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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
OMC
3301
Overbrook Management Corp
New York
| $663M | +$134M | +25% | 26% | 157% | 73 | 36.99% | 2.6 |
|
| 3302 |
WA
3302
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $663M | +$30.7M | +5% | 43.4% | 89.9% | 7 | 42.86% | 3.3 |
|
| 3303 |
WCP
3303
Wick Capital Partners
Wayne,
Pennsylvania
| $663M | +$114M | +21% | 14.8% | 60% | 296 | 41.22% | 1 |
|
| 3304 |
DS
3304
Dudley & Shanley
Palm Beach,
Florida
| $662M | +$51M | +8% | 6.27% | 67.9% | 38 | 5.26% | 4.4 |
|
| 3305 |
BMWS
3305
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| $662M | +$75.1M | +13% | 12% | – | 232 | 17.67% | 1 |
|
| 3306 |
CA
3306
Clune & Associates
Chicago,
Illinois
| $661M | +$130M | +24% | 9.32% | – | 176 | 11.36% | 1.2 |
|
| 3307 |
PCA
3307
Providence Capital Advisors
Charlotte,
North Carolina
| $660M | +$47.8M | +8% | 8.89% | 47.4% | 387 | 48.84% | 1.9 |
|
| 3308 |
BBL
3308
Beck Bode LLC
Dedham,
Massachusetts
| $660M | +$69.5M | +12% | 16.6% | 155% | 135 | 45.93% | 1.2 |
|
| 3309 |
EIP
3309
Ellis Investment Partners
Berwyn,
Pennsylvania
| $660M | +$83.7M | +15% | 16.1% | 66.3% | 295 | 12.54% | 4.1 |
|
| 3310 |
FSC
3310
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| $660M | +$51.5M | +8% | 4.34% | – | 37 | 62.16% | 0.4 |
|
| 3311 |
PIFP
3311
Partners in Financial Planning
Salem,
Virginia
| $660M | +$56.6M | +9% | 8.9% | 38.9% | 133 | 9.77% | 3.4 |
|
| 3312 |
MWM
3312
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $659M | +$92.5M | +16% | 18.9% | 130% | 170 | 31.76% | 2.1 |
|
| 3313 |
EL
3313
Essex LLC
Deer Park,
Illinois
| $659M | +$92.3M | +16% | 26.4% | 91.4% | 189 | 12.17% | 3.1 |
|
| 3314 |
WFA
3314
West Financial Advisors
Des Moines,
Iowa
| $659M | +$69.4M | +12% | 10.3% | 45.1% | 228 | 17.11% | 2.7 |
|
| 3315 |
PL
3315
Pandi LLC
Leawood,
Kansas
| $658M | +$48.5M | +8% | 14.8% | – | 4 | 0% | 0.9 |
|
| 3316 |
MCM
3316
Mengis Capital Management
Portland,
Oregon
| $658M | +$76.7M | +13% | 19% | 104% | 224 | 8.04% | 5.6 |
|
| 3317 |
AMBIA
3317
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $658M | -$37.8M | -5% | 10.9% | 78.9% | 168 | 14.88% | 3.2 |
|
| 3318 |
MCM
3318
Mitchell Capital Management
Leawood,
Kansas
| $657M | +$112M | +21% | 38.7% | 219% | 127 | 18.9% | 3.2 |
|
| 3319 |
AOWM
3319
Alpha Omega Wealth Management
Richmond,
Virginia
| $657M | +$40.3M | +7% | 10.4% | 60.7% | 215 | 7.44% | 6.8 |
|
| 3320 |
RDFA
3320
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $657M | +$67.4M | +11% | 12.3% | 56.7% | 630 | 10.79% | 2.1 |
|
| 3321 |
CWM
3321
CMH Wealth Management
Portsmouth,
New Hampshire
| $655M | +$72.9M | +13% | 15.8% | 76.6% | 121 | 9.92% | 2.1 |
|
| 3322 |
CTA
3322
Clear Trail Advisors
Houston,
Texas
| $655M | +$54.6M | +9% | 4.49% | – | 166 | 13.25% | 0.4 |
|
| 3323 |
SFG
3323
Sovereign Financial Group
Stamford,
Connecticut
| $654M | +$78.8M | +14% | 18% | 90.7% | 407 | 15.23% | 2.8 |
|
| 3324 |
WP
3324
WealthShield Partners
Cary,
North Carolina
| $654M | -$244M | -27% | 17% | 71% | 626 | 42.17% | 3.6 |
|
| 3325 |
MW
3325
Marble Wealth
Montgomery,
Alabama
| $653M | +$81.9M | +14% | 16.9% | – | 244 | 13.11% | 0.4 |
|