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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)
Cypress Capital
3426
Cypress Capital
Tennessee
$319M +$35.1M +12% 4.58% 43.6% 90 11.11% 2.3
State of New Jersey Common Pension Fund E
3427
State of New Jersey Common Pension Fund E
New Jersey
$319M +$6.11M +2% 12% 26.4% 2 0% 2.1
Gleason Group
3428
Gleason Group
Kentucky
$319M +$28.6M +10% 8.52% 69.1% 243 9.88% 2.3
SL
3429
SWF LLC
Nebraska
$319M +$29.5M +10% 15.2% 87.4% 2 0% 5
Sentinel Pension Advisors
3430
Sentinel Pension Advisors
Massachusetts
$319M +$32M +11% 5.33% 46.5% 90 13.33% 1.9
Cedar Mountain Advisors
3431
Cedar Mountain Advisors
Oregon
$319M +$18.2M +6% 6.48% 57.7% 329 7.9% 2.3
Altrius Capital Management
3432
Altrius Capital Management
North Carolina
$319M +$56.4M +22% 15.6% 43.8% 94 7.45% 0.5
Martin Investment Management
3433
Martin Investment Management
Florida
$319M +$33M +12% 11.7% 44% 51 13.73% 4.6
Patten Group
3434
Patten Group
Tennessee
$318M +$27.3M +9% 10.4% 99% 245 8.57% 5.1
Richard P. Slaughter Associates
3435
Richard P. Slaughter Associates
Texas
$318M +$79.1M +33% 10.3% 55.7% 138 20.29% 1.8
Peninsula Wealth
3436
Peninsula Wealth
California
$318M +$34.5M +12% 10.5% 30% 77 12.99% 1.6
Univest Financial
3437
Univest Financial
Pennsylvania
$318M +$11.8M +4% 10.1% 82.6% 110 13.64% 4.3
Marino Stram & Associates
3438
Marino Stram & Associates
Massachusetts
$317M +$40.3M +15% 11.1% 72.2% 156 12.18% 2.3
Goodman Financial
3439
Goodman Financial
Texas
$317M +$18.8M +6% 8.93% 52.5% 51 21.57% 2.6
NAMP
3440
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$317M +$17M +6% 6.96% 90.2% 143 4.9% 5.5
Rice Partnership
3441
Rice Partnership
Hawaii
$317M +$5.42M +2% 8.51% 123% 129 17.05% 2.9
Barry Investment Advisors
3442
Barry Investment Advisors
Massachusetts
$317M +$24.8M +9% 9.46% 66.7% 118 11.86% 3
JHCM
3443
Juniper Hill Capital Management
California
$316M +$124M +64% 2.71% 33.6% 5 20% 1.5
MCG
3444
McCollum Christoferson Group
New York
$316M +$17.1M +6% 6.77% 59.4% 68 13.24% 3.6
Stamos Capital Partners
3445
Stamos Capital Partners
California
$316M -$77.2M -20% 13.1% 36.7% 193 40.41% 1
Silver Rock Financial
3446
Silver Rock Financial
California
$316M -$141M -31% 1.52% 2.58% 252 38.1% 1
GF
3447
Greenfield FTC
Nevada
$316M +$23M +8% 7.37% 75.4% 4 0% 1.6
Heritage Investment Group
3448
Heritage Investment Group
Florida
$315M +$153M +94% 7.5% 51.2% 81 12.35% 0.9
Equitec Proprietary Markets
3449
Equitec Proprietary Markets
Illinois
$315M -$64.1M -17% 8.03% 526% 323 47.99% 0.8
Tamar Securities
3450
Tamar Securities
California
$315M +$2.63M +0.8% 5.64% 84.8% 60 20% 1.8