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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
PIM
3451
Progressive Investment Management
Oregon
$337M +$16.4M +5% 3.2% 86.3% 55 21.82%
CAM
3452
Covenant Asset Management
New Jersey
$337M +$753K +0.2% 0.89% 158% 140 11.43%
CBN
3453
Cadence Bank NA
Texas
$337M +$2.23M +0.7% 0.34% 33.3% 220 5.91%
GFG
3454
Greystone Financial Group
Michigan
$336M -$65.8M -16% 1.44% 64.8% 94 20.21%
SIAP
3455
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$336M -$5.58M -2% 0.76% 97.5% 627 15.47%
PC
3456
Permit Capital
Pennsylvania
$336M +$3.67M +1% 1.39% 76% 25 8%
HHGC
3457
Hunting Hill Global Capital
New York
$336M -$10.6M -3% 1.44% 132% 122 70.49%
ME
3458
McIlrath & Eck
Washington
$336M +$6.85M +2% 0.22% 44% 857 7.93%
BRM
3459
Boston Research & Management
Massachusetts
$336M +$6.12M +2% 0.28% 48.2% 110 3.64%
2L
3460
22NW LP
Washington
$336M -$36.4M -10% 6.89% 131% 34 17.65%
P
3461
Paradiem
Louisiana
$336M +$13.4M +4% 3.71% 107% 110 12.73%
BL
3462
BCWM LLC
Kansas
$335M -$3.16M -0.9% 2.94% 69 13.04%
FCM
3463
Firsthand Capital Management
California
$335M -$63.9M -16% 8.5% 154% 64 25%
HI
3464
Hoey Investments
Pennsylvania
$335M -$1.92M -0.6% 1.56% 200% 258 16.28%
IA
3465
Insight Advisors
Pennsylvania
$335M +$16M +5% 0.67% 51.7% 339 16.52%
SWIG
3466
Strategic Wealth Investment Group
Kentucky
$335M +$52.5M +19% 0.43% 94 10.64%
BSWM
3467
Boston Standard Wealth Management
Massachusetts
$335M +$4.12M +1% 1% 42.9% 40 7.5%
Legacy Financial Group (Iowa)
3468
Legacy Financial Group (Iowa)
Iowa
$334M +$3.22M +1% 1.4% 34.4% 67 16.42%
CWS
3469
Cypress Wealth Services
California
$334M -$32.2M -9% 0.51% 71.8% 270 19.26%
AFGI4KRSP
3470
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$334M -$1.1M -0.3% 0.89% 5.11% 1 0%
CMI
3471
Clare Market Investments
Texas
$334M +$22.4M +7% 0.03% 158 24.05%
AI
3472
ArchPoint Investors
Florida
$334M +$39M +13% 0.64% 98.2% 120 62.5%
CBOR
3473
Community Bank of Raymore
Missouri
$334M +$19.6M +6% 1.76% 89.6% 72 6.94%
E
3474
EnerVest
Texas
$333M -$26.3M -7% 13.8% 20.5% 1 0%
ZAM
3475
Zeal Asset Management
Hong Kong
$333M -$105M -24% 20.7% 26.9% 9 44.44%