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
3701
Ullmann Wealth Partners Group
Florida
$121M +$15.3M +15% 146
AGAM
3702
Avalon Global Asset Management
California
$121M +$7.63M +7% 41
ADBIC
3703
A.D. Beadell Investment Counsel
Wisconsin
$121M +$3.8M +3% 98
SCP
3704
Syntal Capital Partners
Texas
$121M +$13.1M +12% 119
DRS
3705
Deane Retirement Strategies
Louisiana
$120M +$8.39M +7% 63
BWM
3706
Bernicke Wealth Management
Wisconsin
$120M +$4.67M +4% 59
LSCM
3707
LaSalle Street Capital Management
Illinois
$120M +$7.41M +7% 101
PIM
3708
Progressive Investment Management
Oregon
$120M +$10.8M +10% 56
SF
3709
Schooner Foundation
Massachusetts
$120M +$11M +10% 2
TCM
3710
Towercrest Capital Management
Pennsylvania
$120M +$5.16M +4% 26
EA
3711
Elm Advisors
California
$120M +$8.61M +8% 83
CAM
3712
Capco Asset Management
Florida
$120M +$9.72M +9% 17
WCM
3713
Woodson Capital Management
Connecticut
$120M +$32.2M +37% 31
SWA
3714
Sutton Wealth Advisors
Florida
$119M +$7.63M +7% 1,091
RHCA
3715
Rosenthal Henry Capital Advisors
Indiana
$119M -$1.29M -1% 43
CCS
3716
Crosspoint Capital Strategies
California
$119M +$6.67M +6% 131
SIC
3717
Shoker Investment Counsel
Ohio
$119M -$1.69M -1% 108
JIC
3718
JRM Investment Counsel
Nebraska
$119M -$10.9M -8% 31
CCM
3719
Colorado Capital Management
Colorado
$119M +$8.65M +8% 71
AFS
3720
Access Financial Services
Minnesota
$119M +$8.75M +8% 70
AIA
3721
AIMZ Investment Advisors
California
$119M +$6.74M +6% 99
FA
3722
Financial Advantage
Maryland
$119M +$8.41M +8% 31
DCM
3723
DAFNA Capital Management
California
$118M +$4.41M +4% 84
ACM
3724
Adalta Capital Management
New York
$118M 73
BF
3725
Blankinship & Foster
California
$118M +$10.5M +10% 30