Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
UWPG
3976
Ullmann Wealth Partners Group
Florida
$165M +$2.53M +2% 7.47% 53.6% 68
AC
3977
AlphaCore Capital
California
$165M – – 7.22% 62.5% 132
JIC
3978
JRM Investment Counsel
Nebraska
$165M +$13.8M +9% 5.86% 52.2% 29
FLA
3979
Financial Life Advisors
Texas
$165M +$6.91M +4% 4.01% 31.3% 47
BWP
3980
Bernardo Wealth Planning
Pennsylvania
$165M +$26.7M +19% 8.47% 46.7% 172
PWS
3981
Peloton Wealth Strategists
Indiana
$165M +$8.41M +5% 7.06% 43% 81
WR
3982
Watson Rebecca
$165M – – 4.16% – 84
IAMOG
3983
Investors Asset Management of Georgia
Georgia
$165M +$7.82M +5% 6.51% 71.6% 156
BC
3984
Barnett & Company
Tennessee
$164M -$6.48M -4% 6.07% 49.5% 525
CCC
3985
Chelsea Counsel Company
California
$164M -$1.76M -1% 7.97% 54.6% 71
PL
3986
Polianta Ltd
Jersey
$164M +$6.9M +4% 7.46% 30.4% 107
SC
3987
Sagil Capital
United Kingdom
$164M +$42.2M +35% 8.1% 35.3% 27
PEA
3988
Pacific Edge Advisors
California
$164M +$11M +7% 5.81% 31.3% 49
CI
3989
Chartist Inc
California
$164M +$8.69M +6% 7.64% – 32
LC
3990
LCNB Corp
Ohio
$164M +$7.77M +5% 7.13% 57.6% 151
AWM
3991
Aries Wealth Management
Maine
$164M +$13.5M +9% 7.58% 64.1% 166
PA
3992
Procyon Advisors
Connecticut
$164M – – 8.12% 67.9% 1,115
II
3993
Ibex Investors
Colorado
$164M -$71.7M -30% 0.46% 39% 76
CAN
3994
Claraphi Advisory Network
United States
$163M -$1.61M -1% 9.23% 88.3% 428
MC
3995
Miramar Capital
Illinois
$163M +$15.4M +10% 6.07% 43.5% 64
HPC
3996
Hobart Private Capital
North Carolina
$163M +$16.6M +11% 5.68% 42.9% 163
MVM
3997
Medicxi Ventures Management
Jersey
$163M – – 152% 263% 4
X
3998
Xponance
Pennsylvania
$163M -$18.2M -10% 8.55% 122% 87
PCA
3999
Prospect Capital Advisors
California
$163M -$34.6M -17% 12.5% 125% 32
AP
4000
Arlington Partners
Alabama
$163M +$5.52M +4% 2.91% 37.2% 266
158 159
160
161 162