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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)
Raffa Wealth Management
2901
Raffa Wealth Management
District of Columbia
$283M +$14.1M +5% 1.46% 35.8% 754 4.38% 1.5
Strid Group
2902
Strid Group
Pennsylvania
$282M +$11.3M +4% 4.14% 50.4% 26 7.69% 1.6
Rikoon Group
2903
Rikoon Group
New Mexico
$282M +$20.7M +8% 8.17% 63.3% 217 11.52% 1.4
Hendershot Investments
2904
Hendershot Investments
Virginia
$282M +$22.2M +9% 9% 50.5% 70 5.71% 3.6
Clarius Group LLC
2905
Clarius Group LLC
Washington
$282M +$41.3M +17% 9.95% 92.1% 133 39.85% 1.1
Hillman Company
2906
Hillman Company
Pennsylvania
$282M -$77.7M -22% 3.91% 134% 15 13.33% 1.8
Night Owl Capital Management
2907
Night Owl Capital Management
Connecticut
$282M +$8.89M +3% 11.1% 162% 31 12.9% 2.2
Haverford Financial Services
2908
Haverford Financial Services
Pennsylvania
$282M +$15.6M +6% 9.47% 57.9% 81 11.11% 2.3
Thomas J. Herzfeld Advisors
2909
Thomas J. Herzfeld Advisors
Florida
$282M +$8.49M +3% 2.22% 17.7% 314 16.88% 2.6
Diana Davis Spencer Foundation
2910
Diana Davis Spencer Foundation
Maryland
$282M -$1.29M -0.5% 0.46% 13.4% 3 0% 3.8
American Economic Planning Group
2911
American Economic Planning Group
New Jersey
$282M +$11.7M +4% 5.11% 25.9% 79 13.92% 2.3
DDD Partners
2912
DDD Partners
Washington
$282M +$35.8M +15% 8.75% 62.1% 57 31.58% 0.6
Diker Management
2913
Diker Management
New York
$281M +$1.89M +0.7% 0.44% 210% 62 29.03% 1.7
Kellner Capital
2914
Kellner Capital
New York
$281M +$48.7M +21% 6.4% 390% 47 59.57% 0.3
Birinyi Associates
2915
Birinyi Associates
Connecticut
$281M +$26M +10% 10.2% 113% 102 17.65% 3.1
Stratford Consulting
2916
Stratford Consulting
Texas
$281M +$12.6M +5% 3.78% 8.23% 53 3.77% 3.9
Acuta Capital Partners
2917
Acuta Capital Partners
California
$280M -$281M -50% 2.49% 7,269% 63 57.14% 1.3
SGH
2918
Sivik Global Healthcare
Connecticut
$280M +$20.1M +8% 15.9% 83.8% 74 33.78% 1.3
CIM
2919
CIM Investment Management
Pennsylvania
$280M -$9.6M -3% 5.42% 123% 381 28.35% 1.9
Anson Funds Management
2920
Anson Funds Management
Texas
$280M +$109M +64% 503% 2,010% 32 68.75% 0.4
CenturyLink Investment Management
2921
CenturyLink Investment Management
Colorado
$280M +$18.8M +7% 7.99% – 154 1.3% 3
Keywise Capital Management
2922
Keywise Capital Management
Cayman Islands
$280M -$15.4M -5% 1.85% 219% 21 47.62% 0.9
Cypress Wealth Services
2923
Cypress Wealth Services
California
$280M +$16.3M +6% 5.29% 82.7% 235 6.81% 0.6
Oakview Capital Management
2924
Oakview Capital Management
Texas
$280M +$29.6M +12% 6.09% 21.2% 17 17.65% 0.9
IBEX Wealth Advisors
2925
IBEX Wealth Advisors
New Jersey
$279M +$29.6M +12% 6.71% 221% 104 31.73% 0.9