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
LA
3376
LexAurum Advisors
Kansas
$339M +$1.01M +0.3% 291
EWP
3377
Engrave Wealth Partners
Texas
$339M +$7.11M +2% 81
CPA
3378
Court Place Advisors
Maryland
$338M -$5.23M -2% 182
BAS
3379
Brown Advisory Securities
Maryland
$338M -$301M -47% 287
CA
3380
Claar Advisors
New York
$337M +$1.88M +0.6% 39
NIF
3381
Nalanda India Fund
Mauritius
$337M +$7.96M +2% 1
FSCM
3382
First Sabrepoint Capital Management
Texas
$337M +$26.2M +8% 32
PIM
3383
Progressive Investment Management
Oregon
$337M +$16.4M +5% 55
CBN
3384
Cadence Bank NA
Texas
$337M +$2.23M +0.7% 220
GFG
3385
Greystone Financial Group
Michigan
$336M -$65.8M -16% 94
PC
3386
Permit Capital
Pennsylvania
$336M +$3.67M +1% 25
SIAP
3387
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$336M -$5.54M -2% 624
ME
3388
McIlrath & Eck
Washington
$336M +$6.85M +2% 857
BRM
3389
Boston Research & Management
Massachusetts
$336M +$6.12M +2% 110
2L
3390
22NW LP
Washington
$336M -$36.4M -10% 34
P
3391
Paradiem
Louisiana
$336M +$13.4M +4% 110
CAM
3392
Covenant Asset Management
New Jersey
$336M +$465K +0.1% 139
BL
3393
BCWM LLC
Kansas
$335M -$3.16M -0.9% 69
FCM
3394
Firsthand Capital Management
California
$335M -$63.9M -16% 64
IA
3395
Insight Advisors
Pennsylvania
$335M +$16M +5% 339
SWIG
3396
Strategic Wealth Investment Group
Kentucky
$335M +$52.5M +19% 94
BSWM
3397
Boston Standard Wealth Management
Massachusetts
$335M +$4.12M +1% 40
Legacy Financial Group (Iowa)
3398
Legacy Financial Group (Iowa)
Iowa
$334M +$3.22M +1% 67
CWS
3399
Cypress Wealth Services
California
$334M -$32.2M -9% 267
AFGI4KRSP
3400
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$334M -$1.1M -0.3% 1