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 |
FEG
2701
Financial Enhancement Group
Anderson,
Indiana
| $609M | +$40.8M | +7% | 7.38% | 57.5% | 122 | 15.57% |
|
| 2702 |
PA
2702
Planning Alternatives
Birmingham,
Michigan
| $609M | +$37.6M | +7% | 7.97% | 50.4% | 51 | 7.84% |
|
| 2703 |
CFG
2703
Cooper Financial Group
Irvine,
California
| $608M | +$58.5M | +11% | 8.22% | 78.6% | 377 | 16.71% |
|
| 2704 |
SSG
2704
Summit Securities Group
New York
| $608M | -$500M | -45% | 15.1% | 96.7% | 1,002 | 80.64% |
|
| 2705 |
SI
2705
Sora Investors
Bryn Mawr,
Pennsylvania
| $608M | +$14.8M | +2% | 10.7% | 94.3% | 65 | 56.92% |
|
| 2706 |
HWA
2706
HHM Wealth Advisors
Chattanooga,
Tennessee
| $608M | +$32.8M | +6% | 7.88% | 62.3% | 786 | 10.94% |
|
| 2707 |
MFWP
2707
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $607M | +$27.5M | +5% | 7.92% | 53.7% | 209 | 11.48% |
|
| 2708 |
IC
2708
Inscription Capital
Houston,
Texas
| $607M | +$241M | +66% | 8.77% | – | 345 | 39.13% |
|
| 2709 |
CEI
2709
Clark Estates Inc
New York
| $607M | +$16.8M | +3% | 5.6% | 31.4% | 95 | 14.74% |
|
| 2710 |
HCP
2710
Holt Capital Partners
Fort Worth,
Texas
| $607M | +$47.2M | +8% | 7.5% | 55.2% | 157 | 3.18% |
|
| 2711 |
SFC
2711
SYM Financial Corp
Winona Lake,
Indiana
| $606M | -$11.6M | -2% | 5.37% | 43.3% | 191 | 19.37% |
|
| 2712 |
MWM
2712
Marietta Wealth Management
Marietta,
Georgia
| $606M | +$44.6M | +8% | 9.95% | 74.7% | 104 | 5.77% |
|
| 2713 |
IWA
2713
Inspirion Wealth Advisors
Libertyville,
Illinois
| $605M | +$50.3M | +9% | 7.24% | 47% | 154 | 10.39% |
|
| 2714 |
TW
2714
TrinityPoint Wealth
Milford,
Connecticut
| $604M | +$52.2M | +9% | 10.3% | 28.4% | 319 | 10.34% |
|
| 2715 |
VIA
2715
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $604M | -$145M | -19% | 1.41% | 17% | 9 | 22.22% |
|
| 2716 |
SFBLI
2716
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $604M | +$26.3M | +5% | 6.62% | 47.4% | 17 | 23.53% |
|
| 2717 |
SP
2717
Solel Partners
Boston,
Massachusetts
| $604M | -$107M | -15% | 4.21% | 16.2% | 22 | 13.64% |
|
| 2718 |
GA
2718
GFS Advisors
Houston,
Texas
| $604M | -$80.5M | -12% | 10.1% | 74.3% | 162 | 16.05% |
|
| 2719 |
TCM
2719
Trybe Capital Management
Greenwich,
Connecticut
| $603M | +$231M | +62% | 27.6% | 327% | 18 | 33.33% |
|
| 2720 |
GFP
2720
Gryphon Financial Partners
Columbus,
Ohio
| $602M | +$35.7M | +6% | 10.6% | 78.2% | 276 | 23.19% |
|
| 2721 |
ZAM
2721
Zevin Asset Management
Boston,
Massachusetts
| $601M | +$44.4M | +8% | 8.33% | 57.5% | 95 | 17.89% |
|
| 2722 |
SOW
2722
State of Wyoming
Cheyenne,
Wyoming
| $601M | +$63.8M | +12% | 9.95% | 99.1% | 1,887 | 30.63% |
|
| 2723 |
AGA
2723
Arkos Global Advisors
Houston,
Texas
| $600M | +$50.8M | +9% | 5.01% | 37.2% | 147 | 28.57% |
|
| 2724 |
LF
2724
Lee Financial
Dallas,
Texas
| $600M | +$29.8M | +5% | 8.83% | 69.7% | 865 | 84.16% |
|
| 2725 |
AC
2725
AWM Capital
Phoenix,
Arizona
| $600M | +$53M | +10% | 5.68% | 37.7% | 88 | 15.91% |
|