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
3201
White Lighthouse Investment Management
Massachusetts
$373M +$7.71M +2% 124
SAS
3202
Stelac Advisory Services
New York
$373M -$65.5M -15% 294
TC
3203
TAP Consulting
Missouri
$372M +$16.2M +5% 143
QI
3204
Qtron Investments
Massachusetts
$372M -$23M -6% 402
SCM
3205
Schnieders Capital Management
California
$372M +$4.39M +1% 194
GTCM
3206
Gyon Technologies Capital Management
New Jersey
$371M +$65.9M +22% 522
SW
3207
SkyOak Wealth
Michigan
$371M -$2.57M -0.7% 259
OSNBOA
3208
Old Second National Bank of Aurora
Illinois
$371M +$6.54M +2% 414
MGB
3209
Mass General Brigham
Massachusetts
$371M -$39.3M -10% 12
CA
3210
Capital Advantage
California
$370M -$11.3M -3% 50
TM
3211
Tikvah Management
North Carolina
$370M +$7.59M +2% 21
SCM
3212
Shah Capital Management
North Carolina
$370M +$15.8M +4% 9
IP
3213
Indigo Partners
Arizona
$369M +$44M +14% 1
VAS
3214
Valicenti Advisory Services
New York
$369M +$7.27M +2% 82
LI
3215
Lafayette Investments
Maryland
$368M +$1.41M +0.4% 127
HFA
3216
High Falls Advisors
New York
$368M -$3.56M -1% 130
ECML
3217
Eagle Capital Management (Louisiana)
Louisiana
$368M +$14.7M +4% 51
PRC
3218
Pearl River Capital
Michigan
$368M +$4.75M +1% 600
HWA
3219
HHM Wealth Advisors
Tennessee
$368M +$86K +0% 683
LC
3220
Lincoln Capital
Nebraska
$368M +$11M +3% 100
FPIS
3221
Financial Planning & Information Services
Wisconsin
$368M +$26.6M +8% 75
SC
3222
Soundwatch Capital
Connecticut
$368M +$267M +266% 32
HC
3223
Hourglass Capital
Texas
$367M -$61.8M -14% 138
CFSG
3224
Community Financial Services Group
Vermont
$367M +$9.11M +3% 110
CF
3225
CNA Financial
Illinois
$367M +$13.9M +4% 211