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
MPW
5501
MGO Private Wealth
California
$134M +$1.09M +0.8% 76
WP
5502
WealthSpring Partners
California
$134M -$4.33M -3% 75
RWS
5503
Resolute Wealth Strategies
Mississippi
$134M +$4.76M +4% 92
YEPX
5504
Yorktown Energy Partners X
New York
$134M +$13M +11% 5
PCM
5505
Palouse Capital Management
Washington
$134M -$6.67M -5% 76
WA
5506
WESPAC Advisors
California
$134M +$8.87M +7% 149
ILCM
5507
Ivy Lane Capital Management
Florida
$134M -$1.9M -1% 15
PWS
5508
Peterson Wealth Services
Utah
$134M -$74.6M -36% 91
LOF
5509
Lightspeed Opportunity Fund
California
$134M +$1.79M +1% 2
AWA
5510
ARQ Wealth Advisors
Arizona
$134M -$20.3M -13% 67
DCM
5511
Dean Capital Management
Kansas
$134M +$58.6M +78% 138
FCM
5512
Fourpath Capital Management
Oklahoma
$133M +$50.5M +61% 135
DCM
5513
Delta Capital Management
New Jersey
$133M -$11.9M -8% 90
RWRC
5514
R.W. Roge & Company
New York
$133M -$10.2M -7% 47
VFG
5515
V2 Financial group
Illinois
$133M -$5.88M -4% 63
HFS
5516
HBC Financial Services
Washington
$133M -$7.51M -5% 202
LFWA
5517
LBJ Family Wealth Advisors
Texas
$133M -$10.7M -7% 24
SFG
5518
Sowa Financial Group
Rhode Island
$133M -$12.7M -9% 34
SW
5519
SMART Wealth
Nebraska
$133M +$640K +0.5% 88
MHB
5520
Midwest Heritage Bank
Iowa
$133M +$1.3M +1% 57
CWG
5521
Crown Wealth Group
North Carolina
$133M +$6.26M +5% 78
AA
5522
AJ Advisors
Tennessee
$133M -$10.8M -7% 39
FA
5523
Fortis Advisors
Pennsylvania
$133M -$6.86M -5% 98
CBC
5524
Coombe, Bender & Co
New York
$133M -$4.3M -3% 76
DC
5525
Deere & Company
Illinois
$133M -$61.7M -32% 3