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
BTIM
5326
BancFirst Trust & Investment Management
Oklahoma
$201M -$23M -10% 60
SRWM
5327
Shira Ridge Wealth Management
California
$201M -$3.84M -2% 83
MBI
5328
May Barnhard Investments
Maryland
$200M -$9.81M -5% 93
ACC
5329
Acorn Creek Capital
Colorado
$200M +$5.71M +3% 80
RHI
5330
Richmond Hill Investments
New York
$200M -$58.7M -23% 4
CCM
5331
Conway Capital Management
California
$200M -$25.9M -11% 51
LWM
5332
Lakeridge Wealth Management
Ohio
$200M +$6.43M +3% 160
GCA
5333
Genesee Capital Advisors
New York
$200M -$15M -7% 126
CSA
5334
Cottage Street Advisors
Massachusetts
$200M +$7.94M +4% 119
ORG
5335
Optimist Retirement Group
Washington
$200M -$11.6M -5% 134
VWM
5336
Vivid Wealth Management
Iowa
$200M +$2.24M +1% 74
HBFP
5337
Henderson Brothers Financial Partners
Pennsylvania
$200M 72
UWP
5338
Uniting Wealth Partners
Kansas
$200M -$7.5M -4% 128
BCVI
5339
Bain Capital Venture Investors
Massachusetts
$200M -$20.2M -9% 3
CWA
5340
Consilium Wealth Advisory
Texas
$199M -$10.2M -5% 95
CPM
5341
Crescent Park Management
California
$199M -$43.5M -18% 37
GIM
5342
GE Investment Management
Connecticut
$199M +$32.2M +19% 4
PIP
5343
Palisades Investment Partners
California
$199M -$37.7M -16% 43
BCFD
5344
Boit C.F. David
$199M -$46.8M -19% 128
TWM
5345
TCFG Wealth Management
California
$199M +$504K +0.3% 247
DKAM
5346
Drummond Knight Asset Management
Australia
$199M +$61.6M +45% 16
LAS
5347
Lloyd Advisory Services
Georgia
$199M -$12M -6% 122
PWS
5348
Physician Wealth Solutions
Nevada
$199M -$684K -0.3% 41
VVVM4
5349
Viola Ventures VC Management 4
Israel
$199M -$72.7M -27% 4
FAM
5350
Forte Asset Management
New York
$199M +$10.2M +5% 67