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
CWP
7126
Corepath Wealth Partners
Arizona
$119M +$13.6M +13% 34
JBW
7127
Journey Beyond Wealth
Georgia
$119M +$11.6M +11% 30
WA
7128
WPG Advisers
Maryland
$119M +$11.3M +11% 1,514
CWM
7129
Copia Wealth Management
Oregon
$119M +$10.4M +10% 497
MWM
7130
Mittelman Wealth Management
Massachusetts
$118M +$7.62M +7% 40
BG
7131
BRX Global
New York
$118M -$16.3M -12% 4
CCP
7132
Cushing Capital Partners
Wisconsin
$118M +$7.02M +6% 93
FF
7133
Fox Financial
Pennsylvania
$118M +$12.1M +11% 13
SFSG
7134
Sound Financial Strategies Group
Mississippi
$118M +$6.25M +6% 105
CAIMH
7135
Central Asset Investments & Management Holdings
Hong Kong
$118M +$59M +100% 51
POIA
7136
Pin Oak Investment Advisors
Texas
$118M -$13M -10% 541
FF
7137
Fairway Financial
Florida
$118M +$7.92M +7% 22
BPC
7138
Bryce Point Capital
New York
$118M -$14.8M -11% 284
NMCM
7139
Nicholson Meyer Capital Management
Missouri
$118M +$9.43M +9% 48
SG
7140
Somerset Group
Minnesota
$118M +$8.22M +7% 63
FFG
7141
Fortress Financial Group
Minnesota
$118M +$17.9M +18% 82
FLFS
7142
Family Legacy Financial Solutions
North Carolina
$118M 246
KCM
7143
Kids Capital Management
California
$118M +$29.5M +33% 13
CFG
7144
Chapman Financial Group
Hawaii
$118M 216
PWA
7145
Principia Wealth Advisory
Texas
$118M +$14M +14% 1,021
LFA
7146
Longview Financial Advisors
Alabama
$118M +$1.19M +1% 45
EW
7147
Entruity Wealth
California
$118M +$11.6M +11% 42
CFG
7148
Cornerstone Financial Group
Nebraska
$118M +$6.41M +6% 67
IFS
7149
Integrated Financial Solutions
Virginia
$118M 24
WN
7150
Williams & Novak
California
$118M +$15.4M +15% 152