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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CW
3201
CreativeOne Wealth
Kansas
$201M – – 1.03% 49% 54
TFCP
3202
Twin Focus Capital Partners
Massachusetts
$201M +$4M +2% 0.16% 60% 111
TA
3203
Tiptree Advisors
New York
$201M -$5.38M -3% 10.2% – 43
DVC
3204
Deer VIII & Co
New York
$201M +$29.8M +17% 17.4% – 1
SFA
3205
Stewardship Financial Advisors
Georgia
$201M +$6.08M +3% 1.05% 39.1% 49
BA
3206
Bard Associates
Illinois
$201M -$7.89M -4% 0.97% 145% 182
MWM
3207
Meridian Wealth Management
Kentucky
$200M +$38.2M +24% 3.7% 96.6% 206
GA
3208
Greytown Advisors
Florida
$200M +$5.36M +3% 2.05% 13.9% 74
BCVI
3209
Bain Capital Venture Investors
Massachusetts
$200M -$29.7M -13% 19.7% 500% 3
SM
3210
Sciencast Management
New Jersey
$200M +$13.1M +7% 3.39% – 497
FAM
3211
Formidable Asset Management
Ohio
$200M -$17.7M -8% 1.95% 55.9% 145
LCP
3212
Legacy Capital Partners
Wisconsin
$199M -$2.78M -1% 1.44% 85.6% 122
AOWM
3213
Alpha Omega Wealth Management
Virginia
$199M -$4.77M -2% 2.09% 49.2% 530
AIC
3214
Aurora Investment Counsel
Georgia
$199M -$1.83M -0.9% 1.67% 52% 124
GIC
3215
GFI Investment Counsel
Ontario, Canada
$199M +$5.14M +3% 1.35% 91.7% 38
BFA
3216
Benedict Financial Advisors
Georgia
$199M -$8.97M -4% 2.66% 44.7% 106
TL
3217
TrueWealth LLC
Georgia
$198M -$14.7M -7% 2.38% – 988
EP
3218
Eversept Partners
New York
$198M +$48.6M +32% 19.1% 103% 67
RAG
3219
Roof Advisory Group
Pennsylvania
$198M +$22.3M +13% 1.13% – 37
NDSI
3220
Newman Dignan & Sheerar Inc
Rhode Island
$198M -$1.87M -0.9% 1.31% 61.8% 165
BWM
3221
Brickley Wealth Management
California
$198M +$9.24M +5% 0.86% 50.9% 26
FU
3222
Fairfield University
Connecticut
$198M -$2.36M -1% 1.16% 47% 4
YEPI
3223
Yorktown Energy Partners IX
New York
$198M -$15.6M -7% 6.59% 4.82% 3
ECM
3224
EagleClaw Capital Management
Massachusetts
$198M -$677K -0.3% 0.34% 108% 114
HFM
3225
Hartford Financial Management
Connecticut
$198M -$6.26M -3% 1.34% 58.6% 369
127 128
129
130 131