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
WH
7076
Willner & Heller
California
$130M +$11.5M +10% 167
BF
7077
Bonfire Financial
Colorado
$130M +$8.28M +7% 56
BAM
7078
Bayview Asset Management
Florida
$130M +$30.8M +31% 59
NMCM
7079
Nicholson Meyer Capital Management
Missouri
$130M +$12M +10% 47
TCGDR
7080
TB Capital Gestao de Recursos
$130M +$14.8M +13% 18
WN
7081
Williams & Novak
California
$130M +$12.4M +11% 156
TCCP
7082
Tide Cove Capital Partners
California
$130M +$3.65M +3% 11
CWMA
7083
Capstone Wealth Management (Alabama)
Alabama
$130M +$15.8M +14% 51
PW
7084
PUREfi Wealth
Massachusetts
$130M +$4.84M +4% 174
PWM
7085
Partnership Wealth Management
Maryland
$130M +$6.32M +5% 73
WLG
7086
Williamson Legacy Group
Indiana
$129M +$10.8M +9% 143
MWM
7087
Mascagni Wealth Management
Mississippi
$129M +$12M +10% 128
AFW
7088
Atlantic Family Wealth
Florida
$129M +$14.5M +13% 57
BC
7089
Barnett & Company
Tennessee
$129M +$2.2M +2% 88
RC
7090
Rexford Capital
Texas
$129M +$8.78M +7% 283
GCG
7091
Gilbert Capital Group
Maine
$129M +$8.63M +7% 54
NC
7092
North Capital
Utah
$129M +$13.3M +11% 751
FCT
7093
First Community Trust
Iowa
$129M +$6.14M +5% 343
CFG
7094
Cornerstone Financial Group
Nebraska
$129M +$11.6M +10% 69
RA
7095
RoundAngle Advisors
New Jersey
$129M +$9.4M +8% 60
BWM
7096
BAM Wealth Management
Colorado
$129M 147
BWM
7097
Bosman Wealth Management
California
$129M +$16.5M +15% 45
WA
7098
WPG Advisers
Maryland
$129M +$10.4M +9% 1,492
BLFG
7099
Brian Low Financial Group
Louisiana
$129M +$22.1M +21% 115
KGC
7100
Kennon-Green & Company
Ohio
$129M +$3.81M +3% 43