Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TA
4201
TrueWealth Advisors
Alabama
$299M +$29M +11% 6.39% 39.7% 240
ERP
4202
Eldred Rock Partners
Texas
$299M +$59.9M +25% 2.7% – 32
FCA
4203
Fortis Capital Advisors
Kansas
$299M +$22.1M +8% 5.28% – 202
HWP
4204
Highline Wealth Partners
California
$299M +$33.6M +13% 5.16% 88.6% 649
MWPCG
4205
Measured Wealth Private Client Group
New Hampshire
$299M +$14.3M +5% 8.06% 62.3% 208
BTIM
4206
BancFirst Trust & Investment Management
Oklahoma
$299M +$84.2M +39% 13.8% 34.1% 59
MCAV
4207
Meritech Capital Associates V
California
$299M +$7.05M +2% 8.02% 134% 3
TWM
4208
TriaGen Wealth Management
California
$299M +$39.7M +15% 7.05% 92.8% 186
IIA
4209
Integral Investment Advisors
California
$299M +$27.4M +10% 5.34% 51.5% 160
LEFP
4210
Leading Edge Financial Planning
Tennessee
$299M +$49.3M +20% 5.82% – 55
SA
4211
Sycale Advisors
New York
$298M +$3.15M +1% 4.69% 27.5% 24
SSC
4212
Syverson Strege & Co
Iowa
$298M +$4.98M +2% 6.88% 47.3% 77
APW
4213
Acima Private Wealth
Virginia
$298M +$26.2M +10% 6.53% 38.1% 184
SCPM
4214
Sea Cliff Partners Management
California
$298M +$6.03M +2% 0.92% – 19
FFM
4215
Flagstone Financial Management
Nebraska
$298M +$29.4M +11% 5.81% – 53
MTCM
4216
Mint Tower Capital Management
Netherlands
$298M +$45M +18% 2% 32.3% 181
BBNB
4217
Baker Boyer National Bank
Washington
$298M +$11.8M +4% 5.35% 35.5% 79
M2MC
4218
Matthew 25 Management Corp
Pennsylvania
$298M +$9.55M +3% 8.63% 128% 20
PCR
4219
Potrero Capital Research
California
$298M +$65.8M +28% 3.07% 98.3% 41
GPTE
4220
Generali Powszechne Towarzystwo Emerytalne
Poland
$298M +$10.1M +4% 7.29% 118% 25
CMP
4221
Courage Miller Partners
Virginia
$297M +$19.4M +7% 6.03% 29.7% 81
SIC
4222
Shoker Investment Counsel
Ohio
$297M +$14M +5% 6.46% 53.5% 105
BI
4223
Bulldog Investors
New Jersey
$297M +$29.8M +11% 4.1% 28.5% 175
FA
4224
FC Advisory
Pennsylvania
$297M +$24.6M +9% 5.6% 35% 102
HP
4225
Hilltop Partners
Indiana
$297M +$26.1M +10% 5.43% – 113
167 168
169
170 171