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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3401 |
SCP
3401
Steamboat Capital Partners
Rye,
New York
| $339M | -$11.7M | -3% | 18.7% | 280% | 61 | 65.57% |
|
| 3402 |
HIP
3402
HUB Investment Partners
Austin,
Texas
| $339M | +$119M | +54% | 5.43% | 95.7% | 256 | 48.83% |
|
| 3403 |
AWMF
3403
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $339M | +$73.1M | +28% | 5.51% | 101% | 48 | 22.92% |
|
| 3404 |
BL
3404
BCWM LLC
Overland Park,
Kansas
| $339M | +$3.52M | +1% | 3.81% | – | 77 | 19.48% |
|
| 3405 |
PT
3405
Plimoth Trust
Plymouth,
Massachusetts
| $339M | +$18.7M | +6% | 6.55% | 94% | 165 | 5.45% |
|
| 3406 |
SA
3406
SoftVest Advisors
Abilene,
Texas
| $339M | +$115M | +51% | 108% | 178% | 12 | 58.33% |
|
| 3407 |
E
3407
EnerVest
Houston,
Texas
| $339M | +$92.4M | +38% | 62.6% | 20.5% | 1 | 0% |
|
| 3408 |
YWP
3408
YorkBridge Wealth Partners
New York
| $338M | +$39.8M | +13% | 4.38% | 36.5% | 248 | 16.53% |
|
| 3409 |
VM
3409
Venator Management
Pittsburgh,
Pennsylvania
| $338M | +$33.4M | +11% | 6.27% | 101% | 36 | 16.67% |
|
| 3410 |
T
3410
TRUADVICE
Sarasota,
Florida
| $338M | +$9.71M | +3% | 4.41% | 21.6% | 325 | 34.15% |
|
| 3411 |
CFSG
3411
Community Financial Services Group
Newport,
Vermont
| $338M | +$19.9M | +6% | 6.78% | – | 95 | 7.37% |
|
| 3412 |
ACM
3412
Armbruster Capital Management
Pittsford,
New York
| $338M | +$39.6M | +13% | 8.88% | 64.3% | 91 | 3.3% |
|
| 3413 |
EWA
3413
ERTS Wealth Advisors
Marquette,
Michigan
| $338M | +$29.6M | +10% | 5.62% | 36.5% | 87 | 11.49% |
|
| 3414 |
HC
3414
HNP Capital
Rochester,
New York
| $337M | +$31.8M | +10% | 4.67% | 52.4% | 151 | 15.89% |
|
| 3415 |
MCM
3415
Monarch Capital Management
Fort Wayne,
Indiana
| $337M | +$19.4M | +6% | 9.23% | 65% | 110 | 5.45% |
|
| 3416 |
VAS
3416
Valicenti Advisory Services
Elmira,
New York
| $337M | +$28.5M | +9% | 4.12% | 119% | 78 | 8.97% |
|
| 3417 |
OAM
3417
Occidental Asset Management
Burlingame,
California
| $336M | +$34.7M | +12% | 4.31% | 82.5% | 199 | 22.61% |
|
| 3418 |
SM
3418
Selkirk Management
Chatham,
New Jersey
| $336M | +$27.5M | +9% | 1.34% | 245% | 24 | 16.67% |
|
| 3419 |
LS
3419
Leelyn Smith
Geneva,
Illinois
| $336M | +$23.3M | +7% | 6.37% | 77.3% | 397 | 10.33% |
|
| 3420 |
OWA
3420
Octavia Wealth Advisors
Cincinnati,
Ohio
| $336M | +$27.9M | +9% | 4.66% | 67.9% | 178 | 17.98% |
|
| 3421 |
VFM
3421
Viking Fund Management
Minot,
North Dakota
| $335M | +$24.5M | +8% | 12.7% | 104% | 131 | 19.08% |
|
| 3422 |
SWM
3422
Sugarloaf Wealth Management
Duluth,
Georgia
| $335M | +$36.1M | +12% | 4.35% | 10.2% | 813 | 14.64% |
|
| 3423 |
CCM
3423
Carderock Capital Management
Chevy Chase,
Maryland
| $335M | +$3.42M | +1% | 2.95% | 88.6% | 80 | 11.25% |
|
| 3424 |
SI
3424
SCP Investment
Orinda,
California
| $335M | +$25.8M | +8% | 8.36% | 32.8% | 38 | 55.26% |
|
| 3425 |
CM
3425
Condire Management
Dallas,
Texas
| $335M | – | – | 1% | 187% | 17 | – |
|