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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Prism Advisors
Studio City,
California
| $351M | +$26.1M | +8% | 6.84% | 54.6% | 74 | 20.27% | 3 |
|
| 4202 |
4202
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $351M | +$43.5M | +14% | 15.4% | 72.3% | 149 | 8.72% | 3.1 |
|
| 4203 |
MJP
4203
Michael J. Puzo
| $351M | +$2.02M | +0.6% | 6.92% | 90.3% | 75 | 8% | 7.3 |
|
| 4204 |
4204
Donoghue Forlines
Boston,
Massachusetts
| $351M | +$35.1M | +11% | 14.9% | 199% | 147 | 61.22% | 0.4 |
|
| 4205 |
4205
Guidance Capital
Lousville,
Kentucky
| $351M | +$23.1M | +7% | 7.58% | 62.6% | 208 | 7.69% | 1.2 |
|
| 4206 |
4206
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $351M | +$42.6M | +14% | 16.7% | 60.3% | 43 | 11.63% | 1.9 |
|
| 4207 |
4207
Fulcrum Asset Management
London,
United Kingdom
| $350M | -$166M | -32% | 13.7% | – | 386 | 79.02% | 0.1 |
|
| 4208 |
4208
Integral Investment Advisors
Turlock,
California
| $350M | +$37.1M | +12% | 8.73% | 60% | 163 | 9.82% | 1.9 |
|
| 4209 |
4209
Wendel SE
Paris,
| $350M | +$21.4M | +7% | 6.51% | – | 1 | 0% | 0.3 |
|
| 4210 |
4210
Shilanski & Associates
Anchorage,
Alaska
| $350M | +$29.5M | +9% | 9.82% | 84.2% | 109 | 5.5% | 2 |
|
| 4211 |
SCM
4211
Soros Capital Management
New York
| $350M | -$40.6M | -10% | 21.2% | 732% | 62 | 37.1% | 1.2 |
|
| 4212 |
4212
NFC Investments
Memphis,
Tennessee
| $350M | +$13.4M | +4% | 3.19% | – | 36 | 0% | 5.8 |
|
| 4213 |
4213
Parus Finance (UK)
London,
United Kingdom
| $350M | +$56.7M | +19% | 20.8% | 199% | 33 | 6.06% | 3.8 |
|
| 4214 |
CCM
4214
Contrarian Capital Management
Greenwich,
Connecticut
| $350M | -$39.9M | -10% | 3.22% | 29.4% | 36 | 8.33% | 2.6 |
|
| 4215 |
4215
Ionic Capital Management
New York
| $349M | -$414M | -54% | 19% | 163% | 198 | 63.13% | 0.5 |
|
| 4216 |
4216
Prostatis Group
Hanover,
Maryland
| $349M | +$32.4M | +10% | 10.4% | 72.9% | 178 | 27.53% | 1.9 |
|
| 4217 |
4217
Global Wealth Strategies & Associates
Denver,
Colorado
| $349M | +$19.4M | +6% | 9.35% | 68.7% | 483 | 24.22% | 1.7 |
|
| 4218 |
4218
Holistic Planning
Nacogdoches,
Texas
| $349M | +$54.1M | +18% | 6.99% | – | 220 | 14.09% | 0.9 |
|
| 4219 |
4219
Total Clarity Wealth Management
St. Charles,
Illinois
| $349M | +$42.9M | +14% | 10% | 73.2% | 357 | 41.18% | 1.8 |
|
| 4220 |
4220
Great Oak Capital Partners
South Easton,
Massachusetts
| $349M | +$50M | +17% | 6.12% | – | 36 | 13.89% | 1.3 |
|
| 4221 |
4221
Riverview Capital Advisers
Boston,
Massachusetts
| $349M | +$30.8M | +10% | 6.88% | 84.8% | 99 | 13.13% | 2.1 |
|
| 4222 |
4222
Parisi Gray Wealth Management
Mendham,
New Jersey
| $349M | +$42.7M | +14% | 16.7% | 137% | 123 | 12.2% | 4 |
|
| 4223 |
4223
Flagstone Financial Management
Lincoln,
Nebraska
| $349M | +$38.4M | +12% | 6.77% | 43.9% | 60 | 13.33% | 1.7 |
|
| 4224 |
4224
Centurion Wealth Management
Mclean,
Virginia
| $349M | +$29.2M | +9% | 8.9% | – | 252 | 21.43% | 1.6 |
|
| 4225 |
4225
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $349M | +$31.2M | +10% | 6.69% | 71.1% | 118 | 8.47% | 3.6 |
|