We are live on
!
Find out more
Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
1-Year Est. Return
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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2601 |
DWM
2601
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $453M | -$48.6M | -10% | 10.1% | 18.3% | 158 | 4.43% |
|
| 2602 |
CWG
2602
Cornerstone Wealth Group
Huntersville,
North Carolina
| $453M | -$25M | -5% | 4.24% | 96.5% | 148 | 29.73% |
|
| 2603 |
LA
2603
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $453M | -$22.9M | -5% | 5.69% | 87.4% | 246 | 17.89% |
|
| 2604 |
CEI
2604
Clark Estates Inc
New York
| $453M | -$125M | -22% | 9.01% | 31.4% | 107 | 34.58% |
|
| 2605 |
CI
2605
Cigna Investments
Bloomfield,
Connecticut
| $452M | -$50.6M | -10% | 4.32% | 138% | 462 | 7.79% |
|
| 2606 |
EWM
2606
Edge Wealth Management
New York
| $452M | -$10.2M | -2% | 4.36% | 61.6% | 91 | 10.99% |
|
| 2607 |
HR
2607
Hardy Reed
Tupelo,
Mississippi
| $452M | -$14.7M | -3% | 5.84% | 57.7% | 91 | 15.38% |
|
| 2608 |
CG
2608
Column Group
San Francisco,
California
| $452M | -$18M | -4% | 0.52% | 186% | 7 | 0% |
|
| 2609 |
KBFS
2609
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $451M | -$1.28M | -0.3% | 5.68% | 42.8% | 149 | 18.12% |
|
| 2610 |
SA
2610
Strategic Advisors
New York
| $451M | -$27.3M | -6% | 5.25% | 87.3% | 203 | 10.84% |
|
| 2611 |
SRCM
2611
Sage Rock Capital Management
New York
| $451M | -$55.3M | -11% | 0.76% | 13% | 325 | 21.85% |
|
| 2612 |
BSCM
2612
Berry Street Capital Management
London,
United Kingdom
| $450M | -$350M | -44% | 14% | 331% | 70 | 82.86% |
|
| 2613 |
GC
2613
Gilbert & Cook
West Des Moines,
Iowa
| $450M | -$107M | -19% | 5.45% | 63.2% | 229 | 24.89% |
|
| 2614 |
NA
2614
Navellier & Associates
Reno,
Nevada
| $450M | -$16.1M | -3% | 1.45% | 262% | 314 | 30.57% |
|
| 2615 |
CCP
2615
Cyrus Capital Partners
New York
| $450M | -$8.42M | -2% | 12.1% | 174% | 7 | 0% |
|
| 2616 |
IG
2616
Ithaka Group
Arlington,
Virginia
| $450M | -$50.2M | -10% | 5.48% | 99.2% | 36 | 11.11% |
|
| 2617 |
GWM
2617
GDS Wealth Management
Flower Mound,
Texas
| $449M | +$2.95M | +0.7% | 5.74% | 46.2% | 106 | 6.6% |
|
| 2618 |
BBNA
2618
Bremer Bank National Association
St Paul,
Minnesota
| $449M | -$73.1M | -14% | 5.08% | 37.4% | 219 | 14.61% |
|
| 2619 |
CRCM
2619
Cat Rock Capital Management
Greenwich,
Connecticut
| $449M | -$21.4M | -5% | 6.67% | 61.3% | 11 | 27.27% |
|
| 2620 |
CNB
2620
Camden National Bank
Camden,
Maine
| $448M | -$36.2M | -7% | 5.67% | 48.8% | 129 | 9.3% |
|
| 2621 |
CA
2621
Cornerstone Advisory
Hunt Valley,
Maryland
| $448M | +$10.7M | +2% | 5.4% | 53.5% | 202 | 7.92% |
|
| 2622 |
LA
2622
LVW Advisors
Pittsford,
New York
| $447M | -$44.2M | -9% | 5.01% | 71.5% | 236 | 9.75% |
|
| 2623 |
AAP
2623
Ardsley Advisory Partners
Stamford,
Connecticut
| $447M | -$161M | -27% | 17.6% | 555% | 164 | 61.59% |
|
| 2624 |
SVWAG
2624
Sound View Wealth Advisors Group
Savannah,
Georgia
| $446M | -$31.8M | -7% | 4.6% | 60.5% | 282 | 6.03% |
|
| 2625 |
IFWM
2625
Institute for Wealth Management
Denver,
Colorado
| $446M | -$63.6M | -12% | 4.01% | 137% | 541 | 18.3% |
|