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
40.91%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4051 |
IF
4051
Intrua Financial
Houston,
Texas
| $224M | +$20M | +10% | 14.5% | 71% | 216 | 13.43% |
|
| 4052 |
TWA
4052
TCI Wealth Advisors
Tucson,
Arizona
| $224M | -$29.3M | -12% | 15.1% | 65% | 1,751 | 14.22% |
|
| 4053 |
S
4053
SimplyRich
Carlsbad,
California
| $224M | +$24.3M | +12% | 12.5% | 98.3% | 160 | 9.38% |
|
| 4054 |
RWI
4054
Red Wave Investments
Dillsburg,
Pennsylvania
| $224M | – | – | 10.4% | 58% | 80 | – |
|
| 4055 |
DC
4055
DPM Capital
Coral Gables,
Florida
| $224M | +$57.8M | +35% | 33.4% | 110% | 9 | 22.22% |
|
| 4056 |
MUAMU
4056
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $223M | +$19.6M | +10% | 16.9% | 138% | 87 | 25.29% |
|
| 4057 |
WCM
4057
Weik Capital Management
Wyomissing,
Pennsylvania
| $223M | +$18.4M | +9% | 12.8% | 66.9% | 112 | 5.36% |
|
| 4058 |
TA
4058
TRB Advisors
New York
| $223M | -$30.2M | -12% | 7.73% | 64% | 14 | 28.57% |
|
| 4059 |
WEO
4059
William E. Oberndorf
| $223M | +$41.6M | +23% | 29.4% | 36.2% | 9 | 33.33% |
|
| 4060 |
SEM
4060
Strategic Equity Management
Tucson,
Arizona
| $223M | – | – | 9.52% | 70.3% | 28 | – |
|
| 4061 |
NNPTE
4061
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $223M | +$39M | +21% | 48% | 1,119% | 12 | 33.33% |
|
| 4062 |
NIM
4062
Nicollet Investment Management
Minneapolis,
Minnesota
| $223M | +$25.2M | +13% | 12.8% | 83.3% | 65 | 15.38% |
|
| 4063 |
MLFP
4063
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $223M | +$29.3M | +15% | 16.3% | 66.9% | 650 | 49.69% |
|
| 4064 |
LWA
4064
LWS Wealth Advisors
Basking Ridge,
New Jersey
| $222M | +$18.9M | +9% | 9.85% | 8.87% | 60 | 6.67% |
|
| 4065 |
GA
4065
Gagnon Advisors
New York
| $222M | +$59.6M | +37% | 42.5% | 129% | 32 | 15.63% |
|
| 4066 |
RCM
4066
Riverpark Capital Management
New York
| $222M | +$32.9M | +17% | 20.5% | 152% | 56 | 12.5% |
|
| 4067 |
UCI
4067
Uncommon Cents Investing
Janesville,
Wisconsin
| $222M | +$26.1M | +13% | 13% | 83.8% | 126 | 7.14% |
|
| 4068 |
SPP
4068
Single Point Partners
Boston,
Massachusetts
| $222M | +$33.8M | +18% | 13.7% | 52.3% | 80 | 25% |
|
| 4069 |
MFT
4069
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $222M | +$28.6M | +15% | 14.9% | 48.1% | 394 | 20.05% |
|
| 4070 |
RFN
4070
RDA Financial Network
Akron,
Iowa
| $222M | +$1.1M | +0.5% | 12% | 82.1% | 250 | 17.2% |
|
| 4071 |
BG
4071
Berry Group
Worcester,
Massachusetts
| $222M | +$35.5M | +19% | 15.1% | – | 118 | 11.02% |
|
| 4072 |
SBF
4072
Sara-Bay Financial
Sarasota,
Florida
| $222M | +$37.5M | +20% | 31% | 231% | 79 | 10.13% |
|
| 4073 |
FWC
4073
First Washington Corp
Seattle,
Washington
| $221M | +$55.2M | +33% | 27.7% | 142% | 75 | 14.67% |
|
| 4074 |
KCP
4074
KDI Capital Partners
Raleigh,
North Carolina
| $221M | +$20.6M | +10% | 9.8% | 77.1% | 32 | 9.38% |
|
| 4075 |
DMK
4075
David M. Knott
| $221M | +$50.5M | +30% | 23.5% | 81% | 119 | 23.53% |
|