We are live on !
Find out more
Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
O'Brien Greene & Co
Media,
Pennsylvania
| $325M | +$19.4M | +6% | 9.95% | 81.4% | 145 | 17.93% | 4.3 |
|
| 4602 |
4602
Merk Investments
Menlo Park,
California
| $325M | +$78.9M | +32% | 60.1% | 303% | 12 | 16.67% | 3.7 |
|
| 4603 |
4603
WrapManager Inc
Mill Valley,
California
| $325M | -$85.5M | -21% | 6.77% | 64.6% | 218 | 33.03% | 5 |
|
| 4604 |
SAMT
4604
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $325M | +$32.8M | +11% | 7.59% | 68.4% | 85 | 10.59% | 3.7 |
|
| 4605 |
4605
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $325M | +$13.5M | +4% | 9.26% | 141% | 20 | 5% | 6.4 |
|
| 4606 |
SCM
4606
Sophron Capital Management
Summit,
New Jersey
| $325M | -$2.08M | -0.6% | 1.92% | – | 46 | 30.43% | 0.5 |
|
| 4607 |
4607
Blueshift Asset Management
Red Bank,
New Jersey
| $325M | -$877K | -0.3% | 4.24% | 38.8% | 650 | 68.31% | 0.3 |
|
| 4608 |
4608
Donoghue Forlines
Boston,
Massachusetts
| $325M | -$26.1M | -7% | 10.5% | 229% | 141 | 56.74% | 0.6 |
|
| 4609 |
4609
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $324M | +$15.9M | +5% | 8.69% | 106% | 47 | 2.13% | 4.5 |
|
| 4610 |
KA
4610
Kooman & Associates
Altoona,
Pennsylvania
| $324M | +$28.4M | +10% | 6.97% | 66% | 54 | 9.26% | 1.9 |
|
| 4611 |
4611
Crestview Partners IV
New York
| $324M | +$56.3M | +21% | 21.4% | 106% | 2 | 0% | 3.1 |
|
| 4612 |
4612
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $324M | +$16.9M | +6% | 9.99% | 128% | 184 | 9.78% | 1.5 |
|
| 4613 |
4613
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| $324M | +$34.5M | +12% | 7.41% | – | 153 | 8.5% | 0.7 |
|
| 4614 |
FNWM
4614
Financial Network Wealth Management
Draper,
Utah
| $324M | – | – | 7.57% | – | 115 | – | 2 |
|
| 4615 |
4615
Hillman Company
Pittsburgh,
Pennsylvania
| $324M | +$61M | +23% | 10.3% | 118% | 16 | 18.75% | 2.3 |
|
| 4616 |
4616
Somerset Trust
Somerset,
Pennsylvania
| $324M | +$17.1M | +6% | 7.6% | 80.5% | 192 | 10.94% | 5.2 |
|
| 4617 |
4617
Marks Wealth
Annapolis,
Maryland
| $324M | +$15.3M | +5% | 12% | 165% | 33 | 60.61% | 0.5 |
|
| 4618 |
FFA
4618
Florida Financial Advisors
Tampa,
Florida
| $324M | +$22.1M | +7% | 12.1% | – | 307 | 31.27% | 0.9 |
|
| 4619 |
4619
Endeavor Private Wealth
Topeka,
Kansas
| $323M | +$112M | +53% | 6.43% | – | 204 | 38.24% | 0.4 |
|
| 4620 |
4620
Northern Right Capital Management
Darien,
Connecticut
| $323M | +$31.1M | +11% | 18.3% | 187% | 32 | 50% | 1.9 |
|
| 4621 |
4621
Quadratic Capital Management
Greenwich,
Connecticut
| $323M | +$77.9M | +32% | 1.02% | 0.6% | 2 | 0% | 4.4 |
|
| 4622 |
4622
Shayne & Jacobs LLC
Nashville,
Tennessee
| $323M | +$20.5M | +7% | 6.77% | 79.4% | 96 | 3.13% | 3.7 |
|
| 4623 |
4623
Brady Family Wealth
Saint Louis,
Missouri
| $323M | +$65.2K | +0% | 7.45% | 74.7% | 117 | 9.4% | 2.5 |
|
| 4624 |
4624
Hudson Value Partners
Palm Beach,
Florida
| $323M | +$33.1M | +11% | 11.6% | 124% | 119 | 15.97% | 2.6 |
|
| 4625 |
4625
United Community Bank
Greenville,
South Carolina
| $323M | +$30.6M | +10% | 5.98% | 72.7% | 641 | 29.17% | 1.6 |
|