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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4751 |
BI
4751
Berkeley Inc
Boise,
Idaho
| $314M | +$3.56M | +1% | 2.2% | 40.9% | 80 | 7.5% |
|
| 4752 |
AI
4752
Auour Investments
Woburn,
Massachusetts
| $314M | +$7.14M | +2% | 1.63% | 35.5% | 91 | 6.59% |
|
| 4753 |
CPI
4753
Crestview Partners IV
New York
| $314M | -$10.3M | -3% | 2.77% | 48.2% | 2 | 0% |
|
| 4754 |
EP
4754
Essential Planning
Portsmouth,
New Hampshire
| $314M | +$23.1M | +8% | 2.66% | 32.7% | 92 | 9.78% |
|
| 4755 |
FUBT
4755
First United Bank & Trust
Oakland,
Maryland
| $313M | +$5.26M | +2% | 1.82% | 69.2% | 425 | 8.71% |
|
| 4756 |
MIM
4756
MTM Investment Management
Spartanburg,
South Carolina
| $313M | -$1.42M | -0.4% | 2.49% | 71.7% | 746 | 7.37% |
|
| 4757 |
GIM
4757
Gold Investment Management
Edmonton,
Alberta, Canada
| $313M | +$15.6M | +5% | 5.93% | – | 205 | 1.46% |
|
| 4758 |
IB
4758
Iyo Bank
Matsuyama,
Japan
| $313M | +$48.2M | +18% | 6.13% | 96.3% | 45 | 26.67% |
|
| 4759 |
DC
4759
Dorval Corp
Maple Grove,
Minnesota
| $313M | +$11.1M | +4% | 0.05% | – | 43 | 2.33% |
|
| 4760 |
SM
4760
Sensible Money
Scottsdale,
Arizona
| $313M | +$18.9M | +6% | 3.64% | 65% | 92 | 10.87% |
|
| 4761 |
HBW
4761
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $313M | +$30M | +11% | 3.18% | 97.1% | 972 | 12.45% |
|
| 4762 |
PWAC
4762
Private Wealth Advisors (California)
Fresno,
California
| $313M | +$15.6M | +5% | 3.8% | 55% | 97 | 13.4% |
|
| 4763 |
RF
4763
Robinswood Financial
Kirkland,
Washington
| $313M | +$12.8M | +4% | 1.23% | 38.8% | 419 | 10.74% |
|
| 4764 |
RGC
4764
Regents Gate Capital
London,
United Kingdom
| $312M | +$30.7M | +11% | 3.52% | – | 57 | 57.89% |
|
| 4765 |
NCM
4765
Next Capital Management
New York
| $312M | +$12.7M | +4% | 1.36% | 56.1% | 148 | 14.19% |
|
| 4766 |
RM
4766
Radcliff Management
New York
| $312M | -$41.1M | -12% | 11.6% | 93.7% | 1 | 0% |
|
| 4767 |
HM
4767
Harvest Management
New York
| $312M | +$80.6M | +35% | 23.5% | 609% | 97 | 71.13% |
|
| 4768 |
CW
4768
Cabot-Wellington
Boston,
Massachusetts
| $312M | +$2.7M | +0.9% | 2.21% | 65% | 5 | 0% |
|
| 4769 |
VSI
4769
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $312M | -$38.9M | -11% | 1.9% | 120% | 54 | 66.67% |
|
| 4770 |
PS
4770
Planned Solutions
Folsom,
California
| $312M | +$20.9M | +7% | 2.58% | 60.8% | 146 | 10.27% |
|
| 4771 |
SC
4771
Sykon Capital
Harrison,
New York
| $312M | +$11.8M | +4% | 1.28% | 53.7% | 123 | 21.95% |
|
| 4772 |
BW
4772
Balance Wealth
Delaware,
Ohio
| $312M | -$93.3M | -23% | 2.21% | – | 151 | 17.22% |
|
| 4773 |
SC
4773
Schiavi & Co
Wilmington,
Delaware
| $311M | +$7.73M | +3% | 1.72% | 33% | 47 | 12.77% |
|
| 4774 |
SCM
4774
Sophron Capital Management
Summit,
New Jersey
| $311M | -$13.6M | -4% | 4.25% | – | 43 | 18.6% |
|
| 4775 |
BBWA
4775
Bell & Brown Wealth Advisors
Newport Beach,
California
| $311M | +$5.3M | +2% | 5.35% | – | 75 | 9.33% |
|