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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
CIP
4901
Convergence Investment Partners
Florida
$170M +$1.25M +0.7% 5.31% 199% 242 42.15%
TPCM
4902
Two Point Capital Management
New York
$170M +$14.9M +10% 10.3% 22 0%
MWM
4903
MBE Wealth Management
Wisconsin
$170M +$14.9M +10% 5.78% 60.9% 78 17.95%
VAM
4904
Vert Asset Management
California
$170M +$57.4M +51% 0.67% 43.6% 42 2.38%
NC
4905
Nixon Capital
Texas
$170M +$22.1M +15% 5.99% 102% 22 9.09%
SP
4906
Saranac Partners
$170M +$114M +208% 5.28% 62.5% 84 52.38%
XSC
4907
X-Square Capital
Puerto Rico
$170M -$6.05M -3% 3.82% 112% 166 14.46%
FDS
4908
First Dallas Securities
Texas
$170M +$3.61M +2% 5.78% 134% 124 9.68%
OTL
4909
Oak Thistle LLC
New York
$169M +$123M +264% 5.12% 59% 459 88.45%
FGN
4910
Foundry Group Next
Colorado
$169M -$23.6M -12% 3.64% 5 20%
TCM
4911
Thomist Capital Management
Texas
$169M -$33.7M -17% 8.49% 71.6% 40 77.5%
PFA
4912
Professional Financial Advisors
Nebraska
$169M +$21.6M +15% 5.68% 52.8% 81 33.33%
GFWA
4913
Grey Fox Wealth Advisors
Delaware
$169M +$17.8M +12% 4.51% 41.9% 559 35.42%
KCP
4914
Kaizen Capital Partners
Hong Kong
$169M +$94.5M +127% 7.4% 8 62.5%
VFPI
4915
Vantage Financial Partners (Illinois)
Illinois
$169M -$4.73M -3% 6.89% 13.1% 98 11.22%
CCP
4916
Carmel Capital Partners
California
$169M +$24.5M +17% 5.15% 65.1% 472 73.52%
BMWM
4917
Brown Miller Wealth Management
Virginia
$169M +$10.8M +7% 10.4% 102% 131 19.08%
SPG
4918
Snow Phipps Group
New York
$169M +$2.98M +2% 3.44% 89.2% 2 0%
7CM
4919
7G Capital Management
New York
$169M +$18.7M +12% 19.6% 128% 10 30%
LAM
4920
Lountzis Asset Management
Pennsylvania
$169M +$2.26M +1% 4.2% 103% 49 40.82%
JWM
4921
Jessup Wealth Management
Ohio
$169M +$11.1M +7% 15.2% 116% 77 38.96%
BAG
4922
Briggs Advisory Group
Rhode Island
$169M +$11.7M +7% 5.72% 57 7.02%
HWA
4923
Hillcrest Wealth Advisors
New Jersey
$169M +$1.4M +0.8% 4.78% 55% 50 4%
HZ
4924
Hixon Zuercher
Ohio
$169M +$6.29M +4% 11.1% 87.5% 60 13.33%
SHFP
4925
Second Half Financial Partners
Florida
$169M +$15.3M +10% 1.67% 36.8% 48 29.17%