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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)
SouthState Corp
1626
SouthState Corp
Florida
$1.37B +$85.8M +7% 3.29% 78.9% 776 31.57% 4.1
Greenwich Wealth Management
1627
Greenwich Wealth Management
Connecticut
$1.37B +$114M +9% 9.63% 198% 253 7.51% 4.9
Oakworth Capital
1628
Oakworth Capital
Alabama
$1.37B +$40.2M +3% 2.15% 64.3% 735 8.98% 5.1
Spyglass Capital Management
1629
Spyglass Capital Management
California
$1.37B -$135M -9% 7.36% 154% 28 21.43% 1.9
Park West Asset Management
1630
Park West Asset Management
California
$1.37B -$41.8M -3% 3.31% 181% 52 34.62% 1.2
North Star Investment Management
1631
North Star Investment Management
Illinois
$1.36B -$38.3M -3% 1.37% 80.6% 1,258 8.82% 4.9
SC
1632
Shellback Capital
Massachusetts
$1.36B -$125M -8% 1.28% 198% 158 47.47% 1
Guyasuta Investment Advisors
1633
Guyasuta Investment Advisors
Pennsylvania
$1.36B -$19.3M -1% 0.22% 99.5% 245 0.82% 6.2
Evanson Asset Management
1634
Evanson Asset Management
California
$1.36B +$16.2M +1% 2.96% 66.6% 315 7.62% 5.3
WM
1635
WS Management
Florida
$1.36B -$231M -15% 6.25% 309% 62 25.81% 3.7
Howard Capital Management Group
1636
Howard Capital Management Group
California
$1.36B +$58.5M +5% 7.92% 114% 129 5.43% 2.3
Modern Wealth Management
1637
Modern Wealth Management
Kansas
$1.36B +$279M +26% 2.47% – 415 30.84% 0.3
Segment Wealth Management
1638
Segment Wealth Management
Texas
$1.36B +$39.4M +3% 3.34% 102% 265 6.42% 4.3
Krilogy Financial
1639
Krilogy Financial
Missouri
$1.36B +$52.3M +4% 2.31% 79% 234 12.39% 3.6
Fulton Breakefield Broenniman
1640
Fulton Breakefield Broenniman
Maryland
$1.35B +$55.4M +4% 3.24% 68% 193 10.88% 4
Paulson & Co
1641
Paulson & Co
New York
$1.35B -$94.9M -7% 0.4% 251% 19 21.05% 5.9
Lombard Odier Asset Management (USA)
1642
Lombard Odier Asset Management (USA)
New York
$1.35B -$2.78B -67% 4.77% 96.8% 442 66.74% 0.8
Delta Accumulation LLC
1643
Delta Accumulation LLC
California
$1.35B -$48.3M -3% 1.14% 96.5% 198 23.74% 0.8
Atomi Financial Group
1644
Atomi Financial Group
New York
$1.35B +$267M +25% 2.42% 139% 853 21.81% 0.6
WCG Wealth Advisors
1645
WCG Wealth Advisors
Nevada
$1.35B +$154M +13% 2.44% 69.6% 308 27.92% 0.9
Procyon Advisors
1646
Procyon Advisors
Connecticut
$1.35B +$58.7M +5% 2.74% 92.3% 551 13.25% 2.2
Western Wealth Management
1647
Western Wealth Management
Colorado
$1.35B +$62.7M +5% 3.81% 82.6% 683 9.96% 3.1
Sprott Inc
1648
Sprott Inc
Ontario, Canada
$1.35B -$38.6M -3% 5.11% 203% 146 10.27% 4.3
Private Wealth Partners
1649
Private Wealth Partners
California
$1.35B +$97.9M +8% 8.11% 132% 173 10.4% 3.7
Geller Advisors
1650
Geller Advisors
New York
$1.35B +$115M +9% 2.88% 20.4% 280 8.21% 2.2