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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
TFP
5301
TrueWealth Financial Partners
Washington
$251M +$130M +107% 0.14% 29.6% 111 95.5%
BWA
5302
Boulder Wealth Advisors
Colorado
$251M +$14.3M +6% 4.01% 42 30.95%
QCIG
5303
Quad-Cities Investment Group
Iowa
$251M +$8.51M +4% 0.99% 61% 206 10.68%
RW
5304
REDW Wealth
New Mexico
$251M -$11.6M -4% 0.61% 44.4% 105 8.57%
EWM
5305
Essex Woodlands Management
Texas
$251M -$67.7M -21% 10.3% 203% 6 16.67%
CWM
5306
Chicago Wealth Management
Illinois
$251M +$1.68M +0.7% 7.84% 110% 64 25%
PF
5307
Parker Financial
Washington
$250M +$3.72M +2% 0.92% 37.1% 38 13.16%
VM
5308
VPR Management
Texas
$250M +$25.7M +11% 8.62% 60.8% 69 14.49%
ER
5309
EVR Research
Virginia
$250M +$64.7M +35% 0.79% 104% 43 53.49%
TGP
5310
TMT General Partner
Hong Kong
$250M +$3.88M +2% 20.6% 3 0%
BIA
5311
Bigelow Investment Advisors
Maine
$250M -$6.22M -2% 0.54% 53.9% 157 7.64%
SCM
5312
Stonepine Capital Management
Oregon
$250M +$113M +82% 0.36% 199% 100 51%
PWIA
5313
Porter White Investment Advisors
Alabama
$250M +$5.87M +2% 1.56% 55.8% 41 14.63%
FDDB
5314
Fidelity D&D Bancorp
Pennsylvania
$249M +$17.9M +8% 1.93% 112 8.04%
EB
5315
Emprise Bank
Kansas
$249M +$8.52M +4% 0.61% 114 12.28%
SCM
5316
Step Capital Management
$249M +$30.7M +14% 8.89% 33 39.39%
BWM
5317
Buska Wealth Management
Wisconsin
$249M -$21.7M -8% 0.54% 82 18.29%
DWM
5318
Dopkins Wealth Management
New York
$249M +$4.11M +2% 1.59% 64.4% 95 17.89%
FGG
5319
Financial Guidance Group
Florida
$249M +$4.36M +2% 1% 52% 90 2.22%
TAM
5320
Tabor Asset Management
New York
$249M +$931K +0.4% 4.39% 199% 49 53.06%
TWM
5321
Tumwater Wealth Management
Idaho
$249M +$3.27M +1% 2.1% 37 13.51%
DRS
5322
Deane Retirement Strategies
Louisiana
$249M +$6.9M +3% 11.8% 64.7% 85 49.41%
DFG
5323
Dupree Financial Group
Kentucky
$248M -$26M -9% 8.02% 86 24.42%
FIG
5324
FSA Investment Group
Florida
$248M +$84.4M +51% 1.05% 51 37.25%
YWS
5325
Yarger Wealth Strategies
Ohio
$248M +$15.8M +7% 4.22% 55.1% 134 13.43%