We are live on
!
Find out more
Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.89%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2851 |
MWM
2851
Madison Wealth Management
Cincinnati,
Ohio
| $407M | -$4.84M | -1% | 4.6% | 35.1% | 167 | 7.19% |
|
| 2852 |
BWP
2852
BSW Wealth Partners
Boulder,
Colorado
| $407M | -$10.1M | -2% | 5.06% | 75.4% | 304 | 20.72% |
|
| 2853 |
FCP
2853
Fine Capital Partners
New York
| $406M | -$69.3M | -15% | 8.89% | 95.5% | 3 | 33.33% |
|
| 2854 |
NRI
2854
NFP Retirement Inc
Aliso Viejo,
California
| $406M | +$11.4M | +3% | 5.53% | 46.7% | 238 | 10.92% |
|
| 2855 |
HIM
2855
Herald Investment Management
London,
United Kingdom
| $406M | -$24.9M | -6% | 0.21% | 493% | 109 | 10.09% |
|
| 2856 |
SSA
2856
South Street Advisors
New York
| $406M | -$33.4M | -8% | 3.48% | 169% | 76 | 14.47% |
|
| 2857 |
MAM
2857
Mark Asset Management
New York
| $406M | -$8.27M | -2% | 0.42% | 325% | 54 | 29.63% |
|
| 2858 |
FFWA
2858
FRG Family Wealth Advisors
Bellevue,
Washington
| $405M | -$27.9M | -6% | 4.86% | 76.4% | 142 | 4.93% |
|
| 2859 |
AG
2859
Advocate Group
Minnetonka,
Minnesota
| $405M | -$24.9M | -6% | 6.7% | 47.3% | 114 | 4.39% |
|
| 2860 |
GFA
2860
Gifford Fong Associates
Lafayette,
California
| $404M | -$24.9M | -6% | 5.74% | 180% | 140 | 0.71% |
|
| 2861 |
MAG
2861
Mass Ave Global
New York
| $404M | +$37.6M | +10% | 2.02% | – | 48 | 58.33% |
|
| 2862 |
XT
2862
XTX Topco
George Town,
Cayman Islands
| $404M | +$159M | +65% | 6.74% | 87.3% | 1,512 | 75.99% |
|
| 2863 |
BEC
2863
Blue Edge Capital
Richmond,
Virginia
| $404M | -$26.5M | -6% | 4.51% | 67.4% | 108 | 7.41% |
|
| 2864 |
GBT
2864
Grove Bank & Trust
Miami,
Florida
| $404M | -$14.1M | -3% | 5.22% | 71.8% | 214 | 6.54% |
|
| 2865 |
GA
2865
Gateway Advisory
Westfield,
New Jersey
| $403M | +$168M | +72% | 1.7% | 26% | 94 | 50% |
|
| 2866 |
CPI
2866
Crestview Partners III
New York
| $403M | -$189M | -32% | 31.7% | 51.2% | 2 | 0% |
|
| 2867 |
RSVP
2867
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $403M | -$43.3M | -10% | 4.6% | 64.3% | 90 | 13.33% |
|
| 2868 |
PA
2868
Probity Advisors
Dallas,
Texas
| $403M | -$28.9M | -7% | 4.86% | 55.8% | 183 | 9.84% |
|
| 2869 |
ACP
2869
Aviance Capital Partners
Naples,
Florida
| $403M | -$46.3M | -10% | 5.63% | 98.2% | 281 | 15.3% |
|
| 2870 |
CCP
2870
Corbin Capital Partners
New York
| $403M | -$38.4M | -9% | 0.93% | 87.7% | 126 | 8.73% |
|
| 2871 |
MPW
2871
MA Private Wealth
San Carlos,
California
| $402M | -$8.18M | -2% | 6.01% | 57.5% | 71 | 9.86% |
|
| 2872 |
QI
2872
Qtron Investments
Boston,
Massachusetts
| $402M | -$52.6M | -12% | 3.72% | 139% | 457 | 23.85% |
|
| 2873 |
CFMC
2873
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $402M | -$27.7M | -6% | 4.57% | 63.3% | 182 | 5.49% |
|
| 2874 |
VHMC
2874
Value Holdings Management Company
Hampton Bays,
New York
| $402M | -$18.7M | -4% | 2.55% | 125% | 50 | 12% |
|
| 2875 |
SC
2875
Styrax Capital
New York
| $402M | +$51.3M | +15% | 3.48% | 310% | 15 | 60% |
|