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
BCM
4076
Boltwood Capital Management
California
$352M +$22.8M +7% 176
HP
4077
Hartree Partners
New York
$352M +$76.1M +28% 76
PFM
4078
Peak Financial Management
Massachusetts
$352M +$17.6M +5% 105
XWM
4079
Xcel Wealth Management
Florida
$351M +$30.4M +9% 136
NYLIC
4080
New York Life Insurance Company
New York
$351M +$53.8M +18% 5
AIM
4081
Access Investment Management
Georgia
$351M 175
SCP
4082
Steamboat Capital Partners
New York
$351M +$20.6M +6% 62
PA
4083
Prism Advisors
California
$351M +$26.1M +8% 74
MJP
4084
Michael J. Puzo
$351M +$2.02M +0.6% 75
SFWC
4085
Strategic Family Wealth Counselors
New Jersey
$351M +$43.4M +14% 148
DF
4086
Donoghue Forlines
Massachusetts
$351M +$35.1M +11% 147
GC
4087
Guidance Capital
Kentucky
$351M +$23.1M +7% 208
SWA
4088
ShankerValleau Wealth Advisors
Illinois
$351M +$42.6M +14% 43
FAM
4089
Fulcrum Asset Management
United Kingdom
$350M 262
IIA
4090
Integral Investment Advisors
California
$350M +$37.1M +12% 163
ACM
4091
Arvin Capital Management
Texas
$350M +$78.3M +29% 47
WS
4092
Wendel SE
$350M +$21.4M +7% 1
SA
4093
Shilanski & Associates
Alaska
$350M +$29.5M +9% 109
NI
4094
NFC Investments
Tennessee
$350M +$13.4M +4% 36
PFU
4095
Parus Finance (UK)
United Kingdom
$350M +$56.7M +19% 33
CCM
4096
Contrarian Capital Management
Connecticut
$350M -$39.9M -10% 36
PG
4097
Prostatis Group
Maryland
$349M +$32.4M +10% 178
GWSA
4098
Global Wealth Strategies & Associates
Colorado
$349M +$19.4M +6% 484
HP
4099
Holistic Planning
Texas
$349M +$54.1M +18% 220
TCWM
4100
Total Clarity Wealth Management
Illinois
$349M +$43M +14% 353