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
3926
Ullmann Wealth Partners Group
Florida
$174M +$12M +7% 72
CPIA
3927
Cornell Pochily Investment Advisors
New York
$174M +$13.2M +8% 148
FCCPG
3928
FountainVest China Capital Partners GP3
Cayman Islands
$174M +$17.9M +11% 1
MA
3929
Modus Advisors
Minnesota
$174M +$20.7M +14% 234
NCM
3930
Neumann Capital Management
California
$174M +$10.6M +6% 74
SFWC
3931
Strategic Family Wealth Counselors
New Jersey
$174M +$17.9M +11% 80
PFG
3932
Piershale Financial Group
Illinois
$174M +$2.09M +1% 27
KAM
3933
Knightsbridge Asset Management
California
$174M +$19.2M +12% 45
PEA
3934
Pacific Edge Advisors
California
$174M +$4.21M +2% 36
LFS
3935
Legacy Financial Strategies
Kansas
$174M +$44.2M +34% 63
WCG
3936
Weaver Consulting Group
California
$174M +$1.86M +1% 1,069
AEPIP
3937
AH Equity Partners III (Parallel)
California
$174M -$79M -31% 1
SAM
3938
Sandell Asset Management
New York
$174M -$32.5M -16% 46
MCAI
3939
Meritech Capital Associates IV
California
$173M -$6.01M -3% 1
ACM
3940
Anfield Capital Management
California
$173M -$79.5M -31% 105
TA
3941
TFG Advisers
Michigan
$173M +$19.3M +13% 178
HFRG
3942
Houlihan Financial Resource Group
Virginia
$173M 309
GG
3943
Gleason Group
Kentucky
$173M +$11.6M +7% 188
AF
3944
Affiance Financial
Minnesota
$173M -$10.8M -6% 140
JAM
3945
JW Asset Management
Florida
$173M +$22.5M +15% 8
KIM
3946
Kestrel Investment Management
California
$173M +$15.7M +10% 45
PH
3947
Pinnacle Holdings
Oklahoma
$173M -$36.6M -17% 239
PI
3948
Pettee Investors
Connecticut
$173M +$11.3M +7% 118
JSAM
3949
J. Safra Asset Management
New York
$173M +$39.6M +30% 20
BWM
3950
Biltmore Wealth Management
Arizona
$172M +$17.2M +11% 44