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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
SFWC
4201
Strategic Family Wealth Counselors
New Jersey
$351M +$43.5M +14% 15.4% 72.3% 149 8.72%
MJP
4202
Michael J. Puzo
$351M +$2.02M +0.6% 6.92% 90.3% 75 8%
DF
4203
Donoghue Forlines
Massachusetts
$351M +$35.1M +11% 14.9% 199% 147 61.22%
GC
4204
Guidance Capital
Kentucky
$351M +$23.1M +7% 7.58% 62.6% 208 7.69%
SWA
4205
ShankerValleau Wealth Advisors
Illinois
$351M +$42.6M +14% 16.7% 56.3% 43 11.63%
FAM
4206
Fulcrum Asset Management
United Kingdom
$350M -$166M -32% 13.7% 386 79.02%
IIA
4207
Integral Investment Advisors
California
$350M +$37.1M +12% 8.73% 60% 163 9.82%
WS
4208
Wendel SE
$350M +$21.4M +7% 6.51% 1 0%
SA
4209
Shilanski & Associates
Alaska
$350M +$29.5M +9% 9.82% 84.2% 109 5.5%
SCM
4210
Soros Capital Management
New York
$350M -$40.6M -10% 21.2% 732% 62 37.1%
NI
4211
NFC Investments
Tennessee
$350M +$13.4M +4% 3.19% 36 0%
PFU
4212
Parus Finance (UK)
United Kingdom
$350M +$56.7M +19% 20.8% 199% 33 6.06%
CCM
4213
Contrarian Capital Management
Connecticut
$350M -$39.9M -10% 3.22% 29.4% 36 8.33%
ICM
4214
Ionic Capital Management
New York
$349M -$414M -54% 19% 163% 198 63.13%
PG
4215
Prostatis Group
Maryland
$349M +$32.4M +10% 10.4% 72.9% 178 27.53%
GWSA
4216
Global Wealth Strategies & Associates
Colorado
$349M +$19.4M +6% 9.35% 62.5% 483 24.22%
HP
4217
Holistic Planning
Texas
$349M +$54.1M +18% 6.99% 220 14.09%
TCWM
4218
Total Clarity Wealth Management
Illinois
$349M +$42.9M +14% 10% 69.7% 357 41.18%
GOCP
4219
Great Oak Capital Partners
Massachusetts
$349M +$50M +17% 6.12% 36 13.89%
RCA
4220
Riverview Capital Advisers
Massachusetts
$349M +$30.8M +10% 6.88% 84.8% 99 13.13%
PGWM
4221
Parisi Gray Wealth Management
New Jersey
$349M +$42.7M +14% 16.7% 120% 123 12.2%
FFM
4222
Flagstone Financial Management
Nebraska
$349M +$38.4M +12% 6.77% 43.9% 60 13.33%
CWM
4223
Centurion Wealth Management
Virginia
$349M +$29.2M +9% 8.9% 252 21.43%
ATFA
4224
All Terrain Financial Advisors
Minnesota
$349M +$31.2M +10% 6.69% 71.1% 118 8.47%
CWAF
4225
Core Wealth Advisors (Florida)
Florida
$348M +$33.6M +11% 9.05% 59.7% 78 17.95%