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
2926
White Lighthouse Investment Management
Massachusetts
$802M +$81.6M +11% 11.1% 55.3% 154 7.79%
BBPWM
2927
Blue Bell Private Wealth Management
Pennsylvania
$802M +$107M +15% 13.1% 62.5% 759 10.28%
NM
2928
Newtyn Management
New York
$801M -$135M -14% 9.17% 52% 39 28.21%
LWM
2929
Liberty Wealth Management
California
$800M $0 0% 12.2% 64.2% 268 0%
CCM
2930
Corsair Capital Management
New York
$800M +$127M +19% 28.6% 435% 186 30.11%
HW
2931
HORAN Wealth
Ohio
$800M -$252M -24% 13.5% 228 19.3%
LOPW
2932
Live Oak Private Wealth
North Carolina
$800M +$82.5M +11% 11.8% 65% 218 8.26%
JJ
2933
Johnson & Johnson
New Jersey
$799M +$146M +22% 24.4% 281% 17 17.65%
SEM
2934
Suncoast Equity Management
Florida
$798M -$34.9M -4% 15.8% 82.9% 102 46.08%
TI
2935
TrueMark Investments
Illinois
$798M +$285M +55% 11.6% 218 37.61%
GIM
2936
Garden Investment Management
Connecticut
$798M +$212M +36% 32.8% 2 0%
QCMNJ
2937
Quantum Capital Management (New Jersey)
New Jersey
$798M +$16.1M +2% 2.42% 22.7% 37 13.51%
XPN
2938
XY Planning Network
Montana
$797M +$171M +27% 10.7% 356 27.81%
AIA
2939
Allied Investment Advisors
Montana
$797M +$99.1M +14% 6.24% 60.6% 112 12.5%
EA
2940
Emerald Advisors
Washington
$796M -$11.8M -1% 1.17% 78.4% 144 22.92%
TCMX
2941
Technology Crossover Management X
California
$795M +$13.9M +2% 5.27% 73.1% 6 0%
HA
2942
Harbor Advisors
Florida
$795M +$103M +15% 29.2% 125% 207 11.11%
BCM
2943
Bornite Capital Management
New York
$795M +$200M +34% 19.8% 208% 28 67.86%
CPG
2944
Cornerstone Planning Group
New Jersey
$794M +$44.9M +6% 13.2% 55.1% 1,964 12.37%
TFGT
2945
TS Financial Group (TSFG)
Illinois
$794M +$135M +20% 15.5% 72.9% 928 10.67%
SIM
2946
Seilern Investment Management
United Kingdom
$794M -$44.7M -5% 4.71% 24 0%
RMC
2947
Resources Management Corp
Connecticut
$794M +$40.1M +5% 13.8% 78.5% 417 55.4%
RWM
2948
Raffa Wealth Management
District of Columbia
$793M +$153M +24% 7.54% 35.8% 1,691 16.14%
GEA
2949
Glen Eagle Advisors
New Jersey
$793M +$79M +11% 11.1% 68.5% 1,103 9.43%
BBES
2950
Buffalo Business & Estate Services
New York
$793M +$104M +15% 14.9% 110 79.09%