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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
UWPG
4226
Ullmann Wealth Partners Group
Florida
$243M +$18.2M +8% 6.42% 62.2% 87 8.05%
CCIA
4227
Campbell & Co Investment Adviser
Maryland
$243M +$79.8M +49% 4.32% 31% 782 83.5%
PWS
4228
Peloton Wealth Strategists
Indiana
$242M +$29.4M +14% 6.81% 51.3% 87 6.9%
SCF
4229
Sante Capital Fund
Texas
$242M 19.6% 110
CIC
4230
Chase Investment Counsel
Virginia
$242M +$23.7M +11% 13.7% 350% 118 27.12%
LWP
4231
Lumature Wealth Partners
Georgia
$242M +$51.6M +27% 11.8% 388 10.31%
NC
4232
NovaPoint Capital
Georgia
$242M +$28.1M +13% 5.7% 88.2% 122 9.84%
KFO
4233
Kopp Family Office
Minnesota
$242M +$16.6M +7% 0.95% 34% 13 7.69%
SP
4234
SCF Partners
Texas
$242M +$39.2M +19% 19.5% 2.1% 4 0%
HCM
4235
Hudson Capital Management
New Jersey
$241M +$7.89M +3% 4% 61.6% 68 11.76%
BCM
4236
Boltwood Capital Management
California
$241M +$15.6M +7% 5.29% 56.3% 151 2.65%
CCA
4237
Cadent Capital Advisors
Oklahoma
$240M +$15.2M +7% 7.46% 106% 150 18%
VC
4238
Voss Capital
Texas
$240M +$459K +0.2% 16.7% 78.4% 52 42.31%
FC
4239
Full18 Capital
Connecticut
$240M +$34.9M +17% 8.24% 153 73.86%
ACM
4240
Athyrium Capital Management
New York
$240M +$42.1M +21% 15.5% 25.1% 4 25%
WA
4241
WP Advisors
California
$240M +$8.39M +4% 7.62% 95.5% 106 13.21%
TJHA
4242
Thomas J. Herzfeld Advisors
Florida
$240M +$19.3M +9% 5.88% 17.7% 382 12.3%
OFA
4243
Oak Family Advisors
Illinois
$240M +$9.21M +4% 6.11% 83.5% 102 16.67%
FUBT
4244
First United Bank & Trust
Maryland
$239M +$4.97M +2% 6.56% 69.2% 167 8.38%
DP
4245
Denver PWM
Colorado
$239M +$67.5M +39% 4.85% 44.8% 105 40%
HA
4246
HYA Advisors
Missouri
$239M +$27.1M +13% 6.75% 149 8.05%
PFSC
4247
Peoples Financial Services Corp
Pennsylvania
$239M +$8.74M +4% 5.65% 93% 300 5.67%
CG
4248
Castellan Group
Kentucky
$238M +$51.3M +27% 14.6% 196% 83 24.1%
FFIM
4249
Founders Fund IV Management
California
$238M -$104M -30% 21.1% 3 66.67%
FAM
4250
Fulcrum Asset Management
United Kingdom
$238M +$82.5M +53% 7.91% 154 0%