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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3576 |
RWG
3576
Ratio Wealth Group
Denver,
Colorado
| $335M | +$2.83M | +0.9% | 4.38% | – | 63 | 19.05% |
|
| 3577 |
NI
3577
Nepsis Inc
Minneapolis,
Minnesota
| $335M | -$9.66M | -3% | 0.17% | 116% | 34 | 26.47% |
|
| 3578 |
IP
3578
Intellectus Partners
San Francisco,
California
| $335M | -$57.3M | -15% | 5.33% | 111% | 289 | 24.91% |
|
| 3579 |
SIA
3579
SeaBridge Investment Advisors
Summit,
New Jersey
| $335M | +$22.6M | +7% | 3.69% | 128% | 149 | 14.77% |
|
| 3580 |
IA
3580
Insight Advisors
Newtown,
Pennsylvania
| $334M | -$5.41M | -2% | 3.93% | 51.7% | 355 | 22.82% |
|
| 3581 |
BWA
3581
Burt Wealth Advisors
North Bethesda,
Maryland
| $333M | +$27.3M | +9% | 2.12% | 57.3% | 105 | 18.1% |
|
| 3582 |
JWM
3582
JFG Wealth Management
Denver,
Colorado
| $333M | +$66.1M | +25% | 3.96% | 65.2% | 62 | 62.9% |
|
| 3583 |
HI
3583
Helikon Investments
London,
United Kingdom
| $333M | +$18.1M | +6% | 21.7% | 330% | 6 | 33.33% |
|
| 3584 |
CFS
3584
CRA Financial Services
Northfield,
New Jersey
| $332M | -$3.94M | -1% | 3.63% | 78.9% | 220 | 12.27% |
|
| 3585 |
MJP
3585
Michael J. Puzo
| $332M | -$21.8M | -6% | 2.98% | 60.3% | 85 | 11.76% |
|
| 3586 |
ASI
3586
All-Stars Investment
Hong Kong
| $332M | -$96.5M | -23% | 20.4% | 19.4% | 4 | 25% |
|
| 3587 |
LTI
3587
Laffer Tengler Investments
Nashville,
Tennessee
| $332M | -$14.3M | -4% | 1.66% | 96.5% | 431 | 13.46% |
|
| 3588 |
FNBOMD
3588
First National Bank of Mount Dora
Mount Dora,
Florida
| $332M | -$7.26M | -2% | 0.93% | 84.5% | 134 | 8.96% |
|
| 3589 |
KAH
3589
Kathryn A. Hall
| $332M | -$102M | -23% | 16% | 95.2% | 53 | 5.66% |
|
| 3590 |
BHTS
3590
Bar Harbor Trust Services
Ellsworth,
Maine
| $331M | -$42.1M | -11% | 0.82% | 86.4% | 145 | 15.86% |
|
| 3591 |
OAMG
3591
Odey Asset Management Group
London,
United Kingdom
| $331M | -$6.56M | -2% | 9.29% | 259% | 76 | 65.79% |
|
| 3592 |
CCM
3592
Cobalt Capital Management
Short Hills,
New Jersey
| $331M | -$44M | -12% | 11.4% | 180% | 57 | 59.65% |
|
| 3593 |
JCM
3593
JAT Capital Management
Greenwich,
Connecticut
| $331M | -$4.74M | -1% | 19.5% | 446% | 53 | 71.7% |
|
| 3594 |
HW
3594
Hedeker Wealth
Lincolnshire,
Illinois
| $330M | -$14.2M | -4% | 3.99% | 120% | 99 | 32.32% |
|
| 3595 |
TCCM
3595
Timber Creek Capital Management
Boston,
Massachusetts
| $330M | -$5.84M | -2% | 0.71% | 85.7% | 133 | 12.78% |
|
| 3596 |
FVCM
3596
F&V Capital Management
Boca Raton,
Florida
| $330M | +$31.9M | +11% | 9.34% | 107% | 68 | 17.65% |
|
| 3597 |
SRC
3597
Sage Rhino Capital
Menlo Park,
California
| $330M | -$27.3M | -8% | 5.34% | 71.6% | 236 | 11.02% |
|
| 3598 |
CDIA
3598
Capital Directions Investment Advisors
Atlanta,
Georgia
| $329M | -$16.5M | -5% | 7.2% | 7.53% | 272 | 74.63% |
|
| 3599 |
AB
3599
Aozora Bank
Tokyo,
Japan
| $329M | -$52.8M | -14% | 7.52% | 5.45% | 2 | 0% |
|
| 3600 |
AFG
3600
American Financial Group
Cincinnati,
Ohio
| $329M | -$36.2M | -10% | 0.88% | 32.3% | 93 | 11.83% |
|