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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
2351
Ullmann Wealth Partners Group
Florida
$963M +$2.42M +0.3% 1.87% 51.5% 160 10%
TFP
2352
Triple Frond Partners
California
$963M +$720K +0.1% 6.8% 87.8% 13 15.38%
QIM
2353
Quantitative Investment Management
Virginia
$963M -$65.8M -6% 9.34% 35.3% 583 73.24%
MK
2354
MASTERINVEST Kapitalanlage
$962M -$90.6M -9% 2.67% 312 21.15%
RDWM
2355
Red Door Wealth Management
Tennessee
$962M +$560K +0.1% 0.49% 100% 318 12.26%
JWM
2356
JGP Wealth Management
Oregon
$961M +$1.88M +0.2% 1.64% 78.2% 244 12.3%
GLLW
2357
Graves Light Lenhart Wealth
Virginia
$961M +$18.1M +2% 0.26% 45% 199 5.03%
NA
2358
Navellier & Associates
Nevada
$960M +$67.1M +8% 14.2% 262% 372 24.19%
CFFP
2359
Center for Financial Planning
Michigan
$958M -$3.11M -0.3% 1.62% 57.5% 735 14.83%
JVBC
2360
J.V. Bruni & Co
Colorado
$958M -$60.7M -6% 3.55% 70.5% 33 9.09%
CISOA
2361
Capital Investment Services of America
Wisconsin
$958M -$102M -10% 8.31% 50.7% 82 3.66%
LOAMU
2362
Lombard Odier Asset Management (USA)
New York
$957M -$119M -11% 3.23% 77.1% 363 68.87%
PHS
2363
Pekin Hardy Strauss
Illinois
$957M -$125M -12% 10.5% 97.9% 523 21.8%
GA
2364
GuoLine Advisory
Singapore
$956M -$132M -12% 11.2% 81.9% 24 4.17%
PO
2365
Paradigm Operations
California
$954M -$403M -30% 25.8% 207% 3 0%
IP
2366
Isthmus Partners
Wisconsin
$953M +$52.8M +6% 0.47% 61.1% 232 14.22%
WAM
2367
Wellesley Asset Management
New Hampshire
$953M -$8.28M -0.9% 0% 0% 54 0%
LEA
2368
Legacy Edge Advisors
New York
$951M +$37.8M +4% 0.63% 234 11.97%
IC
2369
Inscription Capital
Texas
$951M -$22.8M -2% 1.71% 815 28.59%
DSAM
2370
Dock Street Asset Management
Florida
$951M -$141M -13% 8.93% 167% 61 27.87%
SWGC
2371
Summit Wealth Group (Colorado)
Colorado
$950M +$196M +26% 0.86% 353 26.63%
DWS
2372
Discipline Wealth Solutions
South Carolina
$950M +$410M +76% 0.45% 199 19.1%
CFO
2373
CVA Family Office
Colorado
$950M +$80.2M +9% 0.52% 57.4% 1,882 33.9%
SGCA
2374
Steel Grove Capital Advisors
Tennessee
$949M -$13.6M -1% 2.83% 79.7% 237 21.94%
GL
2375
Gemsstock Ltd
United Kingdom
$949M +$155M +20% 2.76% 237% 35 57.14%