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
HP
4076
Hartree Partners
New York
$352M +$76.1M +28% 76
PFM
4077
Peak Financial Management
Massachusetts
$352M +$17.6M +5% 105
XWM
4078
Xcel Wealth Management
Florida
$351M +$30.4M +9% 136
NYLIC
4079
New York Life Insurance Company
New York
$351M +$53.8M +18% 5
AIM
4080
Access Investment Management
Georgia
$351M 175
SCP
4081
Steamboat Capital Partners
New York
$351M +$20.6M +6% 62
PA
4082
Prism Advisors
California
$351M +$26.1M +8% 74
MJP
4083
Michael J. Puzo
$351M +$2.02M +0.6% 75
SFWC
4084
Strategic Family Wealth Counselors
New Jersey
$351M +$43.4M +14% 148
DF
4085
Donoghue Forlines
Massachusetts
$351M +$35.1M +11% 147
GC
4086
Guidance Capital
Kentucky
$351M +$23.1M +7% 208
SWA
4087
ShankerValleau Wealth Advisors
Illinois
$351M +$42.6M +14% 43
FAM
4088
Fulcrum Asset Management
United Kingdom
$350M 262
IIA
4089
Integral Investment Advisors
California
$350M +$37.1M +12% 163
ACM
4090
Arvin Capital Management
Texas
$350M +$78.3M +29% 47
WS
4091
Wendel SE
$350M +$21.4M +7% 1
SA
4092
Shilanski & Associates
Alaska
$350M +$29.5M +9% 109
NI
4093
NFC Investments
Tennessee
$350M +$13.4M +4% 36
PFU
4094
Parus Finance (UK)
United Kingdom
$350M +$56.7M +19% 33
CCM
4095
Contrarian Capital Management
Connecticut
$350M -$39.9M -10% 36
PG
4096
Prostatis Group
Maryland
$349M +$32.4M +10% 178
GWSA
4097
Global Wealth Strategies & Associates
Colorado
$349M +$19.4M +6% 484
HP
4098
Holistic Planning
Texas
$349M +$54.1M +18% 220
TCWM
4099
Total Clarity Wealth Management
Illinois
$349M +$43M +14% 353
GOCP
4100
Great Oak Capital Partners
Massachusetts
$349M +$50M +17% 36