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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
SWM
4426
Sequoia Wealth Management
Hoffman Estates,
Illinois
| $94.2M | -$9.3M | -9% | 2.27% | – | 60 | 16.67% | 1.8 |
|
| 4427 |
MCMT
4427
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| $94.1M | +$8.92M | +10% | 0.17% | 15.7% | 48 | 14.58% | 9.4 |
|
| 4428 |
RWG
4428
Regal Wealth Group
Seal Beach,
California
| $93.9M | -$35.7M | -28% | 1.99% | 17% | 182 | 9.34% | 8 |
|
| 4429 |
OIM
4429
Orca Investment Management
Roseburg,
Oregon
| $93.7M | +$6.18M | +7% | 3.51% | 122% | 75 | 13.33% | 10.4 |
|
| 4430 |
TWM
4430
Titus Wealth Management
Larskpur,
California
| $93.6M | -$10.3M | -10% | 0.78% | 26.6% | 105 | 32.38% | 1.3 |
|
| 4431 |
ACI
4431
AB CarVal Investors
Minneapolis,
Minnesota
| $93.6M | +$40.1M | +75% | 3.72% | 24% | 16 | 37.5% | 1.7 |
|
| 4432 |
PFGIA
4432
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $93.5M | -$41.6M | -31% | 2.03% | 87% | 984 | 45.22% | 4.8 |
|
| 4433 |
AC
4433
AWH Capital
Dallas,
Texas
| $93.5M | +$5.91M | +7% | 10.2% | 183% | 17 | 11.76% | 1.8 |
|
| 4434 |
CP
4434
Covalent Partners
Concord,
Massachusetts
| $93.3M | -$11.5M | -11% | 1.25% | 36.6% | 30 | 26.67% | 4.5 |
|
| 4435 |
PIC
4435
Portland Investment Counsel
Burlington,
Ontario, Canada
| $93.2M | -$15.2M | -14% | 2.45% | 108% | 38 | 5.26% | 13.4 |
|
| 4436 |
CHA
4436
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $93M | +$1.5M | +2% | 2.03% | 39.7% | 119 | 4.2% | 1.9 |
|
| 4437 |
MI
4437
M3F Inc
Salt Lake City,
Utah
| $92.5M | +$6.33M | +7% | 2.3% | 176% | 28 | 21.43% | 5.2 |
|
| 4438 |
ACM
4438
Athyrium Capital Management
New York
| $92.5M | -$70.8M | -43% | 0.22% | 25.1% | 3 | 0% | 2 |
|
| 4439 |
SC
4439
Salzman & Co
Pittsford,
New York
| $92.4M | +$2.03M | +2% | 1.2% | 15.7% | 10 | 30% | 2.1 |
|
| 4440 |
PLU
4440
Performa Ltd (US)
Charleston,
South Carolina
| $92.4M | -$8.07M | -8% | 3.31% | 55.8% | 2 | 0% | 1 |
|
| 4441 |
CWA
4441
Cypress Wealth Advisors
San Francisco,
California
| $92.4M | +$105K | +0.1% | 6.39% | 29.3% | 84 | 13.1% | 7.6 |
|
| 4442 |
SV
4442
Sapphire Ventures
Austin,
Texas
| $92.3M | +$41.1M | +80% | 27.5% | 27.9% | 7 | 28.57% | 4.3 |
|
| 4443 |
NJBEST
4443
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $92.2M | +$2.22M | +2% | 2.56% | 42% | 202 | 35.15% | 6.1 |
|
| 4444 |
BCWM
4444
Blue Chip Wealth Management
Miami Beach,
Florida
| $92M | -$5.69M | -6% | 5.05% | – | 107 | 8.41% | 1 |
|
| 4445 |
QAM
4445
Q3 Asset Management
Birmingham,
Michigan
| $91.1M | +$2.66M | +3% | 5.27% | 96.2% | 38 | 65.79% | 0.7 |
|
| 4446 |
DE
4446
DFT Energy
Locust Valley,
New York
| $91M | +$16.6M | +22% | 26.4% | – | 16 | 18.75% | 5.6 |
|
| 4447 |
TIA
4447
Trust Investment Advisors
Indianapolis,
Indiana
| $91M | +$3.9M | +4% | 6.05% | 167% | 88 | 10.23% | 9.7 |
|
| 4448 |
SCM
4448
Samson Capital Management
Leawood,
Kansas
| $90.8M | +$9.95M | +12% | 11.8% | 13.4% | 19 | 47.37% | 8.7 |
|
| 4449 |
MSS
4449
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $90.7M | +$3.09M | +4% | 2.85% | 85.6% | 93 | 7.53% | 12.5 |
|
| 4450 |
NVCHI
4450
New Vernon Capital Holdings II
Morristown,
New Jersey
| $90.7M | +$18.9M | +26% | 1.96% | 114% | 54 | 44.44% | 2 |
|