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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
TAIM
3426
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $620M | +$22.9M | +4% | 5.08% | 55.5% | 89 | 6.74% | 4.4 |
|
| 3427 |
CRB
3427
Chad R. Baker
| $620M | +$89.5M | +17% | 30% | 108% | 57 | 12.28% | 6.6 |
|
| 3428 |
PLU
3428
Performa Ltd (US)
Charleston,
South Carolina
| $620M | +$178M | +40% | 13.5% | 55.8% | 53 | 18.87% | 2.9 |
|
| 3429 |
RR
3429
Robotti Robert
| $620M | -$21.7M | -3% | 1.01% | 107% | 63 | 9.52% | 5.3 |
|
| 3430 |
GPWA
3430
Great Point Wealth Advisors
Boston,
Massachusetts
| $619M | +$77.5M | +14% | 8.78% | – | 70 | 11.43% | 3.8 |
|
| 3431 |
MAC
3431
Mason & Associates (California)
Los Angeles,
California
| $619M | +$103M | +20% | 19.1% | 68.5% | 176 | 17.61% | 2 |
|
| 3432 |
FPB
3432
First PREMIER Bank
Sioux Falls,
South Dakota
| $619M | +$185M | +43% | 9.8% | 63% | 385 | 9.61% | 5.8 |
|
| 3433 |
KC
3433
KCM Capital
Shawnee,
Kansas
| $618M | -$3.84M | -0.6% | 77.9% | – | 39 | 28.21% | 0.4 |
|
| 3434 |
KAM
3434
KEB Asset Management
Springfield,
Illinois
| $618M | +$95.9M | +18% | 11.6% | 68.9% | 138 | 30.43% | 2 |
|
| 3435 |
CI
3435
CacheTech Inc
Logan,
Utah
| $618M | +$98.6M | +19% | 24.8% | – | 186 | 13.98% | 1.4 |
|
| 3436 |
HFF
3436
Halter Ferguson Financial
Carmel,
Indiana
| $617M | +$162M | +36% | 39.3% | – | 43 | 25.58% | 1.7 |
|
| 3437 |
SFG
3437
Sunburst Financial Group
Vestavia Hills,
Alabama
| $617M | +$74.4M | +14% | 12.4% | 55.7% | 142 | 12.68% | 3.5 |
|
| 3438 |
SRC
3438
Sage Rhino Capital
Menlo Park,
California
| $617M | +$82.6M | +15% | 13.7% | 86.8% | 422 | 30.57% | 2.8 |
|
| 3439 |
SAS
3439
SMI Advisory Services
Columbus,
Indiana
| $617M | +$10.1M | +2% | 13.9% | 80.7% | 68 | 20.59% | 1.5 |
|
| 3440 |
FGC
3440
Financial Gravity Companies
Lakeway,
Texas
| $616M | – | – | 11.1% | – | 1,037 | – | 2.3 |
|
| 3441 |
BOA
3441
Birnam Oak Advisors
New York
| $616M | +$175M | +40% | 11.5% | – | 45 | 33.33% | 0.6 |
|
| 3442 |
IDA
3442
Intelligence Driven Advisers
Carlsbad,
California
| $616M | +$42.4M | +7% | 15% | 65.6% | 154 | 24.68% | 2.2 |
|
| 3443 |
BFFIM
3443
Baring Fintech Fund III Managers
St Peter Port,
Guernsey
| $616M | -$278M | -31% | 17% | – | 1 | 0% | 1.5 |
|
| 3444 |
AGM
3444
Alpine Global Management
New York
| $615M | -$52.6M | -8% | 30.8% | 149% | 367 | 67.3% | 0.4 |
|
| 3445 |
TF
3445
TLWM Financial
San Antonio,
Texas
| $615M | +$59.8M | +11% | 11.9% | 53.9% | 78 | 17.95% | 3.9 |
|
| 3446 |
OL
3446
Odyssean LLC
Darien,
Connecticut
| $615M | +$341M | +124% | 24.7% | – | 584 | 45.38% | 0.2 |
|
| 3447 |
FSA
3447
Financial Security Advisor
Virginia Beach,
Virginia
| $615M | +$70.3M | +13% | 16.1% | 76.3% | 173 | 14.45% | 1.8 |
|
| 3448 |
AA
3448
Aire Advisors
Beverly Hills,
California
| $615M | +$68.1M | +12% | 13.4% | 72% | 190 | 17.89% | 2.8 |
|
| 3449 |
ATFA
3449
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $615M | +$189M | +45% | 19.6% | 71.1% | 169 | 20.12% | 3.2 |
|
| 3450 |
CSIA
3450
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $615M | +$60.6M | +11% | 12.1% | 64.9% | 75 | 17.33% | 2 |
|