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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)
Prism Advisors
4201
Prism Advisors
California
$351M +$26.1M +8% 6.84% 54.6% 74 20.27% 3
Strategic Family Wealth Counselors
4202
Strategic Family Wealth Counselors
New Jersey
$351M +$43.5M +14% 15.4% 72.3% 149 8.72% 3.1
MJP
4203
Michael J. Puzo
$351M +$2.02M +0.6% 6.92% 90.3% 75 8% 7.3
Donoghue Forlines
4204
Donoghue Forlines
Massachusetts
$351M +$35.1M +11% 14.9% 199% 147 61.22% 0.4
Guidance Capital
4205
Guidance Capital
Kentucky
$351M +$23.1M +7% 7.58% 62.6% 208 7.69% 1.2
ShankerValleau Wealth Advisors
4206
ShankerValleau Wealth Advisors
Illinois
$351M +$42.6M +14% 16.7% 60.3% 43 11.63% 1.9
Fulcrum Asset Management
4207
Fulcrum Asset Management
United Kingdom
$350M -$166M -32% 13.7% – 386 79.02% 0.1
Integral Investment Advisors
4208
Integral Investment Advisors
California
$350M +$37.1M +12% 8.73% 60% 163 9.82% 1.9
Wendel SE
4209
Wendel SE
$350M +$21.4M +7% 6.51% – 1 0% 0.3
Shilanski & Associates
4210
Shilanski & Associates
Alaska
$350M +$29.5M +9% 9.82% 84.2% 109 5.5% 2
SCM
4211
Soros Capital Management
New York
$350M -$40.6M -10% 21.2% 732% 62 37.1% 1.2
NFC Investments
4212
NFC Investments
Tennessee
$350M +$13.4M +4% 3.19% – 36 0% 5.8
Parus Finance (UK)
4213
Parus Finance (UK)
United Kingdom
$350M +$56.7M +19% 20.8% 199% 33 6.06% 3.8
CCM
4214
Contrarian Capital Management
Connecticut
$350M -$39.9M -10% 3.22% 29.4% 36 8.33% 2.6
Ionic Capital Management
4215
Ionic Capital Management
New York
$349M -$414M -54% 19% 163% 198 63.13% 0.5
Prostatis Group
4216
Prostatis Group
Maryland
$349M +$32.4M +10% 10.4% 72.9% 178 27.53% 1.9
Global Wealth Strategies & Associates
4217
Global Wealth Strategies & Associates
Colorado
$349M +$19.4M +6% 9.35% 68.7% 483 24.22% 1.7
Holistic Planning
4218
Holistic Planning
Texas
$349M +$54.1M +18% 6.99% – 220 14.09% 0.9
Total Clarity Wealth Management
4219
Total Clarity Wealth Management
Illinois
$349M +$42.9M +14% 10% 73.2% 357 41.18% 1.8
Great Oak Capital Partners
4220
Great Oak Capital Partners
Massachusetts
$349M +$50M +17% 6.12% – 36 13.89% 1.3
Riverview Capital Advisers
4221
Riverview Capital Advisers
Massachusetts
$349M +$30.8M +10% 6.88% 84.8% 99 13.13% 2.1
Parisi Gray Wealth Management
4222
Parisi Gray Wealth Management
New Jersey
$349M +$42.7M +14% 16.7% 137% 123 12.2% 4
Flagstone Financial Management
4223
Flagstone Financial Management
Nebraska
$349M +$38.4M +12% 6.77% 43.9% 60 13.33% 1.7
Centurion Wealth Management
4224
Centurion Wealth Management
Virginia
$349M +$29.2M +9% 8.9% – 252 21.43% 1.6
All Terrain Financial Advisors
4225
All Terrain Financial Advisors
Minnesota
$349M +$31.2M +10% 6.69% 71.1% 118 8.47% 3.6