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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
FPWM
5026
FSB Premier Wealth Management
Iowa
$200M +$20M +11% 8.53% 53.9% 177 12.43%
TPW
5027
Tiller Private Wealth
Pennsylvania
$200M +$15.7M +9% 9.32% 53.5% 49 16.33%
CSB
5028
City State Bank
Iowa
$200M +$18M +10% 9.35% 72.5% 710 7.18%
ODFS
5029
O'Donnell Financial Services
California
$199M +$19.7M +11% 8.97% 61% 39 33.33%
CG
5030
Corundum Group
Colorado
$199M +$23.5M +13% 11.9% 80.5% 113 21.24%
BA
5031
Bridge Advisory
California
$199M -$85.7M -30% 7.33% 6.7% 157 39.49%
CSWM
5032
Cassady Schiller Wealth Management
Ohio
$199M +$18.9M +10% 10.3% 21.8% 465 9.25%
TFCM
5033
Taylor Frigon Capital Management
Arizona
$199M +$19.3M +11% 20.3% 131% 90 5.56%
AWM
5034
Accel Wealth Management
Iowa
$199M +$19.6M +11% 8.76% 77.4% 200 18.5%
WAOTB
5035
Wealth Advisors of Tampa Bay
Florida
$199M -$164M -45% 13.2% 86.2% 103 27.18%
MWM
5036
MGB Wealth Management
Texas
$199M 11% 258
FIC
5037
Family Investment Center
Missouri
$199M +$33.3M +20% 9.01% 49.8% 73 30.14%
WCA
5038
Whetstone Capital Advisors
Kansas
$199M +$18.1M +10% 20.1% 282% 38 28.95%
GFWEX
5039
G.F.W. Energy XI
Texas
$199M 15.4% 1
OIA
5040
Optimum Investment Advisors
Illinois
$199M +$3.51M +2% 11.2% 125% 742 16.44%
HS
5041
Horan Securities
United States
$199M +$10.9M +6% 11% 50.1% 113 17.7%
TW
5042
Traveka Wealth
California
$199M 9.29% 124
SWM
5043
Selective Wealth Management
Virginia
$199M +$16.5M +9% 11.9% 62.6% 94 13.83%
EP
5044
Essential Planning
New Hampshire
$198M +$17.6M +10% 7.68% 38.1% 67 14.93%
FFAM
5045
Forge First Asset Management
Canada
$198M +$13.4M +7% 11.9% 112% 54 66.67%
WFG
5046
Wills Financial Group
Virginia
$198M +$13.2M +7% 10.4% 57.5% 66 16.67%
SIC
5047
Samalin Investment Counsel
New York
$198M +$23.8M +14% 8.71% 62.8% 284 13.73%
FCMI
5048
Foresite Capital Management IV
California
$198M +$17.8M +10% 42.8% 151% 7 28.57%
JCM
5049
Jacobsen Capital Management
Utah
$198M +$13.5M +7% 11.9% 86.7% 86 18.6%
SC
5050
Saiph Capital
New Jersey
$198M +$14.8M +8% 9.24% 52.4% 47 27.66%