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)
SouthState Corp
1726
SouthState Corp
Florida
$1.17B +$119M +11% 10.8% 78.9% 708 27.12% 4
PIMG
1727
Patriot Investment Management Group
Tennessee
$1.17B +$81.9M +8% 9.24% 52.9% 240 10% 3.5
Lee, Danner & Bass
1728
Lee, Danner & Bass
Tennessee
$1.17B +$63M +6% 9.64% – 210 5.71% 7
Pacific Heights Asset Management
1729
Pacific Heights Asset Management
California
$1.17B +$110M +10% 11.7% 181% 74 0% 8.2
Quadrant Capital Group
1730
Quadrant Capital Group
Ohio
$1.16B +$165M +17% 10.9% 118% 2,827 9.83% 4.8
Zhang Financial
1731
Zhang Financial
Michigan
$1.16B +$178M +18% 11% 67.9% 261 14.18% 3.5
Azora Capital LP
1732
Azora Capital LP
Florida
$1.16B +$228M +24% 23.1% 175% 66 62.12% 0.6
FORA Capital
1733
FORA Capital
Florida
$1.16B +$24.6M +2% 14.5% 162% 683 75.4% 0.2
Technology Crossover Management IX
1734
Technology Crossover Management IX
California
$1.16B +$56.3M +5% 5.12% 13% 7 0% 3.9
Riverstone Holdings
1735
Riverstone Holdings
New York
$1.16B -$799M -41% 10.7% 89.8% 9 33.33% 3
CWM
1736
Cornerstone Wealth Management
Missouri
$1.16B +$103M +10% 9.98% 69.8% 576 18.75% 3.6
Tower Bridge Advisors
1737
Tower Bridge Advisors
Pennsylvania
$1.16B +$82.2M +8% 10.2% 78.9% 245 11.84% 5.4
Principle Wealth Partners
1738
Principle Wealth Partners
Connecticut
$1.16B +$166M +17% 10.7% 79.9% 345 10.43% 3
SpiderRock Advisors
1739
SpiderRock Advisors
Delaware
$1.16B -$38.5M -3% – – 195 0% 2.4
Garda Capital Partners
1740
Garda Capital Partners
Minnesota
$1.16B -$1B -46% 12.4% 9.15% 718 43.31% 0.4
Campbell Newman Asset Management
1741
Campbell Newman Asset Management
Wisconsin
$1.16B +$101M +10% 12.5% 116% 112 3.57% 5.9
Generate Investment Management
1742
Generate Investment Management
New Zealand
$1.16B – – 13.8% 153% 74 – 0
Avenir Corporation
1743
Avenir Corporation
Virginia
$1.16B +$88M +8% 12.4% 34.4% 65 12.31% 6
FFT Wealth Management
1744
FFT Wealth Management
Pennsylvania
$1.16B +$378M +49% 10.2% 65.6% 139 20.14% 1.7
Schechter Investment Advisors
1745
Schechter Investment Advisors
Michigan
$1.15B +$122M +12% 8.28% 36.1% 720 20.28% 1.3
Howard Capital Management Group
1746
Howard Capital Management Group
California
$1.15B +$118M +11% 12.9% 114% 119 7.56% 2.2
Windward Capital Management
1747
Windward Capital Management
California
$1.15B +$132M +13% 13.5% 78.5% 61 0% 7.6
BCM
1748
Bluefin Capital Management
New York
$1.15B -$32M -3% 12.9% – 332 66.57% 0.2
Trek Financial
1749
Trek Financial
Arizona
$1.15B +$57.8M +5% 8.02% 152% 364 36.81% 1.5
Phillips Financial Management
1750
Phillips Financial Management
Indiana
$1.15B +$96.8M +9% 9.05% 45.6% 263 14.07% 3.2