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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
SJL
3776
Shayne & Jacobs LLC
Tennessee
$360M -$7.35M -2% 2.23% 73.4% 100 7%
MJP
3777
Michael J. Puzo
$360M -$485K -0.1% 2.95% 90.3% 75 2.67%
RWMH
3778
Riverpoint Wealth Management Holdings
Illinois
$360M +$584K +0.2% 0.05% 53.6% 54 9.26%
KJWM
3779
Kiley Juergens Wealth Management
Washington
$360M +$36.8M +11% 7.58% 106% 71 7.04%
UF
3780
Univest Financial
Pennsylvania
$360M +$4.69M +1% 2.01% 82.6% 135 4.44%
FI
3781
Financial Insights
Washington
$360M +$1.42M +0.4% 4.51% 71.9% 160 4.38%
SF
3782
Safeguard Financial
Wisconsin
$360M +$52.7M +17% 2.64% 21.9% 100 19%
BOCH
3783
Blue Owl Capital Holdings
New York
$360M -$141M -28% 13.4% 145% 55 43.64%
SCA
3784
Stokes Capital Advisors
South Carolina
$360M +$15.7M +5% 0.98% 54.5% 77 3.9%
SH
3785
Svenska Handelsbanken
Sweden
$359M +$42.2M +13% 11.5% 19 63.16%
NWA
3786
New World Advisors
Massachusetts
$359M +$17.2M +5% 7.67% 84.1% 75 10.67%
LA
3787
Lifeworks Advisors
Michigan
$359M +$1.82M +0.5% 1.85% 80.4% 250 20.4%
GF
3788
Genworth Financial
Virginia
$359M +$12.7M +4% 3.63% 64% 2 0%
AI
3789
AXS Investments
New York
$359M -$57.8M -14% 1% 104% 322 43.17%
GPSPJS
3790
General Pension Society PZU Joint Stock
Poland
$359M +$1.8M +0.5% 5.67% 116% 19 0%
EA
3791
Ellsworth Advisors
Ohio
$359M +$10.2M +3% 0.75% 123% 194 21.13%
DA
3792
Doliver Advisors
Texas
$358M +$2.97M +0.8% 2.17% 81% 152 11.84%
CAM
3793
CenterStar Asset Management
Illinois
$358M +$33.3M +10% 4.43% 103% 384 73.44%
PAM
3794
Paradigm Asset Management
New York
$358M -$35.7M -9% 1.21% 73.8% 584 27.57%
CMI
3795
Clare Market Investments
Texas
$358M +$34.3M +11% 10% 160 20.63%
MFGM
3796
Marshall Financial Group (Maryland)
Maryland
$358M +$9.77M +3% 2.7% 63.5% 197 26.4%
LI
3797
Louisbourg Investments
New Brunswick, Canada
$357M -$2.79M -0.8% 1.27% 174 8.62%
PCFFS
3798
Pacific Center for Financial Services
California
$357M +$6.01M +2% 1.11% 54.7% 491 5.91%
PRWA
3799
Platte River Wealth Advisors
Colorado
$357M +$5.58M +2% 3.78% 28.6% 95 4.21%
DCM
3800
DGS Capital Management
New Jersey
$356M +$4.07M +1% 0.08% 177% 325 16.62%