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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
DWA
7276
Delta Wealth Advisors
Indiana
$119M +$9.2M +8% 6.44% 47 19.15%
OM
7277
OV Management
Minnesota
$119M -$94.3M -44% 11.4% 59 8.47%
MHIP
7278
Mountain Hill Investment Partners
New Jersey
$119M +$16.7M +16% 16% 190 13.68%
CP
7279
Clayton Partners
California
$119M +$4.03M +4% 7.74% 109% 40 25%
AWF
7280
Alpha Wealth Funds
Utah
$119M +$20M +20% 5.89% 56 50%
CCM
7281
Collar Capital Management
Wisconsin
$119M +$8.59M +8% 15.7% 75 20%
BFS
7282
Burr Financial Services
California
$119M -$8.61M -7% 35.6% 36 19.44%
QGA
7283
Q Global Advisors
Texas
$119M -$4.11M -3% 10.1% 79% 55 16.36%
MPCA
7284
Madison Park Capital Advisors
Washington
$119M +$4.86M +4% 8.03% 63 11.11%
OWM
7285
Orca Wealth Management
Florida
$119M +$6.98M +6% 6.73% 68 11.76%
WH
7286
Willner & Heller
California
$119M +$10.5M +10% 14.3% 155 7.74%
BC
7287
Bulwark Capital
Florida
$119M 5.55% 95
NWA
7288
Navis Wealth Advisors
New York
$119M +$16.9M +17% 15.1% 107% 117 12.82%
MWM
7289
MFG Wealth Management
Indiana
$119M +$14M +13% 22.7% 67 37.31%
WLG
7290
Williamson Legacy Group
Indiana
$119M +$13.3M +13% 19.9% 139 51.8%
CPA
7291
Clear Point Advisors
New York
$119M +$7.44M +7% 7.37% 109 3.67%
CWP
7292
Corepath Wealth Partners
Arizona
$119M +$13.6M +13% 6.94% 56% 34 11.76%
JBW
7293
Journey Beyond Wealth
Georgia
$119M +$11.6M +11% 10.3% 30 10%
WA
7294
WPG Advisers
Maryland
$119M +$11.3M +11% 11.7% 1,514 11.43%
CWM
7295
Copia Wealth Management
Oregon
$119M +$10.4M +10% 9.94% 496 15.12%
MWM
7296
Mittelman Wealth Management
Massachusetts
$118M +$7.62M +7% 6.57% 40 22.5%
BG
7297
BRX Global
New York
$118M -$16.3M -12% 15.6% 65.8% 4 25%
CCP
7298
Cushing Capital Partners
Wisconsin
$118M +$7.02M +6% 5.98% 93 13.98%
FF
7299
Fox Financial
Pennsylvania
$118M +$12.1M +11% 10.9% 13 0%
SFSG
7300
Sound Financial Strategies Group
Mississippi
$118M +$6.25M +6% 3.48% 26.4% 105 14.29%