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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
WA
5701
Waterford Advisors
New York
$196M +$404K +0.2% 1.11% 50.5% 54 22.22%
SWM
5702
SK Wealth Management
Rhode Island
$196M +$934K +0.5% 0.46% 71 0%
DWM
5703
Dopkins Wealth Management
New York
$196M +$72.5M +59% 1.36% 64.4% 90 30%
HAFG
5704
Hansen & Associates Financial Group
California
$196M +$6.88M +4% 3.43% 25 64%
MWA
5705
Miller Wealth Advisors
Colorado
$196M +$12.6M +7% 9.53% 117% 94 12.77%
AMIM
5706
Aull & Monroe Investment Management
Alabama
$196M -$19.4M -9% 3.03% 96.6% 130 4.62%
GAAM
5707
Guinness Atkinson Asset Management
California
$196M -$9.47M -5% 1.48% 132% 101 16.83%
CWM
5708
Cahill Wealth Management
Michigan
$196M +$2.3M +1% 0.87% 24.7% 51 5.88%
MA
5709
Menlo Advisors
California
$196M +$1.75M +0.9% 3.64% 81.9% 31 12.9%
AWM
5710
Aviso Wealth Management
Washington
$196M +$11.7M +6% 5.26% 153 11.76%
TWA
5711
Tandem Wealth Advisors
Arizona
$196M -$1.38M -0.7% 1.98% 43.1% 55 16.36%
SIAG
5712
Signet Investment Advisory Group
Rhode Island
$196M -$3.81M -2% 1.32% 59.6% 75 10.67%
SFP
5713
Strategic Financial Partners
Oregon
$196M -$16.1K -0% 0.6% 54.8% 72 9.72%
CWM
5714
Chronos Wealth Management
Florida
$196M +$4.05M +2% 0.6% 86.4% 43 4.65%
CWA
5715
Choice Wealth Advisors
Maine
$196M -$4.31M -2% 0.45% 52.3% 30 3.33%
WC
5716
Westhampton Capital
North Carolina
$196M -$1.26M -0.6% 0.72% 95.6% 122 8.2%
RA
5717
Rosalind Advisors
Ontario, Canada
$196M +$39.4M +25% 28.8% 51 56.86%
OCP
5718
Oakcliff Capital Partners
New York
$196M -$3.29M -2% 6.99% 133% 9 0%
RSA
5719
River Street Advisors
Illinois
$196M +$11.3M +6% 1.84% 88.8% 155 16.77%
LFPWM
5720
Leicht Financial Planning & Wealth Management
New Jersey
$195M -$3.18M -2% 0.79% 46.3% 19 10.53%
SM
5721
Salzhauer Michael
$195M +$32.1M +20% 9% 107% 99 25.25%
KC
5722
Kades & Cheifetz
Pennsylvania
$195M +$20.8M +12% 0.94% 112 19.64%
VWM
5723
Vermillion Wealth Management
Minnesota
$195M 1% 550
AIM
5724
Astor Investment Management
Illinois
$195M -$13.8M -7% 0.45% 23.3% 39 43.59%
TA
5725
Teton Advisors
New York
$195M -$28.9M -13% 2.16% 139% 202 6.93%