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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4576 |
EW
4576
Evexia Wealth
Stevens Point,
Wisconsin
| $208M | +$22.7M | +12% | 7.76% | 87.7% | 45 | 15.56% |
|
| 4577 |
HCM
4577
HGI Capital Management
New York
| $208M | +$56.8M | +38% | 4.59% | 47% | 47 | 61.7% |
|
| 4578 |
GSC
4578
G&S Capital
Denver,
Colorado
| $208M | -$18.1M | -8% | 4.37% | 77.2% | 139 | 38.13% |
|
| 4579 |
WA
4579
Waterford Advisors
Orchard Park,
New York
| $208M | +$23M | +12% | 4.09% | 40.5% | 55 | 12.73% |
|
| 4580 |
HRC
4580
Hoertkorn Richard Charles
| $208M | +$14M | +7% | 9.14% | 172% | 86 | 1.16% |
|
| 4581 |
SF
4581
Safeguard Financial
Minocqua,
Wisconsin
| $208M | +$42.9M | +26% | 6.65% | 21.9% | 607 | 88.63% |
|
| 4582 |
CWM
4582
Centurion Wealth Management
Mclean,
Virginia
| $207M | +$9.79M | +5% | 6.22% | – | 159 | 7.55% |
|
| 4583 |
MWM
4583
MTC Wealth Management
Tampa,
Florida
| $207M | +$12.5M | +6% | 1.58% | 23% | 13 | 7.69% |
|
| 4584 |
ROC
4584
Robertson Opportunity Capital
Dallas,
Texas
| $207M | +$16.1M | +8% | 11.4% | 93.4% | 24 | 0% |
|
| 4585 |
MPW
4585
Monterey Private Wealth
Monterey,
California
| $206M | +$11.7M | +6% | 7.34% | 29.8% | 111 | 14.41% |
|
| 4586 |
SWA
4586
Sutton Wealth Advisors
Tampa,
Florida
| $206M | +$19.1M | +10% | 7.64% | 40.9% | 875 | 10.51% |
|
| 4587 |
EC
4587
EdgeRock Capital
Denver,
Colorado
| $206M | +$11.5M | +6% | 7.14% | 71.3% | 69 | 14.49% |
|
| 4588 |
CIM
4588
Corbyn Investment Management
Lutherville,
Maryland
| $206M | -$43.2M | -17% | 4.3% | 56.1% | 63 | 4.76% |
|
| 4589 |
QAM
4589
Q3 Asset Management
Birmingham,
Michigan
| $206M | +$86.5M | +72% | 12.4% | 96.4% | 72 | 80.56% |
|
| 4590 |
SRA
4590
Summit Rock Advisors
New York
| $206M | +$52.6M | +34% | 7.62% | – | 4 | 75% |
|
| 4591 |
FCB
4591
First County Bank
Stamford,
Connecticut
| $206M | +$2.12M | +1% | 4.09% | 89.1% | 176 | 12.5% |
|
| 4592 |
WOC
4592
West Oak Capital
Westlake Village,
California
| $206M | +$8.44M | +4% | 7.48% | 110% | 333 | 3.9% |
|
| 4593 |
ACA
4593
Aspire Capital Advisors
Seattle,
Washington
| $206M | +$15.3M | +8% | 6.97% | 52.8% | 63 | 19.05% |
|
| 4594 |
TAM
4594
Tealwood Asset Management
Minneapolis,
Minnesota
| $206M | +$9.41M | +5% | 6.76% | 121% | 137 | 8.76% |
|
| 4595 |
AC
4595
ASB Consultores
Aventura,
Florida
| $206M | -$43M | -17% | 5.45% | 65.1% | 212 | 27.83% |
|
| 4596 |
BHA
4596
Beech Hill Advisors
New York
| $206M | +$7.2M | +4% | 8.68% | 79.3% | 89 | 6.74% |
|
| 4597 |
KCM
4597
Kaye Capital Management
El Segundo,
California
| $206M | +$9.47M | +5% | 4.98% | – | 32 | 9.38% |
|
| 4598 |
ACM
4598
Atalaya Capital Management
New York
| $206M | -$108M | -34% | 7.61% | 7.46% | 231 | 28.14% |
|
| 4599 |
SBF
4599
Sara-Bay Financial
Sarasota,
Florida
| $206M | +$9.19M | +5% | 9.79% | 231% | 86 | 19.77% |
|
| 4600 |
JA
4600
JVL Associates
Wyoming,
Michigan
| $206M | +$16.2M | +9% | 8.24% | 73.3% | 37 | 5.41% |
|