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
SVBP
4826
Strategic Value Bank Partners
Ohio
$171M +$4.99M +3% 27
AW
4827
Alaethes Wealth
Nevada
$171M +$25.1M +17% 113
SL
4828
SOF Ltd
Cayman Islands
$170M -$9.88M -5% 1
IVMX
4829
Institutional Venture Management XIV
California
$170M -$82M -32% 5
NERM
4830
New England Research & Management
Illinois
$170M -$3.54M -2% 180
CPP
4831
Capasso Planning Partners
South Carolina
$170M +$13.5M +9% 110
CRI
4832
Colonial River Investments
Virginia
$170M +$13.7M +9% 213
VIG
4833
Vienna Insurance Group
Poland
$170M +$41.1M +32% 98
GAM
4834
Grandview Asset Management
Pennsylvania
$170M +$9.61M +6% 121
LIA
4835
Luken Investment Analytics
Tennessee
$170M +$13.6M +9% 147
VU
4836
Valence8 US
Massachusetts
$170M +$38.2M +29% 15
OAP
4837
One Advisory Partners
Kansas
$170M +$13.1M +8% 53
CIP
4838
Convergence Investment Partners
Florida
$170M +$1.25M +0.7% 242
TPCM
4839
Two Point Capital Management
New York
$170M +$14.9M +10% 22
MWM
4840
MBE Wealth Management
Wisconsin
$170M +$14.9M +10% 78
VAM
4841
Vert Asset Management
California
$170M +$57.4M +51% 42
NC
4842
Nixon Capital
Texas
$170M +$22.1M +15% 22
SM
4843
Skaana Management
New York
$170M -$101M -37% 166
XSC
4844
X-Square Capital
Puerto Rico
$170M -$6.05M -3% 166
FDS
4845
First Dallas Securities
Texas
$170M +$3.61M +2% 124
OTL
4846
Oak Thistle LLC
New York
$169M +$123M +264% 459
FGN
4847
Foundry Group Next
Colorado
$169M -$23.6M -12% 5
TCM
4848
Thomist Capital Management
Texas
$169M -$33.7M -17% 40
PFA
4849
Professional Financial Advisors
Nebraska
$169M +$21.6M +15% 81
GFWA
4850
Grey Fox Wealth Advisors
Delaware
$169M +$17.8M +12% 560