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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
WLIM
3101
White Lighthouse Investment Management
Massachusetts
$343M -$6.11M -2% 5.52% 46.8% 112 9.82%
CCM
3102
Canal Capital Management
Virginia
$343M +$7.4M +2% 4.78% 67.8% 142 11.27%
RIM
3103
Regent Investment Management
Kentucky
$343M -$15.7M -4% 4.52% 44% 203 8.87%
PWS
3104
Private Wealth Strategies
Ohio
$343M -$16.4M -5% 4.5% 18.8% 85 20%
BI
3105
Bulldog Investors
New Jersey
$342M -$19.8M -5% 2.45% 20.9% 371 20.22%
SR
3106
Swiss Re
Switzerland
$342M -$157M -32% 8.03% 10 10%
SIA
3107
SkyView Investment Advisors
New Jersey
$342M -$37.6M -10% 2.83% 62.6% 635 22.68%
DOA
3108
D'Orazio & Associates
Virginia
$342M -$34.3M -9% 3.62% 61.2% 147 33.33%
LA
3109
Lynch & Associates
Indiana
$342M -$25.8M -7% 6.65% 62.9% 108 6.48%
PCA
3110
PL Capital Advisors
Florida
$342M -$5.94M -2% 0.19% 58% 42 9.52%
WIC
3111
Wilkins Investment Counsel
Massachusetts
$342M -$35.2M -9% 7.94% 44.5% 76 2.63%
SDWMA
3112
Schneider Downs Wealth Management Advisors
Pennsylvania
$341M -$16.5M -5% 2.03% 43.5% 145 10.34%
DW
3113
Domani Wealth
Pennsylvania
$341M -$24.7M -7% 5.26% 48.6% 108 6.48%
ECM
3114
Engle Capital Management
Connecticut
$341M +$89M +35% 4.96% 289% 23 47.83%
HI
3115
Helikon Investments
United Kingdom
$341M +$87.9M +35% 4.93% 330% 6 33.33%
CWP
3116
Curated Wealth Partners
California
$340M +$56K +0% 0.07% 45.4% 136 12.5%
HFM
3117
Hartford Financial Management
Connecticut
$340M -$20.4M -6% 5.08% 79.6% 392 5.1%
NCM
3118
Nelson Capital Management
California
$340M -$21.8M -6% 5.46% 121% 99 3.03%
HCM
3119
Howard Capital Management
Georgia
$340M -$17.1M -5% 4.48% 129% 35 34.29%
AF
3120
Atlas FRM
Connecticut
$340M +$62.8M +23% 5.82% 17.9% 8 50%
JJ
3121
Johnson & Johnson
New Jersey
$340M -$51.6M -13% 2.02% 300% 22 0%
BA
3122
BCM Advisors
Louisiana
$340M -$23.5M -6% 6.32% 59.3% 64 17.19%
DCM
3123
Divisar Capital Management
California
$340M +$30.9M +10% 3.46% 111% 33 18.18%
FMAEN1
3124
Fund Management at Engine No 1
California
$340M -$39M -10% 1.32% 356 12.64%
JCP
3125
JB Capital Partners
New York
$339M -$27.2M -7% 3.47% 149% 83 4.82%