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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 Avg Holding
Period (Yrs)
O'Brien Wealth Partners
3326
O'Brien Wealth Partners
Massachusetts
$143M +$14.7M +11% 2.14% 56.7% 31 3.23% 0.5
Cahill Financial Advisors
3327
Cahill Financial Advisors
Minnesota
$143M +$9.8M +7% 2.18% 55.9% 124 13.71% 1.7
FIM
3328
FourPoints Investment Managers
France
$143M -$17.3M -11% 2.83% – 78 8.97% 1.9
Montage Investments
3329
Montage Investments
Kansas
$143M +$2.91M +2% 5.46% – 181 23.76% 0.3
Norman Fields Gottscho Capital Management
3330
Norman Fields Gottscho Capital Management
New York
$143M -$7.38M -5% 1.28% 96.9% 75 12% 1.7
Sensible Financial Planning & Management
3331
Sensible Financial Planning & Management
Massachusetts
$143M +$5.81M +4% 1.88% 24.5% 89 15.73% 1
SevenBridge Financial Group
3332
SevenBridge Financial Group
Pennsylvania
$143M -$995M -87% 3.48% 81.7% 775 89.16% 0
NME
3333
Notis-McConarty Edward
$143M +$1.71M +1% 2.33% 91.2% 100 11% 2.2
Berkeley Capital Partners
3334
Berkeley Capital Partners
Georgia
$142M +$4.18M +3% 3.95% 62.8% 124 22.58% 0.4
Shah Capital Management
3335
Shah Capital Management
North Carolina
$142M +$23.1M +19% 14.5% 287% 18 33.33% 1.3
Wooster Corthell Wealth Management
3336
Wooster Corthell Wealth Management
Connecticut
$142M +$6.8M +5% 1.16% 39.1% 23 26.09% 1.7
Alliance Wealth Management Group
3337
Alliance Wealth Management Group
New Jersey
$142M +$24.3M +21% 2.68% – 27 18.52% 0.4
Wealthcare Advisory Partners
3338
Wealthcare Advisory Partners
Pennsylvania
$142M – – 2% 65.6% 149 – 0
Bender Robert & Associates
3339
Bender Robert & Associates
California
$142M -$5.99M -4% 0.11% 146% 51 5.88% 2.7
PKO Investment Management Joint-Stock
3340
PKO Investment Management Joint-Stock
Poland
$142M -$8.48M -6% 13.5% 145% 51 21.57% 1.6
Crossvault Capital Management
3341
Crossvault Capital Management
Texas
$141M +$5.88M +4% 5.03% 56.4% 68 4.41% 1.9
Parkside Advisors
3342
Parkside Advisors
California
$141M -$1.58M -1% 1.41% 36.7% 34 20.59% 2.3
Lucas Capital Management
3343
Lucas Capital Management
New Jersey
$141M +$4.32M +3% 11.5% 44.5% 120 11.67% 2.5
MBA
3344
McQueen Ball & Associates
Pennsylvania
$141M +$5.05M +4% 5.74% 53.6% 110 9.09% 0.4
Davis Rea
3345
Davis Rea
Ontario, Canada
$141M +$3.23M +2% 1.2% 66.9% 41 4.88% 2.3
AB CarVal Investors
3346
AB CarVal Investors
Minnesota
$141M +$132M +1,488% 0.79% 24% 6 50% 0
Adirondack Trust Company
3347
Adirondack Trust Company
New York
$140M +$5.7M +4% 3.18% 96.7% 429 17.95% 2.1
AWW
3348
Alan W. Weber
$140M +$21.6M +18% 15.9% 191% 61 11.48% 1.2
Permit Capital
3349
Permit Capital
Pennsylvania
$140M +$7.83M +6% 7.46% 121% 34 8.82% 2.2
Juncture Wealth Strategies
3350
Juncture Wealth Strategies
Arizona
$140M +$4.78M +4% 3.3% 76.5% 80 17.5% 1.1