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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
TPCM
4976
Two Point Capital Management
New York
$170M +$14.9M +10% 10.3% 22 0%
MWM
4977
MBE Wealth Management
Wisconsin
$170M +$14.9M +10% 5.78% 60.9% 78 17.95%
VAM
4978
Vert Asset Management
California
$170M +$57.4M +51% 0.67% 43.6% 42 2.38%
NC
4979
Nixon Capital
Texas
$170M +$22.1M +15% 5.99% 118% 22 9.09%
SP
4980
Saranac Partners
$170M +$114M +208% 5.28% 69% 84 52.38%
XSC
4981
X-Square Capital
Puerto Rico
$170M -$6.05M -3% 3.82% 158% 166 14.46%
FDS
4982
First Dallas Securities
Texas
$170M +$3.61M +2% 5.78% 163% 124 9.68%
OTL
4983
Oak Thistle LLC
New York
$169M +$123M +264% 5.12% 59% 459 88.45%
FGN
4984
Foundry Group Next
Colorado
$169M -$23.6M -12% 3.64% 5 20%
TCM
4985
Thomist Capital Management
Texas
$169M -$33.7M -17% 8.49% 71.2% 40 77.5%
PFA
4986
Professional Financial Advisors
Nebraska
$169M +$21.6M +15% 5.68% 52.8% 81 33.33%
GFWA
4987
Grey Fox Wealth Advisors
Delaware
$169M +$17.8M +12% 4.51% 41.9% 559 35.42%
KCP
4988
Kaizen Capital Partners
Hong Kong
$169M +$94.5M +127% 7.4% 8 62.5%
VFPI
4989
Vantage Financial Partners (Illinois)
Illinois
$169M -$4.73M -3% 6.89% 13.1% 98 11.22%
CCP
4990
Carmel Capital Partners
California
$169M +$24.5M +17% 5.15% 65.1% 472 73.52%
BMWM
4991
Brown Miller Wealth Management
Virginia
$169M +$10.8M +7% 10.4% 102% 131 19.08%
SPG
4992
Snow Phipps Group
New York
$169M +$2.98M +2% 3.44% 89.2% 2 0%
7CM
4993
7G Capital Management
New York
$169M +$18.7M +12% 19.6% 137% 10 30%
LAM
4994
Lountzis Asset Management
Pennsylvania
$169M +$2.26M +1% 4.2% 144% 49 40.82%
JWM
4995
Jessup Wealth Management
Ohio
$169M +$11.1M +7% 15.2% 164% 77 38.96%
BAG
4996
Briggs Advisory Group
Rhode Island
$169M +$11.7M +7% 5.72% 57 7.02%
HWA
4997
Hillcrest Wealth Advisors
New Jersey
$169M +$1.4M +0.8% 4.78% 55% 50 4%
HZ
4998
Hixon Zuercher
Ohio
$169M +$6.29M +4% 11.1% 87.5% 60 13.33%
SHFP
4999
Second Half Financial Partners
Florida
$169M +$15.3M +10% 1.67% 36.8% 48 29.17%
HCM
5000
Hall Capital Management
Rhode Island
$169M +$2.19M +1% 2.85% 93 2.15%