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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
LFA
6026
Lauterbach Financial Advisors
Texas
$182M +$21.3M +13% 9.53% 71.2% 81 11.11%
FCFC
6027
First Citizens Financial Corp
Iowa
$182M +$5M +3% 8.13% 68.1% 132 14.39%
BSC
6028
Brown Shipley & Co
United Kingdom
$182M +$5.06M +3% 17.4% 101% 75 17.33%
SG
6029
Stephens Group
Arkansas
$182M -$12.5M -6% 5.37% 33.8% 3 0%
CP
6030
CPV Partners
Connecticut
$182M +$39.3M +28% 34.9% 149% 4 0%
ILCM
6031
Ivy Lane Capital Management
Florida
$182M +$15.6M +9% 13.2% 97.3% 17 35.29%
RS
6032
R Squared
Hong Kong
$181M +$87.9M +94% 8.75% 577 70.54%
MM
6033
MQS Management
New York
$181M +$7.18M +4% 1.07% 9.76% 682 76.25%
SIM
6034
Sentry Investment Management
Wisconsin
$181M +$33.9M +23% 13.3% 94.5% 514 9.53%
TFP
6035
TrueWealth Financial Partners
Washington
$181M +$15.7M +10% 4.87% 29.6% 26 11.54%
PFA
6036
Plotkin Financial Advisors
Maryland
$181M +$18.6M +11% 12.1% 71.1% 99 13.13%
BFA
6037
Brown Financial Advisory
Alabama
$181M +$21.1M +13% 9.58% 66.3% 57 10.53%
KC
6038
Kintayl Capital
New York
$181M +$39.9M +28% 9.58% 54 62.96%
BCM
6039
Brightlight Capital Management
Connecticut
$181M +$33.2M +22% 21.8% 202% 11 27.27%
FU
6040
Fairfield University
Connecticut
$181M -$13.8M -7% 9.3% 48% 3 0%
JCA
6041
Juniper Capital Advisors
Texas
$181M -$44.5M -20% 19.7% 1 0%
WCM
6042
Wisconsin Capital Management
Wisconsin
$181M +$24.1M +15% 19.6% 153% 55 20%
UI
6043
Unconventional Investor
New Hampshire
$181M +$11.7M +7% 6.89% 54.8% 41 19.51%
TVM
6044
True Vision MN
Minnesota
$181M +$13.8M +8% 8.93% 109 12.84%
LIM
6045
Loudon Investment Management
New Hampshire
$181M +$5.67M +3% 5.95% 50.1% 104 12.5%
GCL
6046
Gouws Capital LLC
North Carolina
$181M +$13.8M +8% 7.35% 114% 57 19.3%
SGWM
6047
Sterling Group Wealth Management
California
$181M -$5.78M -3% 9.86% 54.6% 64 25%
PCM
6048
Prospera Capital Management
Arizona
$181M +$25.6M +16% 9.72% 43 13.95%
HSWS
6049
Higgins & Schmidt Wealth Strategies
Colorado
$181M +$11.3M +7% 9.79% 53 16.98%
ASBI
6050
American State Bank (Iowa)
Iowa
$181M +$14.8M +9% 12.9% 138% 131 7.63%