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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
RS
6101
R Squared
Hong Kong
$181M +$87.9M +94% 8.75% 577 70.54%
MM
6102
MQS Management
New York
$181M +$7.18M +4% 1.07% 6.42% 682 76.25%
SIM
6103
Sentry Investment Management
Wisconsin
$181M +$33.9M +23% 13.3% 103% 514 9.53%
TFP
6104
TrueWealth Financial Partners
Washington
$181M +$15.7M +10% 4.87% 36.4% 26 11.54%
PFA
6105
Plotkin Financial Advisors
Maryland
$181M +$18.6M +11% 12.1% 95.3% 99 13.13%
BFA
6106
Brown Financial Advisory
Alabama
$181M +$21.1M +13% 9.58% 66.3% 57 10.53%
KC
6107
Kintayl Capital
New York
$181M +$39.9M +28% 9.58% 54 62.96%
BCM
6108
Brightlight Capital Management
Connecticut
$181M +$33.2M +22% 21.8% 202% 11 27.27%
FU
6109
Fairfield University
Connecticut
$181M -$13.8M -7% 9.3% 61.9% 3 0%
JCA
6110
Juniper Capital Advisors
Texas
$181M -$44.5M -20% 19.7% 1 0%
WCM
6111
Wisconsin Capital Management
Wisconsin
$181M +$24.1M +15% 19.6% 153% 55 20%
UI
6112
Unconventional Investor
New Hampshire
$181M +$11.7M +7% 6.89% 62.7% 41 19.51%
TVM
6113
True Vision MN
Minnesota
$181M +$13.8M +8% 8.93% 109 12.84%
LIM
6114
Loudon Investment Management
New Hampshire
$181M +$5.67M +3% 5.95% 61.6% 104 12.5%
GCL
6115
Gouws Capital LLC
North Carolina
$181M +$13.8M +8% 7.35% 114% 57 19.3%
SGWM
6116
Sterling Group Wealth Management
California
$181M -$5.78M -3% 9.86% 67.7% 64 25%
PCM
6117
Prospera Capital Management
Arizona
$181M +$25.6M +16% 9.72% 43 13.95%
HSWS
6118
Higgins & Schmidt Wealth Strategies
Colorado
$181M +$11.3M +7% 9.79% 53 16.98%
ASBI
6119
American State Bank (Iowa)
Iowa
$181M +$14.8M +9% 12.9% 138% 131 7.63%
NMG
6120
New Millennium Group
Utah
$181M +$28.2M +19% 20.2% 176% 501 20.36%
KAH
6121
Kathryn A. Hall
$180M +$13.4M +8% 8.57% 95.2% 19 5.26%
BW
6122
BostonPremier Wealth
Massachusetts
$180M +$19.2M +12% 9.91% 66 16.67%
BFA
6123
Bright Financial Advisors
Michigan
$180M +$17.4M +11% 6.61% 58 5.17%
OW
6124
Olistico Wealth
Oklahoma
$180M +$18.4M +11% 11.8% 95.8% 398 20.85%
PMIM
6125
Prudent Man Investment Management
Colorado
$180M -$353K -0.2% 5.35% 169 0%