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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3301 |
SHJ
3301
Sharkey, Howes & Javer
Denver,
Colorado
| $220M | +$6.04M | +3% | 2.81% | 54.6% | 225 | 5.78% |
|
| 3302 |
CA
3302
Claar Advisors
New York
| $220M | +$12.5M | +6% | 5.89% | 63% | 34 | 23.53% |
|
| 3303 |
AIP
3303
Ahrens Investment Partners
Lafayette,
Louisiana
| $220M | +$822K | +0.4% | 2.39% | 82.3% | 181 | 16.57% |
|
| 3304 |
DI
3304
Dalton Investments
Las Vegas,
Nevada
| $220M | -$8.78M | -4% | 1.19% | 94.7% | 45 | 8.89% |
|
| 3305 |
HCM
3305
HGI Capital Management
New York
| $220M | +$29.9M | +16% | 5.28% | 47% | 82 | 47.56% |
|
| 3306 |
PCTC
3306
Perkins Coie Trust Company
Seattle,
Washington
| $220M | +$5.06M | +2% | 5.09% | 70.8% | 344 | 17.73% |
|
| 3307 |
KM
3307
Kalos Management
Alpharetta,
Georgia
| $220M | +$65.3M | +42% | 2.22% | 48.5% | 203 | 29.06% |
|
| 3308 |
SCM
3308
Southport Capital Management
Chattanooga,
Tennessee
| $220M | -$4.94M | -2% | 3.61% | 80% | 194 | 10.82% |
|
| 3309 |
RPA
3309
Rock Point Advisors
Burlington,
Vermont
| $220M | +$7.25M | +3% | 4.82% | 64.6% | 76 | 10.53% |
|
| 3310 |
GCM
3310
Galibier Capital Management
Toronto,
Ontario, Canada
| $220M | +$52.1M | +31% | 1.95% | 66.8% | 34 | 17.65% |
|
| 3311 |
RWMH
3311
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $219M | +$12.1M | +6% | 2.97% | 53.6% | 66 | 7.58% |
|
| 3312 |
VCM
3312
Versant Capital Management
Phoenix,
Arizona
| $219M | -$15.2M | -6% | 3.04% | 82.4% | 1,902 | 16.56% |
|
| 3313 |
DLG
3313
Daniel L. Goodwin
| $219M | +$1.07M | +0.5% | 0.68% | 72.6% | 95 | 3.16% |
|
| 3314 |
RCG
3314
Rock Creek Group
Washington,
District of Columbia
| $219M | -$5.48M | -2% | 2.82% | 34.9% | 137 | 61.31% |
|
| 3315 |
SRC
3315
Stone Run Capital
New York
| $219M | +$15.7M | +8% | 8.1% | 77.8% | 61 | 1.64% |
|
| 3316 |
SIG
3316
Sargent Investment Group
Bethesda,
Maryland
| $219M | +$11.3M | +5% | 8.26% | 105% | 149 | 14.77% |
|
| 3317 |
AC
3317
Alatus Capital
Geneva,
Switzerland
| $219M | -$21.7M | -9% | 14.4% | 33% | 2 | 0% |
|
| 3318 |
NQWM
3318
Northwest Quadrant Wealth Management
Bend,
Oregon
| $219M | +$4.84M | +2% | 1.99% | 36.7% | 65 | 9.23% |
|
| 3319 |
CG
3319
CFO4Life Group
Coppell,
Texas
| $219M | +$5.36M | +3% | 2.08% | 43.4% | 132 | 13.64% |
|
| 3320 |
HFBOT
3320
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $219M | +$7.75M | +4% | 2.72% | 65.2% | 68 | 2.94% |
|
| 3321 |
PFM
3321
Premier Fund Managers
Guildford,
United Kingdom
| $219M | -$746K | -0.3% | 3.55% | 56.6% | 49 | 22.45% |
|
| 3322 |
AAM
3322
Arabesque Asset Management
London,
United Kingdom
| $219M | +$23.8M | +12% | 10.8% | 122% | 146 | 56.16% |
|
| 3323 |
BA
3323
BCM Advisors
Lafayette,
Louisiana
| $219M | +$7.22M | +3% | 2.78% | 51% | 39 | 7.69% |
|
| 3324 |
PFU
3324
Parus Finance (UK)
London,
United Kingdom
| $218M | -$95.6M | -30% | 6.43% | 199% | 20 | 10% |
|
| 3325 |
CSM
3325
CAMG Solamere Management
Charlotte,
North Carolina
| $218M | +$17.1M | +8% | 2.57% | 51.7% | 103 | 10.68% |
|