Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WW
5526
Windle Wealth
Oklahoma
$134M -$4.44M -3% 4.19% – 29
PPW
5527
PACK Private Wealth
Minnesota
$134M +$124K +0.1% 4.82% 38.8% 40
MPW
5528
MGO Private Wealth
California
$134M +$1.09M +0.8% 3.42% 42.9% 76
WP
5529
WealthSpring Partners
California
$134M -$4.33M -3% 3.66% – 75
RWS
5530
Resolute Wealth Strategies
Mississippi
$134M +$4.76M +4% 1.99% – 92
YEPX
5531
Yorktown Energy Partners X
New York
$134M +$13M +11% 12.3% 25.3% 5
PCM
5532
Palouse Capital Management
Washington
$134M -$6.67M -5% 3.7% 33.9% 76
WA
5533
WESPAC Advisors
California
$134M +$8.87M +7% 2.98% 64.3% 149
ILCM
5534
Ivy Lane Capital Management
Florida
$134M -$1.9M -1% 0.05% 103% 15
PWS
5535
Peterson Wealth Services
Utah
$134M -$74.6M -36% 0.61% 128% 91
LOF
5536
Lightspeed Opportunity Fund
California
$134M +$1.79M +1% 3.71% – 2
AWA
5537
ARQ Wealth Advisors
Arizona
$134M -$20.3M -13% 3.82% 43.7% 67
DCM
5538
Dean Capital Management
Kansas
$134M +$58.6M +78% 2.53% 35.2% 138
FCM
5539
Fourpath Capital Management
Oklahoma
$133M +$50.5M +61% 0.15% 48.8% 135
DCM
5540
Delta Capital Management
New Jersey
$133M -$11.9M -8% 1.63% 50.3% 90
RWRC
5541
R.W. Roge & Company
New York
$133M -$10.2M -7% 3.17% 54.1% 47
VFG
5542
V2 Financial group
Illinois
$133M -$5.88M -4% 4.68% 54.6% 63
HFS
5543
HBC Financial Services
Washington
$133M -$7.51M -5% 3.93% 12.6% 202
LFWA
5544
LBJ Family Wealth Advisors
Texas
$133M -$10.7M -7% 4.43% 52.4% 24
SFG
5545
Sowa Financial Group
Rhode Island
$133M -$12.7M -9% 4.83% 52.5% 34
SW
5546
SMART Wealth
Nebraska
$133M +$640K +0.5% 0.94% – 88
MHB
5547
Midwest Heritage Bank
Iowa
$133M +$1.3M +1% 2.72% 40% 57
CWG
5548
Crown Wealth Group
North Carolina
$133M +$6.26M +5% 2.6% 81.8% 78
AA
5549
AJ Advisors
Tennessee
$133M -$10.8M -7% 3.57% – 39
FA
5550
Fortis Advisors
Pennsylvania
$133M -$6.86M -5% 2.26% 30.7% 98
220 221
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