix Private Capital Group
5683
Matrix Private Capital Group
New York
$134M -$2.52M -2% 2.4% 62.5% 179 7.82% 2.8
Windle Wealth
5684
Windle Wealth
Oklahoma
$134M -$4.44M -3% 4.19% 73% 29 3.45% 0.7
PACK Private Wealth
5685
PACK Private Wealth
Minnesota
$134M +$124K +0.1% 4.82% 52.8% 40 10% 1.5
MGO Private Wealth
5686
MGO Private Wealth
California
$134M +$1.09M +0.8% 3.42% 51.5% 76 21.05% 0.8
WealthSpring Partners
5687
WealthSpring Partners
California
$134M -$4.33M -3% 3.66% – 75 8% 0.9
Resolute Wealth Strategies
5688
Resolute Wealth Strategies
Mississippi
$134M +$4.76M +4% 1.99% 105% 92 5.43% 0.5
Yorktown Energy Partners X
5689
Yorktown Energy Partners X
New York
$134M +$13M +11% 12.3% 95.9% 5 0% 2.3
WESPAC Advisors
5690
WESPAC Advisors
California
$134M +$8.87M +7% 2.98% 126% 149 20.13% 0.7
Ivy Lane Capital Management
5691
Ivy Lane Capital Management
Florida
$134M -$1.9M -1% 0.05% 101% 15 26.67% 0.9
Peterson Wealth Services
5692
Peterson Wealth Services
Utah
$134M -$74.6M -36% 0.61% 160% 91 32.97% 1.4
Lightspeed Opportunity Fund
5693
Lightspeed Opportunity Fund
California
$134M +$1.79M +1% 3.71% – 2 0% 0.5
ARQ Wealth Advisors
5694
ARQ Wealth Advisors
Arizona
$134M -$20.3M -13% 3.82% 53.3% 67 32.84% 2.1
Dean Capital Management
5695
Dean Capital Management
Kansas
$134M +$58.6M +78% 2.53% 89.7% 138 59.42% 0.9
Fourpath Capital Management
5696
Fourpath Capital Management
Oklahoma
$133M +$50.5M +61% 0.15% 82.1% 135 35.56% 1.1
Delta Capital Management
5697
Delta Capital Management
New Jersey
$133M -$11.9M -8% 1.63% 129% 90 18.89% 6.3
R.W. Roge & Company
5698
R.W. Roge & Company
New York
$133M -$10.2M -7% 3.17% 68.1% 47 14.89% 2.2
VFG
5699
V2 Financial group
Illinois
$133M -$5.88M -4% 4.68% 63.3% 63 9.52% 2.1
HBC Financial Services
5700
HBC Financial Services
Washington
$133M -$7.51M -5% 3.93% 12.6% 199 9.55% 2.2