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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
WA
7151
WPG Advisers
Maryland
$129M +$10.4M +9% 9.35% 1,492 7.57%
BLFG
7152
Brian Low Financial Group
Louisiana
$129M +$22.1M +21% 9.2% 115 19.13%
KGC
7153
Kennon-Green & Company
Ohio
$129M +$3.81M +3% 4.73% 43.4% 43 11.63%
EW
7154
Entruity Wealth
California
$129M +$11.2M +10% 6.81% 42 2.38%
GC
7155
Grizzlyrock Capital
Illinois
$129M -$18M -12% 0.29% 26 26.92%
FF
7156
Farnam Financial
Arizona
$129M +$17.5M +16% 6.33% 52 9.62%
CPA
7157
Clear Point Advisors
New York
$129M +$10M +8% 5.87% 114 5.26%
BC
7158
Bulwark Capital
Florida
$129M +$9.82M +8% 4.33% 101 5.94%
AHIA
7159
Andrew Hill Investment Advisors
Florida
$129M +$4.2M +3% 14.6% 57 29.82%
MWP
7160
Momentum Wealth Planning
Florida
$129M +$11.1M +9% 10.9% 49 34.69%
CAG
7161
Centerpoint Advisory Group
Kansas
$128M +$13.2M +11% 8.06% 111 12.61%
MFF
7162
Michels Family Financial
Texas
$128M +$11.1M +9% 7.58% 142 16.9%
CG
7163
Clifford Group
Massachusetts
$128M +$6.67M +5% 8.29% 52.9% 85 7.06%
IWB
7164
Innovative Wealth Building
Maryland
$128M +$7.68M +6% 6.72% 55 7.27%
PAG
7165
Paladin Advisory Group
Iowa
$128M -$2.69M -2% 7.87% 53.3% 258 10.47%
TCPW
7166
Twin City Private Wealth
North Carolina
$128M +$5.72M +5% 4.22% 106 9.43%
PSB
7167
Piscataqua Savings Bank
New Hampshire
$128M +$8.32M +7% 9.96% 85.5% 372 6.99%
SPWM
7168
Spartan Planning & Wealth Management
North Carolina
$128M +$11.3M +10% 9.46% 88 27.27%
FPW
7169
Flywheel Private Wealth
California
$128M +$3.41M +3% 7.18% 88 11.36%
BFWM
7170
Bright Futures Wealth Management
New York
$128M 7.6% 144
CWM
7171
Challenger Wealth Management
California
$128M -$16.3M -11% 8.58% 111 44.14%
DWA
7172
Delta Wealth Advisors
Indiana
$128M +$8.4M +7% 5.27% 46 2.17%
WW
7173
Winnow Wealth
Texas
$128M -$6.52M -5% 6.18% 663 87.93%
PIA
7174
Pollock Investment Advisors
Michigan
$128M +$4.98M +4% 4.35% 41 2.44%
CCP
7175
Cushing Capital Partners
Wisconsin
$128M +$9.32M +8% 5.81% 90 13.33%