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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5151 |
NI
5151
NYL Investors
New York
| $265M | -$29.7M | -10% | 0.75% | 7.55% | 32 | 3.13% |
|
| 5152 |
RCS
5152
Retirement Capital Strategies
San Jose,
California
| $265M | -$5.08M | -2% | 2.34% | 50.2% | 73 | 21.92% |
|
| 5153 |
FH
5153
FWG Holdings
Winter Park,
Florida
| $265M | +$1.11M | +0.4% | 0.69% | 70.6% | 143 | 23.78% |
|
| 5154 |
IA
5154
IMZ Advisory
Boca Raton,
Florida
| $264M | -$8.71M | -3% | 3.98% | – | 40 | 5% |
|
| 5155 |
FI
5155
FIDELIS iM
Medford,
Oregon
| $264M | +$6.7M | +3% | 1.23% | 40.1% | 27 | 14.81% |
|
| 5156 |
SC
5156
Saiph Capital
Wyckoff,
New Jersey
| $264M | -$14.1M | -5% | 5.13% | 44.6% | 79 | 15.19% |
|
| 5157 |
SST
5157
S Squared Technology
New York
| $264M | +$5.96M | +2% | 3.73% | 138% | 37 | 18.92% |
|
| 5158 |
BFA
5158
Brown Financial Advisors
Milford,
Ohio
| $264M | -$9.21M | -3% | 1.09% | – | 214 | 31.31% |
|
| 5159 |
SAM
5159
Silphium Asset Management
London,
United Kingdom
| $264M | +$28.1M | +12% | 1.99% | 107% | 56 | 32.14% |
|
| 5160 |
FDW
5160
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| $264M | -$10.3M | -4% | 1.6% | – | 634 | 11.2% |
|
| 5161 |
ZIG
5161
Zullo Investment Group
Scranton,
Pennsylvania
| $264M | -$9.86M | -4% | 2.99% | 97.2% | 166 | 12.05% |
|
| 5162 |
WOCP
5162
White Oak Capital Partners
Singapore
| $264M | +$940K | +0.4% | 5.11% | – | 20 | 25% |
|
| 5163 |
CI
5163
Cherokee Insurance
Sterling Heights,
Michigan
| $263M | +$16.8M | +7% | 11% | – | 123 | 3.25% |
|
| 5164 |
SWMG
5164
Signature Wealth Management Group
Atlanta,
Georgia
| $263M | +$18.1M | +7% | 2.51% | – | 135 | 26.67% |
|
| 5165 |
MFP
5165
Meridian Financial Partners
Warrenton,
Virginia
| $263M | +$10.3M | +4% | 0.02% | 73.1% | 125 | 8.8% |
|
| 5166 |
L
5166
Laurore
Hong Kong,
| $263M | -$173M | -40% | 22.6% | – | 1 | 0% |
|
| 5167 |
APU
5167
Acasta Partners UK
London,
| $263M | -$18.1M | -6% | 0.6% | – | 22 | 13.64% |
|
| 5168 |
SC
5168
Sagil Capital
London,
United Kingdom
| $263M | -$176M | -40% | 12.9% | 140% | 30 | 66.67% |
|
| 5169 |
EAN
5169
Excelsior Advisor Network
Denver,
Colorado
| $263M | +$57.2M | +28% | 1.64% | – | 232 | 30.17% |
|
| 5170 |
DEA
5170
DoubleLine ETF Adviser
Tampa,
Florida
| $263M | -$70.6M | -21% | 3.49% | 56.4% | 216 | 41.2% |
|
| 5171 |
TWA
5171
Trellis Wealth Advisors
San Luis Obispo,
California
| $263M | +$7.07M | +3% | 0.11% | 57.2% | 52 | 25% |
|
| 5172 |
LCGC
5172
Legacy Capital Group California
Los Gatos,
California
| $263M | -$150M | -36% | 1.98% | 105% | 375 | 36.53% |
|
| 5173 |
KA
5173
Kerrisdale Advisers
Miami,
Florida
| $263M | +$50.4M | +24% | 0.87% | 49.7% | 123 | 47.15% |
|
| 5174 |
1CM
5174
1492 Capital Management
Milwaukee,
Wisconsin
| $263M | +$1.52M | +0.6% | 9.79% | 187% | 145 | 32.41% |
|
| 5175 |
PIP
5175
Peachtree Investment Partners
Indian River Shores,,
Florida
| $262M | -$38.9M | -13% | 5.29% | 82.6% | 136 | 11.76% |
|