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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 Avg Holding
Period (Yrs)
LVZ Inc
2526
LVZ Inc
Michigan
$780M -$1.84M -0.2% 1.2% 52.9% 162 16.05% 3.1
RTD Financial Advisors
2527
RTD Financial Advisors
Pennsylvania
$780M -$10.4M -1% 1.07% 51.5% 114 3.51% 2.4
Great Waters Wealth Management
2528
Great Waters Wealth Management
Minnesota
$779M +$37.7M +5% 2.19% 49% 116 8.62% 1.6
GWSG
2529
GPS Wealth Strategies Group
Colorado
$779M +$28.5M +4% 4.16% 118% 1,451 8.89% 1.5
AAA
2530
Adams Asset Advisors
Texas
$779M +$22.7M +3% 3.12% 66.8% 80 10% 4.9
Canyon Capital Advisors
2531
Canyon Capital Advisors
Texas
$779M -$49.2M -6% 2.88% 78% 14 21.43% 2.8
Absolute Investment Advisers
2532
Absolute Investment Advisers
Florida
$777M +$45M +6% 0.82% 0.5% 145 33.1% 1.2
Sixth Street Partners
2533
Sixth Street Partners
Texas
$777M +$35.2M +5% 0.65% 5.31% 20 25% 1.3
CM
2534
Conifer Management
New York
$776M -$97.8M -11% 13.7% 22.7% 6 0% 3.7
Ullmann Wealth Partners Group
2535
Ullmann Wealth Partners Group
Florida
$775M +$1.79M +0.2% 0.37% 62.2% 140 7.86% 3.2
Great Lakes Retirement
2536
Great Lakes Retirement
Ohio
$774M -$5.79M -0.7% 1.68% 118% 216 12.96% 2.3
Night Owl Capital Management
2537
Night Owl Capital Management
Connecticut
$774M +$42.9M +6% 6.84% 162% 29 10.34% 4.1
Provenance Wealth Advisors
2538
Provenance Wealth Advisors
Florida
$774M -$26.4M -3% 0.38% 64.3% 606 10.07% 1.1
JGP Wealth Management
2539
JGP Wealth Management
Oregon
$774M -$3.19M -0.4% 1.9% 87.8% 189 10.58% 3.7
SYM Financial Corp
2540
SYM Financial Corp
Indiana
$774M +$26.3M +4% 3.53% 64.3% 362 35.36% 1.5
Philip James Wealth Mangement
2541
Philip James Wealth Mangement
Georgia
$774M -$40.9M -5% 2.33% 76% 177 10.17% 0.5
Mason Street Advisors
2542
Mason Street Advisors
Wisconsin
$773M -$50.9M -6% 3.9% 32% 12 0% 2.9
TFP
2543
Triple Frond Partners
California
$772M -$382K -0% 5.11% 92.9% 10 20% 5.7
Waycross Partners
2544
Waycross Partners
Kentucky
$772M +$48.7M +7% 4.93% 87.7% 66 6.06% 3
Tanager Wealth Management
2545
Tanager Wealth Management
United Kingdom
$771M +$27.7M +4% 1.59% 53.4% 128 22.66% 1.4
Stansberry Asset Management
2546
Stansberry Asset Management
Texas
$770M -$30.4M -4% 0.75% 79.6% 134 14.93% 2.2
ThornTree Capital Partners
2547
ThornTree Capital Partners
Massachusetts
$770M +$169M +28% 12.7% 217% 31 38.71% 1.2
Teamwork Financial Advisors
2548
Teamwork Financial Advisors
Texas
$770M +$48.3M +7% 5.3% 134% 202 34.16% 1.9
VCM
2549
Violich Capital Management
California
$769M -$523K -0.1% 2.17% 111% 115 10.43% 6.9
Beacon Capital Management LLC (Tennessee)
2550
Beacon Capital Management LLC (Tennessee)
Tennessee
$769M +$64.2M +9% 2.77% 83% 1,225 15.02% 2