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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)
Cadence Bank NA
3526
Cadence Bank NA
Texas
$337M +$2.23M +0.7% 0.34% 33.3% 220 5.91% 4
Greystone Financial Group
3527
Greystone Financial Group
Michigan
$336M -$65.8M -16% 1.44% 79.3% 94 20.21% 0.6
Sterling Investment Advisors (Pennsylvania)
3528
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$336M -$5.58M -2% 0.76% 111% 627 15.47% 2.3
Permit Capital
3529
Permit Capital
Pennsylvania
$336M +$3.67M +1% 1.39% 121% 25 8% 4
Hunting Hill Global Capital
3530
Hunting Hill Global Capital
New York
$336M -$10.6M -3% 1.44% 132% 122 70.49% 0.3
McIlrath & Eck
3531
McIlrath & Eck
Washington
$336M +$6.85M +2% 0.22% 44% 857 7.93% 2.3
Paradiem
3532
Paradiem
Louisiana
$336M +$13.7M +4% 3.78% 107% 110 12.73% 0.6
Boston Research & Management
3533
Boston Research & Management
Massachusetts
$336M +$6.12M +2% 0.28% 53.2% 110 3.64% 6.1
22NW LP
3534
22NW LP
Washington
$336M -$36.4M -10% 6.89% 138% 34 17.65% 1.6
BCWM LLC
3535
BCWM LLC
Kansas
$335M -$3.16M -0.9% 2.94% – 69 13.04% 3.4
Firsthand Capital Management
3536
Firsthand Capital Management
California
$335M -$63.9M -16% 8.5% 265% 64 25% 2.7
Hoey Investments
3537
Hoey Investments
Pennsylvania
$335M -$1.92M -0.6% 1.56% 247% 258 16.28% 1
Insight Advisors
3538
Insight Advisors
Pennsylvania
$335M +$16M +5% 0.67% 74% 339 16.52% 0.6
Strategic Wealth Investment Group
3539
Strategic Wealth Investment Group
Kentucky
$335M +$52.5M +19% 0.43% – 94 10.64% 1.2
Boston Standard Wealth Management
3540
Boston Standard Wealth Management
Massachusetts
$335M +$4.12M +1% 1% 47.1% 40 7.5% 3.4
Legacy Financial Group (Iowa)
3541
Legacy Financial Group (Iowa)
Iowa
$334M +$3.22M +1% 1.4% 44.3% 67 16.42% 0.6
Cypress Wealth Services
3542
Cypress Wealth Services
California
$334M -$32.2M -9% 0.51% 82.7% 270 19.26% 0.7
American Financial Group Inc 401(K) Retirement & Savings Plan
3543
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$334M -$1.1M -0.3% 0.89% 17.8% 1 0% 8.3
Clare Market Investments
3544
Clare Market Investments
Texas
$334M +$22.4M +7% 0.03% – 158 24.05% 1.3
ArchPoint Investors
3545
ArchPoint Investors
Florida
$334M +$39M +13% 0.64% 111% 120 62.5% 1.6
Community Bank of Raymore
3546
Community Bank of Raymore
Missouri
$334M +$19.6M +6% 1.76% 91.9% 72 6.94% 4
EnerVest
3547
EnerVest
Texas
$333M -$26.3M -7% 13.8% 20.5% 1 0% 2.8
Zeal Asset Management
3548
Zeal Asset Management
Hong Kong
$333M -$105M -24% 20.7% 26.9% 9 44.44% 0.9
Pier 88 Investment Partners
3549
Pier 88 Investment Partners
California
$333M -$14.8M -4% 0.93% 36.1% 120 10.83% 1.4
Cedar Brook Financial Partners
3550
Cedar Brook Financial Partners
Ohio
$333M -$13M -4% 0.82% 47% 381 11.81% 1.7