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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
SouthState Corp
Winter Haven,
Florida
| $1.17B | +$119M | +11% | 10.8% | 78.9% | 708 | 27.12% | 4 |
|
| 1727 |
PIMG
1727
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.17B | +$81.9M | +8% | 9.24% | 52.9% | 240 | 10% | 3.5 |
|
| 1728 |
1728
Lee, Danner & Bass
Nashville,
Tennessee
| $1.17B | +$63M | +6% | 9.64% | – | 210 | 5.71% | 7 |
|
| 1729 |
1729
Pacific Heights Asset Management
San Francisco,
California
| $1.17B | +$110M | +10% | 11.7% | 181% | 74 | 0% | 8.2 |
|
| 1730 |
1730
Quadrant Capital Group
Cincinnati,
Ohio
| $1.16B | +$165M | +17% | 10.9% | 118% | 2,827 | 9.83% | 4.8 |
|
| 1731 |
1731
Zhang Financial
Portage,
Michigan
| $1.16B | +$178M | +18% | 11% | 67.9% | 261 | 14.18% | 3.5 |
|
| 1732 |
1732
Azora Capital LP
Miami,
Florida
| $1.16B | +$228M | +24% | 23.1% | 175% | 66 | 62.12% | 0.6 |
|
| 1733 |
1733
FORA Capital
Miami,
Florida
| $1.16B | +$24.6M | +2% | 14.5% | 162% | 683 | 75.4% | 0.2 |
|
| 1734 |
1734
Technology Crossover Management IX
Menlo Park,
California
| $1.16B | +$56.3M | +5% | 5.12% | 13% | 7 | 0% | 3.9 |
|
| 1735 |
1735
Riverstone Holdings
New York
| $1.16B | -$799M | -41% | 10.7% | 89.8% | 9 | 33.33% | 3 |
|
| 1736 |
CWM
1736
Cornerstone Wealth Management
St. Peters,
Missouri
| $1.16B | +$103M | +10% | 9.98% | 69.8% | 576 | 18.75% | 3.6 |
|
| 1737 |
1737
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $1.16B | +$82.2M | +8% | 10.2% | 78.9% | 245 | 11.84% | 5.4 |
|
| 1738 |
1738
Principle Wealth Partners
Madison,
Connecticut
| $1.16B | +$166M | +17% | 10.7% | 79.9% | 345 | 10.43% | 3 |
|
| 1739 |
1739
SpiderRock Advisors
Wilimington,
Delaware
| $1.16B | -$38.5M | -3% | – | – | 195 | 0% | 2.4 |
|
| 1740 |
1740
Garda Capital Partners
Wayzata,
Minnesota
| $1.16B | -$1B | -46% | 12.4% | 9.15% | 718 | 43.31% | 0.4 |
|
| 1741 |
1741
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $1.16B | +$101M | +10% | 12.5% | 116% | 112 | 3.57% | 5.9 |
|
| 1742 |
1742
Generate Investment Management
Auckland,
New Zealand
| $1.16B | – | – | 13.8% | 153% | 74 | – | 0 |
|
| 1743 |
1743
Avenir Corporation
Alexandria,
Virginia
| $1.16B | +$88M | +8% | 12.4% | 34.4% | 65 | 12.31% | 6 |
|
| 1744 |
1744
FFT Wealth Management
Philadelphia,
Pennsylvania
| $1.16B | +$378M | +49% | 10.2% | 65.6% | 139 | 20.14% | 1.7 |
|
| 1745 |
1745
Schechter Investment Advisors
Birmingham,
Michigan
| $1.15B | +$122M | +12% | 8.28% | 36.1% | 720 | 20.28% | 1.3 |
|
| 1746 |
1746
Howard Capital Management Group
Los Angeles,
California
| $1.15B | +$118M | +11% | 12.9% | 114% | 119 | 7.56% | 2.2 |
|
| 1747 |
1747
Windward Capital Management
Los Angeles,
California
| $1.15B | +$132M | +13% | 13.5% | 78.5% | 61 | 0% | 7.6 |
|
| 1748 |
BCM
1748
Bluefin Capital Management
New York
| $1.15B | -$32M | -3% | 12.9% | – | 332 | 66.57% | 0.2 |
|
| 1749 |
1749
Trek Financial
Scottsdale,
Arizona
| $1.15B | +$57.8M | +5% | 8.02% | 152% | 364 | 36.81% | 1.5 |
|
| 1750 |
1750
Phillips Financial Management
Fort Wayne,
Indiana
| $1.15B | +$96.8M | +9% | 9.05% | 45.6% | 263 | 14.07% | 3.2 |
|