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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TCPG
5901
Trivant Custom Portfolio Group
California
$182M +$8.15M +5% 11.6% – 226
SF
5902
SWP Financial
California
$182M +$18.3M +11% 7.42% – 77
WA
5903
Whipplewood Advisors
Colorado
$182M +$12.6M +7% 8.64% – 1,277
MWM
5904
Meritas Wealth Management
California
$182M +$11.4M +7% 6.44% – 55
QFMHK
5905
Q Fund Management (Hong Kong)
$182M +$109M +149% 54.8% – 33
PSFG
5906
Prairie Sky Financial Group
Illinois
$182M +$13.5M +8% 3.29% – 78
LFA
5907
Lauterbach Financial Advisors
Texas
$182M +$21.3M +13% 9.53% 58.1% 81
FCFC
5908
First Citizens Financial Corp
Iowa
$182M +$5M +3% 8.13% – 132
BSC
5909
Brown Shipley & Co
United Kingdom
$182M +$5.06M +3% 17.3% – 75
SG
5910
Stephens Group
Arkansas
$182M -$12.5M -6% 5.37% 18.8% 3
CP
5911
CPV Partners
Connecticut
$182M +$39.3M +28% 34.9% 24.1% 4
ILCM
5912
Ivy Lane Capital Management
Florida
$182M +$15.6M +9% 13.2% 103% 17
RS
5913
R Squared
Hong Kong
$181M +$87.9M +94% 8.75% – 577
MM
5914
MQS Management
New York
$181M +$7.18M +4% 1.07% 10.8% 682
SIM
5915
Sentry Investment Management
Wisconsin
$181M +$33.9M +23% 13.3% 107% 514
TFP
5916
TrueWealth Financial Partners
Washington
$181M +$15.7M +10% 4.87% 28.3% 26
PFA
5917
Plotkin Financial Advisors
Maryland
$181M +$18.6M +11% 12.1% 79.7% 99
BFA
5918
Brown Financial Advisory
Alabama
$181M +$22.6M +14% 9.58% 48% 56
BCM
5919
Brightlight Capital Management
Connecticut
$181M +$33.2M +22% 21.8% 298% 11
FU
5920
Fairfield University
Connecticut
$181M -$13.8M -7% 9.3% 47% 3
WCM
5921
Wisconsin Capital Management
Wisconsin
$181M +$24.1M +15% 19.6% 145% 55
UI
5922
Unconventional Investor
New Hampshire
$181M +$11.7M +7% 6.89% 55.3% 41
TVM
5923
True Vision MN
Minnesota
$181M +$13.8M +8% 8.93% – 109
LIM
5924
Loudon Investment Management
New Hampshire
$181M +$5.67M +3% 5.95% 54.8% 104
SGWM
5925
Sterling Group Wealth Management
California
$181M -$5.78M -3% 9.86% – 64
235 236
237
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