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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3851 |
RPA
3851
Rock Point Advisors
Burlington,
Vermont
| $366M | +$32.8M | +10% | 11.5% | 82.8% | 110 | 6.36% |
|
| 3852 |
WA
3852
Wambolt & Associates
Littleton,
Colorado
| $366M | +$21.6M | +6% | 6.48% | 62.2% | 212 | 12.74% |
|
| 3853 |
RAM
3853
Riggs Asset Management
Dallas,
Pennsylvania
| $366M | +$30.3M | +9% | 8.71% | 207% | 722 | 22.02% |
|
| 3854 |
CPI
3854
Crestview Partners III
New York
| $366M | +$10.1M | +3% | 3.33% | 51.2% | 3 | 0% |
|
| 3855 |
HV
3855
HST Ventures
Park City,
Utah
| $366M | +$144M | +65% | 9.29% | 8.24% | 74 | 60.81% |
|
| 3856 |
IWA
3856
IBEX Wealth Advisors
Bedminster,
New Jersey
| $365M | -$276M | -43% | 12.1% | 221% | 286 | 76.92% |
|
| 3857 |
BWAM
3857
Boyd Watterson Asset Management
Cleveland,
Ohio
| $365M | +$14.9M | +4% | 4.84% | 101% | 448 | 3.79% |
|
| 3858 |
HNWAG
3858
High Net Worth Advisory Group
Naples,
Florida
| $365M | +$34.9M | +11% | 6.76% | 67.7% | 231 | 9.09% |
|
| 3859 |
SB
3859
Sunflower Bank
Dallas,
Texas
| $365M | -$58.8M | -14% | 5.43% | 42.7% | 133 | 9.77% |
|
| 3860 |
JWM
3860
JFG Wealth Management
Denver,
Colorado
| $365M | +$13.3M | +4% | 5.69% | 65.2% | 76 | 30.26% |
|
| 3861 |
DWM
3861
Darwin Wealth Management
Tampa,
Florida
| $364M | +$163M | +81% | 4.42% | 56.8% | 648 | 87.81% |
|
| 3862 |
DA
3862
Doliver Advisors
Houston,
Texas
| $364M | +$6.19M | +2% | 4.1% | 81% | 157 | 9.55% |
|
| 3863 |
WPIC
3863
White Pine Investment Company
Livonia,
Michigan
| $364M | +$24.1M | +7% | 6.75% | 66.3% | 66 | 7.58% |
|
| 3864 |
SFA
3864
Semmax Financial Advisors
Winston Salem,
North Carolina
| $364M | +$31.2M | +9% | 6.53% | – | 421 | 12.83% |
|
| 3865 |
BCC
3865
Bridge City Capital
Lake Oswego,
Oregon
| $364M | +$66.3M | +22% | 9.87% | 120% | 117 | 10.26% |
|
| 3866 |
AWM
3866
Aries Wealth Management
Portland,
Maine
| $364M | +$46.4M | +15% | 7.42% | 75% | 234 | 13.25% |
|
| 3867 |
T2I
3867
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $363M | -$28.6M | -7% | 5.46% | 62.1% | 80 | 8.75% |
|
| 3868 |
WAS
3868
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $363M | -$5.65M | -2% | 5.53% | 55.5% | 135 | 17.78% |
|
| 3869 |
ITC
3869
Inspire Trust Company
Reno,
Nevada
| $363M | +$60.2M | +20% | 8.76% | – | 114 | 8.77% |
|
| 3870 |
BWM
3870
BigSur Wealth Management
Miami,
Florida
| $363M | +$36.4M | +11% | 7.22% | 83.1% | 164 | 8.54% |
|
| 3871 |
TSMHT
3871
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $363M | +$41.4M | +13% | 7.57% | – | 1,680 | 16.37% |
|
| 3872 |
GWP
3872
Gateway Wealth Partners
Appleton,
Wisconsin
| $363M | +$32M | +10% | 5.8% | 58.9% | 294 | 17.69% |
|
| 3873 |
RA
3873
RR Advisors
Dallas,
Texas
| $362M | -$10.6M | -3% | 1.86% | 115% | 26 | 30.77% |
|
| 3874 |
EA
3874
Evergreen Advisors
Chattanooga,
Tennessee
| $362M | +$28.1M | +8% | 6.13% | – | 17 | 5.88% |
|
| 3875 |
CWA
3875
Canvas Wealth Advisors
Shawnee,
Kansas
| $362M | +$38.7M | +12% | 5.55% | 115% | 184 | 21.74% |
|