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
HTWM
7076
Hartmann Taylor Wealth Management
Texas
$120M +$8.5M +8% 57
TA
7077
TCM Advisors
West Virginia
$120M +$5.24M +5% 65
ECP
7078
Epacria Capital Partners
Colorado
$120M -$3.14M -3% 41
PSB
7079
Piscataqua Savings Bank
New Hampshire
$120M +$6.61M +6% 372
RA
7080
RoundAngle Advisors
New Jersey
$120M +$10.9M +10% 58
WCM
7081
WealthTrak Capital Management
Virginia
$120M +$3.66M +3% 1,094
PWM
7082
Pinnacle Wealth Management
California
$120M +$30.8M +35% 69
BI
7083
BFI Infinity
Switzerland
$120M +$27M +29% 65
TC
7084
Travelers Companies
Minnesota
$119M +$2.62M +2% 3
DWA
7085
Delta Wealth Advisors
Indiana
$119M +$9.2M +8% 47
LW
7086
Lauer Wealth
Indiana
$119M -$10.1M -8% 68
MHIP
7087
Mountain Hill Investment Partners
New Jersey
$119M +$16.7M +16% 190
CP
7088
Clayton Partners
California
$119M +$4.03M +4% 40
CCM
7089
Collar Capital Management
Wisconsin
$119M +$8.59M +8% 75
BFS
7090
Burr Financial Services
California
$119M -$8.61M -7% 36
QGA
7091
Q Global Advisors
Texas
$119M -$4.11M -3% 55
MPCA
7092
Madison Park Capital Advisors
Washington
$119M +$4.86M +4% 63
OWM
7093
Orca Wealth Management
Florida
$119M +$6.98M +6% 68
WH
7094
Willner & Heller
California
$119M +$10.5M +10% 155
BC
7095
Bulwark Capital
Florida
$119M 95
NWA
7096
Navis Wealth Advisors
New York
$119M +$16.9M +17% 117
MWM
7097
MFG Wealth Management
Indiana
$119M +$14M +13% 67
WLG
7098
Williamson Legacy Group
Indiana
$119M +$13.3M +13% 139
CPA
7099
Clear Point Advisors
New York
$119M +$7.44M +7% 109
CWP
7100
Corepath Wealth Partners
Arizona
$119M +$13.6M +13% 34