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 Avg Time
Held (Qtrs)
CICC
2926
Capital Investment Counsel (Colorado)
Colorado
$808M +$78.6M +11% 11.8% – 168 19.64% 6.1
ERIC
2927
Eagle Rock Investment Company
Georgia
$808M +$120M +17% 26.3% 115% 165 9.7% 12.2
NFSG
2928
Newbridge Financial Services Group
Florida
$808M +$200M +33% 39% 164% 1,294 13.99% 8.3
MBTD
2929
Mechanics Bank - Trust Department
California
$808M +$86M +12% 12.4% 76.8% 218 11.93% 26.7
AWA
2930
ARQ Wealth Advisors
Arizona
$807M +$252M +45% 9.63% 53.3% 231 26.84% 6.1
KFAA
2931
Klaas Financial Asset Advisors
Illinois
$803M +$78.4M +11% 8.17% 36.2% 59 0% 12.1
WLIM
2932
White Lighthouse Investment Management
Massachusetts
$802M +$81.6M +11% 11.1% 55.3% 154 7.79% 20.9
BBPWM
2933
Blue Bell Private Wealth Management
Pennsylvania
$802M +$107M +15% 13.1% 62.5% 759 10.28% 14.6
NM
2934
Newtyn Management
New York
$801M -$135M -14% 9.17% 52% 39 28.21% 6.9
LWM
2935
Liberty Wealth Management
California
$800M $0 0% 12.2% 64.2% 268 0% 10.2
CCM
2936
Corsair Capital Management
New York
$800M +$127M +19% 28.6% 435% 186 30.11% 7.5
HW
2937
HORAN Wealth
Ohio
$800M -$252M -24% 13.5% – 228 19.3% 2.8
LOPW
2938
Live Oak Private Wealth
North Carolina
$800M +$82.5M +11% 11.8% 65% 218 8.26% 16.3
JJ
2939
Johnson & Johnson
New Jersey
$799M +$146M +22% 24.4% 281% 17 17.65% 14.5
SEM
2940
Suncoast Equity Management
Florida
$798M -$34.9M -4% 15.8% 82.9% 102 46.08% 13
TI
2941
TrueMark Investments
Illinois
$798M +$285M +55% 11.6% – 218 37.61% 2.9
GIM
2942
Garden Investment Management
Connecticut
$798M +$212M +36% 32.8% – 2 0% 3.5
QCMNJ
2943
Quantum Capital Management (New Jersey)
New Jersey
$798M +$16.1M +2% 2.42% 22.7% 37 13.51% 22
XPN
2944
XY Planning Network
Montana
$797M +$171M +27% 10.7% – 356 27.81% 2.7
AIA
2945
Allied Investment Advisors
Montana
$797M +$99.1M +14% 6.24% 68.4% 112 12.5% 15.7
EA
2946
Emerald Advisors
Washington
$796M -$11.8M -1% 1.17% 71.8% 144 22.92% 12.3
TCMX
2947
Technology Crossover Management X
California
$795M +$13.9M +2% 5.27% 73.1% 6 0% 17.5
HA
2948
Harbor Advisors
Florida
$795M +$103M +15% 29.2% 125% 207 11.11% 20.4
BCM
2949
Bornite Capital Management
New York
$795M +$200M +34% 19.8% 208% 28 67.86% 1.7
CPG
2950
Cornerstone Planning Group
New Jersey
$794M +$44.9M +6% 13.2% 55.1% 1,964 12.37% 7.2