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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5101 |
PKC
5101
Palmer Knight Company
Jacksonville,
Florida
| $205M | +$39.7M | +24% | 11.4% | 58% | 33 | 3.03% |
|
| 5102 |
PL
5102
Polianta Ltd
St Helier,
Jersey
| $205M | +$33.8M | +20% | 5.81% | 31.6% | 110 | 69.09% |
|
| 5103 |
CA
5103
Calton & Associates
Tampa,
Florida
| $205M | -$43.3M | -17% | 7.29% | 55.3% | 263 | 35.36% |
|
| 5104 |
KF
5104
KKM Financial
Chicago,
Illinois
| $205M | +$46.4M | +29% | 9.58% | – | 148 | 18.24% |
|
| 5105 |
CC
5105
Codex Capital
New York
| $205M | +$33.6M | +20% | 22.9% | 84.4% | 38 | 5.26% |
|
| 5106 |
CB
5106
CNB Bank
Clearfield,
Pennsylvania
| $205M | +$18.8M | +10% | 10% | 79.1% | 513 | 9.16% |
|
| 5107 |
RGF
5107
Retirement Guys Formula
Maumee,
Ohio
| $205M | +$18.6M | +10% | 7.2% | 57.6% | 153 | 36.6% |
|
| 5108 |
BOCM
5108
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $205M | -$1.33M | -0.6% | 7.13% | 41.5% | 37 | 10.81% |
|
| 5109 |
SCA
5109
Sander Capital Advisors
Seattle,
Washington
| $205M | +$9.57M | +5% | 7.35% | 68.8% | 16 | 6.25% |
|
| 5110 |
RGMC
5110
Revolution Growth Management Company
Washington,
District of Columbia
| $205M | -$34.3M | -14% | 39.1% | 23.5% | 3 | 0% |
|
| 5111 |
IIM
5111
Ironwood Investment Management
Boston,
Massachusetts
| $205M | +$14.6M | +8% | 16.2% | 149% | 182 | 12.09% |
|
| 5112 |
GCM
5112
Granby Capital Management
Miami Beach,
Florida
| $205M | +$45.4M | +29% | 6.18% | 40.9% | 20 | 0% |
|
| 5113 |
AW
5113
Atlas Wealth
Cincinnati,
Ohio
| $205M | +$21.2M | +12% | 6.8% | 43.5% | 89 | 23.6% |
|
| 5114 |
CP
5114
Canopy Partners
Cincinnati,
Ohio
| $205M | +$40.5M | +25% | 10.2% | – | 202 | 20.79% |
|
| 5115 |
FCB
5115
First County Bank
Stamford,
Connecticut
| $205M | -$1.68M | -0.8% | 8.83% | 89.1% | 169 | 5.92% |
|
| 5116 |
WWM
5116
Westwood Wealth Management
Los Angeles,
California
| $204M | +$74.8M | +58% | 36.3% | 254% | 42 | 21.43% |
|
| 5117 |
EIA
5117
Eastover Investment Advisors
Charlotte,
North Carolina
| $204M | +$15.3M | +8% | 11.4% | 102% | 52 | 26.92% |
|
| 5118 |
AGP
5118
Autumn Glory Partners
Dallas,
Texas
| $204M | +$28.9M | +16% | 9.41% | 61.5% | 177 | 11.3% |
|
| 5119 |
2L
5119
25 LLC
St. Louis,
Missouri
| $204M | +$10.3M | +5% | 4.53% | 44.2% | 52 | 15.38% |
|
| 5120 |
BAG
5120
Bridgewealth Advisory Group
Fresno,
California
| $204M | +$73.8M | +57% | 4.22% | 39.1% | 89 | 19.1% |
|
| 5121 |
HIS
5121
Horizon Investment Services
Hammond,
Indiana
| $204M | +$19.1M | +10% | 18.2% | 168% | 126 | 24.6% |
|
| 5122 |
SGM
5122
Seven Grand Managers
Bronxville,
New York
| $204M | +$99.5M | +95% | 27.8% | 233% | 66 | 83.33% |
|
| 5123 |
UWS
5123
Unique Wealth Strategies
Burr Ridge,
Illinois
| $204M | +$54.3M | +36% | 10.4% | – | 217 | 56.22% |
|
| 5124 |
MVP
5124
Medina Value Partners
Los Angeles,
California
| $204M | +$41.9M | +26% | 14.5% | 78.1% | 16 | 43.75% |
|
| 5125 |
BAM
5125
Bayshore Asset Management
Coral Gables,
Florida
| $204M | +$14.2M | +7% | 6.66% | 62.3% | 42 | 21.43% |
|