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
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
61.92%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4101 |
WSC
4101
Wellington Shields & Co
New York
| $392M | -$13M | -3% | 0.4% | 75.6% | 342 | 12.28% |
|
| 4102 |
SB
4102
Sunflower Bank
Dallas,
Texas
| $392M | -$4.51M | -1% | 0.76% | 42.7% | 161 | 8.07% |
|
| 4103 |
EC
4103
Euclidean Capital
New York
| $392M | +$22.9M | +6% | 3.4% | 76.3% | 12 | 16.67% |
|
| 4104 |
HWP
4104
Highline Wealth Partners
Sherman Oaks,
California
| $392M | +$36.6M | +10% | 3.2% | 82.9% | 1,397 | 30.64% |
|
| 4105 |
LFA
4105
Level Financial Advisors
East Amherst,
New York
| $392M | +$13.8M | +4% | 0.11% | 41.5% | 97 | 7.22% |
|
| 4106 |
BCM
4106
Boltwood Capital Management
Walnut Creek,
California
| $392M | +$7.51M | +2% | 0.87% | 56.3% | 187 | 4.28% |
|
| 4107 |
HBWM
4107
Hollow Brook Wealth Management
Katonah,
New York
| $392M | +$5.33M | +1% | 8.52% | 104% | 81 | 16.05% |
|
| 4108 |
BWM
4108
Buckley Wealth Management
Las Vegas,
Nevada
| $392M | +$14.7M | +4% | 4.49% | 79.6% | 109 | 11.01% |
|
| 4109 |
IPW
4109
Inlet Private Wealth
Jupiter,
Florida
| $392M | -$39.6M | -9% | 1.23% | 77.6% | 134 | 6.72% |
|
| 4110 |
TCM
4110
Turas Capital Management
Boston,
Massachusetts
| $392M | +$93.3M | +31% | 24.1% | – | 90 | 88.89% |
|
| 4111 |
CSPIA
4111
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $392M | +$20.9M | +6% | 0.23% | 84.1% | 728 | 11.81% |
|
| 4112 |
BAM
4112
BOS Asset Management
Springfield,
Illinois
| $392M | +$17.9M | +5% | 1.16% | 67.8% | 209 | 11.48% |
|
| 4113 |
MA
4113
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $391M | -$24.9M | -6% | 0.26% | 157% | 171 | 15.2% |
|
| 4114 |
SI
4114
Schusterman Interests
Tulsa,
Oklahoma
| $391M | -$45.7M | -10% | 1.76% | 576% | 9 | 0% |
|
| 4115 |
RI
4115
Rinkey Investments
San Diego,
California
| $391M | -$2.8M | -0.7% | 0.63% | 38.4% | 135 | 11.85% |
|
| 4116 |
S
4116
SimplyRich
Carlsbad,
California
| $391M | +$8.54M | +2% | 0.89% | 98.3% | 239 | 19.25% |
|
| 4117 |
PG
4117
Prostatis Group
Hanover,
Maryland
| $391M | -$28.1M | -7% | 1.63% | 56.1% | 175 | 10.29% |
|
| 4118 |
5NPW
4118
55 North Private Wealth
Winter Park,
Florida
| $391M | +$11.1M | +3% | 0.52% | – | 228 | 22.37% |
|
| 4119 |
CFA
4119
CWS Financial Advisors
Kalamazoo,
Michigan
| $390M | +$21.9M | +6% | 2.31% | 47.7% | 163 | 11.66% |
|
| 4120 |
P8IP
4120
Pier 88 Investment Partners
San Francisco,
California
| $390M | -$57.6M | -13% | 0.43% | 36.1% | 127 | 22.05% |
|
| 4121 |
HP
4121
Hilltop Partners
Mishawaka,
Indiana
| $390M | +$1.66M | +0.4% | 0.9% | 45.5% | 133 | 9.77% |
|
| 4122 |
WCM
4122
Winthrop Capital Management
Carmel,
Indiana
| $389M | -$39.6M | -9% | 1.14% | – | 363 | 1.93% |
|
| 4123 |
SA
4123
Sicart Associates
New York
| $389M | +$12.4M | +3% | 1.98% | 89.1% | 78 | 7.69% |
|
| 4124 |
BWM
4124
Brown Wealth Management
Naperville,
Illinois
| $389M | +$9.21M | +2% | 1.93% | 44.4% | 117 | 6.84% |
|
| 4125 |
AIM
4125
Aigen Investment Management
New York
| $389M | -$42.8M | -10% | 0.95% | 38.8% | 834 | 74.58% |
|