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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4701 |
MWP
4701
Madison Wealth Partners
Madison,
Wisconsin
| $171M | +$18.5M | +12% | 6.72% | 55.3% | 80 | 16.25% |
|
| 4702 |
EAM
4702
Eukles Asset Management
Cincinnati,
Ohio
| $171M | +$18.7M | +12% | 11.9% | 69.7% | 229 | 2.18% |
|
| 4703 |
ROC
4703
Robertson Opportunity Capital
Dallas,
Texas
| $171M | +$8.78M | +5% | 12.5% | 93.4% | 27 | 18.52% |
|
| 4704 |
DI
4704
DAGCO Inc
Westlake,
Ohio
| $171M | +$12.1M | +8% | 9.97% | 66.5% | 90 | 13.33% |
|
| 4705 |
C1AG
4705
Client 1st Advisory Group
Dunedin,
Florida
| $171M | +$10.3M | +6% | 7.03% | 57.4% | 90 | 11.11% |
|
| 4706 |
IWMWV
4706
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $171M | +$31.7M | +23% | 6.96% | 35.2% | 24 | 4.17% |
|
| 4707 |
SL
4707
Sentinus LLC
Oak Brook,
Illinois
| $171M | +$10.9M | +7% | 5.78% | – | 139 | 29.5% |
|
| 4708 |
AA
4708
Altrafin AG
Zurich,
| $171M | +$3.75M | +2% | 6.86% | 97.6% | 77 | 11.69% |
|
| 4709 |
TIA
4709
Tiemann Investment Advisors
Menlo Park,
California
| $171M | +$16.4M | +11% | 7.94% | 64.1% | 199 | 12.56% |
|
| 4710 |
SPI
4710
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $171M | +$21.9M | +15% | 17.2% | 88% | 53 | 22.64% |
|
| 4711 |
SM
4711
Salzhauer Michael
| $171M | +$7.05M | +4% | 6.65% | 107% | 124 | 16.13% |
|
| 4712 |
FFG
4712
Fortem Financial Group
Palm Desert,
California
| $171M | +$26.1M | +18% | 12.2% | 179% | 159 | 5.66% |
|
| 4713 |
LC
4713
Legacy CG
Plano,
Texas
| $171M | +$18.8M | +12% | 5.44% | 61.2% | 55 | 36.36% |
|
| 4714 |
MSFP
4714
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $171M | +$6.29M | +4% | 8.07% | 85.8% | 405 | 9.14% |
|
| 4715 |
CPC
4715
Congress Park Capital
Saratoga Springs,
New York
| $170M | -$2.25M | -1% | 6.78% | 95.6% | 145 | 14.48% |
|
| 4716 |
OGF
4716
Orin Green Financial
San Diego,
California
| $170M | +$16.5M | +11% | 6.33% | 53.3% | 69 | 8.7% |
|
| 4717 |
PWM
4717
Provident Wealth Management
Brentwood,
Tennessee
| $170M | +$5.06M | +3% | 8.67% | 43.3% | 97 | 11.34% |
|
| 4718 |
PFT
4718
Providence First Trust
Scottsdale,
Arizona
| $170M | +$6.19M | +4% | 7.52% | 64.1% | 146 | 41.1% |
|
| 4719 |
RM
4719
Radcliff Management
New York
| $170M | -$3.44M | -2% | 6.02% | 93.7% | 2 | 0% |
|
| 4720 |
UID
4720
Union Investments & Development
Tel Aviv,
Israel
| $170M | -$51.8M | -23% | 2.37% | 17% | 64 | 29.69% |
|
| 4721 |
HFA
4721
Highland Financial Advisors
Wayne,
New Jersey
| $170M | +$25.7M | +18% | 7.79% | 63.3% | 62 | 38.71% |
|
| 4722 |
IB
4722
Iyo Bank
Matsuyama,
Japan
| $170M | -$16.8M | -9% | 3.29% | 96.3% | 32 | 9.38% |
|
| 4723 |
FC
4723
Fusion Capital
Mt. Pleasant,
South Carolina
| $170M | +$16.3M | +11% | 11.1% | 73.5% | 76 | 10.53% |
|
| 4724 |
HIP
4724
HPS Investment Partners
New York
| $170M | +$59.5M | +54% | 31.4% | 55.9% | 8 | 12.5% |
|
| 4725 |
WVP
4725
Worth Venture Partners
Fort Lee,
New Jersey
| $169M | +$6.16M | +4% | 7.89% | 102% | 221 | 46.15% |
|