We are live on ! Find out more

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
SG
2901
Strid Group
Pennsylvania
$282M +$11.3M +4% 4.14% 50.4% 26 7.69%
RG
2902
Rikoon Group
New Mexico
$282M +$20.7M +8% 8.17% 63.3% 217 11.52%
HI
2903
Hendershot Investments
Virginia
$282M +$22.2M +9% 9% 50.5% 70 5.71%
CGL
2904
Clarius Group LLC
Washington
$282M +$41.3M +17% 9.95% 92.1% 133 39.85%
HC
2905
Hillman Company
Pennsylvania
$282M -$77.7M -22% 3.91% 134% 15 13.33%
NOCM
2906
Night Owl Capital Management
Connecticut
$282M +$8.89M +3% 11.1% 162% 31 12.9%
HFS
2907
Haverford Financial Services
Pennsylvania
$282M +$15.6M +6% 9.47% 57.9% 81 11.11%
TJHA
2908
Thomas J. Herzfeld Advisors
Florida
$282M +$8.49M +3% 2.22% 17.7% 314 16.88%
DDSF
2909
Diana Davis Spencer Foundation
Maryland
$282M -$1.29M -0.5% 0.46% 13.4% 3 0%
AEPG
2910
American Economic Planning Group
New Jersey
$282M +$11.7M +4% 5.11% 25.9% 79 13.92%
DP
2911
DDD Partners
Washington
$282M +$35.8M +15% 8.75% 62.1% 57 31.58%
DM
2912
Diker Management
New York
$281M +$1.89M +0.7% 0.44% 210% 62 29.03%
KC
2913
Kellner Capital
New York
$281M +$48.7M +21% 6.4% 390% 47 59.57%
BA
2914
Birinyi Associates
Connecticut
$281M +$26M +10% 10.2% 113% 102 17.65%
SC
2915
Stratford Consulting
Texas
$281M +$12.6M +5% 3.78% 8.23% 53 3.77%
ACP
2916
Acuta Capital Partners
California
$280M -$281M -50% 2.49% 7,269% 63 57.14%
SGH
2917
Sivik Global Healthcare
Connecticut
$280M +$20.1M +8% 15.9% 53.8% 74 33.78%
CIM
2918
CIM Investment Management
Pennsylvania
$280M -$9.64M -3% 5.42% 88.6% 381 28.35%
AFM
2919
Anson Funds Management
Texas
$280M +$109M +64% 503% 2,010% 32 68.75%
CIM
2920
CenturyLink Investment Management
Colorado
$280M +$18.8M +7% 7.99% 154 1.3%
KCM
2921
Keywise Capital Management
Cayman Islands
$280M -$15.4M -5% 1.85% 219% 21 47.62%
CWS
2922
Cypress Wealth Services
California
$280M +$16.3M +6% 5.29% 71.8% 235 6.81%
OCM
2923
Oakview Capital Management
Texas
$280M +$29.6M +12% 6.09% 21.2% 17 17.65%
IWA
2924
IBEX Wealth Advisors
New Jersey
$279M +$29.6M +12% 6.71% 221% 104 31.73%
QCMC
2925
Quantum Capital Management (California)
California
$279M +$18.7M +7% 2.41% 53.7% 218 14.68%