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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
WH
7151
Willner & Heller
California
$119M +$10.5M +10% 155
BC
7152
Bulwark Capital
Florida
$119M 95
NWA
7153
Navis Wealth Advisors
New York
$119M +$16.9M +17% 117
MWM
7154
MFG Wealth Management
Indiana
$119M +$14M +13% 67
WLG
7155
Williamson Legacy Group
Indiana
$119M +$13.3M +13% 139
CPA
7156
Clear Point Advisors
New York
$119M +$7.44M +7% 109
CWP
7157
Corepath Wealth Partners
Arizona
$119M +$13.6M +13% 34
JBW
7158
Journey Beyond Wealth
Georgia
$119M +$11.6M +11% 30
WA
7159
WPG Advisers
Maryland
$119M +$11.3M +11% 1,514
CWM
7160
Copia Wealth Management
Oregon
$119M +$10.4M +10% 497
MWM
7161
Mittelman Wealth Management
Massachusetts
$118M +$7.62M +7% 40
BG
7162
BRX Global
New York
$118M -$16.3M -12% 4
CCP
7163
Cushing Capital Partners
Wisconsin
$118M +$7.02M +6% 93
FF
7164
Fox Financial
Pennsylvania
$118M +$12.1M +11% 13
SFSG
7165
Sound Financial Strategies Group
Mississippi
$118M +$6.25M +6% 105
CAIMH
7166
Central Asset Investments & Management Holdings
Hong Kong
$118M +$59M +100% 51
POIA
7167
Pin Oak Investment Advisors
Texas
$118M -$13M -10% 541
FF
7168
Fairway Financial
Florida
$118M +$7.92M +7% 22
BPC
7169
Bryce Point Capital
New York
$118M -$14.8M -11% 284
NMCM
7170
Nicholson Meyer Capital Management
Missouri
$118M +$9.43M +9% 48
SG
7171
Somerset Group
Minnesota
$118M +$8.22M +7% 63
FFG
7172
Fortress Financial Group
Minnesota
$118M +$17.9M +18% 82
FLFS
7173
Family Legacy Financial Solutions
North Carolina
$118M 246
KCM
7174
Kids Capital Management
California
$118M +$29.5M +33% 13
CFG
7175
Chapman Financial Group
Hawaii
$118M 216