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 Avg Holding
Period (Yrs)
RMR Advisors
2901
RMR Advisors
Massachusetts
$292M +$17M +6% 7.64% 2.17% 119 3.36% 4.7
Oakview Capital Management
2902
Oakview Capital Management
Texas
$292M -$11.4M -4% 0.17% 21.2% 16 12.5% 1.4
Stratford Consulting
2903
Stratford Consulting
Texas
$292M +$8.8M +3% 0.15% 8.23% 59 6.78% 4.2
Pinkerton Retirement Specialists
2904
Pinkerton Retirement Specialists
Idaho
$292M +$6.71M +2% 1.48% 82.9% 64 10.94% 2.9
Blue Edge Capital
2905
Blue Edge Capital
Virginia
$292M +$6.44M +2% 0.7% 67.4% 93 6.45% 3.2
United Fire Group
2906
United Fire Group
Iowa
$292M +$9.5M +3% 4.05% 27.4% 118 0% 5.1
AMG
2907
Asset Management Group
Connecticut
$292M +$10M +4% 0.57% 57% 112 5.36% 4.9
Rowland Carmichael Advisors
2908
Rowland Carmichael Advisors
Arizona
$291M +$2.48M +0.9% 2.01% 39% 364 13.46% 1.9
Marietta Investment Partners
2909
Marietta Investment Partners
Wisconsin
$291M -$12.6M -4% 2.21% 160% 150 10.67% 2.9
Hunter Associates Investment Management
2910
Hunter Associates Investment Management
Pennsylvania
$291M +$224K +0.1% 2.1% 81.7% 171 7.02% 4.3
Brian C. Broderick
2911
Brian C. Broderick
$291M +$4.85M +2% 0.36% 98.6% 87 5.75% 4.5
VHMC
2912
Value Holdings Management Company
New York
$291M -$17.3M -6% 0.02% 125% 37 10.81% 3.7
Carrhae Capital
2913
Carrhae Capital
United Kingdom
$290M -$29.1M -9% 1.76% 182% 18 44.44% 0.7
Sky Investment Group
2914
Sky Investment Group
Connecticut
$290M +$4.8M +2% 2.21% 68% 102 0.98% 3.9
BlueSky Wealth Advisors
2915
BlueSky Wealth Advisors
North Carolina
$290M +$9.24M +3% 0.42% 42.9% 64 9.38% 2.3
Strid Group
2916
Strid Group
Pennsylvania
$290M -$2.01M -0.7% 1.21% 50.4% 26 0% 2
Lunia Capital
2917
Lunia Capital
Texas
$290M +$16.7M +6% 2.36% 115% 41 41.46% 0.7
CL
2918
CIM LLC
New York
$290M -$4K -0% 1.53% 108% 113 15.93% 3.2
Ackerman Capital Advisors
2919
Ackerman Capital Advisors
Texas
$290M – – 0.01% 40.4% 142 – 0.5
Cutler Capital Management
2920
Cutler Capital Management
Massachusetts
$289M +$41.6M +17% 0.92% 39.7% 124 25.81% 1.6
Fairfield, Bush & Co
2921
Fairfield, Bush & Co
Connecticut
$289M -$4.22M -1% 1.71% 112% 155 9.03% 4.3
Principle Wealth Partners
2922
Principle Wealth Partners
Connecticut
$289M +$94.9M +49% 6.36% 79.9% 171 22.22% 0.5
Capital Advantage
2923
Capital Advantage
California
$289M – – 0.62% 49.2% 90 – 2.9
Ramsay Stattman Vela & Price
2924
Ramsay Stattman Vela & Price
Colorado
$289M +$8.45M +3% 1.81% 81.8% 60 6.67% 5.1
Cypress Asset Management
2925
Cypress Asset Management
Texas
$289M -$3.69M -1% 1.63% 141% 144 8.33% 4.1