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
YEPX
5501
Yorktown Energy Partners X
New York
$134M +$13M +11% 5
PCM
5502
Palouse Capital Management
Washington
$134M -$6.67M -5% 76
WA
5503
WESPAC Advisors
California
$134M +$8.87M +7% 149
ILCM
5504
Ivy Lane Capital Management
Florida
$134M -$1.9M -1% 15
PWS
5505
Peterson Wealth Services
Utah
$134M -$74.6M -36% 91
LOF
5506
Lightspeed Opportunity Fund
California
$134M +$1.79M +1% 2
AWA
5507
ARQ Wealth Advisors
Arizona
$134M -$20.3M -13% 67
DCM
5508
Dean Capital Management
Kansas
$134M +$58.6M +78% 138
FCM
5509
Fourpath Capital Management
Oklahoma
$133M +$50.5M +61% 135
DCM
5510
Delta Capital Management
New Jersey
$133M -$11.9M -8% 90
RWRC
5511
R.W. Roge & Company
New York
$133M -$10.2M -7% 47
VFG
5512
V2 Financial group
Illinois
$133M -$5.88M -4% 63
HFS
5513
HBC Financial Services
Washington
$133M -$7.51M -5% 202
LFWA
5514
LBJ Family Wealth Advisors
Texas
$133M -$10.7M -7% 24
SFG
5515
Sowa Financial Group
Rhode Island
$133M -$12.7M -9% 34
SW
5516
SMART Wealth
Nebraska
$133M +$640K +0.5% 88
MHB
5517
Midwest Heritage Bank
Iowa
$133M +$1.3M +1% 57
CWG
5518
Crown Wealth Group
North Carolina
$133M +$6.26M +5% 78
AA
5519
AJ Advisors
Tennessee
$133M -$10.8M -7% 39
FA
5520
Fortis Advisors
Pennsylvania
$133M -$6.86M -5% 98
CBC
5521
Coombe, Bender & Co
New York
$133M -$4.3M -3% 76
DC
5522
Deere & Company
Illinois
$133M -$61.7M -32% 3
FGG
5523
Financial Guidance Group
Florida
$133M -$3.15M -2% 55
FD
5524
Financial Designs
California
$133M -$4.1M -3% 27
BSWA
5525
Bromfield Sneider Wealth Advisors
Massachusetts
$133M +$6.77M +5% 98