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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 Holding
Period (Yrs)
DWM
6176
Dopkins Wealth Management
New York
$112M +$5.48M +5% 4.74% 64.4% 40 2.5% 1.1
SWIM
6177
Smallwood Wealth Investment Management
New Jersey
$112M +$6.59M +6% 6.15% 67.4% 63 4.76% 1.2
RFO
6178
RiverGlades Family Offices
Florida
$112M +$3.45M +3% 4.56% – 78 8.97% 3.2
CAM
6179
Campion Asset Management
Virginia
$112M +$6.21M +6% 4.75% 70.2% 96 6.25% 1.9
PFA
6180
Petra Financial Advisors
Colorado
$112M +$11M +11% 7.2% 129% 132 56.82% 0.3
ICMP
6181
Integrated Capital Management (Pennsylvania)
Pennsylvania
$112M +$2.17M +2% 1.85% 39.7% 94 37.23% 1.6
TFP
6182
Tilia Fiduciary Partners
North Carolina
$112M +$7.03M +7% 8.17% 101% 553 10.49% 1.3
IFU
6183
iSAM Funds (UK)
United Kingdom
$112M +$33.5M +43% 4.05% 53.7% 280 83.93% 0.1
LWM
6184
Lionsbridge Wealth Management
Florida
$112M +$3.61M +3% 4.05% 66% 53 30.19% 1.3
ZC
6185
Zeit Capital
Colorado
$112M +$3.81M +4% 4.18% 51.6% 30 0% 2.2
WHCI
6186
W.H. Cornerstone Investments
Massachusetts
$112M +$1.72M +2% 6.23% 51.4% 138 20.29% 0.6
FA
6187
Financial Advantage
Maryland
$112M +$1.65M +2% 1.71% 24.3% 37 2.7% 5.7
WWC
6188
Waypoint Wealth Counsel
Georgia
$112M -$17.2M -13% 5.87% 96.6% 99 16.16% 0.4
OF
6189
Outfitter Financial
Maine
$112M +$646K +0.6% 6.12% 95.9% 80 7.5% 2.3
SAG
6190
Spotlight Asset Group
Illinois
$112M +$11M +11% 9.49% – 257 73.93% 0.8
CAAM
6191
Cape Ann Asset Management
United Kingdom
$112M +$4.44M +4% 1.52% 199% 6 0% 2.5
RWM
6192
Revisor Wealth Management
Ohio
$111M +$2.06M +2% 4.06% 62.8% 165 10.91% 0.2
ASFA
6193
All Season Financial Advisors
Colorado
$111M +$959K +0.9% 3.05% 33.8% 130 43.08% 0.8
VWA
6194
VERITY Wealth Advisors
United States
$111M +$3.51M +3% 5% 59.9% 75 10.67% 3
APW
6195
Axim Planning & Wealth
Ohio
$111M +$10.3M +10% 17.8% 3.66% 24 0% 0.8
KAM
6196
Kraft Asset Management
Tennessee
$111M -$795K -0.7% 3.8% 41% 35 20% 1
YWS
6197
Yarger Wealth Strategies
Ohio
$111M +$20M +22% 5.76% 55.1% 61 22.95% 1
FWA
6198
FSC Wealth Advisors
New York
$111M +$47.9M +76% 4.91% 34.3% 198 17.68% 1
BCM
6199
BML Capital Management
Indiana
$111M -$4.51M -4% 23% 349% 38 36.84% 0.3
IAM
6200
Impala Asset Management
Florida
$111M -$6.06M -5% 4.49% 62.6% 23 47.83% 1.5