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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)
Lugano Financial Advisors SA (LFA)
3776
Lugano Financial Advisors SA (LFA)
Switzerland
$167M +$23M +16% 7.3% 44.8% 187 42.25% 0.6
Copperwynd Financial
3777
Copperwynd Financial
Arizona
$167M +$5.43M +3% 13.9% 90% 111 27.03% 0.9
MC
3778
MRJ Capital
New York
$167M +$20.2M +14% 13.4% 127% 52 9.62% 3.1
AIS
3779
AlphaOne Investment Services
Pennsylvania
$167M -$75.2M -31% 15.6% 77.1% 230 22.17% 1.9
EP
3780
Elkhorn Partners
Nebraska
$167M +$15.3M +10% 11.8% 32.2% 32 6.25% 4.7
Jackson Grant Investment Advisers
3781
Jackson Grant Investment Advisers
Connecticut
$167M +$24.4M +17% 11.1% 54.3% 262 22.52% 2.2
Round Hill Asset Management
3782
Round Hill Asset Management
California
$166M +$16M +11% 13.3% 43.2% 61 6.56% 2
Smithbridge Asset Management
3783
Smithbridge Asset Management
Pennsylvania
$166M +$23.7M +17% 14% – 82 12.2% 3.4
CastleArk Alternatives
3784
CastleArk Alternatives
Illinois
$166M +$22.6M +16% 14.9% – 55 40% 0.7
Anderson Hoagland & Co
3785
Anderson Hoagland & Co
Missouri
$166M +$25.2M +18% 15% 104% 91 4.4% 3.4
Birch Grove Capital
3786
Birch Grove Capital
New York
$166M -$56.4M -25% 2.7% 2.66% 31 48.39% 0.7
Arbor Wealth Management (Florida)
3787
Arbor Wealth Management (Florida)
Florida
$166M +$52.2M +46% 11% 101% 250 40.8% 0.6
Stokes Capital Advisors
3788
Stokes Capital Advisors
South Carolina
$166M +$21.3M +15% 12.9% 61.3% 88 20.45% 1.1
EFL
3789
ERn Financial LLC
Wisconsin
$166M +$54.4M +49% 11.2% 61.2% 76 22.37% 0.2
S.R. Schill & Associates
3790
S.R. Schill & Associates
Washington
$166M +$23.6M +17% 11.4% 42.7% 81 11.11% 2.4
Security Benefit Life Insurance Company
3791
Security Benefit Life Insurance Company
Kansas
$166M -$1.79M -1% 31.1% 60.6% 8 12.5% 0.3
Murphy Pohlad Asset Management
3792
Murphy Pohlad Asset Management
Minnesota
$165M +$21.7M +15% 12.5% 83% 94 6.38% 4.1
BM
3793
Bislett Management
California
$165M +$16.6M +11% 13.1% 19.8% 20 0% 3.9
ETF Portfolio Partners
3794
ETF Portfolio Partners
Kansas
$165M +$15.8M +11% 9.18% 50.2% 34 5.88% 2.4
Integre Asset Management
3795
Integre Asset Management
New York
$165M +$24.1M +17% 16.2% 74.1% 119 31.93% 2
Paragon Capital Management (Colorado)
3796
Paragon Capital Management (Colorado)
Colorado
$165M -$42.4M -20% 11.2% 109% 196 13.78% 1.5
Lowe Wealth Advisors
3797
Lowe Wealth Advisors
Maryland
$165M +$18.8M +13% 9.92% 63.3% 311 13.83% 2.7
CMH Wealth Management
3798
CMH Wealth Management
New Hampshire
$165M -$711K -0.4% 12.9% 88% 67 34.33% 1.3
Pacific Edge Advisors
3799
Pacific Edge Advisors
California
$165M +$8.02M +5% 9.51% 31.3% 46 13.04% 0.9
Northwestern University
3800
Northwestern University
Illinois
$165M +$7.08M +4% 0.04% 28.2% 4 25% 1.8