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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3101 |
UAG
3101
United Advisor Group
Cincinnati,
Ohio
| $578M | +$90.7M | +19% | 9.41% | – | 399 | 17.79% |
|
| 3102 |
PJSIMP
3102
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $578M | +$32.4M | +6% | 9.32% | 65.9% | 200 | 14.5% |
|
| 3103 |
CA
3103
Calton & Associates
Tampa,
Florida
| $578M | +$140M | +32% | 7.85% | 73.9% | 433 | 32.56% |
|
| 3104 |
SAM
3104
Scion Asset Management
Saratoga,
California
| $578M | +$379M | +190% | 0.96% | 1.91% | 21 | 95.24% |
|
| 3105 |
SNB
3105
Security National Bank
Omaha,
Nebraska
| $578M | +$48.3M | +9% | 10.3% | 113% | 329 | 8.21% |
|
| 3106 |
MB
3106
MPM BioImpact
Boston,
Massachusetts
| $577M | -$4.53M | -0.8% | 6.98% | 550% | 51 | 29.41% |
|
| 3107 |
TI
3107
Think Investments
San Francisco,
California
| $577M | +$64.2M | +13% | 21.5% | 285% | 24 | 25% |
|
| 3108 |
BEW
3108
Burton Enright Welch
Walnut Creek,
California
| $577M | +$84.9M | +17% | 8.27% | 62.8% | 126 | 19.84% |
|
| 3109 |
VCP
3109
Varenne Capital Partners
Paris,
France
| $576M | +$298M | +107% | 25.6% | 212% | 30 | 66.67% |
|
| 3110 |
P
3110
Pfizer
New York
| $576M | +$75.4M | +15% | 21.9% | – | 21 | 0% |
|
| 3111 |
TI
3111
Trigran Investments
Northbrook,
Illinois
| $576M | -$104M | -15% | 0.61% | 30.2% | 17 | 11.76% |
|
| 3112 |
NCM
3112
Noesis Capital Mangement
Boca Raton,
Florida
| $576M | +$73M | +15% | 15.7% | 128% | 138 | 15.22% |
|
| 3113 |
SAM
3113
Sompo Asset Management
Tokyo,
Japan
| $576M | +$37.1M | +7% | 10.3% | 84.7% | 194 | 5.15% |
|
| 3114 |
RP
3114
Rice Partnership
Honolulu,
Hawaii
| $576M | +$88.4M | +18% | 11.8% | 123% | 178 | 20.22% |
|
| 3115 |
FFWA
3115
FRG Family Wealth Advisors
Bellevue,
Washington
| $575M | +$57.8M | +11% | 13.6% | 76.4% | 153 | 5.88% |
|
| 3116 |
CIP
3116
Capital Insight Partners
Scottsdale,
Arizona
| $575M | +$2.25M | +0.4% | 8.44% | 51.7% | 172 | 13.95% |
|
| 3117 |
CM
3117
Cornerstone Management
Duluth,
Georgia
| $575M | +$41.2M | +8% | 6.52% | 40% | 63 | 15.87% |
|
| 3118 |
WFA
3118
West Financial Advisors
Des Moines,
Iowa
| $575M | +$48.5M | +9% | 7.28% | 45.1% | 214 | 8.41% |
|
| 3119 |
GSWM
3119
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $575M | +$70M | +14% | 10.3% | 65.6% | 106 | 11.32% |
|
| 3120 |
SP
3120
Solel Partners
Boston,
Massachusetts
| $574M | +$34.4M | +6% | 9.41% | 25.9% | 24 | 29.17% |
|
| 3121 |
ESL
3121
Endurance Services Ltd
Purchase,
New York
| $574M | +$34.7M | +6% | 6.6% | – | 14 | 0% |
|
| 3122 |
LWM
3122
LJI Wealth Management
Indianapolis,
Indiana
| $574M | +$72.2M | +14% | 9.89% | 61.5% | 194 | 10.31% |
|
| 3123 |
IP
3123
Ignite Planners
San Clemente,
California
| $574M | +$63.4M | +12% | 9.42% | 73.8% | 370 | 14.59% |
|
| 3124 |
AMG
3124
Asset Management Group
Stamford,
Connecticut
| $574M | +$32.5M | +6% | 6.89% | 57% | 135 | 2.22% |
|
| 3125 |
NB
3125
Northwest Bancshares
Warren,
Pennsylvania
| $574M | +$29.4M | +5% | 5.62% | 84.8% | 195 | 12.31% |
|