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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5201 |
FDS
5201
First Dallas Securities
Dallas,
Texas
| $153M | +$35M | +30% | 5.44% | 163% | 118 | 14.41% |
|
| 5202 |
CAM
5202
Costello Asset Management
Feasterville,
Pennsylvania
| $153M | +$7.85M | +5% | 8.23% | 65.9% | 269 | 23.79% |
|
| 5203 |
SIM
5203
Sterling Investment Management
Tucson,
Arizona
| $153M | +$6.38M | +4% | 5.92% | 44.1% | 64 | 12.5% |
|
| 5204 |
CG
5204
Corundum Group
Colorado Springs,
Colorado
| $152M | +$24.5M | +19% | 6.64% | 80.5% | 104 | 13.46% |
|
| 5205 |
CHA
5205
Cooper/Haims Advisors
Victor,
New York
| $152M | +$10.9M | +8% | 7.32% | 53.1% | 92 | 19.57% |
|
| 5206 |
CCIA
5206
Cherry Creek Investment Advisors
Englewood,
Colorado
| $152M | – | – | 9.69% | 140% | 112 | – |
|
| 5207 |
JSMC
5207
Jess S. Morgan & Co
Los Angeles,
California
| $152M | +$9.45M | +7% | 12.9% | 69.3% | 44 | 9.09% |
|
| 5208 |
HWMG
5208
Hurlow Wealth Management Group
Bloomington,
Indiana
| $152M | +$13.3M | +10% | 6.77% | 55.8% | 101 | 7.92% |
|
| 5209 |
VIP
5209
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $152M | +$20.8M | +16% | 6.64% | 31.9% | 14 | 21.43% |
|
| 5210 |
HG
5210
Harbor Group
Bedford,
New Hampshire
| $152M | +$5.42M | +4% | 6.58% | 41.4% | 54 | 20.37% |
|
| 5211 |
IRAG
5211
Investment Research & Advisory Group
Atlanta,
Georgia
| $152M | +$15.6M | +11% | 8.68% | 88.6% | 183 | 26.78% |
|
| 5212 |
IHWM
5212
Iron Horse Wealth Management
Johston,
Iowa
| $152M | +$18.1M | +14% | 4.6% | 29.1% | 220 | 12.27% |
|
| 5213 |
BBP
5213
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $152M | -$143M | -49% | 9.37% | 134% | 147 | 61.9% |
|
| 5214 |
WFS
5214
Weitzel Financial Services
Dubuque,
Iowa
| $151M | +$8.34M | +6% | 3.58% | 42.4% | 30 | 16.67% |
|
| 5215 |
GB
5215
Gunma Bank
Gunma,
Japan
| $151M | -$23.7M | -14% | 5.82% | 24.5% | 54 | 50% |
|
| 5216 |
XI
5216
XXEC Inc
Tulsa,
Oklahoma
| $151M | +$9.19M | +6% | 13.3% | 19.3% | 30 | 13.33% |
|
| 5217 |
BC
5217
Barnett & Company
Chattanooga,
Tennessee
| $151M | -$36.5M | -19% | 5.65% | 65.9% | 295 | 28.14% |
|
| 5218 |
BP
5218
BCK Partners
Corning,
New York
| $151M | +$11M | +8% | 5.1% | 44.6% | 28 | 3.57% |
|
| 5219 |
A
5219
Attestor
London,
United Kingdom
| $151M | -$9.21M | -6% | 6.93% | 55.7% | 3 | 66.67% |
|
| 5220 |
PWG
5220
Private Wealth Group
Tampa,
Florida
| $151M | +$11.1M | +8% | 4.88% | 48.2% | 39 | 12.82% |
|
| 5221 |
QC
5221
Quaero Capital
Geneve,
Switzerland
| $151M | +$7.31M | +5% | 9.48% | 62.4% | 60 | 31.67% |
|
| 5222 |
ECM
5222
Empirical Capital Management
Hendersonville,
Tennessee
| $151M | +$8.72M | +6% | 6.9% | – | 27 | 25.93% |
|
| 5223 |
AWM
5223
Accel Wealth Management
Waverly,
Iowa
| $151M | +$27.4M | +22% | 5.94% | 77.4% | 939 | 8.52% |
|
| 5224 |
JIC
5224
Juniper Investment Company
New York
| $151M | +$10.7M | +8% | 36.8% | 358% | 11 | 9.09% |
|
| 5225 |
TWP
5225
Tempus Wealth Planning
Irvine,
California
| $151M | +$56.3M | +60% | 4.99% | 89.9% | 154 | 37.66% |
|