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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)
Haverford Financial Services
2951
Haverford Financial Services
Pennsylvania
$325M +$28.3M +10% 9.59% 57.9% 67 16.42% 3.3
TA
2952
Tamarack Advisers
California
$324M -$34.7M -10% 7.75% 46.5% 44 47.73% 1.2
Diana Davis Spencer Foundation
2953
Diana Davis Spencer Foundation
Maryland
$324M +$492K +0.2% 0.15% 13.4% 3 0% 5.8
TM
2954
Tikvah Management
North Carolina
$324M -$3.18M -1% 15.8% 169% 20 20% 4.1
Rikoon Group
2955
Rikoon Group
New Mexico
$324M +$24.2M +8% 10.2% 63.3% 224 11.61% 2.7
Aubrey Capital Management
2956
Aubrey Capital Management
United Kingdom
$323M +$100M +45% 22.2% 319% 62 38.71% 0.8
RIM
2957
Regent Investment Management
Kentucky
$323M +$22.4M +7% 11% 44% 196 8.67% 4.7
Strategic Blueprint
2958
Strategic Blueprint
Georgia
$323M +$39.3M +14% 9.48% 82.1% 234 38.03% 0.6
Dorchester Wealth Management
2959
Dorchester Wealth Management
Quebec, Canada
$323M +$7.54M +2% 7.21% 18.3% 141 14.18% 3.2
Hanlon Investment Management
2960
Hanlon Investment Management
New Jersey
$323M -$22M -6% 10.1% 80.6% 133 41.35% 0.6
Teamwork Financial Advisors
2961
Teamwork Financial Advisors
Texas
$323M +$43.5M +16% 18.8% 134% 215 31.63% 0.4
Nations Financial Group
2962
Nations Financial Group
Iowa
$322M +$40.8M +14% 9.68% 112% 300 17% 2.1
Ramsay Stattman Vela & Price
2963
Ramsay Stattman Vela & Price
Colorado
$322M +$32.5M +11% 12.1% 81.8% 64 3.13% 5.6
Paradigm Asset Management
2964
Paradigm Asset Management
New York
$322M -$1.87M -0.6% 5.5% 79.2% 382 1.05% 2.4
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
2965
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$322M +$62.6M +24% 20.5% 215% 43 13.95% 0.4
OPPTF
2966
OPSEU Pension Plan Trust Fund
Ontario, Canada
$322M +$29.9M +10% 7.52% 13.4% 275 0.36% 0.4
BP
2967
Banbury Partners
North Carolina
$322M +$77.7M +32% 11.3% 138% 17 29.41% 1
First National Corp
2968
First National Corp
Massachusetts
$321M +$29.8M +10% 6.09% 56.3% 156 16.03% 1.2
Mirador Capital Partners
2969
Mirador Capital Partners
California
$321M +$53.4M +20% 7.32% 120% 178 22.47% 2
Marietta Wealth Management
2970
Marietta Wealth Management
Georgia
$321M +$28M +10% 9.28% 93% 113 14.16% 2.6
HITE Hedge Asset Management
2971
HITE Hedge Asset Management
Massachusetts
$320M +$48.3M +18% 7.52% 54.4% 120 39.17% 0.8
Cypress Asset Management
2972
Cypress Asset Management
Texas
$320M +$20.3M +7% 11.1% 141% 140 13.57% 4.2
XML Financial
2973
XML Financial
Maryland
$320M +$32.2M +11% 7.44% 77.9% 210 17.14% 0.6
Empowered Funds
2974
Empowered Funds
Pennsylvania
$320M +$62M +24% 17.3% 127% 164 71.34% 0.4
Dimension Capital Management
2975
Dimension Capital Management
Florida
$320M +$5.98M +2% 6.48% 65.5% 99 10.1% 2.2