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
XSC
4851
X-Square Capital
Puerto Rico
$170M -$6.05M -3% 166
FDS
4852
First Dallas Securities
Texas
$170M +$3.61M +2% 124
OTL
4853
Oak Thistle LLC
New York
$169M +$123M +264% 459
FGN
4854
Foundry Group Next
Colorado
$169M -$23.6M -12% 5
TCM
4855
Thomist Capital Management
Texas
$169M -$33.7M -17% 40
PFA
4856
Professional Financial Advisors
Nebraska
$169M +$21.6M +15% 81
GFWA
4857
Grey Fox Wealth Advisors
Delaware
$169M +$17.8M +12% 560
KCP
4858
Kaizen Capital Partners
Hong Kong
$169M +$94.5M +127% 8
VFPI
4859
Vantage Financial Partners (Illinois)
Illinois
$169M -$4.73M -3% 98
CCP
4860
Carmel Capital Partners
California
$169M +$24.5M +17% 472
BMWM
4861
Brown Miller Wealth Management
Virginia
$169M +$10.8M +7% 131
SPG
4862
Snow Phipps Group
New York
$169M +$2.98M +2% 2
7CM
4863
7G Capital Management
New York
$169M +$18.7M +12% 10
LAM
4864
Lountzis Asset Management
Pennsylvania
$169M +$2.26M +1% 49
JWM
4865
Jessup Wealth Management
Ohio
$169M +$11.1M +7% 77
BAG
4866
Briggs Advisory Group
Rhode Island
$169M +$11.7M +7% 57
HWA
4867
Hillcrest Wealth Advisors
New Jersey
$169M +$1.4M +0.8% 50
HZ
4868
Hixon Zuercher
Ohio
$169M +$6.29M +4% 60
SHFP
4869
Second Half Financial Partners
Florida
$169M +$15.3M +10% 48
HCM
4870
Hall Capital Management
Rhode Island
$169M +$2.19M +1% 93
RWA
4871
Rainsberger Wealth Advisors
Colorado
$169M +$11.4M +7% 76
CRI
4872
Commonwealth Retirement Investments
Virginia
$169M +$3.61M +2% 71
SST
4873
S Squared Technology
New York
$168M +$20.6M +14% 35
SC
4874
Saiph Capital
New Jersey
$168M +$23M +16% 38
CCA
4875
Cadent Capital Advisors
Oklahoma
$168M +$765K +0.5% 141