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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)
MJP
3651
Michael J. Puzo
$354M +$38.6M +12% 10.5% 90.3% 82 8.54% 5.5
Schroders
3652
Schroders
United Kingdom
$354M +$25.3M +8% 2.19% 5.82% 5 20% 1.6
America First Investment Advisors
3653
America First Investment Advisors
Nebraska
$354M +$25M +8% 11.6% 78.2% 84 13.1% 6
WestHill Financial Advisors
3654
WestHill Financial Advisors
California
$354M +$30.2M +9% 6.13% 62.9% 127 12.6% 0.7
AW
3655
Avion Wealth
Texas
$354M +$23.9M +7% 3.1% 48.8% 445 11.69% 1.2
EnerVest
3656
EnerVest
Texas
$354M +$20.2M +6% 6.07% 20.5% 1 0% 3
American Assets Inc
3657
American Assets Inc
California
$353M +$6.76M +2% 1.13% 49.9% 10 0% 2.8
Inspire Advisors
3658
Inspire Advisors
Idaho
$353M +$35.9M +11% 1.07% 60.2% 121 42.98% 0.5
Optas LLC
3659
Optas LLC
Texas
$353M +$8.97M +3% 4.76% 118% 159 10.69% 1.5
Summit Asset Management
3660
Summit Asset Management
Tennessee
$353M +$33.5M +10% 8.12% 53.4% 159 9.43% 4.4
Capital City Trust
3661
Capital City Trust
Florida
$352M +$29.8M +9% 11.2% 98.5% 123 7.32% 5.3
CSC
3662
Cook Street Consulting
Colorado
$352M – – 1.94% – 2 – 0
Sensible Financial Planning & Management
3663
Sensible Financial Planning & Management
Massachusetts
$352M +$44.8M +15% 2.54% 24.5% 44 2.27% 4.5
Rice Partnership
3664
Rice Partnership
Hawaii
$351M +$35M +11% 11.4% 123% 155 22.58% 1.8
SHCM
3665
Shelter Haven Capital Management
New Jersey
$351M +$36.6M +12% 1.68% – 16 56.25% 0.5
SM
3666
Scoggin Management
New York
$351M -$102M -22% 4.18% 889% 77 53.25% 0.6
Bellecapital
3667
Bellecapital
Switzerland
$351M +$23.4M +7% 7.19% 152% 207 15.46% 2.1
Socorro Asset Management
3668
Socorro Asset Management
Texas
$351M -$4.02M -1% 9.68% 43.8% 35 14.29% 0.8
MY.Alpha Management HK Advisors
3669
MY.Alpha Management HK Advisors
Hong Kong
$350M – – 2.71% 423% 11 – 0
Holloway Wealth Management
3670
Holloway Wealth Management
Florida
$350M +$22M +7% 7.75% 50.7% 379 0% 1.8
Paradigm Biocapital Advisors
3671
Paradigm Biocapital Advisors
New York
$350M – – 3.25% 803% 24 – 0
Bay Colony Advisors
3672
Bay Colony Advisors
Massachusetts
$350M +$44.6M +15% 8.79% 91.8% 391 19.18% 1.6
Mount Lucas Management
3673
Mount Lucas Management
Pennsylvania
$350M +$18.9M +6% 9.05% 109% 168 58.93% 0.6
Hunter Associates Investment Management
3674
Hunter Associates Investment Management
Pennsylvania
$350M +$38.4M +12% 11.6% 81.7% 165 13.94% 4.4
Linse Capital Management PR
3675
Linse Capital Management PR
Puerto Rico
$349M – – 4.7% – 1 – 0