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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
UM
2551
Ulysses Management
New York
$565M -$30.1M -5% 73
NRA
2552
NSI Retail Advisors
Pennsylvania
$565M -$119M -17% 52
VCM
2553
Virtue Capital Management
Tennessee
$565M +$64M +13% 398
GGPE
2554
Golden Gate Private Equity
California
$565M -$234M -29% 14
PFGIA
2555
Patriot Financial Group Insurance Agency
Massachusetts
$564M +$16.8M +3% 2,303
TWM
2556
Tanglewood Wealth Management
Texas
$563M +$4.56M +0.8% 23
KW
2557
KWB Wealth
California
$563M +$41.8M +8% 92
CCM
2558
Cota Capital Management
California
$563M -$13.9M -2% 16
HR
2559
Hardy Reed
Mississippi
$563M +$398K +0.1% 108
IAIM
2560
International Assets Investment Management
Florida
$562M +$21.6M +4% 575
EAMA
2561
EFG Asset Management (Americas)
Florida
$562M +$23.3M +4% 145
NAH
2562
Neumann Advisory (HK)
Hong Kong
$561M -$60.7M -10% 15
CAL
2563
Capital Advisors Ltd
Ohio
$560M +$2.98M +0.5% 512
SCM
2564
Silvant Capital Management
Georgia
$560M -$74.7M -12% 340
PS
2565
Presima Securities
Quebec, Canada
$559M -$136M -20% 54
DACG
2566
Donor Advised Charitable Giving
California
$559M -$330M -37% 116
CCM
2567
Contrarian Capital Management
Connecticut
$559M -$117M -17% 24
GC
2568
Gilbert & Cook
Iowa
$559M +$3.34M +0.6% 224
AC
2569
Alley Company
Illinois
$558M +$7.69M +1% 87
TIA
2570
Traphagen Investment Advisors
New Jersey
$557M -$30.7M -5% 147
BAM
2571
Bayview Asset Management
Florida
$557M +$339M +155% 14
CMO
2572
Covenant Multifamily Offices
Texas
$557M +$7.49M +1% 252
SS
2573
Sunbelt Securities
Texas
$556M +$10K +0% 439
BFG
2574
Berger Financial Group
Minnesota
$555M +$1.78M +0.3% 210
AP
2575
Adero Partners
California
$555M +$122M +28% 149