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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3101 |
PWS
3101
Private Wealth Strategies
New Albany,
Ohio
| $416M | +$21.1M | +5% | 5.09% | 18.8% | 81 | 13.58% |
|
| 3102 |
HCM
3102
Huber Capital Management
El Segundo,
California
| $416M | +$12M | +3% | 4.03% | 63.9% | 88 | 7.95% |
|
| 3103 |
KLI
3103
Kelman-Lazarov Inc
Memphis,
Tennessee
| $416M | +$30.6M | +8% | 4.88% | 39.9% | 100 | 8% |
|
| 3104 |
TWM
3104
Tolleson Wealth Management
Dallas,
Texas
| $415M | +$27.9M | +7% | 5.26% | 48.1% | 83 | 15.66% |
|
| 3105 |
SI
3105
Squadra Investments
Rio De Janeiro,
Brazil
| $414M | +$56.6M | +16% | 34.6% | 48.1% | 7 | 57.14% |
|
| 3106 |
AC
3106
AWM Capital
Phoenix,
Arizona
| $414M | +$58.9M | +17% | 3.57% | 37.7% | 77 | 12.99% |
|
| 3107 |
BCA
3107
Bay Colony Advisors
Concord,
Massachusetts
| $414M | +$35.3M | +9% | 6.32% | 91.8% | 368 | 14.4% |
|
| 3108 |
LS
3108
Leelyn Smith
Geneva,
Illinois
| $414M | +$23.2M | +6% | 6.1% | 77.3% | 121 | 14.88% |
|
| 3109 |
GIPM
3109
G2 Investment Partners Management
New York
| $414M | +$57.1M | +16% | 27.9% | 773% | 124 | 58.06% |
|
| 3110 |
B
3110
Bellecapital
Zurich,
Switzerland
| $413M | +$11.4M | +3% | 8.11% | 128% | 202 | 25.74% |
|
| 3111 |
APG
3111
Abacus Planning Group
Columbia,
South Carolina
| $413M | +$25.3M | +7% | 6.09% | 59.1% | 206 | 8.74% |
|
| 3112 |
MWA
3112
Meridian Wealth Advisors
Austin,
Texas
| $413M | +$13.9M | +3% | 7.54% | 68.8% | 192 | 6.77% |
|
| 3113 |
VT
3113
Vise Technologies
New York
| $413M | +$33.5M | +9% | 5.3% | – | 377 | 22.55% |
|
| 3114 |
SPA
3114
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $413M | +$18.2M | +5% | 3.3% | 46.5% | 102 | 15.69% |
|
| 3115 |
UFM
3115
Ursa Fund Management
Danville,
California
| $413M | +$143M | +53% | 6.41% | 11.2% | 24 | 45.83% |
|
| 3116 |
ECM
3116
Engine Capital Management
New York
| $413M | +$73.6M | +22% | 7.62% | 22.2% | 44 | 27.27% |
|
| 3117 |
KNW
3117
Kesler Norman & Wride
Ogden,
Utah
| $412M | +$15.7M | +4% | 3.85% | 76% | 157 | 3.18% |
|
| 3118 |
MWA
3118
Martel Wealth Advisors
Vancouver,
Washington
| $412M | +$20.6M | +5% | 3.81% | 39.7% | 54 | 9.26% |
|
| 3119 |
SFM
3119
Spartan Fund Management
Toronto, Ontario,
Canada
| $412M | +$197M | +92% | 1.94% | 25% | 473 | 53.91% |
|
| 3120 |
FA
3120
Fagan Associates
Troy,
New York
| $412M | +$10.2M | +3% | 9.57% | 87.7% | 128 | 17.19% |
|
| 3121 |
CWP
3121
CFM Wealth Partners
Austin,
Texas
| $412M | +$40.9M | +11% | 12.2% | 116% | 169 | 11.83% |
|
| 3122 |
SXL
3122
Summit X LLC
Chesterfield,
Missouri
| $412M | +$24.9M | +6% | 6.8% | 62.9% | 281 | 9.96% |
|
| 3123 |
SIG
3123
Sargent Investment Group
Bethesda,
Maryland
| $412M | +$32.5M | +9% | 9.07% | 105% | 213 | 12.68% |
|
| 3124 |
SMI
3124
Shelter Mutual Insurance
Columbia,
Missouri
| $412M | +$52.8M | +15% | 3.31% | 46.6% | 69 | 24.64% |
|
| 3125 |
CCM
3125
Carronade Capital Management
Darien,
Connecticut
| $412M | +$165M | +67% | 4.47% | 179% | 26 | 57.69% |
|