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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)
Journey Beyond Wealth
7301
Journey Beyond Wealth
Georgia
$119M +$11.6M +11% 10.3% – 30 10% 0.5
WPG Advisers
7302
WPG Advisers
Maryland
$119M +$11.3M +11% 11.7% – 1,514 11.43% 0.5
Copia Wealth Management
7303
Copia Wealth Management
Oregon
$119M +$10.4M +10% 9.93% – 496 15.12% 0.4
Mittelman Wealth Management
7304
Mittelman Wealth Management
Massachusetts
$118M +$7.62M +7% 6.57% – 40 22.5% 0.8
Innovative Advisory Group
7305
Innovative Advisory Group
Massachusetts
$118M +$13.1M +12% 10.2% – 265 12.45% 0.4
BG
7306
BRX Global
New York
$118M -$16.3M -12% 15.6% 65.8% 4 25% 3.6
Cushing Capital Partners
7307
Cushing Capital Partners
Wisconsin
$118M +$7.02M +6% 5.98% – 93 13.98% 0.4
FF
7308
Fox Financial
Pennsylvania
$118M +$12.1M +11% 10.9% – 13 0% 1.5
Sound Financial Strategies Group
7309
Sound Financial Strategies Group
Mississippi
$118M +$6.25M +6% 3.48% 26.4% 105 14.29% 1.4
Pin Oak Investment Advisors
7310
Pin Oak Investment Advisors
Texas
$118M -$13M -10% 1.04% 62.7% 495 14.95% 4.2
Fairway Financial
7311
Fairway Financial
Florida
$118M +$7.92M +7% 6.33% – 22 9.09% 0.5
Principia Wealth Advisory
7312
Principia Wealth Advisory
Texas
$118M +$13.7M +13% 9.39% – 1,025 24.59% 0.4
BPC
7313
Bryce Point Capital
New York
$118M -$14.8M -11% 14.6% – 284 75.7% 0.2
NMCM
7314
Nicholson Meyer Capital Management
Missouri
$118M +$9.43M +9% 7.7% – 48 12.5% 0.2
Somerset Group
7315
Somerset Group
Minnesota
$118M +$8.22M +7% 8.9% 84.6% 63 6.35% 7
Fortress Financial Group
7316
Fortress Financial Group
Minnesota
$118M +$17.9M +18% 9.48% – 82 20.73% 0.4
Family Legacy Financial Solutions
7317
Family Legacy Financial Solutions
North Carolina
$118M – – 7.61% – 246 – 0
PCC
7318
Park Circle Company
Maryland
$118M +$4.11M +4% 3.06% 70.5% 122 13.93% 3.9
CFG
7319
Chapman Financial Group
Hawaii
$118M – – 6.78% – 216 – 0.5
Longview Financial Advisors
7320
Longview Financial Advisors
Alabama
$118M +$1.19M +1% 5.03% 47.4% 45 13.33% 1.3
Entruity Wealth
7321
Entruity Wealth
California
$118M +$11.6M +11% 6.13% – 42 2.38% 0.5
Cornerstone Financial Group
7322
Cornerstone Financial Group
Nebraska
$118M +$6.41M +6% 6.62% – 67 1.49% 0.5
IFS
7323
Integrated Financial Solutions
Virginia
$118M – – 29.1% – 24 – 0
Williams & Novak
7324
Williams & Novak
California
$118M +$15.4M +15% 8.43% 61.6% 152 28.29% 0.9
White Knight Strategic Wealth Advisors
7325
White Knight Strategic Wealth Advisors
New Jersey
$118M +$8.91M +8% 11.6% 111% 86 19.77% 2.1