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
GWM
5526
GoalFusion Wealth Management
Texas
$135M -$1.23M -0.9% 29
MWP
5527
Meredith Wealth Planning
Illinois
$135M +$11.6M +9% 43
PPWM
5528
PFG Private Wealth Management
Florida
$135M -$34.9M -21% 330
OPWM
5529
Oxinas Partners Wealth Management
Indiana
$134M -$17.9M -12% 128
SM
5530
Selkirk Management
New Jersey
$134M +$16.5M +14% 16
RA
5531
RiverTree Advisors
Florida
$134M -$4.48M -3% 29
RVM
5532
Robinson Value Management
Texas
$134M -$3.78M -3% 79
HBW
5533
Hazlett, Burt & Watson
West Virginia
$134M +$172K +0.1% 774
FMI
5534
F/M Investments
District of Columbia
$134M -$1.49M -1% 83
MPCG
5535
Matrix Private Capital Group
New York
$134M -$2.52M -2% 179
WW
5536
Windle Wealth
Oklahoma
$134M -$4.44M -3% 29
PPW
5537
PACK Private Wealth
Minnesota
$134M +$124K +0.1% 40
MPW
5538
MGO Private Wealth
California
$134M +$1.09M +0.8% 76
WP
5539
WealthSpring Partners
California
$134M -$4.33M -3% 75
RWS
5540
Resolute Wealth Strategies
Mississippi
$134M +$4.76M +4% 92
YEPX
5541
Yorktown Energy Partners X
New York
$134M +$13M +11% 5
PCM
5542
Palouse Capital Management
Washington
$134M -$6.67M -5% 76
WA
5543
WESPAC Advisors
California
$134M +$8.87M +7% 149
ILCM
5544
Ivy Lane Capital Management
Florida
$134M -$1.9M -1% 15
PWS
5545
Peterson Wealth Services
Utah
$134M -$74.6M -36% 91
LOF
5546
Lightspeed Opportunity Fund
California
$134M +$1.79M +1% 2
AWA
5547
ARQ Wealth Advisors
Arizona
$134M -$20.3M -13% 67
DCM
5548
Dean Capital Management
Kansas
$134M +$58.6M +78% 138
FCM
5549
Fourpath Capital Management
Oklahoma
$133M +$50.5M +61% 135
DCM
5550
Delta Capital Management
New Jersey
$133M -$11.9M -8% 90