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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 Avg Time
Held (Qtrs)
ICMP
4426
Integrated Capital Management (Pennsylvania)
Pennsylvania
$113M -$6.05M -5% 0.13% 39.7% 31 16.13% 2.3
KCM
4427
Kendall Capital Management
Maryland
$113M +$2.62M +2% 2.26% 120% 122 12.3% 5.3
PL
4428
Protective Life
Alabama
$113M +$3.65M +3% 1.42% 38.4% 15 20% 3.2
MCIA
4429
Mountain Capital Investment Advisors
Colorado
$113M +$6.65M +6% 1.92% 63.3% 49 6.12% 4.8
GWCM
4430
Godshalk Welsh Capital Management
Pennsylvania
$113M +$4.94M +5% 3.97% 61.1% 112 7.14% 15.1
BHBT
4431
Burke & Herbert Bank & Trust
Virginia
$113M -$659K -0.6% 1.24% 67.8% 129 5.43% 19.5
SPL
4432
Smart Portfolios LLC
Washington
$113M +$2.7M +2% 0.28% 41.3% 53 22.64% 5.4
FDS
4433
First Dallas Securities
Texas
$113M -$1.54M -1% 1.81% 163% 93 17.2% 12.6
BRC
4434
Bell Rock Capital
Delaware
$113M -$1.11M -1% 1.71% – 396 14.9% 8.3
BAM
4435
Baldrige Asset Management
Pennsylvania
$113M +$4.26M +4% 1.1% 43.5% 84 10.71% 1.8
HFP
4436
Holistic Financial Partners
Indiana
$113M +$12.4M +12% 0.6% 95.7% 104 32.69% 3.3
DC
4437
Defender Capital
North Carolina
$113M -$10.9M -9% 5.81% 101% 18 11.11% 2.6
CA
4438
Claro Advisors
Massachusetts
$113M +$4.38M +4% 1.54% 85.5% 171 11.7% 2.6
GIM
4439
Guardian Investment Management
California
$113M -$2.38M -2% 1.94% 89.7% 60 18.33% 16.7
SCP
4440
Stamos Capital Partners
California
$112M +$12.5M +13% 0.86% 36.7% 57 33.33% 2.3
EI
4441
EDMP Inc
Florida
$112M +$3.29M +3% 0.06% 71.6% 54 16.67% 13.3
HFA
4442
Hoover Financial Advisors
Pennsylvania
$112M +$3.62M +3% 1.8% – 65 12.31% 2.8
LFS
4443
Legacy Financial Strategies
Kansas
$112M +$5.2M +5% 1.47% 67.1% 64 17.19% 5
GU
4444
Georgetown University
District of Columbia
$112M – – 1.33% 79.9% 8 – 0.4
NCM
4445
Northstar Capital Management
New York
$112M -$269K -0.2% 0.9% – 90 4.44% 5.6
WA
4446
Wilshire Advisors
California
$112M -$927K -0.8% 0.61% 118% 26 7.69% 11.2
LFGH
4447
Lee Financial Group Hawaii
Hawaii
$112M -$4.91M -4% 2.37% 12.9% 30 16.67% 5.2
PWA
4448
Providence Wealth Advisors
Illinois
$112M +$4.55M +4% 1.43% 112% 87 13.79% 4.6
RFO
4449
RiverGlades Family Offices
Florida
$112M -$25K -0% 0.13% – 66 6.06% 2.4
RWM
4450
Reston Wealth Management
Virginia
$112M -$15.4M -12% 0.39% 60.7% 55 23.64% 2.5