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
SF
5951
SWP Financial
California
$182M +$18.3M +11% 77
WA
5952
Whipplewood Advisors
Colorado
$182M +$12.6M +7% 1,277
MWM
5953
Meritas Wealth Management
California
$182M +$11.4M +7% 55
QFMHK
5954
Q Fund Management (Hong Kong)
$182M +$109M +149% 33
PSFG
5955
Prairie Sky Financial Group
Illinois
$182M +$13.5M +8% 78
LFA
5956
Lauterbach Financial Advisors
Texas
$182M +$21.3M +13% 81
FCFC
5957
First Citizens Financial Corp
Iowa
$182M +$5M +3% 132
BSC
5958
Brown Shipley & Co
United Kingdom
$182M +$5.06M +3% 75
SG
5959
Stephens Group
Arkansas
$182M -$12.5M -6% 3
CP
5960
CPV Partners
Connecticut
$182M +$39.3M +28% 4
ILCM
5961
Ivy Lane Capital Management
Florida
$182M +$15.6M +9% 17
RS
5962
R Squared
Hong Kong
$181M +$87.9M +94% 577
MM
5963
MQS Management
New York
$181M +$7.18M +4% 682
SIM
5964
Sentry Investment Management
Wisconsin
$181M +$33.9M +23% 514
TFP
5965
TrueWealth Financial Partners
Washington
$181M +$15.7M +10% 26
PFA
5966
Plotkin Financial Advisors
Maryland
$181M +$18.6M +11% 99
BFA
5967
Brown Financial Advisory
Alabama
$181M +$22.6M +14% 56
BCM
5968
Brightlight Capital Management
Connecticut
$181M +$33.2M +22% 11
FU
5969
Fairfield University
Connecticut
$181M -$13.8M -7% 3
WCM
5970
Wisconsin Capital Management
Wisconsin
$181M +$24.1M +15% 55
UI
5971
Unconventional Investor
New Hampshire
$181M +$11.7M +7% 41
TVM
5972
True Vision MN
Minnesota
$181M +$13.8M +8% 109
LIM
5973
Loudon Investment Management
New Hampshire
$181M +$5.67M +3% 104
SGWM
5974
Sterling Group Wealth Management
California
$181M -$5.78M -3% 64
PCM
5975
Prospera Capital Management
Arizona
$181M +$25.6M +16% 43