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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 Avg Holding
Period (Yrs)
Shira Ridge Wealth Management
5526
Shira Ridge Wealth Management
California
$201M -$3.84M -2% 2.96% 72.8% 83 16.87% 1.7
Walnut Level Capital
5527
Walnut Level Capital
Colorado
$200M -$61.9M -24% 10.8% – 55 40% 0.7
May Barnhard Investments
5528
May Barnhard Investments
Maryland
$200M -$9.8M -5% 4.89% 65.4% 93 12.9% 1
Acorn Creek Capital
5529
Acorn Creek Capital
Colorado
$200M +$5.71M +3% 0.65% 66.6% 80 6.25% 1
Game Creek Capital
5530
Game Creek Capital
Massachusetts
$200M -$55.9M -22% 0.94% 176% 91 31.87% 3.3
Richmond Hill Investments
5531
Richmond Hill Investments
New York
$200M -$58.7M -23% 11.8% 55.2% 4 25% 6.3
CCM
5532
Conway Capital Management
California
$200M -$25.9M -11% 6.28% 139% 51 21.57% 3.1
Lakeridge Wealth Management
5533
Lakeridge Wealth Management
Ohio
$200M +$6.43M +3% 0.55% – 160 10.63% 1.1
Genesee Capital Advisors
5534
Genesee Capital Advisors
New York
$200M -$15M -7% 2.47% 107% 126 10.32% 1.9
CSA
5535
Cottage Street Advisors
Massachusetts
$200M +$7.94M +4% 5.27% 95.8% 119 19.33% 2.8
Optimist Retirement Group
5536
Optimist Retirement Group
Washington
$200M -$11.6M -5% 1.3% 92.2% 134 23.88% 0.9
Vivid Wealth Management
5537
Vivid Wealth Management
Iowa
$200M +$2.24M +1% 4.21% 107% 74 36.49% 0.8
Henderson Brothers Financial Partners
5538
Henderson Brothers Financial Partners
Pennsylvania
$200M – – 0.01% – 72 – 0
Uniting Wealth Partners
5539
Uniting Wealth Partners
Kansas
$200M -$7.5M -4% 1.99% – 128 29.69% 0.2
Bain Capital Venture Investors
5540
Bain Capital Venture Investors
Massachusetts
$200M -$20.2M -9% 8.74% 34.2% 3 0% 2.4
Consilium Wealth Advisory
5541
Consilium Wealth Advisory
Texas
$199M -$10.2M -5% 1.12% 126% 95 15.79% 2.2
GE Investment Management
5542
GE Investment Management
Connecticut
$199M +$32.2M +19% 17% – 4 0% 1.1
PIP
5543
Palisades Investment Partners
California
$199M -$37.7M -16% 10.2% – 43 11.63% 0.6
BCFD
5544
Boit C.F. David
$199M -$46.8M -19% 1.93% 84.2% 128 2.34% 2.8
Scion Asset Management
5545
Scion Asset Management
California
$199M +$122M +157% 12% 1.91% 19 94.74% 0
TCFG Wealth Management
5546
TCFG Wealth Management
California
$199M +$504K +0.3% 0.02% – 247 12.15% 0.4
Drummond Knight Asset Management
5547
Drummond Knight Asset Management
Australia
$199M +$61.6M +45% 1.55% – 16 56.25% 0.2
Lloyd Advisory Services
5548
Lloyd Advisory Services
Georgia
$199M -$12M -6% 0.92% 51.1% 122 37.7% 0.7
Physician Wealth Solutions
5549
Physician Wealth Solutions
Nevada
$199M -$684K -0.3% 0.07% 43.6% 41 0% 1.2
Viola Ventures VC Management 4
5550
Viola Ventures VC Management 4
Israel
$199M -$72.7M -27% 5.52% 79.1% 4 0% 1.8