We are live on !
Find out more
Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Haverford Financial Services
Radnor,
Pennsylvania
| $325M | +$28.3M | +10% | 9.59% | 57.9% | 67 | 16.42% | 3.3 |
|
| 2952 |
TA
2952
Tamarack Advisers
Carlsbad,
California
| $324M | -$34.7M | -10% | 7.75% | 46.5% | 44 | 47.73% | 1.2 |
|
| 2953 |
2953
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $324M | +$492K | +0.2% | 0.15% | 13.4% | 3 | 0% | 5.8 |
|
| 2954 |
TM
2954
Tikvah Management
Charlotte,
North Carolina
| $324M | -$3.18M | -1% | 15.8% | 169% | 20 | 20% | 4.1 |
|
| 2955 |
2955
Rikoon Group
Santa Fe,
New Mexico
| $324M | +$24.2M | +8% | 10.2% | 63.3% | 224 | 11.61% | 2.7 |
|
| 2956 |
2956
Aubrey Capital Management
Edinburgh,
United Kingdom
| $323M | +$100M | +45% | 22.2% | 319% | 62 | 38.71% | 0.8 |
|
| 2957 |
RIM
2957
Regent Investment Management
Louisville,
Kentucky
| $323M | +$22.4M | +7% | 11% | 44% | 196 | 8.67% | 4.7 |
|
| 2958 |
2958
Strategic Blueprint
Atlanta,
Georgia
| $323M | +$39.3M | +14% | 9.48% | 82.1% | 234 | 38.03% | 0.6 |
|
| 2959 |
2959
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $323M | +$7.54M | +2% | 7.21% | 18.3% | 141 | 14.18% | 3.2 |
|
| 2960 |
2960
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $323M | -$22M | -6% | 10.1% | 80.6% | 133 | 41.35% | 0.6 |
|
| 2961 |
2961
Teamwork Financial Advisors
San Antonio,
Texas
| $323M | +$43.5M | +16% | 18.8% | 134% | 215 | 31.63% | 0.4 |
|
| 2962 |
2962
Nations Financial Group
Cedar Rapids,
Iowa
| $322M | +$40.8M | +14% | 9.68% | 112% | 300 | 17% | 2.1 |
|
| 2963 |
2963
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $322M | +$32.5M | +11% | 12.1% | 81.8% | 64 | 3.13% | 5.6 |
|
| 2964 |
2964
Paradigm Asset Management
New York
| $322M | -$1.87M | -0.6% | 5.5% | 79.2% | 382 | 1.05% | 2.4 |
|
| 2965 |
2965
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $322M | +$62.6M | +24% | 20.5% | 215% | 43 | 13.95% | 0.4 |
|
| 2966 |
OPPTF
2966
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| $322M | +$29.9M | +10% | 7.52% | 13.4% | 275 | 0.36% | 0.4 |
|
| 2967 |
BP
2967
Banbury Partners
Charlotte,
North Carolina
| $322M | +$77.7M | +32% | 11.3% | 138% | 17 | 29.41% | 1 |
|
| 2968 |
2968
First National Corp
Rockland,
Massachusetts
| $321M | +$29.8M | +10% | 6.09% | 56.3% | 156 | 16.03% | 1.2 |
|
| 2969 |
2969
Mirador Capital Partners
Pleasanton,
California
| $321M | +$53.4M | +20% | 7.32% | 120% | 178 | 22.47% | 2 |
|
| 2970 |
2970
Marietta Wealth Management
Marietta,
Georgia
| $321M | +$28M | +10% | 9.28% | 93% | 113 | 14.16% | 2.6 |
|
| 2971 |
2971
HITE Hedge Asset Management
Braintree,
Massachusetts
| $320M | +$48.3M | +18% | 7.52% | 54.4% | 120 | 39.17% | 0.8 |
|
| 2972 |
2972
Cypress Asset Management
Houston,
Texas
| $320M | +$20.3M | +7% | 11.1% | 141% | 140 | 13.57% | 4.2 |
|
| 2973 |
2973
XML Financial
Bethesda,
Maryland
| $320M | +$32.2M | +11% | 7.44% | 77.9% | 210 | 17.14% | 0.6 |
|
| 2974 |
2974
Empowered Funds
Havertown,
Pennsylvania
| $320M | +$62M | +24% | 17.3% | 127% | 164 | 71.34% | 0.4 |
|
| 2975 |
2975
Dimension Capital Management
Coral Gables,
Florida
| $320M | +$5.98M | +2% | 6.48% | 65.5% | 99 | 10.1% | 2.2 |
|