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
3026
White Lighthouse Investment Management
Massachusetts
$419M +$22M +6% 116
IWA
3027
Intercontinental Wealth Advisors
Texas
$419M +$27.6M +7% 314
HFS
3028
Howard Financial Services
Texas
$419M +$8.6M +2% 152
FRA
3029
Frank Rimerman Advisors
California
$419M +$56.7M +16% 117
OBWG
3030
Onyx Bridge Wealth Group
New York
$418M +$168M +67% 252
OM
3031
Opaleye Management
Massachusetts
$418M +$84.2M +25% 52
SA
3032
Scarborough Advisors
Maryland
$418M +$21.1M +5% 80
HPIA
3033
Hamilton Point Investment Advisors
North Carolina
$418M +$7.13M +2% 147
MCAV
3034
Meritech Capital Associates V
California
$418M -$58.1M -12% 7
CT
3035
Colonial Trust
South Carolina
$417M +$24M +6% 983
FCA
3036
FinTrust Capital Advisors
South Carolina
$417M +$4.89M +1% 1,207
CT
3037
Chicago Trust
Illinois
$417M +$18.6M +5% 318
C
3038
Chescapmanager
Maryland
$417M +$59.3M +17% 35
LKIM
3039
Lawson Kroeker Investment Management
Nebraska
$417M -$28.9M -6% 91
TC
3040
Tetrad Corporation
Nebraska
$417M +$28.5M +7% 3
MFS
3041
McNamara Financial Services
Massachusetts
$417M +$15M +4% 66
EA
3042
Emerald Advisors
Washington
$416M +$28.5M +7% 81
PWS
3043
Private Wealth Strategies
Ohio
$416M +$21.1M +5% 80
HCM
3044
Huber Capital Management
California
$416M +$12M +3% 88
KLI
3045
Kelman-Lazarov Inc
Tennessee
$416M +$30.6M +8% 100
TWM
3046
Tolleson Wealth Management
Texas
$415M +$27.9M +7% 83
SI
3047
Squadra Investments
Brazil
$414M +$59.5M +17% 5
AC
3048
AWM Capital
Arizona
$414M +$58.9M +17% 77
BCA
3049
Bay Colony Advisors
Massachusetts
$414M +$35.3M +9% 368
GL
3050
Governors Lane
New York
$414M -$262M -39% 90