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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
CBB
2226
Citizens Business Bank
California
$761M +$47.3M +7% 6.71% 84.4% 256 11.33%
II
2227
Inspire Investing
Idaho
$760M +$108M +17% 9.5% 77.1% 634 12.3%
IA
2228
IAM Advisory
Pennsylvania
$760M +$531M +231% 5.79% 74.5% 110 100%
EPM
2229
Elm Partners Management
Pennsylvania
$760M +$57M +8% 5.79% 48% 42 0%
GCA
2230
Genesee Capital Advisors
New York
$760M +$591M +351% 5.79% 71.5% 131 97.71%
BRF
2231
B. Riley Financial
California
$759M -$140M -16% 3.17% 741% 46 56.52%
HIC
2232
Harvey Investment Company
Kentucky
$759M +$56.2M +8% 7.18% 48.4% 95 4.21%
CCMD
2233
Cypress Capital Management (Delaware)
Delaware
$758M +$31.1M +4% 6.38% 25.6% 175 3.43%
BB
2234
Bell Bank
North Dakota
$758M +$62.9M +9% 6.61% 64.3% 174 9.2%
JCM
2235
Jacobi Capital Management
Pennsylvania
$757M +$79.2M +12% 6.46% 62.7% 1,460 9.25%
TAM
2236
Third Avenue Management
New York
$756M -$440K -0.1% 4.56% 111% 62 4.84%
TCM
2237
Telos Capital Management
California
$756M +$59.5M +9% 7.03% 71.1% 188 7.98%
NIA
2238
Northstar Investment Advisors
Colorado
$755M +$69.2M +10% 8.48% 85.8% 164 7.93%
HS
2239
Hazelview Securities
Ontario, Canada
$755M +$99.8M +15% 9.38% 29 24.14%
BFM
2240
Blacksheep Fund Management
Ireland
$754M +$269M +56% 11.5% 81.6% 7 0%
MB
2241
Mizuho Bank
Japan
$754M +$133M +21% 4.24% 128% 9 66.67%
PIM
2242
Parker Investment Management
California
$754M -$2M -0.3% 11.8% 173% 48 25%
GL
2243
Graypoint LLC
New York
$753M +$97M +15% 7% 72.8% 259 12.36%
RCIM
2244
Red Cedar Investment Management
Michigan
$753M -$20.1M -3% 5.99% 74.9% 86 16.28%
NSEDCP
2245
NJ State Employees Deferred Compensation Plan
New Jersey
$752M +$49.1M +7% 8.5% 127% 526 4.18%
FFN
2246
Focus Financial Network
Minnesota
$752M -$103M -12% 7.26% 95.5% 424 12.26%
SP
2247
Stairway Partners
Illinois
$751M +$38.1M +5% 5.47% 43.9% 10 0%
RIA
2248
RP Investment Advisors
Ontario, Canada
$751M +$4.12M +0.6% 0.55% 17.4% 139 79.86%
LFS
2249
Lutz Financial Services
Nebraska
$751M +$75.2M +11% 3.72% 28.7% 62 8.06%
PAM
2250
Private Asset Management
California
$751M +$36.1M +5% 6.45% 38.2% 164 10.37%