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
CPA
3376
Court Place Advisors
Maryland
$338M -$5.23M -2% 182
BAS
3377
Brown Advisory Securities
Maryland
$338M -$301M -47% 287
CA
3378
Claar Advisors
New York
$337M +$1.88M +0.6% 39
NIF
3379
Nalanda India Fund
Mauritius
$337M +$7.96M +2% 1
FSCM
3380
First Sabrepoint Capital Management
Texas
$337M +$26.2M +8% 32
PIM
3381
Progressive Investment Management
Oregon
$337M +$16.4M +5% 55
CBN
3382
Cadence Bank NA
Texas
$337M +$2.23M +0.7% 220
GFG
3383
Greystone Financial Group
Michigan
$336M -$65.8M -16% 94
PC
3384
Permit Capital
Pennsylvania
$336M +$3.67M +1% 25
SIAP
3385
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$336M -$5.54M -2% 624
ME
3386
McIlrath & Eck
Washington
$336M +$6.85M +2% 857
BRM
3387
Boston Research & Management
Massachusetts
$336M +$6.12M +2% 110
2L
3388
22NW LP
Washington
$336M -$36.4M -10% 34
P
3389
Paradiem
Louisiana
$336M +$13.4M +4% 110
CAM
3390
Covenant Asset Management
New Jersey
$336M +$465K +0.1% 139
BL
3391
BCWM LLC
Kansas
$335M -$3.16M -0.9% 69
FCM
3392
Firsthand Capital Management
California
$335M -$63.9M -16% 64
IA
3393
Insight Advisors
Pennsylvania
$335M +$16M +5% 339
SWIG
3394
Strategic Wealth Investment Group
Kentucky
$335M +$52.5M +19% 94
BSWM
3395
Boston Standard Wealth Management
Massachusetts
$335M +$4.12M +1% 40
Legacy Financial Group (Iowa)
3396
Legacy Financial Group (Iowa)
Iowa
$334M +$3.22M +1% 67
CWS
3397
Cypress Wealth Services
California
$334M -$32.2M -9% 267
AFGI4KRSP
3398
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$334M -$1.1M -0.3% 1
CMI
3399
Clare Market Investments
Texas
$334M +$22.4M +7% 158
AI
3400
ArchPoint Investors
Florida
$334M +$39M +13% 120