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
WCM
7126
WealthTrak Capital Management
Virginia
$120M +$3.66M +3% 1,094
PWM
7127
Pinnacle Wealth Management
California
$120M +$30.8M +35% 69
BI
7128
BFI Infinity
Switzerland
$120M +$27M +29% 65
TC
7129
Travelers Companies
Minnesota
$119M +$2.62M +2% 3
DWA
7130
Delta Wealth Advisors
Indiana
$119M +$9.2M +8% 47
OM
7131
OV Management
Minnesota
$119M -$94.3M -44% 59
LW
7132
Lauer Wealth
Indiana
$119M -$10.1M -8% 68
MHIP
7133
Mountain Hill Investment Partners
New Jersey
$119M +$16.7M +16% 190
CP
7134
Clayton Partners
California
$119M +$4.03M +4% 40
CCM
7135
Collar Capital Management
Wisconsin
$119M +$8.59M +8% 75
BFS
7136
Burr Financial Services
California
$119M -$8.61M -7% 36
QGA
7137
Q Global Advisors
Texas
$119M -$4.11M -3% 55
MPCA
7138
Madison Park Capital Advisors
Washington
$119M +$4.86M +4% 63
OWM
7139
Orca Wealth Management
Florida
$119M +$6.98M +6% 68
WH
7140
Willner & Heller
California
$119M +$10.5M +10% 155
BC
7141
Bulwark Capital
Florida
$119M 95
NWA
7142
Navis Wealth Advisors
New York
$119M +$16.9M +17% 117
MWM
7143
MFG Wealth Management
Indiana
$119M +$14M +13% 67
WLG
7144
Williamson Legacy Group
Indiana
$119M +$13.3M +13% 139
CPA
7145
Clear Point Advisors
New York
$119M +$7.44M +7% 109
CWP
7146
Corepath Wealth Partners
Arizona
$119M +$13.6M +13% 34
JBW
7147
Journey Beyond Wealth
Georgia
$119M +$11.6M +11% 30
WA
7148
WPG Advisers
Maryland
$119M +$11.3M +11% 1,514
CWM
7149
Copia Wealth Management
Oregon
$119M +$10.4M +10% 497
MWM
7150
Mittelman Wealth Management
Massachusetts
$118M +$7.62M +7% 40