Managers | Understand Stock

NC

NEXT CENTURY GROWTH INVESTORS LLC $1.89B

113 positions · as of June 30, 2026 · Xometry Inc · Ligand Pharmaceuticals · Alignment Healthcare

JI

Jaffetilchin Investment Partners, LLC $1.89B

489 positions · as of June 30, 2026 · Ishares Core S&P Total U.s. Stock Market ETF · Apple Inc Com · Schwab U.s. Large-cap ETF

CI

CAS Investment Partners, LLC $1.88B

6 positions · as of June 30, 2026 · Carvana Co Cl A · Hilton Grand Vacations · Meta Platforms Inc

OQ

OCCUDO QUANTITATIVE STRATEGIES LP $1.88B

748 positions · as of June 30, 2026 · Fortinet Inc · Atmos Energy Corp · Amer Sports Inc

WI

WOODMONT INVESTMENT COUNSEL LLC $1.88B

289 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Tax-managed Fds

SC

Sylebra Capital Ltd $1.88B

20 positions · as of September 30, 2023 · Elastic N V · Ringcentral Inc · Advanced Micro Devices Inc

CF

Carroll Financial Associates, Inc. $1.88B

1788 positions · as of December 31, 2021 · Global X Adaptive U.s. Factor ETF · Ishares Msci Usa Minimum Volatility · Knowledge Leaders Developed World ETF

FI

First Interstate Bank $1.88B

197 positions · as of September 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · Select Sector SPDR Tr

OM

Oasis Management Co Ltd. $1.88B

108 positions · as of June 30, 2026 · Invesco Qqq Tr · Vail Resorts Inc · Applied Digital Corp

G&

GRANDFIELD & DODD, LLC $1.87B

216 positions · as of September 30, 2026 · Applied Matls Inc · Microsoft Corp · Analog Devices Inc

PA

Proem Advisors LLC $1.87B

56 positions · as of June 30, 2026 · Micron Technology Inc · Advanced Micro Devices Inc · Intel Corp

RA

Robinhood Asset Management, LLC $1.87B

83 positions · as of June 30, 2026 · Ishares Tr · Wisdomtree Tr · Nvidia Corporation

MJ

MOGY JOEL R INVESTMENT COUNSEL INC $1.87B

128 positions · as of September 30, 2026 · Nvidia Corporation · Alphabet Inc · Apple Inc

TC

Texas Capital Bank Wealth Management Services Inc $1.87B

349 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Nvidia Corporation

TS

Trinity Street Asset Management LLP $1.87B

24 positions · as of September 30, 2026 · Taiwan Semiconductor Mfg Ltd · Smurfit Westrock PLC · Icon PLC

KI

KEYSTONE INVESTORS PTE LTD $1.87B

84 positions · as of June 30, 2026 · Western Digital Corp · Seagate Technology Hldngs Pl · Amazon Com Inc

CQ

Credential Qtrade Securities Inc. $1.86B

379 positions · as of March 31, 2024 · Toronto Dominion Bk Ont · Canadian Nat Res Ltd · Bank Montreal Que

EA

Evanson Asset Management, LLC $1.86B

321 positions · as of March 31, 2026 · Dimensional ETF Trust · Vanguard Instl Index Fd · Sprott Asset Management LP

IP

INVICTUS PRIVATE WEALTH, LLC $1.86B

86 positions · as of June 30, 2026 · Vanguard Index Fds · Invesco Qqq Tr · Vanguard Intl Equity Index F

S

SRB CORP $1.86B

23 positions · as of June 30, 2026 · Select Sector SPDR Tr · Microsoft Corp · Intel Corp

LI

LMCG INVESTMENTS, LLC $1.86B

225 positions · as of September 30, 2026 · Alphabet Inc · Apple Inc · Microsoft Corp

JF

Johnson Financial Group, LLC $1.86B

279 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Tax-managed Fds · Vanguard Intl Equity Index F

PP

Pertento Partners LLP $1.86B

17 positions · as of June 30, 2026 · Berkshire Hathaway Inc · Us Foods Hldg Corp · Primo Brands Corporation

PA

Private Advisory Group LLC $1.85B

296 positions · as of June 30, 2026 · Ishares Tr · Nvidia Corporation · Apple Inc