Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
HWMT
6001
Heritage Wealth Management (Texas)
Texas
$113M +$9.1M +9% 4.93% 26
RP
6002
Riverwater Partners
Wisconsin
$113M +$3.99M +4% 4.74% 89.7% 200
LWMNY
6003
Landmark Wealth Management (New York)
New York
$113M -$66.9M -37% 1.05% 23.7% 73
FDC
6004
Flight Deck Capital
California
$113M -$17.3M -13% 15% 232% 19
DA
6005
Dover Advisors
Virginia
$113M +$8.72M +8% 6.75% 112
JMF
6006
Johnson Midwest Financial
Iowa
$113M +$43M +62% 7.21% 58.6% 396
AIM
6007
AHL Investment Management
Florida
$113M +$4.03M +4% 2.29% 39.8% 65
MFA
6008
Millington Financial Advisors
Illinois
$112M +$4.27M +4% 6.75% 78
SA
6009
SRN Advisors
Pennsylvania
$112M +$3.28M +3% 10.2% 148% 88
MWM
6010
Maripau Wealth Management
Indiana
$112M +$16.2M +17% 4.27% 47.5% 107
MCM
6011
McMillion Capital Management
North Carolina
$112M +$6.27M +6% 6.6% 59.3% 197
G1
6012
Greylock 15
California
$112M -$6.29M -5% 4.39% 17.8% 4
DWM
6013
Dopkins Wealth Management
New York
$112M +$5.48M +5% 4.74% 49.5% 40
SWIM
6014
Smallwood Wealth Investment Management
New Jersey
$112M +$6.59M +6% 6.15% 23.6% 63
RFO
6015
RiverGlades Family Offices
Florida
$112M +$3.45M +3% 4.56% 78
CAM
6016
Campion Asset Management
Virginia
$112M +$6.21M +6% 4.75% 52.2% 96
PFA
6017
Petra Financial Advisors
Colorado
$112M +$11M +11% 7.59% 132
ICMP
6018
Integrated Capital Management (Pennsylvania)
Pennsylvania
$112M +$2.17M +2% 1.85% 21.9% 94
TFP
6019
Tilia Fiduciary Partners
North Carolina
$112M +$7.03M +7% 8.17% 75.9% 554
IFU
6020
iSAM Funds (UK)
United Kingdom
$112M +$33.5M +43% 4.05% 280
LWM
6021
Lionsbridge Wealth Management
Florida
$112M +$3.61M +3% 4.05% 46.2% 53
ZC
6022
Zeit Capital
Colorado
$112M +$3.81M +4% 4.18% 42.8% 30
WHCI
6023
W.H. Cornerstone Investments
Massachusetts
$112M +$1.72M +2% 6.23% 44.6% 138
FA
6024
Financial Advantage
Maryland
$112M +$1.65M +2% 1.71% 24.3% 37
WWC
6025
Waypoint Wealth Counsel
Georgia
$112M -$17.2M -13% 5.87% 99