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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
HBW
5676
Hazlett, Burt & Watson
West Virginia
$134M +$172K +0.1% 3.52% 97.1% 774 17.57%
FMI
5677
F/M Investments
District of Columbia
$134M -$1.49M -1% 1.2% 101% 83 22.89%
MPCG
5678
Matrix Private Capital Group
New York
$134M -$2.52M -2% 2.4% 62.5% 179 7.82%
WW
5679
Windle Wealth
Oklahoma
$134M -$4.44M -3% 4.19% 73% 29 3.45%
PPW
5680
PACK Private Wealth
Minnesota
$134M +$124K +0.1% 4.82% 52.8% 40 10%
MPW
5681
MGO Private Wealth
California
$134M +$1.09M +0.8% 3.42% 51.5% 76 21.05%
WP
5682
WealthSpring Partners
California
$134M -$4.33M -3% 3.66% 75 8%
RWS
5683
Resolute Wealth Strategies
Mississippi
$134M +$4.76M +4% 1.99% 105% 92 5.43%
YEPX
5684
Yorktown Energy Partners X
New York
$134M +$13M +11% 12.3% 95.8% 5 0%
WA
5685
WESPAC Advisors
California
$134M +$8.87M +7% 2.98% 112% 149 20.13%
ILCM
5686
Ivy Lane Capital Management
Florida
$134M -$1.9M -1% 0.05% 101% 15 26.67%
PWS
5687
Peterson Wealth Services
Utah
$134M -$74.6M -36% 0.61% 153% 91 32.97%
LOF
5688
Lightspeed Opportunity Fund
California
$134M +$1.79M +1% 3.71% 2 0%
AWA
5689
ARQ Wealth Advisors
Arizona
$134M -$20.3M -13% 3.82% 53.3% 67 32.84%
DCM
5690
Dean Capital Management
Kansas
$134M +$58.6M +78% 2.53% 89.7% 138 59.42%
FCM
5691
Fourpath Capital Management
Oklahoma
$133M +$50.5M +61% 0.15% 78% 135 35.56%
DCM
5692
Delta Capital Management
New Jersey
$133M -$11.9M -8% 1.63% 125% 90 18.89%
RWRC
5693
R.W. Roge & Company
New York
$133M -$10.2M -7% 3.17% 68.1% 47 14.89%
VFG
5694
V2 Financial group
Illinois
$133M -$5.88M -4% 4.68% 63.3% 63 9.52%
HFS
5695
HBC Financial Services
Washington
$133M -$7.51M -5% 3.93% 12.6% 199 9.55%
LFWA
5696
LBJ Family Wealth Advisors
Texas
$133M -$10.7M -7% 4.43% 59% 24 8.33%
SFG
5697
Sowa Financial Group
Rhode Island
$133M -$12.7M -9% 4.83% 77.7% 34 0%
SW
5698
SMART Wealth
Nebraska
$133M +$640K +0.5% 0.96% 77.7% 88 26.14%
MHB
5699
Midwest Heritage Bank
Iowa
$133M +$1.3M +1% 2.72% 50% 57 14.04%
SFM
5700
Spartan Fund Management
Canada
$133M -$72.1M -35% 2.09% 25% 392 40.56%