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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2926 |
BCM
2926
Buckhead Capital Management
Atlanta,
Georgia
| $429M | +$27.2M | +7% | 7.22% | 54.4% | 142 | 8.45% |
|
| 2927 |
FPS
2927
Fieldpoint Private Securities
Greenwich,
Connecticut
| $428M | -$11.7M | -3% | 5.35% | 47.2% | 1,682 | 9.69% |
|
| 2928 |
GA
2928
GFS Advisors
Houston,
Texas
| $428M | +$47.6M | +13% | 7.46% | 74.3% | 143 | 13.29% |
|
| 2929 |
SCP
2929
SailingStone Capital Partners
Houston,
Texas
| $428M | +$126M | +42% | 56.7% | 161% | 13 | 46.15% |
|
| 2930 |
FA
2930
Fagan Associates
Troy,
New York
| $428M | +$29.5M | +7% | 4.83% | 87.7% | 127 | 10.24% |
|
| 2931 |
JM
2931
Jeneq Management
New York
| $427M | +$97.5M | +30% | 1.78% | 21.7% | 20 | 55% |
|
| 2932 |
IAM
2932
Infusive Asset Management
New York
| $427M | +$125M | +41% | 0.84% | 40.1% | 77 | 7.79% |
|
| 2933 |
TFA
2933
Teamwork Financial Advisors
San Antonio,
Texas
| $426M | +$5.77M | +1% | 3.15% | 126% | 255 | 33.33% |
|
| 2934 |
GTC
2934
Ghost Tree Capital
New York
| $425M | -$23.3M | -5% | 8.97% | 265% | 60 | 45% |
|
| 2935 |
SNT
2935
Security National Trust
Wheeling,
West Virginia
| $425M | +$23M | +6% | 6.8% | 58.3% | 429 | 12.12% |
|
| 2936 |
GBT
2936
Grove Bank & Trust
Miami,
Florida
| $425M | +$40.1M | +10% | 7.58% | 71.8% | 216 | 11.11% |
|
| 2937 |
DCM
2937
Dimension Capital Management
Coral Gables,
Florida
| $425M | +$74.7M | +21% | 9.47% | 59.4% | 112 | 31.25% |
|
| 2938 |
VCM
2938
Virtue Capital Management
Brentwood,
Tennessee
| $425M | +$17.3M | +4% | 6.46% | 61.9% | 313 | 28.43% |
|
| 2939 |
CCP
2939
Corbin Capital Partners
New York
| $424M | +$288M | +212% | 0.76% | 87.7% | 70 | 81.43% |
|
| 2940 |
FGP
2940
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $424M | +$9.9M | +2% | 5.52% | 56.9% | 68 | 8.82% |
|
| 2941 |
GA
2941
Geller Advisors
New York
| $424M | +$26.2M | +7% | 5.48% | 20.4% | 131 | 16.79% |
|
| 2942 |
SFO
2942
Standard Family Office
Sioux Falls,
South Dakota
| $424M | +$5.83M | +1% | 5.8% | 57.4% | 681 | 25.7% |
|
| 2943 |
ANBT
2943
American National Bank & Trust
Wichita Falls,
Texas
| $424M | +$36.3M | +9% | 7.92% | 95.1% | 277 | 21.66% |
|
| 2944 |
DWA
2944
Divergent Wealth Advisors
South Jordan,
Utah
| $423M | +$35M | +9% | 2.76% | 14.7% | 16 | 0% |
|
| 2945 |
NB
2945
Northwest Bancshares
Warren,
Pennsylvania
| $423M | +$33.3M | +9% | 6.17% | 61.3% | 243 | 13.58% |
|
| 2946 |
LJAC
2946
L.J. Altfest & Co
New York
| $423M | +$15M | +4% | 5.1% | 90.3% | 306 | 23.86% |
|
| 2947 |
SOAMC
2947
Spirit of America Management Corp
Syosset,
New York
| $423M | +$23.4M | +6% | 11.9% | 110% | 231 | 3.03% |
|
| 2948 |
JPMIA
2948
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $422M | +$35.6M | +9% | 8.87% | 141% | 74 | 6.76% |
|
| 2949 |
KLWA
2949
Kelly Lawrence W & Associates
Pasadens,
California
| $422M | +$170M | +67% | 4.42% | 58.9% | 153 | 37.91% |
|
| 2950 |
LF
2950
Lee Financial
Dallas,
Texas
| $422M | +$36.2M | +9% | 7.21% | 69.7% | 535 | 16.64% |
|