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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
4751
O'Brien Greene & Co
Pennsylvania
$362M +$9.09M +3% 4.55% 81.4% 149 16.11% 4.1
WMA
4752
Wealth Management Associates
New Jersey
$362M +$72.8M +25% 14.9% 111% 268 17.91% 3.5
Foresite Capital Management V
4753
Foresite Capital Management V
California
$362M +$91.2M +34% 23.1% 401% 10 20% 1.9
Alteri Wealth
4754
Alteri Wealth
California
$362M +$53.5M +17% 28.2% – 314 12.74% 1.2
SI
4755
Saxon Interests
Texas
$362M +$71.8M +25% 15.7% 81.2% 256 18.75% 1.7
Francisco Partners Management
4756
Francisco Partners Management
California
$361M +$69.6M +24% 26.8% 14.3% 3 0% 5.3
Pamplona Capital Management
4757
Pamplona Capital Management
New York
$361M -$112M -24% 20.1% – 5 0% 1.3
Solitude Financial Services
4758
Solitude Financial Services
Virginia
$361M +$23.1M +7% 8.81% 62.4% 42 7.14% 2.8
ParaFi Capital
4759
ParaFi Capital
New York
$361M -$101M -22% 10.3% – 31 48.39% 0.5
HT Partners
4760
HT Partners
Connecticut
$361M +$30.9M +9% 13.6% 71.1% 56 7.14% 6.1
Mass General Brigham
4761
Mass General Brigham
Massachusetts
$361M -$108M -23% 17.2% – 6 0% 1.1
WT Wealth Management
4762
WT Wealth Management
Arizona
$361M +$24.7M +7% 12.3% 72% 155 21.94% 2.4
Demars Financial Group
4763
Demars Financial Group
Washington
$361M +$57.2M +19% 13.8% 69.1% 126 28.57% 2.1
Lawson Kroeker Investment Management
4764
Lawson Kroeker Investment Management
Nebraska
$361M +$17.5M +5% 4.17% 69.7% 61 6.56% 6.6
Spectrum Asset Management (California)
4765
Spectrum Asset Management (California)
California
$360M +$45.7M +15% 7.23% 68.3% 123 16.26% 3.4
Kentucky Farm Bureau Mutual Insurance
4766
Kentucky Farm Bureau Mutual Insurance
Kentucky
$360M +$31M +9% 10.1% 83.3% 69 5.8% 6.4
Equita Financial Network
4767
Equita Financial Network
Pennsylvania
$360M +$42.2M +13% 9.6% 50.5% 99 16.16% 1.8
Morling Financial Advisors
4768
Morling Financial Advisors
California
$360M +$34.7M +11% 10.3% 97.6% 129 20.93% 2.4
MS
4769
Madden Securities
Texas
$360M +$27.4M +8% 12.9% 108% 126 16.67% 2.7
Barometer Capital Management
4770
Barometer Capital Management
Ontario, Canada
$360M +$66.5M +23% 21.6% 339% 159 42.77% 0.6
PL Capital Advisors
4771
PL Capital Advisors
Florida
$360M +$28.1M +8% 17% 100% 32 9.38% 3.4
Gen-Wealth Partners
4772
Gen-Wealth Partners
Michigan
$360M +$42.4M +13% 16.9% – 761 9.46% 1.7
BWIA
4773
Bryant Woods Investment Advisors
New York
$360M +$87.8M +32% 15.6% 74.4% 88 37.5% 2
Resurgent Financial Advisors
4774
Resurgent Financial Advisors
Georgia
$360M +$82.6M +30% 16.3% 86.4% 335 28.06% 1.7
HIS
4775
Horizon Investment Services
Indiana
$360M +$72M +25% 43.9% 250% 160 25% 3.1