We are live on ! Find out more

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
WLIM
2851
White Lighthouse Investment Management
Massachusetts
$721M +$4.41M +0.6% 1.32% 55.3% 154 8.44%
FAC
2852
Financial Advisory Corporation
Michigan
$720M +$32.2M +5% 0.56% 54 11.11%
FA
2853
Fagan Associates
New York
$719M -$30.8M -4% 3.1% 110% 143 11.89%
EI
2854
Ellevest Inc
New York
$719M -$4.07M -0.6% 0.1% 73.8% 467 16.92%
SAM
2855
Summit Asset Management
Tennessee
$719M +$12.1M +2% 0.2% 48.9% 178 7.3%
PWA
2856
Physician Wealth Advisors
Utah
$719M -$128K -0% 1.73% 71.3% 2,264 19.57%
KC
2857
Kadensa Capital
Hong Kong
$718M -$245M -25% 3.32% 125% 53 45.28%
TFA
2858
Tobias Financial Advisors
Florida
$718M +$10.4M +1% 0.39% 44.5% 157 15.92%
WRPWM
2859
Werba Rubin Papier Wealth Management
California
$718M +$349M +95% 0.68% 67% 300 30%
SAM
2860
Sycomore Asset Management
France
$718M +$113M +19% 9.87% 151% 75 16%
HIM
2861
Herald Investment Management
United Kingdom
$718M -$47.9M -6% 9.81% 493% 100 6%
LOPW
2862
Live Oak Private Wealth
North Carolina
$717M -$16.9M -2% 2.41% 65% 210 7.14%
NI
2863
Nuance Investments
Missouri
$717M -$190M -21% 2.09% 3.13% 53 33.96%
AFG
2864
Arkansas Financial Group
Arkansas
$717M +$23.5M +3% 1.21% 39.1% 95 4.21%
CFO
2865
Cambient Family Office
Michigan
$716M +$15.6M +2% 2.12% 282 15.25%
AIM
2866
Anatole Investment Management
Hong Kong
$716M +$116M +19% 79.7% 1,629% 23 69.57%
BFO
2867
Biltmore Family Office
North Carolina
$716M -$8.85M -1% 1.97% 78.1% 356 15.73%
OCM
2868
Ovata Capital Management
Hong Kong
$715M -$108M -13% 5.55% 69.1% 64 57.81%
SPG
2869
Strategic Planning Group
Utah
$715M -$61.5M -8% 1.51% 92 42.39%
LFA
2870
Legacy Financial Advisors
Kentucky
$715M -$7.81M -1% 0.52% 86.3% 431 16.01%
NIM
2871
Nexus Investment Management
Ontario, Canada
$715M -$18.7M -3% 1.76% 77.5% 75 13.33%
FHB
2872
First Hawaiian Bank
Hawaii
$715M -$36.5M -5% 1.5% 67.1% 91 6.59%
CFGSD
2873
Compass Financial Group (South Dakota)
South Dakota
$715M +$14.5M +2% 2% 62.9% 108 7.41%
ECM
2874
EagleClaw Capital Management
Massachusetts
$714M +$23M +3% 7.71% 104% 151 8.61%
GEA
2875
Glen Eagle Advisors
New Jersey
$714M -$20.7M -3% 0.89% 63% 1,067 6.28%