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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 Avg Holding
Period (Yrs)
One Advisory Partners
4976
One Advisory Partners
Kansas
$170M +$13.1M +8% 6.1% 58.3% 53 30.19% 1.3
Convergence Investment Partners
4977
Convergence Investment Partners
Florida
$170M +$1.25M +0.7% 5.31% 304% 242 42.15% 3.2
Two Point Capital Management
4978
Two Point Capital Management
New York
$170M +$14.9M +10% 10.3% – 22 0% 0.3
MBE Wealth Management
4979
MBE Wealth Management
Wisconsin
$170M +$14.9M +10% 5.78% 66.5% 78 17.95% 1.8
Vert Asset Management
4980
Vert Asset Management
California
$170M +$57.4M +51% 0.67% 43.1% 42 2.38% 1.1
Nixon Capital
4981
Nixon Capital
Texas
$170M +$22.1M +15% 5.99% 118% 22 9.09% 1.3
SP
4982
Saranac Partners
$170M +$114M +208% 5.28% 69% 84 52.38% 0.1
X-Square Capital
4983
X-Square Capital
Puerto Rico
$170M -$6.05M -3% 3.82% 158% 166 14.46% 2.5
First Dallas Securities
4984
First Dallas Securities
Texas
$170M +$3.61M +2% 5.78% 163% 124 9.68% 3.7
OTL
4985
Oak Thistle LLC
New York
$169M +$123M +264% 5.12% 58.3% 459 88.45% 0
Foundry Group Next
4986
Foundry Group Next
Colorado
$169M -$10.4M -6% 3.64% – 5 20% 0.2
Thomist Capital Management
4987
Thomist Capital Management
Texas
$169M -$33.7M -17% 8.49% 71.2% 40 77.5% 0.2
PFA
4988
Professional Financial Advisors
Nebraska
$169M +$21.6M +15% 5.68% 59.2% 81 33.33% 2.5
Grey Fox Wealth Advisors
4989
Grey Fox Wealth Advisors
Delaware
$169M +$17.8M +12% 4.51% 45.3% 559 35.42% 0.2
Kaizen Capital Partners
4990
Kaizen Capital Partners
Hong Kong
$169M +$94.5M +127% 7.4% – 8 62.5% 0.1
Vantage Financial Partners (Illinois)
4991
Vantage Financial Partners (Illinois)
Illinois
$169M -$4.73M -3% 6.89% 13.1% 98 11.22% 3
Carmel Capital Partners
4992
Carmel Capital Partners
California
$169M +$24.5M +17% 5.15% 65.9% 472 73.52% 0.3
Brown Miller Wealth Management
4993
Brown Miller Wealth Management
Virginia
$169M +$10.8M +7% 10.4% 121% 131 19.08% 1.7
Snow Phipps Group
4994
Snow Phipps Group
New York
$169M +$2.98M +2% 3.44% 58% 2 0% 3
7G Capital Management
4995
7G Capital Management
New York
$169M +$18.7M +12% 19.6% 137% 10 30% 1
LAM
4996
Lountzis Asset Management
Pennsylvania
$169M +$2.26M +1% 4.2% 124% 49 40.82% 1.6
Jessup Wealth Management
4997
Jessup Wealth Management
Ohio
$169M +$11.1M +7% 15.2% 181% 77 38.96% 0.2
Briggs Advisory Group
4998
Briggs Advisory Group
Rhode Island
$169M +$11.7M +7% 5.72% – 57 7.02% 1
Hillcrest Wealth Advisors
4999
Hillcrest Wealth Advisors
New Jersey
$169M +$1.4M +0.8% 4.78% 58.7% 50 4% 3.3
Hixon Zuercher
5000
Hixon Zuercher
Ohio
$169M +$6.29M +4% 11.1% 101% 60 13.33% 2.5