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
TFF
2801
The Family Firm
Maryland
$267M +$9.7M +4% 141
HFS
2802
Haverford Financial Services
Pennsylvania
$266M +$3.49M +1% 95
BMM
2803
Buffington Mohr McNeal
Idaho
$266M +$5.03M +2% 120
HT
2804
Heritage Trust
Oklahoma
$266M -$1.53M -0.6% 418
DFG
2805
Delphi Financial Group
Delaware
$266M +$45.6M +21% 17
RA
2806
RMR Advisors
Massachusetts
$266M +$26.4M +11% 133
STT
2807
Singapore Technologies Telemedia
Singapore
$266M +$114M +75% 1
MCM
2808
Marathon Capital Management
Maryland
$265M +$10.3M +4% 127
TFS
2809
TrustCore Financial Services
Tennessee
$265M +$19.3M +8% 1,008
VFP
2810
Verus Financial Partners
Virginia
$265M +$1.11M +0.4% 52
AMCA
2811
Arthur M. Cohen & Associates
Illinois
$265M -$331K -0.1% 119
CA
2812
Continental Advisors
Utah
$264M -$103K -0% 81
MIM
2813
Manitou Investment Management
Ontario, Canada
$264M -$58.2M -18% 34
MFW
2814
Mosaic Family Wealth
Missouri
$264M -$6.35M -2% 712
PGA
2815
Portland Global Advisors
Maine
$264M +$2.62M +1% 101
PC
2816
Permanens Capital
New York
$264M +$12.4M +5% 25
LJAC
2817
L.J. Altfest & Co
New York
$264M +$37.1M +16% 171
LCM
2818
Lafitte Capital Management
Texas
$264M +$19.5M +8% 14
MSAM
2819
Moloney Securities Asset Management
Missouri
$264M +$16.5M +7% 324
LFA
2820
Legacy Financial Advisors
Kentucky
$264M +$12M +5% 1,012
CWS
2821
Cypress Wealth Services
California
$263M +$29.4M +13% 236
PW
2822
Price Wealth
Texas
$263M +$95.9M +57% 504
TAT
2823
TD Ameritrade Trust
Colorado
$263M -$994K -0.4% 24
RC
2824
Rinet Company
Massachusetts
$263M +$8.95M +4% 20
SICM
2825
Sustainable Insight Capital Management
New York
$263M +$10.6M +4% 89