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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
APG
3526
Abacus Planning Group
South Carolina
$374M +$60.4M +19% 7.94% 59.1% 219 15.53%
UWPG
3527
Ullmann Wealth Partners Group
Florida
$374M +$121M +48% 7.36% 62.2% 92 14.13%
BI
3528
Bulldog Investors
New Jersey
$374M +$21.5M +6% 1.07% 22.5% 364 50%
GHCMRT
3529
Graham Holdings Co Master Retirement Trust
Virginia
$374M 9.55% 46% 2
SQA
3530
Simon Quick Advisors
New Jersey
$374M -$14.8M -4% 8.15% 69.5% 431 14.15%
RIS
3531
Retirement Income Solutions
Michigan
$374M +$75.4M +25% 9.24% 60.8% 115 17.39%
FSCM
3532
First Sabrepoint Capital Management
Texas
$374M -$2.75M -0.7% 1.52% 218% 35 22.86%
LS
3533
Leelyn Smith
Illinois
$374M +$28.5M +8% 7.63% 77.3% 421 19.24%
EL
3534
Essex LLC
Illinois
$374M +$13.1M +4% 3.6% 89.1% 175 5.71%
BLAM
3535
Bourne Lent Asset Management
New York
$374M +$25.4M +7% 9.25% 76.1% 63 6.35%
TCM
3536
Teza Capital Management
Illinois
$374M +$166M +80% 8.94% 140% 564 69.5%
CCM
3537
CoreView Capital Management
Hong Kong
$374M 8.35% 50.9% 11
BHTS
3538
Bar Harbor Trust Services
Maine
$373M +$53.4M +17% 12.2% 86.4% 134 8.96%
SPP
3539
Single Point Partners
Massachusetts
$373M +$328M +716% 6.15% 52.3% 89 71.91%
LPC
3540
Lion Point Capital
New York
$373M -$160M -30% 3.37% 319% 48 54.17%
IFS
3541
Ifrah Financial Services
Arkansas
$373M +$25.1M +7% 6.96% 61.7% 227 11.45%
WFA
3542
West Financial Advisors
Iowa
$373M +$31.2M +9% 4.8% 45.1% 178 16.85%
SG
3543
Sourcerock Group
Colorado
$373M +$92.5M +33% 2.42% 59.1% 20 45%
TI
3544
Truxt Investmentos
Brazil
$372M -$347M -48% 21.3% 20 70%
AP
3545
Arlington Partners
Alabama
$372M +$25M +7% 8.03% 43.7% 712 52.39%
NQWM
3546
Northwest Quadrant Wealth Management
Oregon
$372M +$23.4M +7% 5.49% 45.6% 66 4.55%
G1
3547
Greylock 15
California
$372M -$115M -24% 9.83% 17.8% 3 0%
VCG
3548
Vantage Consulting Group
Virginia
$372M -$95M -20% 7.93% 261% 244 20.9%
PW
3549
Peninsula Wealth
California
$372M +$56.8M +18% 7.39% 30% 66 63.64%
TWM
3550
Tolleson Wealth Management
Texas
$371M +$17.9M +5% 5.81% 56.2% 73 12.33%