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
3226
White Lighthouse Investment Management
Massachusetts
$218M +$35.8M +20% 126
EWA
3227
Evolution Wealth Advisors
Florida
$218M -$1.6M -0.7% 158
PFM
3228
Peak Financial Management
Massachusetts
$217M +$14.2M +7% 56
FC
3229
Finepoint Capital
Massachusetts
$217M +$52.2M +32% 5
P8IP
3230
Pier 88 Investment Partners
California
$217M +$19.7M +10% 111
SFA
3231
Stewardship Financial Advisors
Georgia
$217M +$22.1M +11% 73
YWP
3232
YorkBridge Wealth Partners
New York
$217M +$28M +15% 800
MGIA
3233
Matthew Goff Investment Advisor
Texas
$217M +$19.9M +10% 54
SM
3234
Scoggin Management
New York
$217M +$103M +90% 47
AC
3235
Asturias Capital
New York
$217M +$6.94M +3% 24
KIM
3236
Kestrel Investment Management
California
$216M +$17.9M +9% 50
ACP
3237
Aveo Capital Partners
Colorado
$216M +$16.1M +8% 174
WCWM
3238
Wooster Corthell Wealth Management
Connecticut
$216M +$37.4M +21% 39
TL
3239
TrueWealth LLC
Georgia
$216M +$18.6M +9% 781
APSP
3240
Asset Planning Services (Pennsylvania)
Pennsylvania
$216M +$18.2M +9% 289
SIAS
3241
Shine Investment Advisory Services
Colorado
$215M +$12.6M +6% 735
II
3242
Inspire Investing
Idaho
$215M +$66.6M +45% 323
TI
3243
Think Investments
California
$215M +$47.6M +28% 12
MFS
3244
McNamara Financial Services
Massachusetts
$215M -$21.7M -9% 40
PCTC
3245
Perkins Coie Trust Company
Washington
$215M +$24M +13% 315
RAM
3246
Roanoke Asset Management
New Jersey
$215M +$26M +14% 112
SHJ
3247
Sharkey, Howes & Javer
Colorado
$214M +$60.9M +40% 237
LCP
3248
Legacy Capital Partners
Wisconsin
$214M +$25.6M +14% 138
TPA
3249
Trivium Point Advisory
Connecticut
$214M +$49.4M +30% 164
PC
3250
Permit Capital
Pennsylvania
$214M +$46.5M +28% 27