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
ICP
2076
Ironvine Capital Partners
Nebraska
$912M +$78.1M +9% 45
SFG
2077
SNS Financial Group
Minnesota
$911M +$67.5M +8% 195
SWP
2078
Strategic Wealth Partners
Ohio
$911M +$100M +12% 311
TCBWMS
2079
Texas Capital Bank Wealth Management Services
Texas
$910M +$64.4M +8% 229
CCP
2080
Clough Capital Partners
Massachusetts
$910M +$5.58M +0.6% 205
P3I
2081
Progeny 3 Inc
Washington
$909M +$102M +13% 27
PCP
2082
Proficio Capital Partners
Massachusetts
$908M +$99.5M +12% 346
CM
2083
Caption Management
Oklahoma
$908M -$11.7M -1% 1,012
KCMH
2084
Kontiki Capital Management (HK)
Hong Kong
$907M +$59.8M +7% 8
SWPG
2085
Strategic Wealth Partners Group
Illinois
$906M +$113M +14% 70
CM
2086
Conifer Management
New York
$906M -$124M -12% 7
JAFL
2087
Jay A. Fishman Ltd
Michigan
$905M +$31.3M +4% 97
OFS
2088
OneAscent Financial Services
Alabama
$905M +$99.1M +12% 405
VCP
2089
Verus Capital Partners
Arizona
$904M +$86.5M +11% 361
NEWAS
2090
N.E.W. Advisory Services
Wisconsin
$901M +$74M +9% 177
WCM
2091
Wealthcare Capital Management
Virginia
$900M +$23.4M +3% 86
HH
2092
Hilltop Holdings
Texas
$900M +$18M +2% 658
TCMV
2093
Technology Crossover Management VIII
California
$900M -$215M -19% 7
NPCM
2094
North Peak Capital Management
New York
$900M -$52M -5% 11
KCM
2095
Kynam Capital Management
New Jersey
$899M +$15.3M +2% 26
TCM
2096
Tran Capital Management
California
$898M +$39.6M +5% 50
VV
2097
Verity & Verity
South Carolina
$898M +$25.4M +3% 122
SAM
2098
Southernsun Asset Management
Tennessee
$898M +$30.5M +4% 29
SS
2099
Sunbelt Securities
Texas
$896M +$102M +13% 1,816
QIM
2100
Quest Investment Management
Oregon
$896M +$99.1M +12% 92