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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
HBWM
4501
Hollow Brook Wealth Management
Katonah,
New York
| $110M | +$17.9M | +19% | 3.64% | 92.8% | 52 | 11.54% | 3.2 |
|
| 4502 |
SPL
4502
Smart Portfolios LLC
Seattle,
Washington
| $110M | -$8.18M | -7% | 1.34% | 41.3% | 221 | 81% | 1.4 |
|
| 4503 |
BA
4503
Ballew Advisors
Jackson,
Mississippi
| $110M | +$1.32M | +1% | 2.31% | 68% | 94 | 8.51% | 1.4 |
|
| 4504 |
KFS
4504
Kelly Financial Services
Braintree,
Massachusetts
| $110M | +$20.1M | +22% | 3.63% | 58.4% | 523 | 8.8% | 0.2 |
|
| 4505 |
PC
4505
PA Capital
Richmond,
Virginia
| $110M | -$2.21M | -2% | 5.2% | – | 134 | 37.31% | 0.4 |
|
| 4506 |
PWG
4506
Private Wealth Group
Tampa,
Florida
| $110M | +$795K | +0.7% | 3.59% | 48.2% | 27 | 3.7% | 0.9 |
|
| 4507 |
SCM
4507
Shoals Capital Management
Arlington,
Virginia
| $110M | -$3.8M | -3% | 3.24% | – | 20 | 50% | 0.2 |
|
| 4508 |
QPWM
4508
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $110M | +$942K | +0.9% | 2.06% | 87.9% | 110 | 8.18% | 1.2 |
|
| 4509 |
WCM
4509
WealthBridge Capital Management
Westerville,
Ohio
| $110M | -$47.8M | -30% | 3.76% | 82.1% | 1,013 | 89.04% | 0.5 |
|
| 4510 |
PL
4510
Protective Life
Birmingham,
Alabama
| $110M | +$2.04M | +2% | 1.91% | 38.4% | 12 | 0% | 0.8 |
|
| 4511 |
AIM
4511
Act II Management
New York
| $109M | -$11M | -9% | 5.11% | 43.6% | 26 | 15.38% | 2 |
|
| 4512 |
ASA
4512
Armstrong Shaw Associates
New Canaan,
Connecticut
| $109M | +$5.18M | +5% | 4.61% | 51.2% | 44 | 11.36% | 3.5 |
|
| 4513 |
C
4513
Clearshares
New York
| $109M | +$6.12M | +6% | 2.27% | – | 35 | 34.29% | 1.1 |
|
| 4514 |
AWA
4514
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $109M | -$1.51M | -1% | 3.33% | 53.6% | 133 | 16.54% | 1.3 |
|
| 4515 |
TFA
4515
TPG Financial Advisors
Portland,
Oregon
| $109M | +$5.75M | +6% | 1.6% | – | 43 | 20.93% | 0.4 |
|
| 4516 |
EI
4516
EDMP Inc
Lutz,
Florida
| $109M | +$6.64M | +6% | 1.73% | 71.6% | 55 | 20% | 3.5 |
|
| 4517 |
BHWA
4517
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $109M | – | – | 0.92% | 143% | 41 | – | 0 |
|
| 4518 |
SHA
4518
Seneca House Advisors
Richmond,
Virginia
| $109M | -$6.05M | -5% | 2.83% | 58.2% | 97 | 10.31% | 1.3 |
|
| 4519 |
TA
4519
TCG Advisors
Austin,
Texas
| $109M | -$631K | -0.6% | 1.46% | – | 588 | 34.18% | 0.2 |
|
| 4520 |
AM
4520
Atwater Malick
Lancaster,
Pennsylvania
| $109M | +$6.78M | +7% | 4.67% | 83.4% | 36 | 5.56% | 0.5 |
|
| 4521 |
FMB
4521
Field & Main Bank
Henderson,
Kentucky
| $109M | +$2.97M | +3% | 4.16% | 107% | 211 | 3.79% | 3.8 |
|
| 4522 |
ACH
4522
Axis Capital Holdings
Pembroke,
| $109M | +$3.9M | +4% | 3.72% | 67% | 2 | 0% | 4.6 |
|
| 4523 |
LAIC
4523
Lederer & Associates Investment Counsel
Long Beach,
California
| $109M | +$1.49M | +1% | 4.4% | 75.5% | 93 | 10.75% | 3 |
|
| 4524 |
YEPX
4524
Yorktown Energy Partners X
New York
| $109M | +$13.2M | +14% | 1.23% | 95.9% | 3 | 33.33% | 1.6 |
|
| 4525 |
HFA
4525
Hoover Financial Advisors
Malvern,
Pennsylvania
| $109M | +$4.09M | +4% | 3.75% | – | 66 | 9.09% | 0.5 |
|