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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
VDFA
3951
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| $143M | +$6.34M | +5% | 5.84% | – | 116 | 5.17% | 2.8 |
|
| 3952 |
HGWM
3952
Harvest Group Wealth Management
Waltham,
Massachusetts
| $143M | -$1.49M | -1% | 5.94% | 28.1% | 36 | 16.67% | 2.6 |
|
| 3953 |
PCM
3953
Puissance Capital Management
New York
| $143M | +$10.3M | +8% | 19.6% | 116% | 5 | 0% | 2.8 |
|
| 3954 |
AIM
3954
Act II Management
New York
| $143M | +$2.52M | +2% | 9.99% | 43.6% | 28 | 35.71% | 7.4 |
|
| 3955 |
TPW
3955
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $143M | -$25K | -0% | 5.34% | 53.5% | 46 | 15.22% | 7.6 |
|
| 3956 |
IIM
3956
Ironwood Investment Management
Boston,
Massachusetts
| $143M | +$2.17M | +2% | 5.87% | 164% | 163 | 6.75% | 15 |
|
| 3957 |
IAM
3957
ICM Asset Management
Spokane,
Washington
| $143M | +$27.2M | +23% | 7.57% | 58.9% | 56 | 16.07% | 8 |
|
| 3958 |
GI
3958
GS Investments
Minneapolis,
Minnesota
| $143M | +$9.08M | +7% | 8.54% | 94.1% | 122 | 2.46% | 4.2 |
|
| 3959 |
CWM
3959
Concentric Wealth Management
Lafayette,
California
| $143M | +$3.62M | +3% | 6.22% | 33.4% | 94 | 9.57% | 6.3 |
|
| 3960 |
UA
3960
Unison Advisors
Washington,
District of Columbia
| $143M | +$6.54M | +5% | 6.1% | 54.6% | 161 | 0.62% | 2.6 |
|
| 3961 |
LA
3961
LexAurum Advisors
Overland Park,
Kansas
| $143M | +$30M | +27% | 5.3% | – | 179 | 31.84% | 2.2 |
|
| 3962 |
FRA
3962
Front Row Advisors
Tiburon,
California
| $143M | -$13.6M | -9% | 9.6% | 142% | 1,083 | 13.39% | 2.5 |
|
| 3963 |
WAOTB
3963
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $143M | +$11.6M | +9% | 3.21% | 86.2% | 74 | 13.51% | 2.6 |
|
| 3964 |
TI
3964
TTP Investments
San Jose,
California
| $143M | +$21.8M | +18% | 12.5% | 197% | 23 | 39.13% | 1.9 |
|
| 3965 |
HW
3965
Hedeker Wealth
Lincolnshire,
Illinois
| $142M | +$12.2M | +9% | 8.84% | 141% | 71 | 4.23% | 9.4 |
|
| 3966 |
DCM
3966
Dean Capital Management
Overland Park,
Kansas
| $142M | -$9.99M | -7% | 0.76% | 89.7% | 77 | 22.08% | 3.7 |
|
| 3967 |
GCM
3967
GoodHaven Capital Management
Millburn,
New Jersey
| $142M | -$9.21M | -6% | 2.66% | 80.7% | 23 | 8.7% | 12.7 |
|
| 3968 |
GX
3968
Greylock XII
Menlo Park,
California
| $142M | -$1.06M | -0.7% | 1.57% | – | 4 | 50% | 1.5 |
|
| 3969 |
AP
3969
Arlington Partners
Birmingham,
Alabama
| $142M | +$36.2M | +34% | 5.69% | 43.7% | 227 | 47.14% | 1.5 |
|
| 3970 |
LCM
3970
Lucerne Capital Management
Greenwich,
Connecticut
| $142M | +$10.4M | +8% | 6.33% | – | 1 | 0% | 3 |
|
| 3971 |
WS
3971
Wela Strategies
Atlanta,
Georgia
| $142M | +$7.61M | +6% | 2.33% | 51.3% | 34 | 20.59% | 4.3 |
|
| 3972 |
WAM
3972
Westport Asset Management
Southport,
Connecticut
| $142M | +$1.01M | +0.7% | 3.11% | 63.9% | 62 | 0% | 10.4 |
|
| 3973 |
MMHP
3973
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $142M | +$7.71M | +6% | 5.28% | 61.7% | 126 | 3.97% | 2.8 |
|
| 3974 |
LC
3974
LCNB Corp
Lebanon,
Ohio
| $142M | +$30.8M | +28% | 5.76% | 75.2% | 151 | 27.81% | 4.1 |
|
| 3975 |
OKSA
3975
O'Keefe Stevens Advisory
Rochester,
New York
| $141M | +$15.9M | +13% | 8.34% | 208% | 41 | 4.88% | 3.4 |
|