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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)
Meritas Wealth Management
6101
Meritas Wealth Management
California
$182M +$11.4M +7% 6.44% 69.4% 55 9.09% 2
Q Fund Management (Hong Kong)
6102
Q Fund Management (Hong Kong)
$182M +$109M +149% 54.8% – 33 36.36% 0.3
Prairie Sky Financial Group
6103
Prairie Sky Financial Group
Illinois
$182M +$13.5M +8% 3.29% – 78 15.38% 1.7
Lauterbach Financial Advisors
6104
Lauterbach Financial Advisors
Texas
$182M +$21.3M +13% 9.53% 76.5% 81 11.11% 2.3
FCFC
6105
First Citizens Financial Corp
Iowa
$182M +$5M +3% 8.13% 72.9% 132 14.39% 3.3
Brown Shipley & Co
6106
Brown Shipley & Co
United Kingdom
$182M +$5.06M +3% 17.4% 125% 75 17.33% 1.8
Stephens Group
6107
Stephens Group
Arkansas
$182M -$12.5M -6% 5.37% 45% 3 0% 3.3
CP
6108
CPV Partners
Connecticut
$182M +$39.3M +28% 34.9% 105% 4 0% 4.3
Ivy Lane Capital Management
6109
Ivy Lane Capital Management
Florida
$182M +$15.6M +9% 13.2% 101% 17 35.29% 1.6
RS
6110
R Squared
Hong Kong
$181M +$87.9M +94% 8.75% – 577 70.54% 0.2
MQS Management
6111
MQS Management
New York
$181M +$7.18M +4% 1.07% 6.42% 682 76.25% 0.1
Sentry Investment Management
6112
Sentry Investment Management
Wisconsin
$181M +$33.9M +23% 13.3% 103% 514 9.53% 5.3
TrueWealth Financial Partners
6113
TrueWealth Financial Partners
Washington
$181M +$15.7M +10% 4.87% 36.4% 26 11.54% 2.1
Plotkin Financial Advisors
6114
Plotkin Financial Advisors
Maryland
$181M +$18.6M +11% 12.1% 95.3% 99 13.13% 3.2
Brown Financial Advisory
6115
Brown Financial Advisory
Alabama
$181M +$21.1M +13% 9.58% 66.3% 57 10.53% 1.9
Kintayl Capital
6116
Kintayl Capital
New York
$181M +$39.9M +28% 9.58% – 54 62.96% 0.2
Brightlight Capital Management
6117
Brightlight Capital Management
Connecticut
$181M +$33.2M +22% 21.8% 202% 11 27.27% 1.2
Fairfield University
6118
Fairfield University
Connecticut
$181M -$13.8M -7% 9.3% 61.9% 3 0% 7.8
Juniper Capital Advisors
6119
Juniper Capital Advisors
Texas
$181M -$44.5M -20% 19.7% – 1 0% 1.5
Wisconsin Capital Management
6120
Wisconsin Capital Management
Wisconsin
$181M +$24.1M +15% 19.6% 153% 55 20% 4.5
Unconventional Investor
6121
Unconventional Investor
New Hampshire
$181M +$11.7M +7% 6.89% 62.7% 41 19.51% 2.5
True Vision MN
6122
True Vision MN
Minnesota
$181M +$13.8M +8% 8.93% – 109 12.84% 0.9
Loudon Investment Management
6123
Loudon Investment Management
New Hampshire
$181M +$5.67M +3% 5.95% 61.6% 104 12.5% 5.7
Gouws Capital LLC
6124
Gouws Capital LLC
North Carolina
$181M +$13.8M +8% 7.35% 114% 57 19.3% 2.4
Sterling Group Wealth Management
6125
Sterling Group Wealth Management
California
$181M -$5.78M -3% 9.86% 67.7% 64 25% 1