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
1651
SouthState Corp
Florida
$1.17B +$119M +11% 708
PIMG
1652
Patriot Investment Management Group
Tennessee
$1.17B +$81.9M +8% 240
LDB
1653
Lee, Danner & Bass
Tennessee
$1.17B +$63M +6% 210
PHAM
1654
Pacific Heights Asset Management
California
$1.17B +$110M +10% 74
QCG
1655
Quadrant Capital Group
Ohio
$1.16B +$165M +17% 2,827
ZF
1656
Zhang Financial
Michigan
$1.16B +$178M +18% 261
FC
1657
FORA Capital
Florida
$1.16B +$24.6M +2% 683
TCMI
1658
Technology Crossover Management IX
California
$1.16B +$56.3M +5% 7
RH
1659
Riverstone Holdings
New York
$1.16B -$799M -41% 9
CWM
1660
Cornerstone Wealth Management
Missouri
$1.16B +$103M +10% 576
TBA
1661
Tower Bridge Advisors
Pennsylvania
$1.16B +$82.2M +8% 245
Belvedere Trading
1662
Belvedere Trading
Illinois
$1.16B +$412M +55% 533
WHCM
1663
Wolf Hill Capital Management
Connecticut
$1.16B +$72.6M +7% 34
PWP
1664
Principle Wealth Partners
Connecticut
$1.16B +$166M +17% 345
CNAM
1665
Campbell Newman Asset Management
Wisconsin
$1.16B +$101M +10% 112
GIM
1666
Generate Investment Management
New Zealand
$1.16B 74
AC
1667
Avenir Corporation
Virginia
$1.16B +$88M +8% 65
FWM
1668
FFT Wealth Management
Pennsylvania
$1.16B +$378M +49% 139
SIA
1669
Schechter Investment Advisors
Michigan
$1.15B +$122M +12% 720
HCMG
1670
Howard Capital Management Group
California
$1.15B +$118M +11% 119
WCM
1671
Windward Capital Management
California
$1.15B +$132M +13% 61
PCM
1672
Prelude Capital Management
New York
$1.15B +$46.5M +4% 1,388
TF
1673
Trek Financial
Arizona
$1.15B +$57.8M +5% 364
PFM
1674
Phillips Financial Management
Indiana
$1.15B +$96.8M +9% 264
AFCM
1675
Applied Finance Capital Management
Puerto Rico
$1.15B +$231M +25% 75