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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BWM
5326
Boyd Wealth Management
California
$201M -$2.14M -1% 1.03% 39.4% 49
PFG
5327
Prosperity Financial Group
California
$201M +$1.07M +0.5% 5% – 189
BTIM
5328
BancFirst Trust & Investment Management
Oklahoma
$201M -$23M -10% 3.22% 34.1% 60
SRWM
5329
Shira Ridge Wealth Management
California
$201M -$3.84M -2% 2.96% – 83
MBI
5330
May Barnhard Investments
Maryland
$200M -$9.81M -5% 4.89% – 93
ACC
5331
Acorn Creek Capital
Colorado
$200M +$5.71M +3% 0.65% – 80
RHI
5332
Richmond Hill Investments
New York
$200M -$58.7M -23% 11.8% 30.5% 4
CCM
5333
Conway Capital Management
California
$200M -$25.9M -11% 6.28% 210% 51
LWM
5334
Lakeridge Wealth Management
Ohio
$200M +$6.43M +3% 0.55% – 160
GCA
5335
Genesee Capital Advisors
New York
$200M -$15M -7% 2.48% 73.7% 126
CSA
5336
Cottage Street Advisors
Massachusetts
$200M +$7.94M +4% 5.27% 73.3% 119
ORG
5337
Optimist Retirement Group
Washington
$200M -$11.6M -5% 1.3% – 134
VWM
5338
Vivid Wealth Management
Iowa
$200M +$2.24M +1% 4.21% – 74
UWP
5339
Uniting Wealth Partners
Kansas
$200M -$7.5M -4% 1.99% – 128
BCVI
5340
Bain Capital Venture Investors
Massachusetts
$200M -$20.2M -9% 8.74% 500% 3
CWA
5341
Consilium Wealth Advisory
Texas
$199M -$10.2M -5% 1.12% 94% 95
CPM
5342
Crescent Park Management
California
$199M -$43.5M -18% 13.4% 123% 37
GIM
5343
GE Investment Management
Connecticut
$199M +$32.2M +19% 17% – 4
PIP
5344
Palisades Investment Partners
California
$199M -$37.7M -16% 10.2% – 43
BCFD
5345
Boit C.F. David
$199M -$46.8M -19% 1.94% 63.5% 128
TWM
5346
TCFG Wealth Management
California
$199M +$504K +0.3% 0.02% – 247
DKAM
5347
Drummond Knight Asset Management
Australia
$199M +$61.6M +45% 1.55% – 16
LAS
5348
Lloyd Advisory Services
Georgia
$199M -$12M -6% 0.92% – 122
PWS
5349
Physician Wealth Solutions
Nevada
$199M -$684K -0.3% 0.07% – 41
VVVM4
5350
Viola Ventures VC Management 4
Israel
$199M -$72.7M -27% 5.52% – 4
212 213
214
215 216