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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
3851
Ulysses Management
New York
$506M -$296M -37% 18.1% 51.8% 52 51.92%
HA
3852
Herold Advisors
New York
$506M +$50.6M +11% 12.5% 79.7% 281 9.25%
KC
3853
Keenan Capital
California
$506M +$31.9M +7% 11.3% 110% 12 33.33%
RWM
3854
Rialto Wealth Management
New York
$505M +$60M +13% 10.7% 2,018 18.43%
OL
3855
one8zero8 LLC
North Carolina
$505M +$56M +12% 17.9% 282 13.48%
EIA
3856
Eldridge Investment Advisors
New Hampshire
$505M +$48.7M +11% 11.8% 50.9% 169 12.43%
BIG
3857
Builder Investment Group
Georgia
$505M +$43.8M +9% 10.2% 153% 112 13.39%
AWM
3858
Abound Wealth Management
Tennessee
$504M +$63.8M +14% 13.9% 58.6% 1,599 22.08%
JWM
3859
JPL Wealth Management
Colorado
$504M +$69.1M +16% 15.2% 1,996 28.06%
TSWM
3860
Triangle Securities Wealth Management
North Carolina
$504M +$63.1M +14% 15% 80% 221 10.41%
DI
3861
DDFG Inc
California
$504M +$39.6M +9% 9.12% 50.9% 94 10.64%
HBWM
3862
Hollow Brook Wealth Management
New York
$504M +$112M +28% 1.02% 92.8% 79 12.66%
WCM
3863
WealthBridge Capital Management
Ohio
$503M +$69M +16% 15.8% 82.1% 248 16.13%
SHWM
3864
Smith & Howard Wealth Management
Georgia
$503M +$40.6M +9% 8.78% 40.4% 106 24.53%
BWCS
3865
Beirne Wealth Consulting Services
Connecticut
$503M +$149M +42% 12% 75.4% 112 15.18%
OC
3866
Oakmont Corp
California
$503M -$24M -5% 7.79% 70.2% 32 6.25%
CM
3867
CoreCommodity Management
Connecticut
$502M -$36.2M -7% 6.02% 65.8% 142 28.87%
WFM
3868
Wolff Financial Management
Michigan
$501M +$48.9M +11% 11.9% 52.8% 107 4.67%
PPL
3869
Planning Project LLC
Texas
$501M 9.25% 26
PCA
3870
Peddock Capital Advisors
Massachusetts
$501M +$47.5M +10% 13.8% 104% 171 6.43%
FGWP
3871
Founders Grove Wealth Partners
Virginia
$501M +$60.9M +14% 14.4% 194 21.65%
PT
3872
Plimoth Trust
Massachusetts
$501M +$53.4M +12% 19.9% 94% 177 3.39%
TLP
3873
Trinity Legacy Partners
Texas
$500M +$38.6M +8% 12.8% 63.3% 117 15.38%
HC
3874
Headwater Capital
China
$500M -$122M -20% 25.2% 21 57.14%
BCM
3875
Brown Capital Management
Maryland
$500M -$204M -29% 35.2% 79.2% 63 25.4%