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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
PIWA
3276
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $671M | +$77.2M | +13% | 13.2% | 33.5% | 245 | 46.94% | 0.8 |
|
| 3277 |
AT
3277
Avenir Tech
Hong Kong
| $671M | -$119M | -15% | 0.19% | – | 36 | 50% | 0.6 |
|
| 3278 |
ACM
3278
Armbruster Capital Management
Pittsford,
New York
| $671M | +$60.6M | +10% | 14.6% | 64.3% | 134 | 8.21% | 5.9 |
|
| 3279 |
SWC
3279
Square Wave Capital
Brooklyn,
New York
| $670M | +$257M | +62% | 71.1% | – | 14 | 35.71% | 0.4 |
|
| 3280 |
FCMC
3280
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $670M | +$61.7M | +10% | 11.1% | 88.9% | 80 | 8.75% | 6.6 |
|
| 3281 |
SAM
3281
Strategy Asset Managers
Pasadena,
California
| $670M | +$60.4M | +10% | 16.7% | 115% | 289 | 17.3% | 3.5 |
|
| 3282 |
VP
3282
Verum Partners
Charlotte,
North Carolina
| $669M | +$142M | +27% | 11.2% | 53.9% | 207 | 16.91% | 2.2 |
|
| 3283 |
MBT
3283
Montecito Bank & Trust
Santa Barbara,
California
| $668M | +$61.1M | +10% | 14.5% | – | 280 | 8.21% | 6.5 |
|
| 3284 |
GPSPJS
3284
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $668M | +$13.9M | +2% | 8.76% | 116% | 16 | 6.25% | 7.7 |
|
| 3285 |
OWP
3285
ORG Wealth Partners
Dallas,
Texas
| $667M | +$159M | +31% | 39.1% | – | 745 | 13.15% | 1.2 |
|
| 3286 |
VIM
3286
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $666M | +$37M | +6% | 12% | – | 107 | 26.17% | 2.3 |
|
| 3287 |
AGWCA
3287
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $666M | +$41.8M | +7% | 15.6% | 85% | 1,347 | 75.35% | 2.1 |
|
| 3288 |
SC
3288
Steginsky Capital
Port Washington,
New York
| $666M | +$61.2M | +10% | 8.21% | 99.4% | 8 | 0% | 8.3 |
|
| 3289 |
CM
3289
Capital Management
Glen Allen,
Virginia
| $666M | +$81.1M | +14% | 12.4% | 52.5% | 75 | 9.33% | 4.9 |
|
| 3290 |
CG
3290
Cynosure Group
Salt Lake City,
Utah
| $666M | -$135M | -17% | 12.2% | 56.8% | 269 | 59.48% | 1.3 |
|
| 3291 |
AG
3291
Advocate Group
Minnetonka,
Minnesota
| $665M | +$25.8M | +4% | 8.29% | 47.3% | 134 | 14.93% | 3.1 |
|
| 3292 |
CCM
3292
Cantillon Capital Management
New York
| $665M | -$14.4B | -96% | 19% | 105% | 38 | 28.95% | 6.8 |
|
| 3293 |
ARG
3293
Advisory Resource Group
Tulsa,
Oklahoma
| $665M | +$83.8M | +14% | 13.7% | 66.5% | 192 | 15.1% | 3 |
|
| 3294 |
BOCH
3294
Blue Owl Capital Holdings
New York
| $665M | +$292M | +79% | 23.2% | 145% | 93 | 36.56% | 1.1 |
|
| 3295 |
SLWA
3295
San Luis Wealth Advisors
San Luis Obispo,
California
| $664M | +$60.1M | +10% | 10.3% | 58.8% | 203 | 21.67% | 1.6 |
|
| 3296 |
CBB
3296
Citizens Business Bank
Ontario,
California
| $664M | +$53.8M | +9% | 19.8% | 108% | 147 | 13.61% | 4.7 |
|
| 3297 |
MC
3297
McMorgan & Co
San Francisco,
California
| $664M | +$45.9M | +7% | 7.8% | 30.1% | 42 | 16.67% | 2.5 |
|
| 3298 |
CGIM
3298
Capital Group Investment Management
Raffles Quay,
Singapore
| $664M | +$78.6M | +13% | 23% | 145% | 154 | 16.23% | 2.3 |
|
| 3299 |
PCWA
3299
Pacific Capital Wealth Advisors
Corona,
California
| $663M | +$68M | +11% | 10.2% | 46.9% | 96 | 13.54% | 2.9 |
|
| 3300 |
BCP
3300
Bain Capital Prairie
Boston,
Massachusetts
| $663M | -$2.81M | -0.4% | 0.42% | – | 1 | 0% | 0.5 |
|