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)
WCM
7276
WealthTrak Capital Management
Virginia
$120M +$3.66M +3% 7.79% – 1,094 25.78% 0.4
SHCM
7277
Stone House Capital Management
Florida
$120M +$1.73M +1% 1.83% 151% 4 25% 1.7
BFM
7278
Brooklands Fund Management
United Kingdom
$120M -$40.3M -25% – – 120 73.33% 0.2
PWM
7279
Pinnacle Wealth Management
California
$120M +$30.8M +35% 24.1% 194% 69 53.62% 1.1
TC
7280
Travelers Companies
Minnesota
$119M +$2.62M +2% 2.35% – 3 66.67% 1.5
DWA
7281
Delta Wealth Advisors
Indiana
$119M +$9.2M +8% 6.44% – 47 19.15% 0.9
OM
7282
OV Management
Minnesota
$119M -$94.3M -44% 11.4% – 59 8.47% 1.3
MHIP
7283
Mountain Hill Investment Partners
New Jersey
$119M +$16.7M +16% 16% – 190 13.68% 0.5
CP
7284
Clayton Partners
California
$119M +$4.03M +4% 7.74% 109% 40 25% 2.1
AWF
7285
Alpha Wealth Funds
Utah
$119M +$20M +20% 5.89% – 56 50% 0.3
CCM
7286
Collar Capital Management
Wisconsin
$119M +$8.59M +8% 15.7% – 75 20% 0.4
BFS
7287
Burr Financial Services
California
$119M -$8.61M -7% 35.6% 478% 36 19.44% 1.1
QGA
7288
Q Global Advisors
Texas
$119M -$4.11M -3% 10.1% 79% 55 16.36% 1.5
MPCA
7289
Madison Park Capital Advisors
Washington
$119M +$4.86M +4% 8.03% – 63 11.11% 1.1
OWM
7290
Orca Wealth Management
Florida
$119M +$6.98M +6% 6.73% – 68 11.76% 0.5
WH
7291
Willner & Heller
California
$119M +$10.5M +10% 14.3% – 155 7.74% 2.5
BC
7292
Bulwark Capital
Florida
$119M – – 5.55% – 95 – 0
NWA
7293
Navis Wealth Advisors
New York
$119M +$16.9M +17% 15.1% 107% 117 12.82% 2.4
MWM
7294
MFG Wealth Management
Indiana
$119M +$14M +13% 22.7% – 67 37.31% 0.4
WLG
7295
Williamson Legacy Group
Indiana
$119M +$13.3M +13% 19.9% – 139 51.8% 0.5
CPA
7296
Clear Point Advisors
New York
$119M +$7.44M +7% 7.37% – 109 3.67% 1.4
CWP
7297
Corepath Wealth Partners
Arizona
$119M +$13.6M +13% 6.94% 56% 34 11.76% 2.8
JBW
7298
Journey Beyond Wealth
Georgia
$119M +$11.6M +11% 10.3% – 30 10% 0.5
WA
7299
WPG Advisers
Maryland
$119M +$11.3M +11% 11.7% – 1,514 11.43% 0.5
CWM
7300
Copia Wealth Management
Oregon
$119M +$10.4M +10% 9.93% – 496 15.12% 0.4