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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3651 |
TVAMP
3651
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $255M | -$5.11M | -2% | 5.93% | 50.5% | 104 | 20.19% |
|
| 3652 |
DAL
3652
Delta Air Lines
Atlanta,
Georgia
| $255M | -$18.9M | -7% | 0.68% | 26.9% | 4 | 0% |
|
| 3653 |
BW
3653
Bison Wealth
Atlanta,
Georgia
| $255M | +$80.6M | +46% | 3.97% | 37.4% | 386 | 51.04% |
|
| 3654 |
HI
3654
Hoey Investments
Coatesville,
Pennsylvania
| $255M | +$22.5M | +10% | 0.69% | 200% | 359 | 22.84% |
|
| 3655 |
IA
3655
Insight Advisors
Newtown,
Pennsylvania
| $255M | -$40.3M | -14% | 4.2% | 51.7% | 310 | 11.61% |
|
| 3656 |
CFS
3656
Cannon Financial Strategists
Athens,
Georgia
| $254M | -$4.03M | -2% | 5.87% | 41.8% | 74 | 16.22% |
|
| 3657 |
CG
3657
Compass Group
New York
| $254M | +$46.5M | +22% | 8.32% | 64.6% | 17 | 29.41% |
|
| 3658 |
BPCA
3658
Bank Pictet & Cie (Asia)
Singapore
| $253M | -$42.2M | -14% | 5.98% | 30.4% | 90 | 4.44% |
|
| 3659 |
DDSF
3659
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $253M | -$15.9M | -6% | 5.88% | 1.41% | 3 | 0% |
|
| 3660 |
CWA
3660
Cornerstone Wealth Advisors
Edina,
Minnesota
| $253M | -$8.78M | -3% | 4.57% | 42.6% | 45 | 8.89% |
|
| 3661 |
BIC
3661
B&I Capital
Zurich,
Switzerland
| $253M | -$56M | -18% | 12.5% | 15.9% | 29 | 10.34% |
|
| 3662 |
CWM
3662
Chemistry Wealth Management
New York
| $253M | -$8.4M | -3% | 4.9% | 72% | 136 | 6.62% |
|
| 3663 |
SA
3663
Sycale Advisors
New York
| $253M | -$27.4M | -10% | 6.8% | 16% | 28 | 32.14% |
|
| 3664 |
RFM
3664
RPD Fund Management
New York
| $253M | -$25.2M | -9% | 14.5% | – | 7 | 14.29% |
|
| 3665 |
HA
3665
Hamel Associates
Chatham,
New Jersey
| $253M | -$877K | -0.3% | 4.67% | 50.6% | 84 | 13.1% |
|
| 3666 |
HF
3666
Halpern Financial
Ashburn,
Virginia
| $253M | -$3.78M | -1% | 5.93% | 26.3% | 336 | 42.26% |
|
| 3667 |
ARAM
3667
Ardmore Road Asset Management
New York
| $253M | +$98.2M | +64% | 3.5% | 212% | 36 | 47.22% |
|
| 3668 |
WC
3668
Winmill & Co
Rochester,
New York
| $253M | -$23.1M | -8% | 6.51% | 106% | 80 | 12.5% |
|
| 3669 |
TCCM
3669
Timber Creek Capital Management
Boston,
Massachusetts
| $253M | -$49.9M | -16% | 6.12% | 85.7% | 141 | 9.22% |
|
| 3670 |
SFA
3670
Source Financial Advisors
New York
| $253M | -$2.58M | -1% | 0.91% | 18.5% | 117 | 14.53% |
|
| 3671 |
LRWA
3671
Long Run Wealth Advisors
Lake Placid,
New York
| $252M | -$5.75M | -2% | 5.31% | 50.5% | 102 | 19.61% |
|
| 3672 |
NO
3672
Ninety One
Cape Town,
South Africa
| $252M | -$30.1M | -11% | 5.05% | 193% | 103 | 31.07% |
|
| 3673 |
RAM
3673
Riggs Asset Management
Dallas,
Pennsylvania
| $252M | +$9.94M | +4% | 1.92% | 207% | 359 | 20.61% |
|
| 3674 |
OFS
3674
OneAscent Financial Services
Birmingham,
Alabama
| $252M | +$31.5M | +14% | 5.05% | 47.1% | 249 | 32.93% |
|
| 3675 |
NL
3675
NVWM LLC
Yardley,
Pennsylvania
| $252M | -$5.44M | -2% | 2.38% | 107% | 528 | 17.99% |
|