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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 Greene & Co
4601
O'Brien Greene & Co
Pennsylvania
$325M +$19.4M +6% 9.95% 81.4% 145 17.93% 4.3
Merk Investments
4602
Merk Investments
California
$325M +$78.9M +32% 60.1% 303% 12 16.67% 3.7
WrapManager Inc
4603
WrapManager Inc
California
$325M -$85.5M -21% 6.77% 64.6% 218 33.03% 5
SAMT
4604
Select Asset Management & Trust
Pennsylvania
$325M +$32.8M +11% 7.59% 68.4% 85 10.59% 3.7
Matthew 25 Management Corp
4605
Matthew 25 Management Corp
Pennsylvania
$325M +$13.5M +4% 9.26% 141% 20 5% 6.4
SCM
4606
Sophron Capital Management
New Jersey
$325M -$2.08M -0.6% 1.92% – 46 30.43% 0.5
Blueshift Asset Management
4607
Blueshift Asset Management
New Jersey
$325M -$877K -0.3% 4.24% 38.8% 650 68.31% 0.3
Donoghue Forlines
4608
Donoghue Forlines
Massachusetts
$325M -$26.1M -7% 10.5% 229% 141 56.74% 0.6
WealthBridge Investment Counsel
4609
WealthBridge Investment Counsel
Alberta, Canada
$324M +$15.9M +5% 8.69% 106% 47 2.13% 4.5
KA
4610
Kooman & Associates
Pennsylvania
$324M +$28.4M +10% 6.97% 66% 54 9.26% 1.9
Crestview Partners IV
4611
Crestview Partners IV
New York
$324M +$56.3M +21% 21.4% 106% 2 0% 3.1
Gilliland Jeter Wealth Management
4612
Gilliland Jeter Wealth Management
Arkansas
$324M +$16.9M +6% 9.99% 128% 184 9.78% 1.5
Liberty Square Wealth Partners
4613
Liberty Square Wealth Partners
Pennsylvania
$324M +$34.5M +12% 7.41% – 153 8.5% 0.7
FNWM
4614
Financial Network Wealth Management
Utah
$324M – – 7.57% – 115 – 2
Hillman Company
4615
Hillman Company
Pennsylvania
$324M +$61M +23% 10.3% 118% 16 18.75% 2.3
Somerset Trust
4616
Somerset Trust
Pennsylvania
$324M +$17.1M +6% 7.6% 80.5% 192 10.94% 5.2
Marks Wealth
4617
Marks Wealth
Maryland
$324M +$15.3M +5% 12% 165% 33 60.61% 0.5
FFA
4618
Florida Financial Advisors
Florida
$324M +$22.1M +7% 12.1% – 307 31.27% 0.9
Endeavor Private Wealth
4619
Endeavor Private Wealth
Kansas
$323M +$112M +53% 6.43% – 204 38.24% 0.4
Northern Right Capital Management
4620
Northern Right Capital Management
Connecticut
$323M +$31.1M +11% 18.3% 187% 32 50% 1.9
Quadratic Capital Management
4621
Quadratic Capital Management
Connecticut
$323M +$77.9M +32% 1.02% 0.6% 2 0% 4.4
Shayne & Jacobs LLC
4622
Shayne & Jacobs LLC
Tennessee
$323M +$20.5M +7% 6.77% 79.4% 96 3.13% 3.7
Brady Family Wealth
4623
Brady Family Wealth
Missouri
$323M +$65.2K +0% 7.45% 74.7% 117 9.4% 2.5
Hudson Value Partners
4624
Hudson Value Partners
Florida
$323M +$33.1M +11% 11.6% 124% 119 15.97% 2.6
United Community Bank
4625
United Community Bank
South Carolina
$323M +$30.6M +10% 5.98% 72.7% 641 29.17% 1.6