We are live on ! Find out more

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)
GLRA
1551
Gerald L. Ray & Associates
Texas
$667M +$41.1M +7% 4.27% 38.2% 336 15.77% 2.4
Maryland Capital Management
1552
Maryland Capital Management
Maryland
$667M +$31.1M +5% 5.92% 44.5% 174 18.39% 2.3
MCL
1553
MIK Capital LLC
New York
$666M +$170M +34% 2.98% – 27 81.48% 0.1
ED
1554
Exane Derivatives
France
$666M +$60.8M +10% 5.47% 42.7% 668 24.1% 1
SCI
1555
S&CO Inc
Massachusetts
$666M +$19.8M +3% 3.09% 68.8% 161 6.21% 2.3
Carroll Financial Associates
1556
Carroll Financial Associates
North Carolina
$666M +$68.1M +11% 2.69% 79.9% 1,312 10.44% 1.8
IHL
1557
Investment House LLC
California
$665M +$41M +7% 6.85% 125% 190 11.58% 2.4
Sargent Bickham Lagudis
1558
Sargent Bickham Lagudis
Colorado
$665M +$20.3M +3% 2.71% 19.1% 856 25% 0.4
First National Trust
1559
First National Trust
Pennsylvania
$664M +$12.4M +2% 2.83% 82.9% 289 8.65% 2.4
Manchester Capital Management
1560
Manchester Capital Management
Vermont
$664M -$37.1M -5% 2.38% 72.3% 549 6.38% 2.7
PFU
1561
Parus Finance (UK)
United Kingdom
$663M +$143M +27% 14.3% 199% 18 27.78% 1.7
MP
1562
Makaira Partners
California
$662M -$21.7M -3% 2.68% 22% 14 28.57% 1.6
CIBC Bank USA
1563
CIBC Bank USA
Illinois
$662M +$17.7M +3% 3.63% 32.3% 278 14.39% 2.3
CC
1564
CCMP Capital
New York
$661M -$282M -30% 9.99% 12.3% 3 33.33% 1.5
BOK Financial Private Wealth
1565
BOK Financial Private Wealth
Colorado
$660M +$31.5M +5% 4.29% 61.8% 155 21.94% 1.4
FWM
1566
Frontier Wealth Management
Missouri
$659M +$33.7M +5% 4.27% 42.8% 392 22.19% 1.1
CCM
1567
Cobalt Capital Management
New Jersey
$658M -$93.8M -12% 5.66% 235% 67 55.22% 0.6
Pacer Advisors
1568
Pacer Advisors
Pennsylvania
$658M +$24.6M +4% 5.31% 58.4% 1,120 13.04% 0.8
Denali Advisors
1569
Denali Advisors
California
$658M +$77.1M +13% 4.5% 106% 328 27.44% 1.4
CC
1570
Caspian Capital
New York
$657M +$255M +64% 13.1% – 12 33.33% 0.8
SouthState Corp
1571
SouthState Corp
Florida
$656M -$11.1M -2% 2.3% 78.9% 238 13.03% 2.4
Sand Hill Global Advisors
1572
Sand Hill Global Advisors
California
$656M +$20.6M +3% 4.76% 58.6% 77 2.6% 2.6
FWCM
1573
Fort Warren Capital Management
Massachusetts
$655M +$560M +585% 10.9% – 13 30.77% 0.5
PS
1574
Presima Securities
Quebec, Canada
$655M +$20.4M +3% 0.2% 10.3% 36 8.33% 1.8
TI
1575
TRG Investments
Virginia
$655M +$137M +26% 26.6% 70.5% 2 0% 0.8