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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
AWA
2926
ARQ Wealth Advisors
Arizona
$807M +$252M +45% 9.63% 53.3% 231 26.84%
KFAA
2927
Klaas Financial Asset Advisors
Illinois
$803M +$78.4M +11% 8.17% 36.2% 59 0%
WLIM
2928
White Lighthouse Investment Management
Massachusetts
$802M +$81.6M +11% 11.1% 55.3% 154 7.79%
BBPWM
2929
Blue Bell Private Wealth Management
Pennsylvania
$802M +$107M +15% 13.1% 62.5% 759 10.28%
NM
2930
Newtyn Management
New York
$801M -$135M -14% 9.17% 52% 39 28.21%
LWM
2931
Liberty Wealth Management
California
$800M $0 0% 12.2% 64.2% 268 0%
CCM
2932
Corsair Capital Management
New York
$800M +$127M +19% 28.6% 435% 186 30.11%
HW
2933
HORAN Wealth
Ohio
$800M -$252M -24% 13.5% 228 19.3%
LOPW
2934
Live Oak Private Wealth
North Carolina
$800M +$82.5M +11% 11.8% 65% 218 8.26%
JJ
2935
Johnson & Johnson
New Jersey
$799M +$146M +22% 24.4% 281% 17 17.65%
SEM
2936
Suncoast Equity Management
Florida
$798M -$34.9M -4% 15.8% 82.9% 102 46.08%
TI
2937
TrueMark Investments
Illinois
$798M +$285M +55% 11.6% 218 37.61%
GIM
2938
Garden Investment Management
Connecticut
$798M +$212M +36% 32.8% 2 0%
QCMNJ
2939
Quantum Capital Management (New Jersey)
New Jersey
$798M +$16.1M +2% 2.42% 22.7% 37 13.51%
XPN
2940
XY Planning Network
Montana
$797M +$171M +27% 10.7% 356 27.81%
AIA
2941
Allied Investment Advisors
Montana
$797M +$99.1M +14% 6.24% 60.6% 112 12.5%
EA
2942
Emerald Advisors
Washington
$796M -$11.8M -1% 1.17% 78.4% 144 22.92%
TCMX
2943
Technology Crossover Management X
California
$795M +$13.9M +2% 5.27% 73.1% 6 0%
HA
2944
Harbor Advisors
Florida
$795M +$103M +15% 29.2% 125% 207 11.11%
BCM
2945
Bornite Capital Management
New York
$795M +$200M +34% 19.8% 208% 28 67.86%
CPG
2946
Cornerstone Planning Group
New Jersey
$794M +$44.9M +6% 13.2% 55.1% 1,964 12.37%
TFGT
2947
TS Financial Group (TSFG)
Illinois
$794M +$135M +20% 15.5% 72.9% 928 10.67%
SIM
2948
Seilern Investment Management
United Kingdom
$794M -$44.7M -5% 4.71% 24 0%
RMC
2949
Resources Management Corp
Connecticut
$794M +$40.1M +5% 13.8% 78.5% 417 55.4%
RWM
2950
Raffa Wealth Management
District of Columbia
$793M +$153M +24% 7.54% 35.8% 1,691 16.14%