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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2701 |
CRB
2701
Chad R. Baker
| $371M | +$39M | +12% | 14.3% | 108% | 56 | 3.57% |
|
| 2702 |
DWA
2702
Divergent Wealth Advisors
South Jordan,
Utah
| $370M | +$30.4M | +9% | 5.09% | 14.7% | 42 | 23.81% |
|
| 2703 |
EVM
2703
Evelyn V. Moreno
| $370M | +$25.7M | +7% | 10.2% | 39.4% | 69 | 2.9% |
|
| 2704 |
OFM
2704
Omega Fund Management
Boston,
Massachusetts
| $370M | +$3.92M | +1% | 0.26% | 112% | 17 | 17.65% |
|
| 2705 |
IIC
2705
Ironwood Investment Counsel
Scottsdale,
Arizona
| $370M | +$42.1M | +13% | 8.85% | 54.7% | 199 | 9.05% |
|
| 2706 |
F
2706
Filament
Seattle,
Washington
| $369M | +$61.2M | +20% | 18.8% | 46.9% | 37 | 18.92% |
|
| 2707 |
AG
2707
Aravt Global
New York
| $369M | -$47.4M | -11% | 13.5% | 83.7% | 14 | 21.43% |
|
| 2708 |
WA
2708
Waddell & Associates
Memphis,
Tennessee
| $369M | +$33.1M | +10% | 7.41% | 194% | 35 | 37.14% |
|
| 2709 |
FVWA
2709
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $369M | +$67.4M | +22% | 6.54% | 68.9% | 151 | 22.52% |
|
| 2710 |
WA
2710
Wealth Architects
Mountain View,
California
| $369M | +$12M | +3% | 8.15% | 80.1% | 154 | 9.09% |
|
| 2711 |
ACP
2711
Acuta Capital Partners
Redwood City,
California
| $368M | +$22.1M | +6% | 41.8% | 7,472% | 62 | 56.45% |
|
| 2712 |
SMH
2712
Sanders Morris Harris
Houston,
Texas
| $368M | +$162M | +79% | 8.12% | 83.1% | 282 | 57.09% |
|
| 2713 |
BEC
2713
Blue Edge Capital
Richmond,
Virginia
| $367M | +$33.7M | +10% | 7.68% | 53.5% | 97 | 4.12% |
|
| 2714 |
SOAMC
2714
Spirit of America Management Corp
Syosset,
New York
| $367M | -$22.5M | -6% | 0.22% | 110% | 237 | 8.02% |
|
| 2715 |
VC
2715
Veracity Capital
Atlanta,
Georgia
| $367M | +$10.1M | +3% | 8.42% | 140% | 279 | 29.03% |
|
| 2716 |
GLA
2716
Good Life Advisors
Reading,
Pennsylvania
| $367M | +$34M | +10% | 7.57% | 60% | 272 | 15.44% |
|
| 2717 |
SC
2717
Slow Capital
Greenbrae,
California
| $367M | +$26.5M | +8% | 14.1% | 124% | 299 | 45.48% |
|
| 2718 |
RI
2718
RPTC Inc
Jackson,
Wyoming
| $367M | +$26.3M | +8% | 7.63% | 69.5% | 6 | 0% |
|
| 2719 |
PRS
2719
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $367M | +$52.1M | +17% | 8.8% | 74.5% | 95 | 18.95% |
|
| 2720 |
ZAM
2720
Zevin Asset Management
Boston,
Massachusetts
| $367M | +$37.5M | +11% | 8.32% | 57.5% | 91 | 15.38% |
|
| 2721 |
SIS
2721
Sound Income Strategies
Ft Lauderdale,
Florida
| $366M | +$31.5M | +9% | 3.48% | 31.2% | 980 | 15.92% |
|
| 2722 |
CWG
2722
Cornerstone Wealth Group
Huntersville,
North Carolina
| $366M | -$32.6M | -8% | 7.77% | 96.5% | 154 | 31.17% |
|
| 2723 |
EWA
2723
Evolution Wealth Advisors
Aventura,
Florida
| $366M | +$60.7M | +20% | 9.55% | 66.4% | 623 | 20.22% |
|
| 2724 |
FTC
2724
Farmers Trust Company
Youngstown,
Ohio
| $365M | +$18.8M | +5% | 8.19% | 73.5% | 158 | 7.59% |
|
| 2725 |
CPA
2725
Capital Planning Advisors
Roseville,
California
| $365M | +$29.1M | +9% | 10.9% | 64.2% | 135 | 13.33% |
|