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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
DWM
2901
Dorchester Wealth Management
Quebec, Canada
$422M -$30.9M -7% 10.2% 18.3% 158 12.03%
ICM
2902
Ionic Capital Management
New York
$422M -$306M -42% 6.34% 163% 516 39.92%
DOA
2903
D'Orazio & Associates
Virginia
$422M +$80.3M +23% 10.2% 61.2% 161 28.57%
RCMC
2904
RK Capital Management (Colorado)
Colorado
$422M +$32M +8% 13.5% 89% 54 27.78%
AWM
2905
Affinity Wealth Management
Delaware
$422M +$20.2M +5% 9.49% 116% 125 39.2%
WEG
2906
World Equity Group
Illinois
$421M +$26M +7% 6.98% 99% 347 13.54%
SCM
2907
Shah Capital Management
North Carolina
$421M +$71M +20% 23.2% 242% 16 31.25%
CPA
2908
Capital Planning Advisors
California
$421M +$48.5M +13% 7.53% 64.2% 132 17.42%
WAM
2909
Wilsey Asset Management
California
$421M +$40M +11% 10.9% 55% 26 3.85%
SFC
2910
SYM Financial Corp
Indiana
$421M +$214M +104% 12.6% 56% 131 29.01%
GFP
2911
Gryphon Financial Partners
Ohio
$420M +$23.4M +6% 7.43% 93.7% 211 15.64%
SAS
2912
Sanford Advisory Services
Michigan
$420M +$69.7M +20% 8.19% 127 20.47%
SG
2913
Strid Group
Pennsylvania
$420M +$24.8M +6% 6.75% 50.4% 48 22.92%
FFWA
2914
FRG Family Wealth Advisors
Washington
$420M +$14.7M +4% 11.6% 76.4% 143 6.29%
FI
2915
Fractal Investments
Connecticut
$420M +$41.9M +11% 11% 86.4% 96 14.58%
CAM
2916
Covenant Asset Management
New Jersey
$419M +$68.1M +19% 7.21% 158% 181 12.71%
CIP
2917
CAS Investment Partners
Connecticut
$419M -$129M -24% 2.23% 527% 6 16.67%
NL
2918
NEPC LLC
Massachusetts
$419M -$320M -43% 2.26% 21.3% 28 7.14%
JTWM
2919
Jackson Thornton Wealth Management
Alabama
$419M +$51.2M +14% 12.1% 64.4% 37 27.03%
GA
2920
GRS Advisors
Illinois
$418M +$89.7M +27% 8.19% 54.3% 39 53.85%
JCP
2921
Jennifer C. Price
$418M -$66.4M -14% 12.9% 100 18%
KWMG
2922
King Wealth Management Group
Florida
$418M +$24.7M +6% 8.85% 86% 159 15.72%
CIA
2923
Covington Investment Advisors
Pennsylvania
$418M +$32.2M +8% 8.55% 100% 75 4%
CCIA
2924
Campbell & Co Investment Adviser
Maryland
$418M -$21.9M -5% 13.8% 31% 1,064 66.17%
IVGAI
2925
Index Venture Growth Associates III
Jersey
$418M -$226M -35% 23.1% 740% 3 0%