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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
UWPG
2426
Ullmann Wealth Partners Group
Florida
$775M +$1.79M +0.2% 0.37% 53.6% 140
GLR
2427
Great Lakes Retirement
Ohio
$774M -$5.79M -0.7% 1.68% 216
NOCM
2428
Night Owl Capital Management
Connecticut
$774M +$42.9M +6% 6.84% 169% 29
PWA
2429
Provenance Wealth Advisors
Florida
$774M -$26.4M -3% 0.38% 606
AI
2430
Aperture Investors
New York
$774M -$13.5M -2% 12.2% 129% 87
JWM
2431
JGP Wealth Management
Oregon
$774M -$3.19M -0.4% 1.9% 54.9% 189
SFC
2432
SYM Financial Corp
Indiana
$774M +$26.3M +4% 3.53% 41.3% 362
PJWM
2433
Philip James Wealth Mangement
Georgia
$774M -$40.9M -5% 2.33% 177
BPAMU
2434
BTG Pactual Asset Management US
New York
$773M +$84M +12% 0.02% 291
MSA
2435
Mason Street Advisors
Wisconsin
$773M -$50.9M -6% 3.9% 30.2% 12
TFP
2436
Triple Frond Partners
California
$772M -$382K -0% 5.11% 91.4% 10
ACM
2437
Atika Capital Management
New York
$772M -$163M -17% 11% 345% 112
WP
2438
Waycross Partners
Kentucky
$772M +$48.7M +7% 4.93% 112% 66
TWM
2439
Tanager Wealth Management
United Kingdom
$771M +$27.7M +4% 1.59% 34.4% 128
LCG
2440
Luxor Capital Group
New York
$771M +$23.8M +3% 2.58% 33.6% 57
SAM
2441
Stansberry Asset Management
Texas
$770M -$30.4M -4% 0.75% 63.2% 134
VCM
2442
Violich Capital Management
California
$769M -$523K -0.1% 2.17% 68.6% 115
BCMLT
2443
Beacon Capital Management LLC (Tennessee)
Tennessee
$769M +$64.2M +9% 2.77% 71.9% 1,225
ORL
2444
Oak Root LLC
California
$768M -$24.3M -3% 0.83% 16
TFA
2445
Teamwork Financial Advisors
Texas
$768M +$46.2M +6% 5.29% 106% 186
MCM
2446
Mattern Capital Management
Colorado
$767M -$27.2M -3% 3.02% 41.6% 161
CFP
2447
Cascade Financial Partners
California
$767M -$30.5M -4% 3.14% 251
EFG
2448
Ethos Financial Group
Pennsylvania
$767M +$161M +26% 0.87% 431
RB
2449
Rodgers Brothers
Pennsylvania
$767M -$20.8M -3% 2.21% 52% 243
GCA
2450
Greenwood Capital Associates
South Carolina
$766M -$1.79M -0.2% 1.12% 60.4% 260