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 |
MFG
2926
MidWestOne Financial Group
Iowa City,
Iowa
| $461M | +$18.8M | +4% | 2% | 62.7% | 278 | 10.07% |
|
| 2927 |
BOK
2927
Bank of Korea
Seoul,
South Korea
| $461M | -$4.4M | -0.9% | 0.94% | – | 3 | 0% |
|
| 2928 |
HAS
2928
HBW Advisory Services
Simi Valley,
California
| $461M | +$59.7M | +15% | 5.07% | 62.1% | 321 | 29.6% |
|
| 2929 |
SIG
2929
Sky Investment Group
Hartford,
Connecticut
| $461M | +$23.1M | +5% | 5.82% | 68% | 124 | 4.03% |
|
| 2930 |
WP
2930
Waycross Partners
Louisville,
Kentucky
| $461M | +$117M | +34% | 10.5% | 78.9% | 99 | 16.16% |
|
| 2931 |
FFIC
2931
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $460M | +$8.6M | +2% | 5.02% | 48.1% | 67 | 7.46% |
|
| 2932 |
CPI
2932
Crestview Partners III
New York
| $460M | +$83.1M | +22% | 10.9% | 5.73% | 3 | 33.33% |
|
| 2933 |
SL
2933
Sentry LLC
Memphis,
Tennessee
| $460M | +$33M | +8% | 7.53% | 55% | 126 | 10.32% |
|
| 2934 |
CVM
2934
Cheviot Value Management
Beverly Hills,
California
| $459M | +$43.3M | +10% | 6.17% | 83.7% | 75 | 6.67% |
|
| 2935 |
MAP
2935
Madison Avenue Partners
New York
| $458M | -$6.62M | -1% | 0.17% | 241% | 21 | 23.81% |
|
| 2936 |
IIA
2936
IPG Investment Advisors
San Diego,
California
| $458M | +$20.4M | +5% | 10.6% | 78.6% | 198 | 31.31% |
|
| 2937 |
FAM
2937
Formidable Asset Management
Cincinnati,
Ohio
| $458M | -$15M | -3% | 4.4% | 52.2% | 342 | 19.3% |
|
| 2938 |
EWM
2938
Edge Wealth Management
New York
| $458M | +$22M | +5% | 6.01% | 61.6% | 79 | 8.86% |
|
| 2939 |
SA
2939
Sycale Advisors
New York
| $458M | +$111M | +32% | 1.32% | 16% | 22 | 22.73% |
|
| 2940 |
PA
2940
Probity Advisors
Dallas,
Texas
| $458M | – | – | 3.62% | 41.2% | 188 | – |
|
| 2941 |
EPAM
2941
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $458M | -$8.54M | -2% | 4.42% | 137% | 71 | 14.08% |
|
| 2942 |
SWM
2942
Sendero Wealth Management
San Antonio,
Texas
| $458M | +$131M | +40% | 8.21% | 77.4% | 154 | 37.01% |
|
| 2943 |
RIA
2943
Realta Investment Advisors
Wilmington,
Delaware
| $458M | +$46.2M | +11% | 8.26% | 126% | 847 | 51.95% |
|
| 2944 |
FFA
2944
Farther Finance Advisors
San Francisco,
California
| $458M | +$116M | +34% | 4.43% | 74.1% | 2,608 | 13.92% |
|
| 2945 |
DAM
2945
Deltec Asset Management
New York
| $457M | +$52.6M | +13% | 11.5% | 128% | 214 | 42.99% |
|
| 2946 |
TSC
2946
Two Seas Capital
Rye,
New York
| $457M | +$348M | +320% | 9.47% | 280% | 14 | 28.57% |
|
| 2947 |
TI
2947
Think Investments
San Francisco,
California
| $457M | +$19.3M | +4% | 2.06% | 119% | 25 | 32% |
|
| 2948 |
FM
2948
Family Management
New York
| $457M | +$22.4M | +5% | 5.68% | 58.5% | 179 | 25.14% |
|
| 2949 |
FFWA
2949
FRG Family Wealth Advisors
Bellevue,
Washington
| $457M | +$19M | +4% | 8.99% | 76.4% | 145 | 8.97% |
|
| 2950 |
PGCM
2950
Prescott Group Capital Management
Tulsa,
Oklahoma
| $456M | +$27.5M | +6% | 6.88% | 124% | 188 | 26.06% |
|