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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
SC
1726
SouthState Corp
Florida
$1.17B +$119M +11% 10.8% 78.9% 708 27.12%
PIMG
1727
Patriot Investment Management Group
Tennessee
$1.17B +$81.9M +8% 9.24% 48.5% 240 10%
LDB
1728
Lee, Danner & Bass
Tennessee
$1.17B +$63M +6% 9.64% 210 5.71%
PHAM
1729
Pacific Heights Asset Management
California
$1.17B +$110M +10% 11.7% 181% 74 0%
QCG
1730
Quadrant Capital Group
Ohio
$1.16B +$165M +17% 10.9% 105% 2,827 9.83%
ZF
1731
Zhang Financial
Michigan
$1.16B +$178M +18% 11% 67.9% 261 14.18%
ACL
1732
Azora Capital LP
Florida
$1.16B +$228M +24% 23.1% 175% 66 62.12%
FC
1733
FORA Capital
Florida
$1.16B +$24.6M +2% 14.5% 162% 683 75.4%
TCMI
1734
Technology Crossover Management IX
California
$1.16B +$56.3M +5% 5.12% 13% 7 0%
RH
1735
Riverstone Holdings
New York
$1.16B -$799M -41% 10.7% 89.8% 9 33.33%
CWM
1736
Cornerstone Wealth Management
Missouri
$1.16B +$103M +10% 9.98% 69.8% 576 18.75%
TBA
1737
Tower Bridge Advisors
Pennsylvania
$1.16B +$82.2M +8% 10.2% 78.9% 245 11.84%
PWP
1738
Principle Wealth Partners
Connecticut
$1.16B +$166M +17% 10.7% 79.9% 345 10.43%
SA
1739
SpiderRock Advisors
Delaware
$1.16B -$38.5M -3% 195 0%
GCP
1740
Garda Capital Partners
Minnesota
$1.16B -$1B -46% 12.4% 9.15% 718 43.31%
CNAM
1741
Campbell Newman Asset Management
Wisconsin
$1.16B +$101M +10% 12.5% 108% 112 3.57%
GIM
1742
Generate Investment Management
New Zealand
$1.16B 13.8% 74
AC
1743
Avenir Corporation
Virginia
$1.16B +$88M +8% 12.4% 34.4% 65 12.31%
FWM
1744
FFT Wealth Management
Pennsylvania
$1.16B +$378M +49% 10.2% 65.6% 139 20.14%
SIA
1745
Schechter Investment Advisors
Michigan
$1.15B +$122M +12% 8.28% 36.1% 720 20.28%
HCMG
1746
Howard Capital Management Group
California
$1.15B +$118M +11% 12.9% 95.9% 119 7.56%
WCM
1747
Windward Capital Management
California
$1.15B +$132M +13% 13.5% 78.5% 61 0%
BCM
1748
Bluefin Capital Management
New York
$1.15B -$32M -3% 12.9% 332 66.87%
TF
1749
Trek Financial
Arizona
$1.15B +$57.8M +5% 8.02% 144% 364 36.81%
PFM
1750
Phillips Financial Management
Indiana
$1.15B +$96.8M +9% 9.05% 41.8% 263 14.07%