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
40.91%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4826 |
TC
4826
Trust Company
Manhattan,
Kansas
| $105M | +$14.5M | +16% | 18.7% | 36.5% | 321 | 13.08% |
|
| 4827 |
BRC
4827
BHF RG Capital
Scottsdale,
Arizona
| $105M | +$29.3M | +39% | 17.5% | – | 38 | 55.26% |
|
| 4828 |
MWA
4828
Moser Wealth Advisors
Bellevue,
Washington
| $105M | +$18.7M | +22% | 21.6% | – | 128 | 14.06% |
|
| 4829 |
WPA
4829
Winning Points Advisors
Boca Raton,
Florida
| $105M | +$2.37M | +2% | 22.9% | – | 66 | 15.15% |
|
| 4830 |
TM
4830
Titan Managers
Scottsdale,
Arizona
| $105M | +$5.46M | +5% | 12.3% | 2.57% | 22 | 81.82% |
|
| 4831 |
MRA
4831
Mountain Road Advisors
New York
| $105M | +$75.5M | +258% | 3.56% | – | 22 | 54.55% |
|
| 4832 |
QAM
4832
Q3 Asset Management
Birmingham,
Michigan
| $105M | +$7.22M | +7% | 22.6% | 96.2% | 40 | 70% |
|
| 4833 |
ACM
4833
Ategra Capital Management
Vienna,
Virginia
| $105M | +$19.4M | +23% | 14.5% | 114% | 91 | 19.78% |
|
| 4834 |
MC
4834
Mayo Clinic
Rochester,
Minnesota
| $105M | +$65M | +164% | 49% | – | 10 | 30% |
|
| 4835 |
LBA
4835
Lowell Blake & Associates
Boston,
Massachusetts
| $105M | +$26.6M | +34% | 25.1% | 44.2% | 55 | 18.18% |
|
| 4836 |
JWM
4836
JFG Wealth Management
Denver,
Colorado
| $104M | +$43.4M | +71% | 34.8% | 65.2% | 19 | 47.37% |
|
| 4837 |
KCM
4837
Kendall Capital Management
Rockville,
Maryland
| $104M | +$16M | +18% | 24.7% | 120% | 120 | 15.83% |
|
| 4838 |
TK
4838
TIAA Kaspick
Boston,
Massachusetts
| $104M | -$68.4M | -40% | 16.8% | 45.9% | 28 | 35.71% |
|
| 4839 |
ACM
4839
ADW Capital Management
Miami Beach,
Florida
| $104M | +$101M | +3,196% | 69.6% | 78.2% | 4 | 50% |
|
| 4840 |
CRCM
4840
Corbett Road Capital Management
Mclean,
Virginia
| $104M | +$34M | +48% | 17.3% | – | 121 | 49.59% |
|
| 4841 |
IF
4841
Insight Folios
Charlotte,
North Carolina
| $104M | +$16.8M | +19% | 17.5% | 32.9% | 43 | 25.58% |
|
| 4842 |
KFA
4842
Kelleher Financial Advisors
New York
| $104M | +$20.5M | +25% | 26.1% | 72.4% | 111 | 23.42% |
|
| 4843 |
FC
4843
Fusion Capital
Mt. Pleasant,
South Carolina
| $104M | +$20.4M | +24% | 20.9% | 100% | 62 | 20.97% |
|
| 4844 |
KPWG
4844
KFA Private Wealth Group
Tysons,
Virginia
| $104M | +$19.5M | +23% | 18% | 57.5% | 58 | 27.59% |
|
| 4845 |
LM
4845
Lansing Management
New York
| $104M | +$35.5M | +52% | 55.4% | 76.9% | 6 | 0% |
|
| 4846 |
HWMG
4846
Hurlow Wealth Management Group
Bloomington,
Indiana
| $104M | +$10.2M | +11% | 18.7% | 55.8% | 94 | 9.57% |
|
| 4847 |
AWM
4847
Aprio Wealth Management
Atlanta,
Georgia
| $104M | +$24.7M | +31% | 12.6% | 60.6% | 81 | 40.74% |
|
| 4848 |
CI
4848
Centerstone Investors
New York
| $103M | -$6.91M | -6% | 26.3% | 73.7% | 28 | 17.86% |
|
| 4849 |
PIA
4849
Powell Investment Advisors
Miami,
Florida
| $103M | +$20.9M | +25% | 17.3% | 76.1% | 121 | 14.05% |
|
| 4850 |
CWA
4850
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $103M | +$16.9M | +20% | 18.9% | 57.5% | 189 | 10.05% |
|