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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
One Advisory Partners
Overland Park,
Kansas
| $170M | +$13.1M | +8% | 6.1% | 58.3% | 53 | 30.19% | 1.3 |
|
| 4977 |
4977
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $170M | +$1.25M | +0.7% | 5.31% | 304% | 242 | 42.15% | 3.2 |
|
| 4978 |
4978
Two Point Capital Management
Pittsford,
New York
| $170M | +$14.9M | +10% | 10.3% | – | 22 | 0% | 0.3 |
|
| 4979 |
4979
MBE Wealth Management
Tomah,
Wisconsin
| $170M | +$14.9M | +10% | 5.78% | 66.5% | 78 | 17.95% | 1.8 |
|
| 4980 |
4980
Vert Asset Management
Sausalito,
California
| $170M | +$57.4M | +51% | 0.67% | 43.1% | 42 | 2.38% | 1.1 |
|
| 4981 |
4981
Nixon Capital
Austin,
Texas
| $170M | +$22.1M | +15% | 5.99% | 118% | 22 | 9.09% | 1.3 |
|
| 4982 |
SP
4982
Saranac Partners
London,
| $170M | +$114M | +208% | 5.28% | 69% | 84 | 52.38% | 0.1 |
|
| 4983 |
4983
X-Square Capital
Guaynabo,
Puerto Rico
| $170M | -$6.05M | -3% | 3.82% | 158% | 166 | 14.46% | 2.5 |
|
| 4984 |
4984
First Dallas Securities
Dallas,
Texas
| $170M | +$3.61M | +2% | 5.78% | 163% | 124 | 9.68% | 3.7 |
|
| 4985 |
OTL
4985
Oak Thistle LLC
New York
| $169M | +$123M | +264% | 5.12% | 58.3% | 459 | 88.45% | 0 |
|
| 4986 |
4986
Foundry Group Next
Boulder,
Colorado
| $169M | -$10.4M | -6% | 3.64% | – | 5 | 20% | 0.2 |
|
| 4987 |
4987
Thomist Capital Management
Houston,
Texas
| $169M | -$33.7M | -17% | 8.49% | 71.2% | 40 | 77.5% | 0.2 |
|
| 4988 |
PFA
4988
Professional Financial Advisors
North Platte,
Nebraska
| $169M | +$21.6M | +15% | 5.68% | 59.2% | 81 | 33.33% | 2.5 |
|
| 4989 |
4989
Grey Fox Wealth Advisors
Rockland,
Delaware
| $169M | +$17.8M | +12% | 4.51% | 45.3% | 559 | 35.42% | 0.2 |
|
| 4990 |
4990
Kaizen Capital Partners
Central,
Hong Kong
| $169M | +$94.5M | +127% | 7.4% | – | 8 | 62.5% | 0.1 |
|
| 4991 |
4991
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $169M | -$4.73M | -3% | 6.89% | 13.1% | 98 | 11.22% | 3 |
|
| 4992 |
4992
Carmel Capital Partners
San Diego,
California
| $169M | +$24.5M | +17% | 5.15% | 65.9% | 472 | 73.52% | 0.3 |
|
| 4993 |
4993
Brown Miller Wealth Management
Mclean,
Virginia
| $169M | +$10.8M | +7% | 10.4% | 121% | 131 | 19.08% | 1.7 |
|
| 4994 |
4994
Snow Phipps Group
New York
| $169M | +$2.98M | +2% | 3.44% | 58% | 2 | 0% | 3 |
|
| 4995 |
4995
7G Capital Management
New York
| $169M | +$18.7M | +12% | 19.6% | 137% | 10 | 30% | 1 |
|
| 4996 |
LAM
4996
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $169M | +$2.26M | +1% | 4.2% | 124% | 49 | 40.82% | 1.6 |
|
| 4997 |
4997
Jessup Wealth Management
Dayton,
Ohio
| $169M | +$11.1M | +7% | 15.2% | 181% | 77 | 38.96% | 0.2 |
|
| 4998 |
4998
Briggs Advisory Group
Lincoln,
Rhode Island
| $169M | +$11.7M | +7% | 5.72% | – | 57 | 7.02% | 1 |
|
| 4999 |
4999
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $169M | +$1.4M | +0.8% | 4.78% | 58.7% | 50 | 4% | 3.3 |
|
| 5000 |
5000
Hixon Zuercher
Findlay,
Ohio
| $169M | +$6.29M | +4% | 11.1% | 101% | 60 | 13.33% | 2.5 |
|