Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CIP
4826
Convergence Investment Partners
Florida
$170M +$1.25M +0.7% 5.31% 151% 242
TPCM
4827
Two Point Capital Management
New York
$170M +$14.9M +10% 10.3% – 22
MWM
4828
MBE Wealth Management
Wisconsin
$170M +$14.9M +10% 5.78% 47.9% 78
VAM
4829
Vert Asset Management
California
$170M +$57.4M +51% 0.67% 17.2% 42
NC
4830
Nixon Capital
Texas
$170M +$22.1M +15% 5.99% 120% 22
SM
4831
Skaana Management
New York
$170M -$101M -37% 0.72% 109% 166
XSC
4832
X-Square Capital
Puerto Rico
$170M -$6.05M -3% 3.82% 118% 166
FDS
4833
First Dallas Securities
Texas
$170M +$3.61M +2% 5.78% 132% 124
OTL
4834
Oak Thistle LLC
New York
$169M +$123M +264% 5.12% 37.9% 459
FGN
4835
Foundry Group Next
Colorado
$169M -$23.6M -12% 3.64% – 5
TCM
4836
Thomist Capital Management
Texas
$169M -$33.7M -17% 8.49% 49.4% 40
PFA
4837
Professional Financial Advisors
Nebraska
$169M +$21.6M +15% 5.68% 48.4% 81
GFWA
4838
Grey Fox Wealth Advisors
Delaware
$169M +$17.8M +12% 4.51% – 560
KCP
4839
Kaizen Capital Partners
Hong Kong
$169M +$94.5M +127% 7.4% – 8
VFPI
4840
Vantage Financial Partners (Illinois)
Illinois
$169M -$4.73M -3% 6.89% 13.3% 98
CCP
4841
Carmel Capital Partners
California
$169M +$24.5M +17% 5.15% 70.6% 472
BMWM
4842
Brown Miller Wealth Management
Virginia
$169M +$10.8M +7% 10.4% 102% 131
SPG
4843
Snow Phipps Group
New York
$169M +$2.98M +2% 3.44% 82.3% 2
7CM
4844
7G Capital Management
New York
$169M +$18.7M +12% 19.6% 105% 10
LAM
4845
Lountzis Asset Management
Pennsylvania
$169M +$2.26M +1% 4.2% 109% 49
JWM
4846
Jessup Wealth Management
Ohio
$169M +$11.1M +7% 15.2% – 77
BAG
4847
Briggs Advisory Group
Rhode Island
$169M +$11.7M +7% 5.72% – 57
HWA
4848
Hillcrest Wealth Advisors
New Jersey
$169M +$1.4M +0.8% 4.78% 41% 50
HZ
4849
Hixon Zuercher
Ohio
$169M +$6.29M +4% 11.1% 89.8% 60
SHFP
4850
Second Half Financial Partners
Florida
$169M +$15.3M +10% 1.67% 24.9% 48
192 193
194
195 196