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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 Avg Holding
Period (Yrs)
Fortress Financial Group
7226
Fortress Financial Group
Minnesota
$130M +$12.4M +10% 7.72% – 86 13.95% 0.6
MCM
7227
Magnolia Capital Management
New York
$130M +$5.18M +4% 8.72% 85.9% 75 6.67% 4
Willner & Heller
7228
Willner & Heller
California
$130M +$11.5M +10% 9.87% 131% 167 13.17% 2.5
Bonfire Financial
7229
Bonfire Financial
Colorado
$130M +$8.28M +7% 5.71% – 56 5.36% 0.7
NMCM
7230
Nicholson Meyer Capital Management
Missouri
$130M +$12M +10% 8.21% – 47 10.64% 0.5
TB Capital Gestao de Recursos
7231
TB Capital Gestao de Recursos
$130M +$14.8M +13% 6.84% – 18 5.56% 0.3
Williams & Novak
7232
Williams & Novak
California
$130M +$12.4M +11% 7.04% 61.6% 156 24.36% 1
Tide Cove Capital Partners
7233
Tide Cove Capital Partners
California
$130M +$3.65M +3% 5.34% – 11 9.09% 0.8
CWMA
7234
Capstone Wealth Management (Alabama)
Alabama
$130M +$15.8M +14% 8.24% – 51 7.84% 0.7
PUREfi Wealth
7235
PUREfi Wealth
Massachusetts
$130M +$4.84M +4% 7.31% – 174 15.52% 0.5
Partnership Wealth Management
7236
Partnership Wealth Management
Maryland
$130M +$6.32M +5% 5.07% 67.6% 73 9.59% 1.6
Williamson Legacy Group
7237
Williamson Legacy Group
Indiana
$129M +$10.8M +9% 28.1% – 143 59.44% 0.5
Mascagni Wealth Management
7238
Mascagni Wealth Management
Mississippi
$129M +$12M +10% 7.93% – 128 8.59% 0.6
Atlantic Family Wealth
7239
Atlantic Family Wealth
Florida
$129M +$14.5M +13% 6.81% – 57 12.28% 0.6
Barnett & Company
7240
Barnett & Company
Tennessee
$129M +$2.2M +2% 4.55% 65.9% 88 20.45% 3.6
Rexford Capital
7241
Rexford Capital
Texas
$129M +$8.78M +7% 8.88% – 283 5.65% 0.2
Gilbert Capital Group
7242
Gilbert Capital Group
Maine
$129M +$8.63M +7% 6.74% – 54 16.67% 0.2
North Capital
7243
North Capital
Utah
$129M +$13.3M +11% 6.15% – 751 21.44% 0.4
First Community Trust
7244
First Community Trust
Iowa
$129M +$6.14M +5% 9.76% 128% 343 5.83% 2.7
Cornerstone Financial Group
7245
Cornerstone Financial Group
Nebraska
$129M +$11.6M +10% 5.1% – 69 2.9% 0.7
RoundAngle Advisors
7246
RoundAngle Advisors
New Jersey
$129M +$9.4M +8% 9.68% – 60 5% 0.7
BAM Wealth Management
7247
BAM Wealth Management
Colorado
$129M – – 6.02% – 147 – 0
Bosman Wealth Management
7248
Bosman Wealth Management
California
$129M +$16.5M +15% 13.3% – 45 20% 0.5
WPG Advisers
7249
WPG Advisers
Maryland
$129M +$10.4M +9% 9.35% – 1,492 7.57% 0.7
Brian Low Financial Group
7250
Brian Low Financial Group
Louisiana
$129M +$22.1M +21% 9.2% – 115 19.13% 0.2