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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)
Portland Global Advisors
2926
Portland Global Advisors
Maine
$249M -$34.7M -12% 13% 43.4% 107 9.35% 4.4
Archford Capital Strategies
2927
Archford Capital Strategies
Illinois
$249M -$25.9M -9% 10.9% 87.4% 560 11.61% 1.3
Lafayette Investments
2928
Lafayette Investments
Maryland
$249M -$40.9M -14% 12.1% 77.9% 87 9.2% 3.7
LWANC
2929
Laurel Wealth Advisors (North Carolina)
North Carolina
$249M – – 9.13% 63.3% 498 – 0
Buffington Mohr McNeal
2930
Buffington Mohr McNeal
Idaho
$249M -$41M -14% 12% 29.3% 122 12.3% 2.7
Turiya Advisors Asia
2931
Turiya Advisors Asia
Hong Kong
$249M – – 19.7% 247% 5 – 0
Stratford Consulting
2932
Stratford Consulting
Texas
$248M -$32.3M -12% 10.9% 8.23% 58 12.07% 3.8
VHMC
2933
Value Holdings Management Company
New York
$248M -$69.9M -22% 22.5% 125% 37 16.22% 3.5
Emerson Point Capital
2934
Emerson Point Capital
New York
$248M – – 13.8% 94.8% 27 – 0
Tokio Marine & Nichido Fire Insurance Company
2935
Tokio Marine & Nichido Fire Insurance Company
Japan
$248M -$39.8M -14% 14.1% – 5 20% 3
Fort Point Capital Partners
2936
Fort Point Capital Partners
California
$248M -$83.4M -25% 12.5% 62.2% 178 28.09% 1.6
Lisanti Capital Growth
2937
Lisanti Capital Growth
New York
$248M -$40.4M -14% 12.5% 1,490% 144 52.08% 0.7
CC
2938
Cognios Capital
Kansas
$247M +$4M +2% 9.2% 28.5% 164 35.37% 1.8
Monarch Capital Management
2939
Monarch Capital Management
Indiana
$247M -$29.4M -11% 8.8% 77% 101 12.87% 4.6
Lapides Asset Management
2940
Lapides Asset Management
Connecticut
$247M -$211M -46% 18.3% 63% 91 18.68% 2.7
Rowlandmiller & Partners
2941
Rowlandmiller & Partners
Georgia
$247M -$29.8M -11% 9.63% 84% 139 7.91% 3.3
Royal Fund Management
2942
Royal Fund Management
Florida
$247M -$74.5M -23% 10.8% 103% 685 21.75% 1.2
AGF Investments America
2943
AGF Investments America
Ontario, Canada
$247M -$41.1M -14% 13.2% 72.1% 73 12.33% 2.6
Noesis Capital Mangement
2944
Noesis Capital Mangement
Florida
$246M -$38.9M -14% 13.7% 139% 95 16.84% 4
United Fire Group
2945
United Fire Group
Iowa
$246M -$27.9M -10% 8.98% 27.4% 119 5.04% 4.6
TAA
2946
TB Alternative Assets
Cayman Islands
$246M -$24.5M -9% 8.83% 312% 28 35.71% 0.7
Hunter Associates Investment Management
2947
Hunter Associates Investment Management
Pennsylvania
$246M -$44.2M -15% 12.1% 81.7% 168 11.31% 4
Oribel Capital Management
2948
Oribel Capital Management
New York
$246M -$437M -64% 12.3% 337% 77 77.92% 0.3
Old Second National Bank of Aurora
2949
Old Second National Bank of Aurora
Illinois
$246M -$28.5M -10% 12.7% 93.7% 393 9.41% 3.4
Matthew 25 Management Corp
2950
Matthew 25 Management Corp
Pennsylvania
$245M -$83.6M -25% 21.1% 141% 19 5.26% 3.8