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
SICM
5326
Sustainable Insight Capital Management
New York
$201M -$27.6M -12% 82
NEPPG
5327
New England Professional Planning Group
Rhode Island
$201M +$103K +0.1% 49
RPCONE
5328
Retirement Planning Company of New England
Rhode Island
$201M -$5.34M -3% 241
OL
5329
Owen LaRue
Kentucky
$201M +$9.37M +5% 108
BAM
5330
Bayshore Asset Management
Florida
$201M -$16.9M -8% 56
BWM
5331
Boyd Wealth Management
California
$201M -$2.14M -1% 49
PFG
5332
Prosperity Financial Group
California
$201M +$1.07M +0.5% 189
BTIM
5333
BancFirst Trust & Investment Management
Oklahoma
$201M -$23M -10% 60
SRWM
5334
Shira Ridge Wealth Management
California
$201M -$3.84M -2% 83
MBI
5335
May Barnhard Investments
Maryland
$200M -$9.81M -5% 93
ACC
5336
Acorn Creek Capital
Colorado
$200M +$5.71M +3% 80
RHI
5337
Richmond Hill Investments
New York
$200M -$58.7M -23% 4
CCM
5338
Conway Capital Management
California
$200M -$25.9M -11% 51
LWM
5339
Lakeridge Wealth Management
Ohio
$200M +$6.43M +3% 160
GCA
5340
Genesee Capital Advisors
New York
$200M -$15M -7% 126
CSA
5341
Cottage Street Advisors
Massachusetts
$200M +$7.94M +4% 119
ORG
5342
Optimist Retirement Group
Washington
$200M -$11.6M -5% 134
VWM
5343
Vivid Wealth Management
Iowa
$200M +$2.24M +1% 74
UWP
5344
Uniting Wealth Partners
Kansas
$200M -$7.5M -4% 128
BCVI
5345
Bain Capital Venture Investors
Massachusetts
$200M -$20.2M -9% 3
CWA
5346
Consilium Wealth Advisory
Texas
$199M -$10.2M -5% 95
CPM
5347
Crescent Park Management
California
$199M -$43.5M -18% 37
GIM
5348
GE Investment Management
Connecticut
$199M +$32.2M +19% 4
PIP
5349
Palisades Investment Partners
California
$199M -$37.7M -16% 43
BCFD
5350
Boit C.F. David
$199M -$46.8M -19% 128