Overview
  • Josh Brown of Ritholtz Wealth Management launched Porterhouse, a separately managed account named after the premium cut of steak and built to hold what he considers the market’s best opportunities.
  • The launch comes after years of advisers steering clients toward low-cost index funds popularized by Vanguard founder Jack Bogle.

Josh Brown, one of Wall Street’s most recognizable financial advisers, said the rise of passive investing has created demand for a different kind of product: a concentrated portfolio aimed at capturing the market’s biggest winners.

Source: https://www.cnbc.com/2026/05/30/josh-brown-thinks-investors-want-more-than-index-funds.html