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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
BC
7201
Bulwark Capital
Florida
$119M 5.55% 95
NWA
7202
Navis Wealth Advisors
New York
$119M +$16.9M +17% 15.1% 142% 117 12.82%
MWM
7203
MFG Wealth Management
Indiana
$119M +$14M +13% 22.7% 67 37.31%
WLG
7204
Williamson Legacy Group
Indiana
$119M +$13.3M +13% 19.9% 139 51.8%
CPA
7205
Clear Point Advisors
New York
$119M +$7.44M +7% 7.37% 109 3.67%
CWP
7206
Corepath Wealth Partners
Arizona
$119M +$13.6M +13% 6.94% 56% 34 11.76%
JBW
7207
Journey Beyond Wealth
Georgia
$119M +$11.6M +11% 10.3% 30 10%
WA
7208
WPG Advisers
Maryland
$119M +$11.3M +11% 11.7% 1,514 11.43%
CWM
7209
Copia Wealth Management
Oregon
$119M +$10.4M +10% 9.94% 496 15.12%
MWM
7210
Mittelman Wealth Management
Massachusetts
$118M +$7.62M +7% 6.57% 40 22.5%
BG
7211
BRX Global
New York
$118M -$16.3M -12% 15.6% 80.7% 4 25%
CCP
7212
Cushing Capital Partners
Wisconsin
$118M +$7.02M +6% 5.98% 93 13.98%
FF
7213
Fox Financial
Pennsylvania
$118M +$12.1M +11% 10.9% 13 0%
SFSG
7214
Sound Financial Strategies Group
Mississippi
$118M +$6.25M +6% 3.48% 18.2% 105 14.29%
POIA
7215
Pin Oak Investment Advisors
Texas
$118M -$13M -10% 1.04% 55.7% 495 14.95%
FF
7216
Fairway Financial
Florida
$118M +$7.92M +7% 6.33% 22 9.09%
PWA
7217
Principia Wealth Advisory
Texas
$118M +$13.7M +13% 9.39% 1,025 24.59%
BPC
7218
Bryce Point Capital
New York
$118M -$14.8M -11% 14.6% 284 75.7%
NMCM
7219
Nicholson Meyer Capital Management
Missouri
$118M +$9.43M +9% 7.7% 48 12.5%
SG
7220
Somerset Group
Minnesota
$118M +$8.22M +7% 8.9% 68.2% 63 6.35%
FFG
7221
Fortress Financial Group
Minnesota
$118M +$17.9M +18% 9.48% 82 20.73%
FLFS
7222
Family Legacy Financial Solutions
North Carolina
$118M 7.61% 246
PCC
7223
Park Circle Company
Maryland
$118M +$4.11M +4% 3.06% 58.1% 122 13.93%
CFG
7224
Chapman Financial Group
Hawaii
$118M 6.78% 216
LFA
7225
Longview Financial Advisors
Alabama
$118M +$1.19M +1% 5.03% 45 13.33%