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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
SRWM
5401
Shira Ridge Wealth Management
California
$201M -$3.84M -2% 2.96% 64.9% 83 16.87%
WLC
5402
Walnut Level Capital
Colorado
$200M -$61.9M -24% 10.8% 55 40%
MBI
5403
May Barnhard Investments
Maryland
$200M -$9.81M -5% 4.89% 93 12.9%
ACC
5404
Acorn Creek Capital
Colorado
$200M +$5.71M +3% 0.65% 80 6.25%
GCC
5405
Game Creek Capital
Massachusetts
$200M -$55.9M -22% 0.94% 108% 91 31.87%
RHI
5406
Richmond Hill Investments
New York
$200M -$58.7M -23% 11.8% 55.2% 4 25%
CCM
5407
Conway Capital Management
California
$200M -$25.9M -11% 6.28% 154% 51 21.57%
LWM
5408
Lakeridge Wealth Management
Ohio
$200M +$6.43M +3% 0.55% 160 10.63%
GCA
5409
Genesee Capital Advisors
New York
$200M -$15M -7% 2.47% 71.5% 126 10.32%
CSA
5410
Cottage Street Advisors
Massachusetts
$200M +$7.94M +4% 5.27% 91.4% 119 19.33%
ORG
5411
Optimist Retirement Group
Washington
$200M -$11.6M -5% 1.3% 134 23.88%
VWM
5412
Vivid Wealth Management
Iowa
$200M +$2.24M +1% 4.21% 74 36.49%
HBFP
5413
Henderson Brothers Financial Partners
Pennsylvania
$200M 0.01% 72
UWP
5414
Uniting Wealth Partners
Kansas
$200M -$7.5M -4% 1.99% 128 29.69%
BCVI
5415
Bain Capital Venture Investors
Massachusetts
$200M -$20.2M -9% 8.74% 82.1% 3 0%
CWA
5416
Consilium Wealth Advisory
Texas
$199M -$10.2M -5% 1.12% 91.5% 95 15.79%
GIM
5417
GE Investment Management
Connecticut
$199M +$32.2M +19% 17% 4 0%
PIP
5418
Palisades Investment Partners
California
$199M -$37.7M -16% 10.2% 43 11.63%
BCFD
5419
Boit C.F. David
$199M -$46.8M -19% 1.93% 66.7% 128 2.34%
SAM
5420
Scion Asset Management
California
$199M +$122M +157% 12% 1.91% 19 94.74%
TWM
5421
TCFG Wealth Management
California
$199M +$504K +0.3% 0.02% 247 12.15%
DKAM
5422
Drummond Knight Asset Management
Australia
$199M +$61.6M +45% 1.55% 16 56.25%
LAS
5423
Lloyd Advisory Services
Georgia
$199M -$12M -6% 0.92% 122 37.7%
PWS
5424
Physician Wealth Solutions
Nevada
$199M -$684K -0.3% 0.07% 41 0%
VVVM4
5425
Viola Ventures VC Management 4
Israel
$199M -$72.7M -27% 5.52% 79.1% 4 0%