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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4301 |
FP
4301
Fiduciary Planning
Englewood,
Florida
| $279M | +$15M | +6% | 2.91% | 65.5% | 64 | 18.75% |
|
| 4302 |
FLI
4302
Family Legacy Inc
Greenville,
South Carolina
| $279M | +$1.13M | +0.4% | 2.08% | 69.1% | 122 | 4.1% |
|
| 4303 |
DA
4303
Drake & Associates
Waukesha,
Wisconsin
| $279M | +$5.85M | +2% | 1.42% | 42.3% | 89 | 21.35% |
|
| 4304 |
AIA
4304
AIMZ Investment Advisors
Los Altos,
California
| $279M | +$10.9M | +4% | 4.56% | 63.9% | 123 | 5.69% |
|
| 4305 |
PFA
4305
Pathway Financial Advisers
Auburn,
Indiana
| $279M | +$1.2M | +0.4% | 0.63% | 82.4% | 460 | 8.91% |
|
| 4306 |
PGWM
4306
Parisi Gray Wealth Management
Mendham,
New Jersey
| $279M | +$12.3M | +5% | 6.32% | 120% | 112 | 7.14% |
|
| 4307 |
AB
4307
Atlas Brown
Louisville,
Kentucky
| $279M | +$4.19M | +2% | 4.17% | 102% | 215 | 10.7% |
|
| 4308 |
SSW
4308
Stone Summit Wealth
Miami,
Florida
| $279M | -$8.8M | -3% | 0.67% | 59.6% | 142 | 4.93% |
|
| 4309 |
AP
4309
AlpInvest Partners
Amsterdam,
Netherlands
| $279M | +$22.8M | +9% | 6.49% | 97.5% | 19 | 31.58% |
|
| 4310 |
OFCM
4310
One Fin Capital Management
San Francisco,
California
| $279M | -$14.1M | -5% | 6.27% | 75.5% | 33 | 66.67% |
|
| 4311 |
RWM
4311
Rench Wealth Management
Denton,
Texas
| $279M | +$17.9M | +7% | 7.72% | 86.4% | 47 | 6.38% |
|
| 4312 |
TB
4312
Terril Brothers
St. Louis,
Missouri
| $279M | -$11.9M | -4% | 4.28% | 94.4% | 64 | 14.06% |
|
| 4313 |
GWSA
4313
Global Wealth Strategies & Associates
Denver,
Colorado
| $279M | +$12.8M | +5% | 2.49% | 62.5% | 372 | 12.37% |
|
| 4314 |
HC
4314
Hendley & Co
Zanesville,
Ohio
| $279M | -$1.08M | -0.4% | 1.59% | 54.8% | 61 | 22.95% |
|
| 4315 |
AC
4315
ASB Consultores
Aventura,
Florida
| $279M | -$108M | -28% | 2.41% | 65.1% | 303 | 38.94% |
|
| 4316 |
PCI
4316
Pacifica Capital Investments
Leander,
Texas
| $278M | -$45.9M | -14% | 11.6% | 83.4% | 19 | 5.26% |
|
| 4317 |
SGH
4317
Sivik Global Healthcare
Greenwich,
Connecticut
| $278M | -$148M | -35% | 1.27% | 53.8% | 53 | 39.62% |
|
| 4318 |
RI
4318
Rinkey Investments
San Diego,
California
| $278M | +$3.93M | +1% | 1% | 38.4% | 81 | 23.46% |
|
| 4319 |
NIA
4319
NIA Impact Advisors
Berkeley,
California
| $278M | +$27.4M | +11% | 3.77% | – | 104 | 13.46% |
|
| 4320 |
FWM
4320
ForthRight Wealth Management
Alpharetta,
Georgia
| $278M | -$385K | -0.1% | 0.38% | 36.6% | 69 | 11.59% |
|
| 4321 |
CMP
4321
Courage Miller Partners
Norfolk,
Virginia
| $278M | -$11.1M | -4% | 0.39% | 40.3% | 85 | 8.24% |
|
| 4322 |
BL
4322
BCWM LLC
Overland Park,
Kansas
| $278M | -$12.7M | -4% | 1.94% | – | 61 | 8.2% |
|
| 4323 |
WFA
4323
Wade Financial Advisory
Campbell,
California
| $278M | +$3.6M | +1% | 1.88% | 15.9% | 81 | 4.94% |
|
| 4324 |
SL
4324
SOF Ltd
George Town,
Cayman Islands
| $278M | +$13M | +5% | 4.92% | 63.6% | 1 | 0% |
|
| 4325 |
CA
4325
Centerpoint Advisors
Needham,
Massachusetts
| $278M | +$10.6M | +4% | 3.98% | 61.2% | 485 | 14.43% |
|