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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)
BIA
5451
Bigelow Investment Advisors
Maine
$250M -$6.22M -2% 0.54% 75.7% 157 7.64% 5.1
Stonepine Capital Management
5452
Stonepine Capital Management
Oregon
$250M +$113M +82% 0.36% 231% 100 51% 0.5
Porter White Investment Advisors
5453
Porter White Investment Advisors
Alabama
$250M +$5.87M +2% 1.56% 58% 41 14.63% 2.4
Fidelity D&D Bancorp
5454
Fidelity D&D Bancorp
Pennsylvania
$249M +$17.9M +8% 1.93% 63.8% 112 8.04% 2.3
Emprise Bank
5455
Emprise Bank
Kansas
$249M +$8.52M +4% 0.61% – 114 12.28% 1.6
Step Capital Management
5456
Step Capital Management
$249M +$30.7M +14% 8.89% – 33 39.39% 0.2
Buska Wealth Management
5457
Buska Wealth Management
Wisconsin
$249M -$21.7M -8% 0.54% – 82 18.29% 1.4
Dopkins Wealth Management
5458
Dopkins Wealth Management
New York
$249M +$4.11M +2% 1.59% 64.4% 95 17.89% 1.9
Rosalind Advisors
5459
Rosalind Advisors
Ontario, Canada
$249M -$35.6M -13% 2.44% – 50 50% 0.9
Financial Guidance Group
5460
Financial Guidance Group
Florida
$249M +$4.36M +2% 1% 58.7% 90 2.22% 2.5
Tabor Asset Management
5461
Tabor Asset Management
New York
$249M +$931K +0.4% 4.39% 214% 49 53.06% 0.8
Tumwater Wealth Management
5462
Tumwater Wealth Management
Idaho
$249M +$3.27M +1% 2.1% – 37 13.51% 1
Deane Retirement Strategies
5463
Deane Retirement Strategies
Louisiana
$249M +$6.9M +3% 11.8% 73.4% 85 49.41% 2
Dupree Financial Group
5464
Dupree Financial Group
Kentucky
$248M -$26M -9% 8.02% 75.8% 86 24.42% 1.5
FSA Investment Group
5465
FSA Investment Group
Florida
$248M +$84.4M +51% 1.05% – 51 37.25% 0.6
Yarger Wealth Strategies
5466
Yarger Wealth Strategies
Ohio
$248M +$15.8M +7% 4.22% 55.1% 134 13.43% 2.1
Mount Capital
5467
Mount Capital
United Kingdom
$248M +$641K +0.3% 0.55% 34.4% 18 11.11% 3.5
Greykasell Wealth Strategies
5468
Greykasell Wealth Strategies
California
$248M -$5.23M -2% 1.17% – 573 15.18% 0.7
Segra Capital Management
5469
Segra Capital Management
Florida
$248M +$107M +76% 6.62% 19% 14 71.43% 0.4
AAG
5470
Avalon Advisory Group
Pennsylvania
$248M +$2.79M +1% 2.5% 46% 13 7.69% 4.4
Towerpoint Wealth
5471
Towerpoint Wealth
California
$248M -$4.75M -2% 1.27% 67.7% 98 11.22% 4.2
Oxford Asset Management
5472
Oxford Asset Management
United Kingdom
$248M -$35.2M -12% 2.39% – 785 80% 0.1
Intrepid Financial Planning Group
5473
Intrepid Financial Planning Group
Indiana
$248M -$15.3M -6% 3.29% 92.5% 131 11.45% 2.5
American Capital Advisory
5474
American Capital Advisory
Idaho
$248M +$16.9M +7% 0.5% 69% 1,221 18.18% 1.1
AXS Investments
5475
AXS Investments
New York
$248M -$42.8M -15% 4.84% 107% 205 12.2% 1.9