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
DWA
7126
Delta Wealth Advisors
Indiana
$119M +$9.2M +8% 47
OM
7127
OV Management
Minnesota
$119M -$94.3M -44% 59
LW
7128
Lauer Wealth
Indiana
$119M -$10.1M -8% 68
MHIP
7129
Mountain Hill Investment Partners
New Jersey
$119M +$16.7M +16% 190
CP
7130
Clayton Partners
California
$119M +$4.03M +4% 40
CCM
7131
Collar Capital Management
Wisconsin
$119M +$8.59M +8% 75
BFS
7132
Burr Financial Services
California
$119M -$8.61M -7% 36
QGA
7133
Q Global Advisors
Texas
$119M -$4.11M -3% 55
MPCA
7134
Madison Park Capital Advisors
Washington
$119M +$4.86M +4% 63
OWM
7135
Orca Wealth Management
Florida
$119M +$6.98M +6% 68
WH
7136
Willner & Heller
California
$119M +$10.5M +10% 155
BC
7137
Bulwark Capital
Florida
$119M 95
NWA
7138
Navis Wealth Advisors
New York
$119M +$16.9M +17% 117
MWM
7139
MFG Wealth Management
Indiana
$119M +$14M +13% 67
WLG
7140
Williamson Legacy Group
Indiana
$119M +$13.3M +13% 139
CPA
7141
Clear Point Advisors
New York
$119M +$7.44M +7% 109
CWP
7142
Corepath Wealth Partners
Arizona
$119M +$13.6M +13% 34
JBW
7143
Journey Beyond Wealth
Georgia
$119M +$11.6M +11% 30
WA
7144
WPG Advisers
Maryland
$119M +$11.3M +11% 1,514
CWM
7145
Copia Wealth Management
Oregon
$119M +$10.4M +10% 497
MWM
7146
Mittelman Wealth Management
Massachusetts
$118M +$7.62M +7% 40
BG
7147
BRX Global
New York
$118M -$16.3M -12% 4
CCP
7148
Cushing Capital Partners
Wisconsin
$118M +$7.02M +6% 93
FF
7149
Fox Financial
Pennsylvania
$118M +$12.1M +11% 13
SFSG
7150
Sound Financial Strategies Group
Mississippi
$118M +$6.25M +6% 105