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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
SCM
5326
Stonepine Capital Management
Oregon
$250M +$113M +82% 0.36% 199% 100 51%
PWIA
5327
Porter White Investment Advisors
Alabama
$250M +$5.87M +2% 1.56% 55.8% 41 14.63%
FDDB
5328
Fidelity D&D Bancorp
Pennsylvania
$249M +$17.9M +8% 1.93% 59.6% 112 8.04%
EB
5329
Emprise Bank
Kansas
$249M +$8.52M +4% 0.61% 114 12.28%
SCM
5330
Step Capital Management
$249M +$30.7M +14% 8.89% 33 39.39%
BWM
5331
Buska Wealth Management
Wisconsin
$249M -$21.7M -8% 0.54% 82 18.29%
DWM
5332
Dopkins Wealth Management
New York
$249M +$4.11M +2% 1.59% 64.4% 95 17.89%
FGG
5333
Financial Guidance Group
Florida
$249M +$4.36M +2% 1% 52% 90 2.22%
TAM
5334
Tabor Asset Management
New York
$249M +$931K +0.4% 4.39% 199% 49 53.06%
TWM
5335
Tumwater Wealth Management
Idaho
$249M +$3.27M +1% 2.1% 37 13.51%
DRS
5336
Deane Retirement Strategies
Louisiana
$249M +$6.9M +3% 11.8% 64.7% 85 49.41%
DFG
5337
Dupree Financial Group
Kentucky
$248M -$26M -9% 8.02% 86 24.42%
FIG
5338
FSA Investment Group
Florida
$248M +$84.4M +51% 1.05% 51 37.25%
YWS
5339
Yarger Wealth Strategies
Ohio
$248M +$15.8M +7% 4.22% 55.1% 134 13.43%
MC
5340
Mount Capital
United Kingdom
$248M +$641K +0.3% 0.55% 34.4% 18 11.11%
GWS
5341
Greykasell Wealth Strategies
California
$248M -$5.23M -2% 1.17% 573 15.18%
SCM
5342
Segra Capital Management
Florida
$248M +$107M +76% 6.62% 37.2% 14 71.43%
AAG
5343
Avalon Advisory Group
Pennsylvania
$248M +$2.79M +1% 2.5% 41.4% 13 7.69%
TW
5344
Towerpoint Wealth
California
$248M -$4.75M -2% 1.27% 62.4% 98 11.22%
IFPG
5345
Intrepid Financial Planning Group
Indiana
$248M -$15.3M -6% 3.29% 92.5% 131 11.45%
ACA
5346
American Capital Advisory
Idaho
$248M +$16.9M +7% 0.5% 1,221 18.18%
AI
5347
AXS Investments
New York
$248M -$42.8M -15% 4.84% 104% 205 12.2%
MHWM
5348
Montz Harcus Wealth Management
Louisiana
$248M +$916K +0.4% 2.3% 74.1% 96 10.42%
EPW
5349
Evergreen Private Wealth
Colorado
$247M -$6.29M -2% 0.54% 95 13.68%
NF
5350
NavPoint Financial
Minnesota
$247M +$13.3M +6% 0.26% 75 9.33%