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
PFWA
5326
Paces Ferry Wealth Advisors
Georgia
$201M -$4.79M -2% 134
SICM
5327
Sustainable Insight Capital Management
New York
$201M -$27.6M -12% 82
NEPPG
5328
New England Professional Planning Group
Rhode Island
$201M +$103K +0.1% 49
RPCONE
5329
Retirement Planning Company of New England
Rhode Island
$201M -$5.34M -3% 241
OL
5330
Owen LaRue
Kentucky
$201M +$9.37M +5% 108
BAM
5331
Bayshore Asset Management
Florida
$201M -$16.9M -8% 56
BWM
5332
Boyd Wealth Management
California
$201M -$2.14M -1% 49
PFG
5333
Prosperity Financial Group
California
$201M +$1.07M +0.5% 189
BTIM
5334
BancFirst Trust & Investment Management
Oklahoma
$201M -$23M -10% 60
SRWM
5335
Shira Ridge Wealth Management
California
$201M -$3.84M -2% 83
MBI
5336
May Barnhard Investments
Maryland
$200M -$9.81M -5% 93
ACC
5337
Acorn Creek Capital
Colorado
$200M +$5.71M +3% 80
RHI
5338
Richmond Hill Investments
New York
$200M -$58.7M -23% 4
CCM
5339
Conway Capital Management
California
$200M -$25.9M -11% 51
LWM
5340
Lakeridge Wealth Management
Ohio
$200M +$6.43M +3% 160
GCA
5341
Genesee Capital Advisors
New York
$200M -$15M -7% 126
CSA
5342
Cottage Street Advisors
Massachusetts
$200M +$7.94M +4% 119
ORG
5343
Optimist Retirement Group
Washington
$200M -$11.6M -5% 134
VWM
5344
Vivid Wealth Management
Iowa
$200M +$2.24M +1% 74
HBFP
5345
Henderson Brothers Financial Partners
Pennsylvania
$200M 72
UWP
5346
Uniting Wealth Partners
Kansas
$200M -$7.5M -4% 128
BCVI
5347
Bain Capital Venture Investors
Massachusetts
$200M -$20.2M -9% 3
CWA
5348
Consilium Wealth Advisory
Texas
$199M -$10.2M -5% 95
CPM
5349
Crescent Park Management
California
$199M -$43.5M -18% 37
GIM
5350
GE Investment Management
Connecticut
$199M +$32.2M +19% 4