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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SV
6176
Sapphire Ventures
Texas
$134M -$32.6M -20% 11.5% 48.1% 7
BCM
6177
Bancreek Capital Management
California
$134M +$16.4M +14% 9.98% 38.3% 20
PRI
6178
Prepared Retirement Institute
Pennsylvania
$134M +$493K +0.4% 6.76% – 81
CP
6179
CPV Partners
Connecticut
$134M -$3.66M -3% 10.2% 24.1% 5
MF
6180
Meridian Financial
Massachusetts
$134M +$6.73M +5% 7.13% 41.5% 123
KA
6181
Keene & Associates
Texas
$134M +$13.4M +11% 6.8% 20.3% 84
BFA
6182
Bright Financial Advisors
Michigan
$134M – – 6.07% – 48
AAG
6183
Accordant Advisory Group
Maryland
$134M – – 5.89% – 199
GCCM
6184
Gate City Capital Management
Illinois
$134M +$28.8M +27% 3.15% – 16
HIA
6185
Harvest Investment Advisors
Florida
$134M +$9.12M +7% 7.63% – 53
NPFS
6186
Novak & Powell Financial Services
Florida
$134M -$16.2M -11% 7.74% – 161
SFP
6187
Strategic Financial Planning
Texas
$134M +$5.73M +4% 3.96% 31.4% 36
CIG
6188
Cascade Investment Group
Colorado
$134M +$9.69M +8% 7.26% – 146
AHL
6189
Abel Hall LLC
Louisiana
$134M +$16.5M +14% 11.4% – 159
PCMU
6190
Paragon Capital Management (Utah)
Utah
$134M +$8.62M +7% 9.37% 52.6% 81
EWM
6191
Endowment Wealth Management
Wisconsin
$134M +$13.3M +11% 7.38% 70.5% 140
GWM
6192
Greenhouse Wealth Management
Connecticut
$133M +$9.73M +8% 9.16% 65.7% 60
ACM
6193
Aquilo Capital Management
California
$133M -$9.18M -6% 17.9% 1.32% 11
MWM
6194
Maripau Wealth Management
Indiana
$133M +$18.3M +16% 7.31% 47.5% 164
HFCII
6195
H&F Corporate Investors IX
California
$133M +$2.5M +2% 1.91% – 1
MIM
6196
Meixler Investment Management
Arizona
$133M +$13.5M +11% 8.41% 56.5% 104
LFA
6197
Longview Financial Advisors
Alabama
$133M +$8.79M +7% 5.66% – 44
BG
6198
BRX Global
New York
$133M +$25.1M +23% 13.2% 165% 5
SMF
6199
Sterling Manor Financial
New York
$133M +$15M +13% 7.21% 44.9% 29
WAG
6200
Wallace Advisory Group
California
$133M +$5.44M +4% 8.56% – 192
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