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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
CC
2826
Covalis Capital
United Kingdom
$423M -$13.4M -3% 0.13% 31.3% 71 50.7%
WAM
2827
Winslow Asset Management
Ohio
$423M +$38.6M +10% 14.5% 83.3% 80 8.75%
DWM
2828
Dorchester Wealth Management
Quebec, Canada
$422M -$30.9M -7% 10.2% 18.3% 158 12.03%
ICM
2829
Ionic Capital Management
New York
$422M -$306M -42% 6.34% 103% 516 39.92%
DOA
2830
D'Orazio & Associates
Virginia
$422M +$80.3M +23% 10.2% 61.2% 161 28.57%
RCMC
2831
RK Capital Management (Colorado)
Colorado
$422M +$32M +8% 13.5% 89% 54 27.78%
AWM
2832
Affinity Wealth Management
Delaware
$422M +$20.2M +5% 9.49% 116% 125 39.2%
WEG
2833
World Equity Group
Illinois
$421M +$26M +7% 6.98% 99% 347 13.54%
SCM
2834
Shah Capital Management
North Carolina
$421M +$71M +20% 23.2% 225% 16 31.25%
CPA
2835
Capital Planning Advisors
California
$421M +$48.5M +13% 7.53% 64.2% 132 17.42%
WAM
2836
Wilsey Asset Management
California
$421M +$40M +11% 10.9% 55% 26 3.85%
SFC
2837
SYM Financial Corp
Indiana
$421M +$214M +104% 12.6% 43.3% 131 29.01%
GFP
2838
Gryphon Financial Partners
Ohio
$420M +$23.4M +6% 7.43% 78.2% 211 15.64%
SAS
2839
Sanford Advisory Services
Michigan
$420M +$69.7M +20% 8.19% 127 20.47%
SG
2840
Strid Group
Pennsylvania
$420M +$24.8M +6% 6.75% 50.4% 48 22.92%
FFWA
2841
FRG Family Wealth Advisors
Washington
$420M +$14.7M +4% 11.6% 76.4% 143 6.29%
FI
2842
Fractal Investments
Connecticut
$420M +$41.9M +11% 11% 86.4% 96 14.58%
CAM
2843
Covenant Asset Management
New Jersey
$419M +$68.1M +19% 7.21% 158% 181 12.71%
CIP
2844
CAS Investment Partners
Connecticut
$419M -$129M -24% 2.23% 813% 6 16.67%
NL
2845
NEPC LLC
Massachusetts
$419M -$320M -43% 2.26% 19.2% 28 7.14%
JTWM
2846
Jackson Thornton Wealth Management
Alabama
$419M +$51.2M +14% 12.1% 51.2% 37 27.03%
GA
2847
GRS Advisors
Illinois
$418M +$89.7M +27% 8.19% 41.1% 39 53.85%
JCP
2848
Jennifer C. Price
$418M -$66.4M -14% 12.9% 100 18%
KWMG
2849
King Wealth Management Group
Florida
$418M +$24.7M +6% 8.85% 75.4% 159 15.72%
CIA
2850
Covington Investment Advisors
Pennsylvania
$418M +$32.2M +8% 8.55% 81.1% 75 4%