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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
MPCA
7201
Madison Park Capital Advisors
Washington
$119M +$4.86M +4% 8.03% 63 11.11%
OWM
7202
Orca Wealth Management
Florida
$119M +$6.98M +6% 6.73% 68 11.76%
WH
7203
Willner & Heller
California
$119M +$10.5M +10% 14.3% 155 7.74%
BC
7204
Bulwark Capital
Florida
$119M 5.55% 95
NWA
7205
Navis Wealth Advisors
New York
$119M +$16.9M +17% 15.1% 142% 117 12.82%
MWM
7206
MFG Wealth Management
Indiana
$119M +$14M +13% 22.7% 67 37.31%
WLG
7207
Williamson Legacy Group
Indiana
$119M +$13.3M +13% 19.9% 139 51.8%
CPA
7208
Clear Point Advisors
New York
$119M +$7.44M +7% 7.37% 109 3.67%
CWP
7209
Corepath Wealth Partners
Arizona
$119M +$13.6M +13% 6.94% 56% 34 11.76%
JBW
7210
Journey Beyond Wealth
Georgia
$119M +$11.6M +11% 10.3% 30 10%
WA
7211
WPG Advisers
Maryland
$119M +$11.3M +11% 11.7% 1,514 11.43%
CWM
7212
Copia Wealth Management
Oregon
$119M +$10.4M +10% 9.94% 496 15.12%
MWM
7213
Mittelman Wealth Management
Massachusetts
$118M +$7.62M +7% 6.57% 40 22.5%
BG
7214
BRX Global
New York
$118M -$16.3M -12% 15.6% 80.7% 4 25%
CCP
7215
Cushing Capital Partners
Wisconsin
$118M +$7.02M +6% 5.98% 93 13.98%
FF
7216
Fox Financial
Pennsylvania
$118M +$12.1M +11% 10.9% 13 0%
SFSG
7217
Sound Financial Strategies Group
Mississippi
$118M +$6.25M +6% 3.48% 18.2% 105 14.29%
POIA
7218
Pin Oak Investment Advisors
Texas
$118M -$13M -10% 1.04% 55.7% 495 14.95%
FF
7219
Fairway Financial
Florida
$118M +$7.92M +7% 6.33% 22 9.09%
PWA
7220
Principia Wealth Advisory
Texas
$118M +$13.7M +13% 9.39% 1,025 24.59%
BPC
7221
Bryce Point Capital
New York
$118M -$14.8M -11% 14.6% 284 75.7%
NMCM
7222
Nicholson Meyer Capital Management
Missouri
$118M +$9.43M +9% 7.7% 48 12.5%
SG
7223
Somerset Group
Minnesota
$118M +$8.22M +7% 8.9% 68.2% 63 6.35%
FFG
7224
Fortress Financial Group
Minnesota
$118M +$17.9M +18% 9.48% 82 20.73%
FLFS
7225
Family Legacy Financial Solutions
North Carolina
$118M 7.61% 246