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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
LFASL
5051
Lugano Financial Advisors SA (LFA)
Switzerland
$173M +$20.9M +14% 1.72% 44.9% 125 21.6%
BCM
5052
Banyan Capital Management
Georgia
$173M +$16.1M +10% 5.66% 52.7% 20 5%
MC
5053
MRJ Capital
New York
$173M +$2.21M +1% 10.5% 127% 52 5.77%
BSI
5054
Bennett Selby Investments
Maine
$173M +$20.1M +13% 9.61% 69.8% 59 8.47%
EIA
5055
Eastover Investment Advisors
North Carolina
$173M +$19.7M +13% 12.3% 102% 47 8.51%
BCM
5056
Beaumont Capital Management
Massachusetts
$173M +$56.4M +48% 4.54% 40.9% 54 44.44%
MTIC
5057
Missouri Trust & Investment Company
Missouri
$173M 9.77% 56.9% 400
SC
5058
Steph & Co
Wisconsin
$173M +$16.6M +11% 7.23% 56.8% 304 12.5%
BFAG
5059
Blackston Financial Advisory Group
Florida
$173M 10.5% 58.9% 92
KM
5060
Kylin Management
New York
$173M +$46.8M +37% 14.6% 126% 8 25%
HFP
5061
Holistic Financial Partners
Indiana
$172M +$10.3M +6% 5.44% 95.7% 125 20.8%
WLPWM
5062
Walled Lake Planning & Wealth Management
Illinois
$172M +$10.3M +6% 12.9% 51.7% 339 71.98%
LAIC
5063
Lederer & Associates Investment Counsel
California
$172M +$17.6M +11% 10.8% 75.5% 89 4.49%
FA
5064
Fortis Advisors
Pennsylvania
$172M +$8.61M +5% 5.65% 48.4% 287 13.94%
PBC
5065
Pavion Blue Capital
California
$172M +$11.3M +7% 10% 67.6% 93 5.38%
WOSD
5066
WFA of San Diego
California
$172M +$29.1M +20% 9.62% 177 22.6%
LFWA
5067
LBJ Family Wealth Advisors
Texas
$172M +$4.36M +3% 5.49% 59% 23 0%
BEP
5068
Brookside Equity Partners
Connecticut
$172M -$88.4M -34% 29.1% 87.4% 7 42.86%
SN
5069
Sittner & Nelson
Oregon
$172M +$16.9M +11% 11.5% 79% 454 10.13%
AWM
5070
AllSquare Wealth Management
New York
$172M +$4.39M +3% 3.71% 62.4% 516 6.59%
FWM
5071
FSA Wealth Management
Massachusetts
$172M +$10.9M +7% 7.15% 47 8.51%
BW
5072
Bison Wealth
Georgia
$172M -$47.2M -22% 9.23% 37.4% 497 32.8%
CWA
5073
Capital Wealth Alliance
Arizona
$172M +$7.09M +4% 5.81% 119% 156 16.03%
KIC
5074
Kensington Investment Counsel
California
$172M 11.7% 61.6% 88
SIAG
5075
Safeguard Investment Advisory Group
California
$171M +$16.8M +11% 8.14% 62.9% 94 7.45%