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
TWP
4501
Tempus Wealth Planning
California
$199M -$22.2M -10% 196
GFWA
4502
Grey Fox Wealth Advisors
Delaware
$199M +$5.11M +3% 105
CCM
4503
Cota Capital Management
California
$199M -$286K -0.1% 13
VEI
4504
Vesa Equity Investment
Luxembourg
$199M -$112M -36% 1
NFSG
4505
Newbridge Financial Services Group
Florida
$199M -$5.53M -3% 1,433
OPW
4506
Oxler Private Wealth
New York
$199M -$11.1M -5% 90
MPW
4507
Monterey Private Wealth
California
$199M -$7.52M -4% 106
FWA
4508
FSM Wealth Advisors
Ohio
$199M -$570K -0.3% 173
BIG
4509
Boothe Investment Group
Delaware
$199M +$9.87M +5% 37
ILI
4510
Invesco LLC (Illinois)
Illinois
$199M -$4.8M -2% 164
SFA
4511
Spectrum Financial Alliance
Kentucky
$198M -$12M -6% 15
TAM
4512
Townsend Asset Management
North Carolina
$198M -$10.5M -5% 205
BWM
4513
BigSur Wealth Management
Florida
$198M -$10.9M -5% 126
BHA
4514
Beech Hill Advisors
New York
$198M -$7.4M -4% 89
FBT
4515
First Bankers Trust
Kentucky
$198M -$5.97M -3% 120
CC
4516
Corton Capital
Ontario, Canada
$198M -$14.9M -7% 567
OWIM
4517
Old West Investment Management
California
$198M +$7.03M +4% 47
RWM
4518
Reston Wealth Management
Virginia
$198M -$12.1M -6% 55
MIM
4519
MTM Investment Management
South Carolina
$198M -$6.82M -3% 266
ITIM
4520
Indiana Trust & Investment Management
Indiana
$198M +$2.12M +1% 451
SGH
4521
Sivik Global Healthcare
Connecticut
$198M -$52.3M -21% 45
SC
4522
Schulhoff & Co
Ohio
$198M -$17.2M -8% 123
BCC
4523
Bridge City Capital
Oregon
$198M -$13.4M -6% 102
MWP
4524
Madison Wealth Partners
Wisconsin
$198M -$16.3M -8% 97
MFG
4525
Monte Financial Group
Connecticut
$198M -$7.48M -4% 84