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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4226 |
MLFP
4226
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $215M | -$7.9M | -4% | 4.59% | 58% | 654 | 7.19% |
|
| 4227 |
OC
4227
One01 Capital
Burlingame,
California
| $214M | -$21.3M | -9% | 3.21% | 123% | 25 | 80% |
|
| 4228 |
SCM
4228
Stadium Capital Management
New Canaan,
Connecticut
| $214M | +$13.8M | +7% | 17.9% | 11% | 11 | 27.27% |
|
| 4229 |
ARG
4229
Advisory Resource Group
Tulsa,
Oklahoma
| $214M | +$12.4M | +6% | 11.7% | 66.5% | 128 | 30.47% |
|
| 4230 |
SI
4230
SimpliFi Inc
San Diego,
California
| $214M | -$537K | -0.3% | 1% | 26.7% | 23 | 4.35% |
|
| 4231 |
DFA
4231
Delta Financial Advisors
New Orleans,
Louisiana
| $214M | +$14.3M | +7% | 7.89% | 80.5% | 111 | 5.41% |
|
| 4232 |
JSAM
4232
J. Safra Asset Management
New York
| $214M | +$21.2M | +11% | 4.61% | 68.9% | 33 | 12.12% |
|
| 4233 |
AFA
4233
Atlanta Financial Associates
Atlanta,
Georgia
| $214M | -$368K | -0.2% | 2.67% | – | 78 | 0% |
|
| 4234 |
SIM
4234
SW Investment Management
Telluride,
Colorado
| $214M | +$50.1M | +31% | 33.5% | 155% | 14 | 42.86% |
|
| 4235 |
NC
4235
NovaPoint Capital
Atlanta,
Georgia
| $213M | +$21.8M | +11% | 7.47% | 72.2% | 124 | 20.97% |
|
| 4236 |
AFS
4236
Access Financial Services
Minneapolis,
Minnesota
| $213M | +$8.97M | +4% | 4.4% | 44.8% | 112 | 30.36% |
|
| 4237 |
DM
4237
Diker Management
New York
| $213M | +$15.4M | +8% | 4.93% | 151% | 40 | 30% |
|
| 4238 |
CNBT
4238
Cornerstone National Bank & Trust
Palatine,
Illinois
| $213M | +$27.7M | +15% | 1.87% | 33.9% | 62 | 6.45% |
|
| 4239 |
PWS
4239
Peloton Wealth Strategists
Indianapolis,
Indiana
| $213M | +$11.1M | +5% | 6.57% | 41.1% | 90 | 20% |
|
| 4240 |
SCM
4240
Stonehill Capital Management
New York
| $213M | -$117M | -36% | 2.96% | 145% | 18 | 27.78% |
|
| 4241 |
SSWG
4241
Seven Springs Wealth Group
Brentwood,
Tennessee
| $212M | +$18.8M | +10% | 7.09% | 56.4% | 276 | 54.35% |
|
| 4242 |
ICM
4242
ISZO Capital Management
New York
| $212M | +$117M | +122% | 72.3% | 68.2% | 6 | 16.67% |
|
| 4243 |
HFA
4243
Harbert Fund Advisors
Birmingham,
Alabama
| $212M | +$79.9M | +61% | 20.6% | 70.8% | 34 | 70.59% |
|
| 4244 |
HA
4244
HYA Advisors
Springfield,
Missouri
| $212M | +$23.3M | +12% | 7.86% | – | 141 | 10.64% |
|
| 4245 |
SST
4245
S Squared Technology
New York
| $212M | +$37.1M | +21% | 19.6% | 138% | 41 | 24.39% |
|
| 4246 |
DC
4246
DeDora Capital
Napa,
California
| $211M | +$8.67M | +4% | 4.57% | 81.7% | 98 | 11.22% |
|
| 4247 |
UC
4247
Unio Capital
Princeton,
New Jersey
| $211M | +$8.01M | +4% | 7.33% | 85% | 57 | 8.77% |
|
| 4248 |
AB
4248
Atlas Brown
Louisville,
Kentucky
| $211M | +$17.7M | +9% | 6.59% | 102% | 172 | 6.98% |
|
| 4249 |
OCP
4249
Oakcliff Capital Partners
New York
| $211M | -$41.1M | -16% | 2.78% | 119% | 10 | 0% |
|
| 4250 |
SCM
4250
Sitrin Capital Management
Century City,
California
| $211M | +$10.5M | +5% | 6.78% | 97% | 42 | 21.43% |
|