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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
PA
4151
Prism Advisors
California
$351M +$26.1M +8% 6.84% 49.9% 74 20.27%
SFWC
4152
Strategic Family Wealth Counselors
New Jersey
$351M +$43.5M +14% 15.4% 60.6% 149 8.72%
MJP
4153
Michael J. Puzo
$351M +$2.02M +0.6% 6.92% 60.3% 75 8%
DF
4154
Donoghue Forlines
Massachusetts
$351M +$35.1M +11% 14.9% 121% 147 61.22%
GC
4155
Guidance Capital
Kentucky
$351M +$23.1M +7% 7.58% 62.6% 208 7.69%
SWA
4156
ShankerValleau Wealth Advisors
Illinois
$351M +$42.6M +14% 16.7% 56.3% 43 11.63%
FAM
4157
Fulcrum Asset Management
United Kingdom
$350M -$166M -32% 13.7% 386 79.02%
IIA
4158
Integral Investment Advisors
California
$350M +$37.1M +12% 8.73% 60% 163 9.82%
WS
4159
Wendel SE
$350M +$21.4M +7% 6.51% 1 0%
SA
4160
Shilanski & Associates
Alaska
$350M +$29.5M +9% 9.82% 84.2% 109 5.5%
SCM
4161
Soros Capital Management
New York
$350M -$40.6M -10% 21.2% 422% 62 37.1%
NI
4162
NFC Investments
Tennessee
$350M +$13.4M +4% 3.19% 36 0%
PFU
4163
Parus Finance (UK)
United Kingdom
$350M +$56.7M +19% 20.8% 199% 33 6.06%
CCM
4164
Contrarian Capital Management
Connecticut
$350M -$39.9M -10% 3.22% 24.6% 36 8.33%
PG
4165
Prostatis Group
Maryland
$349M +$32.4M +10% 10.4% 56.1% 178 27.53%
GWSA
4166
Global Wealth Strategies & Associates
Colorado
$349M +$19.4M +6% 9.35% 62.5% 483 24.22%
HP
4167
Holistic Planning
Texas
$349M +$54.1M +18% 6.99% 220 14.09%
TCWM
4168
Total Clarity Wealth Management
Illinois
$349M +$42.9M +14% 10% 69.7% 357 41.18%
GOCP
4169
Great Oak Capital Partners
Massachusetts
$349M +$50M +17% 6.12% 36 13.89%
RCA
4170
Riverview Capital Advisers
Massachusetts
$349M +$30.8M +10% 6.88% 57.5% 99 13.13%
PGWM
4171
Parisi Gray Wealth Management
New Jersey
$349M +$42.7M +14% 16.7% 120% 123 12.2%
FFM
4172
Flagstone Financial Management
Nebraska
$349M +$38.4M +12% 6.77% 43.9% 60 13.33%
CWM
4173
Centurion Wealth Management
Virginia
$349M +$29.2M +9% 8.9% 252 21.43%
ATFA
4174
All Terrain Financial Advisors
Minnesota
$349M +$31.2M +10% 6.69% 52.8% 118 8.47%
CWAF
4175
Core Wealth Advisors (Florida)
Florida
$348M +$33.6M +11% 9.05% 48.8% 78 17.95%