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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)
LHC
3526
Lodge Hill Capital
New York
$345M +$90.5M +36% 6.17% 17.9% 29 48.28% 0.4
Mount Lucas Management
3527
Mount Lucas Management
Pennsylvania
$345M +$5.45M +2% 6.42% 109% 133 33.08% 0.7
Perennial Advisors
3528
Perennial Advisors
New York
$344M +$26.6M +8% 6.39% – 307 6.19% 1.3
WESCAP Management Group
3529
WESCAP Management Group
California
$344M -$17.5M -5% 4.19% 45.7% 88 6.82% 3
Aubrey Capital Management
3530
Aubrey Capital Management
United Kingdom
$344M -$11M -3% 19.9% 319% 61 45.9% 0.9
Court Place Advisors
3531
Court Place Advisors
Maryland
$343M +$20.9M +6% 6.06% 92% 182 2.75% 5.1
Toronado Partners
3532
Toronado Partners
California
$343M +$35M +11% 6.04% 158% 11 18.18% 1.8
Blue Bell Private Wealth Management
3533
Blue Bell Private Wealth Management
Pennsylvania
$343M +$14.3M +4% 7.17% 62.5% 199 21.11% 3.8
Integrated Investment Consultants
3534
Integrated Investment Consultants
Michigan
$342M +$52.4M +18% 6.26% 70.2% 298 18.46% 2.1
CH
3535
Canton Hathaway
Rhode Island
$342M +$28.5M +9% 7.82% 87.8% 353 37.68% 1.3
IIA
3536
IPG Investment Advisors
California
$342M -$170M -33% 16.3% 106% 230 53.91% 1.4
Sterling Investment Advisors (Pennsylvania)
3537
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$342M +$32M +10% 10.5% 97.5% 596 16.28% 2.3
American Assets Inc
3538
American Assets Inc
California
$342M +$45.2M +15% 15% 63.2% 10 0% 2.3
Northern Right Capital Management
3539
Northern Right Capital Management
Connecticut
$342M -$12.5M -4% 5.75% 187% 125 67.2% 0.4
Stevens Capital Management
3540
Stevens Capital Management
Pennsylvania
$341M +$160M +88% 5.37% 108% 235 67.66% 0.2
America First Investment Advisors
3541
America First Investment Advisors
Nebraska
$341M +$11.8M +4% 7.86% 78.2% 80 7.5% 5.7
Capco Asset Management
3542
Capco Asset Management
Florida
$341M +$45.5M +15% 7.95% 46.1% 28 10.71% 3
Half Sky Capital (UK)
3543
Half Sky Capital (UK)
United Kingdom
$341M +$41.9M +14% 0.1% 13% 11 36.36% 0.8
Financial Planning & Information Services
3544
Financial Planning & Information Services
Wisconsin
$341M +$14.6M +4% 5.01% 13% 72 6.94% 4
Redmond Asset Management
3545
Redmond Asset Management
Virginia
$341M +$19.3M +6% 8.76% 61.5% 197 8.12% 3
PRW Wealth Management
3546
PRW Wealth Management
Massachusetts
$340M +$136M +67% 7.2% 42.3% 306 85.95% 0.3
Patten Group
3547
Patten Group
Tennessee
$340M +$28.1M +9% 7.2% 99% 258 8.14% 3.6
Aegon USA Investment Management
3548
Aegon USA Investment Management
Iowa
$340M +$28.2M +9% 10.3% 39.9% 45 22.22% 1.4
Littlejohn & Co
3549
Littlejohn & Co
Connecticut
$340M -$37.8M -10% 7.35% 56.2% 301 79.07% 0.1
Brave Asset Management
3550
Brave Asset Management
New Jersey
$340M +$43.7M +15% 6.79% 76.3% 168 19.64% 3