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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)
Clark Asset Management
3776
Clark Asset Management
New Hampshire
$361M +$35.4M +11% 1.81% 51.8% 105 26.67% 1
Franklin, Parlapiano, Turner & Welch
3777
Franklin, Parlapiano, Turner & Welch
Texas
$360M -$3.29M -0.9% 0.5% 41.6% 51 1.96% 7.1
Shayne & Jacobs LLC
3778
Shayne & Jacobs LLC
Tennessee
$360M -$7.35M -2% 2.23% 79.4% 100 7% 2.8
MJP
3779
Michael J. Puzo
$360M -$485K -0.1% 2.95% 90.3% 75 2.67% 7.2
Riverpoint Wealth Management Holdings
3780
Riverpoint Wealth Management Holdings
Illinois
$360M +$584K +0.2% 0.05% 53.6% 54 9.26% 5.3
Kiley Juergens Wealth Management
3781
Kiley Juergens Wealth Management
Washington
$360M +$36.8M +11% 7.58% 106% 71 7.04% 3.7
Univest Financial
3782
Univest Financial
Pennsylvania
$360M +$4.69M +1% 2.01% 82.6% 135 4.44% 4.3
Financial Insights
3783
Financial Insights
Washington
$360M +$1.42M +0.4% 4.51% 82.1% 160 4.38% 2.6
Safeguard Financial
3784
Safeguard Financial
Wisconsin
$360M +$52.7M +17% 2.64% 21.9% 100 19% 1.2
Blue Owl Capital Holdings
3785
Blue Owl Capital Holdings
New York
$360M -$141M -28% 13.4% 145% 55 43.64% 0.7
Stokes Capital Advisors
3786
Stokes Capital Advisors
South Carolina
$360M +$15.7M +5% 0.98% 61.3% 77 3.9% 4.2
Svenska Handelsbanken
3787
Svenska Handelsbanken
Sweden
$359M +$42.2M +13% 11.5% – 19 63.16% 0.1
New World Advisors
3788
New World Advisors
Massachusetts
$359M +$17.2M +5% 7.67% 84.1% 75 10.67% 1.9
Lifeworks Advisors
3789
Lifeworks Advisors
Michigan
$359M +$1.82M +0.5% 1.85% 80.4% 250 20.4% 1.3
Genworth Financial
3790
Genworth Financial
Virginia
$359M +$12.7M +4% 3.63% 73.6% 2 0% 3.1
AXS Investments
3791
AXS Investments
New York
$359M -$57.8M -14% 1% 104% 322 43.17% 1.5
General Pension Society PZU Joint Stock
3792
General Pension Society PZU Joint Stock
Poland
$359M +$1.8M +0.5% 5.67% 116% 19 0% 7.6
Ellsworth Advisors
3793
Ellsworth Advisors
Ohio
$359M +$10.2M +3% 0.75% 131% 194 21.13% 1.5
Doliver Advisors
3794
Doliver Advisors
Texas
$358M +$2.97M +0.8% 2.17% 92.3% 152 11.84% 3.5
CenterStar Asset Management
3795
CenterStar Asset Management
Illinois
$358M +$33.3M +10% 4.43% 104% 384 73.44% 0.3
Paradigm Asset Management
3796
Paradigm Asset Management
New York
$358M -$35.7M -9% 1.21% 73.8% 584 27.57% 2.3
Clare Market Investments
3797
Clare Market Investments
Texas
$358M +$34.3M +11% 10% – 160 20.63% 2.4
Marshall Financial Group (Maryland)
3798
Marshall Financial Group (Maryland)
Maryland
$358M +$9.8M +3% 2.7% 63.5% 197 26.4% 2
Louisbourg Investments
3799
Louisbourg Investments
New Brunswick, Canada
$357M -$2.79M -0.8% 1.27% 93.1% 174 8.62% 0.5
Pacific Center for Financial Services
3800
Pacific Center for Financial Services
California
$357M +$6.01M +2% 1.11% 60.1% 491 5.91% 4.3