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
WPM
5951
Worldly Partners Management
Massachusetts
$182M +$5.75M +3% 3
RAS
5952
RPS Advisory Solutions
Kentucky
$182M +$41.1M +29% 120
GWM
5953
Global Wealth Management
New Jersey
$182M +$9.01M +5% 32
HHRDM
5954
H&H Retirement Design & Management
Nevada
$182M +$31.9M +21% 82
RFA
5955
Resurgent Financial Advisors
Georgia
$182M +$15.6M +9% 204
TCPG
5956
Trivant Custom Portfolio Group
California
$182M +$8.15M +5% 226
SF
5957
SWP Financial
California
$182M +$18.3M +11% 77
WA
5958
Whipplewood Advisors
Colorado
$182M +$12.6M +7% 1,277
MWM
5959
Meritas Wealth Management
California
$182M +$11.4M +7% 55
QFMHK
5960
Q Fund Management (Hong Kong)
$182M +$109M +149% 33
PSFG
5961
Prairie Sky Financial Group
Illinois
$182M +$13.5M +8% 78
LFA
5962
Lauterbach Financial Advisors
Texas
$182M +$21.3M +13% 81
FCFC
5963
First Citizens Financial Corp
Iowa
$182M +$5M +3% 132
BSC
5964
Brown Shipley & Co
United Kingdom
$182M +$5.06M +3% 75
SG
5965
Stephens Group
Arkansas
$182M -$12.5M -6% 3
CP
5966
CPV Partners
Connecticut
$182M +$39.3M +28% 4
ILCM
5967
Ivy Lane Capital Management
Florida
$182M +$15.6M +9% 17
RS
5968
R Squared
Hong Kong
$181M +$87.9M +94% 577
MM
5969
MQS Management
New York
$181M +$7.18M +4% 682
SIM
5970
Sentry Investment Management
Wisconsin
$181M +$33.9M +23% 514
TFP
5971
TrueWealth Financial Partners
Washington
$181M +$15.7M +10% 26
PFA
5972
Plotkin Financial Advisors
Maryland
$181M +$18.6M +11% 99
BFA
5973
Brown Financial Advisory
Alabama
$181M +$22.6M +14% 56
BCM
5974
Brightlight Capital Management
Connecticut
$181M +$33.2M +22% 11
FU
5975
Fairfield University
Connecticut
$181M -$13.8M -7% 3