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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
DF
4601
Donoghue Forlines
Massachusetts
$325M -$26.1M -7% 10.5% 199% 141 56.74%
WIC
4602
WealthBridge Investment Counsel
Alberta, Canada
$324M +$15.9M +5% 8.69% 92.5% 47 2.13%
KA
4603
Kooman & Associates
Pennsylvania
$324M +$28.4M +10% 6.97% 59.9% 54 9.26%
CPI
4604
Crestview Partners IV
New York
$324M +$56.3M +21% 21.4% 106% 2 0%
GJWM
4605
Gilliland Jeter Wealth Management
Arkansas
$324M +$16.9M +6% 9.99% 184 9.78%
LSWP
4606
Liberty Square Wealth Partners
Pennsylvania
$324M +$34.5M +12% 7.41% 153 8.5%
FNWM
4607
Financial Network Wealth Management
Utah
$324M 7.57% 115
HC
4608
Hillman Company
Pennsylvania
$324M +$61M +23% 10.3% 134% 16 18.75%
ST
4609
Somerset Trust
Pennsylvania
$324M +$17.1M +6% 7.6% 69.7% 192 10.94%
MW
4610
Marks Wealth
Maryland
$324M +$15.3M +5% 12% 169% 33 60.61%
FFA
4611
Florida Financial Advisors
Florida
$324M +$22.1M +7% 12.1% 307 31.27%
EPW
4612
Endeavor Private Wealth
Kansas
$323M +$112M +53% 6.43% 204 38.24%
NRCM
4613
Northern Right Capital Management
Connecticut
$323M +$31.1M +11% 18.3% 187% 32 50%
QCM
4614
Quadratic Capital Management
Connecticut
$323M +$77.9M +32% 1.02% 0.74% 2 0%
SJL
4615
Shayne & Jacobs LLC
Tennessee
$323M +$20.5M +7% 6.77% 73.4% 96 3.13%
BFW
4616
Brady Family Wealth
Missouri
$323M +$65.2K +0% 7.45% 61.8% 117 9.4%
HVP
4617
Hudson Value Partners
Florida
$323M +$33.1M +11% 11.6% 124% 119 15.97%
UCB
4618
United Community Bank
South Carolina
$323M +$30.6M +10% 5.98% 66.2% 641 29.17%
BC
4619
Bruce & Co
Illinois
$323M +$14.5M +5% 13.1% 94.5% 40 2.5%
CVA
4620
Central Valley Advisors
California
$323M +$29.1M +10% 6.93% 149 11.41%
CFCI
4621
Comprehensive Financial Consultants Institutional
Indiana
$323M +$18M +6% 5.71% 70.2% 192 8.85%
KFSC
4622
Keystone Financial Services (Colorado)
Colorado
$323M +$28.7M +10% 7.25% 66% 131 13.74%
AFS
4623
Aft Forsyth & Sober
Florida
$323M +$25.7M +9% 9.86% 94.6% 65 18.46%
PCM
4624
Punch Card Management
Florida
$322M +$12.5M +4% 1.09% 41% 7 28.57%
CA
4625
Centerpoint Advisors
Massachusetts
$322M +$27.5M +9% 8.96% 74.2% 472 13.35%