Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BI
7001
BFI Infinity
Switzerland
$120M +$27M +29% 15% – 65
TC
7002
Travelers Companies
Minnesota
$119M +$2.62M +2% 2.35% – 3
LW
7003
Lauer Wealth
Indiana
$119M -$10.1M -8% 13.5% – 68
MHIP
7004
Mountain Hill Investment Partners
New Jersey
$119M +$16.7M +16% 16% – 190
CP
7005
Clayton Partners
California
$119M +$4.03M +4% 7.74% 64.1% 40
CCM
7006
Collar Capital Management
Wisconsin
$119M +$8.59M +8% 15.7% – 75
BFS
7007
Burr Financial Services
California
$119M -$8.61M -7% 35.6% – 36
QGA
7008
Q Global Advisors
Texas
$119M -$4.11M -3% 10.1% 76.5% 55
MPCA
7009
Madison Park Capital Advisors
Washington
$119M +$4.86M +4% 8.03% – 63
OWM
7010
Orca Wealth Management
Florida
$119M +$6.98M +6% 6.73% – 68
WH
7011
Willner & Heller
California
$119M +$10.5M +10% 14.3% – 155
BC
7012
Bulwark Capital
Florida
$119M – – 5.55% – 95
NWA
7013
Navis Wealth Advisors
New York
$119M +$16.9M +17% 15.1% 170% 117
MWM
7014
MFG Wealth Management
Indiana
$119M +$14M +13% 22.7% – 67
WLG
7015
Williamson Legacy Group
Indiana
$119M +$13.3M +13% 19.9% – 139
CPA
7016
Clear Point Advisors
New York
$119M +$7.44M +7% 7.37% – 109
CWP
7017
Corepath Wealth Partners
Arizona
$119M +$13.6M +13% 6.94% 37.8% 34
JBW
7018
Journey Beyond Wealth
Georgia
$119M +$11.6M +11% 10.3% – 30
WA
7019
WPG Advisers
Maryland
$119M +$11.3M +11% 11.6% – 1,514
CWM
7020
Copia Wealth Management
Oregon
$119M +$10.4M +10% 9.93% – 497
MWM
7021
Mittelman Wealth Management
Massachusetts
$118M +$7.62M +7% 6.57% – 40
BG
7022
BRX Global
New York
$118M -$16.3M -12% 15.6% 165% 4
CCP
7023
Cushing Capital Partners
Wisconsin
$118M +$7.02M +6% 5.98% – 93
FF
7024
Fox Financial
Pennsylvania
$118M +$12.1M +11% 10.9% – 13
SFSG
7025
Sound Financial Strategies Group
Mississippi
$118M +$6.25M +6% 3.48% 25% 105
279 280
281
282 283