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
FPTW
3651
Franklin, Parlapiano, Turner & Welch
Texas
$360M -$3.29M -0.9% 51
SJL
3652
Shayne & Jacobs LLC
Tennessee
$360M -$7.35M -2% 100
MJP
3653
Michael J. Puzo
$360M -$485K -0.1% 75
RWMH
3654
Riverpoint Wealth Management Holdings
Illinois
$360M +$584K +0.2% 54
KJWM
3655
Kiley Juergens Wealth Management
Washington
$360M +$36.8M +11% 71
UF
3656
Univest Financial
Pennsylvania
$360M +$4.69M +1% 135
FI
3657
Financial Insights
Washington
$360M +$1.42M +0.4% 161
SF
3658
Safeguard Financial
Wisconsin
$360M +$52.7M +17% 100
BOCH
3659
Blue Owl Capital Holdings
New York
$360M -$141M -28% 55
SCA
3660
Stokes Capital Advisors
South Carolina
$360M +$15.7M +5% 77
SH
3661
Svenska Handelsbanken
Sweden
$359M +$42.2M +13% 19
NWA
3662
New World Advisors
Massachusetts
$359M +$17.2M +5% 75
SC
3663
Shay Capital
New York
$359M +$18.2M +5% 375
LA
3664
Lifeworks Advisors
Michigan
$359M +$2.09M +0.6% 249
GF
3665
Genworth Financial
Virginia
$359M +$12.7M +4% 2
GLAM
3666
Gardner Lewis Asset Management
Pennsylvania
$359M +$26.5M +8% 81
AI
3667
AXS Investments
New York
$359M -$57.4M -14% 321
GPSPJS
3668
General Pension Society PZU Joint Stock
Poland
$359M +$1.8M +0.5% 19
EA
3669
Ellsworth Advisors
Ohio
$359M +$10.2M +3% 194
DA
3670
Doliver Advisors
Texas
$358M +$2.96M +0.8% 151
PAM
3671
Paradigm Asset Management
New York
$358M -$35.7M -9% 584
CMI
3672
Clare Market Investments
Texas
$358M +$37M +12% 158
MFGM
3673
Marshall Financial Group (Maryland)
Maryland
$358M +$9.77M +3% 197
BWM
3674
Bulltick Wealth Management
Florida
$357M -$123M -26% 118
LI
3675
Louisbourg Investments
New Brunswick, Canada
$357M -$2.79M -0.8% 174