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
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
61.92%
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 |
AFC
5201
Adaptive Financial Consulting
Beachwood,
Ohio
| $261M | +$4.06M | +2% | 2.39% | 33.4% | 18 | 0% |
|
| 5202 |
TIG
5202
Tribune Investment Group
New York
| $261M | +$76.7M | +42% | 16.2% | – | 42 | 80.95% |
|
| 5203 |
GCM
5203
Gallacher Capital Management
Lone Tree,
Colorado
| $261M | +$2.15M | +0.8% | 3.66% | 70.7% | 387 | 46.25% |
|
| 5204 |
PF
5204
Penney Financial
Houston,
Texas
| $261M | +$1.5M | +0.6% | 1.04% | – | 53 | 16.98% |
|
| 5205 |
CWA
5205
Crux Wealth Advisors
Long Beach,
California
| $261M | -$8.13M | -3% | 2.46% | – | 192 | 14.06% |
|
| 5206 |
NG
5206
NWK Group
San Francisco,
California
| $261M | -$27.3M | -9% | 1.23% | 268% | 72 | 15.28% |
|
| 5207 |
ICM
5207
Intrepid Capital Management
Jacksonville Beach,
Florida
| $261M | +$2.04M | +0.8% | 0.87% | 70.2% | 110 | 7.27% |
|
| 5208 |
TSS
5208
Thomas Story & Son
Culver,
Indiana
| $261M | -$8.56M | -3% | 2.52% | 91.8% | 54 | 11.11% |
|
| 5209 |
OL
5209
Owen LaRue
Elizabethtown,
Kentucky
| $261M | -$2.39M | -0.9% | 0.33% | 126% | 138 | 20.29% |
|
| 5210 |
LCM
5210
Lunt Capital Management
Holladay,
Utah
| $260M | -$6.51M | -2% | 2.8% | 42% | 106 | 16.04% |
|
| 5211 |
WI
5211
WJ Interests
Sugar Land,
Texas
| $260M | +$28M | +12% | 0.06% | 50.6% | 20 | 5% |
|
| 5212 |
ASP
5212
Adams Street Partners
Chicago,
Illinois
| $260M | -$3.59M | -1% | 10.1% | 352% | 5 | 40% |
|
| 5213 |
MA
5213
MBA Advisors
Hermitage,
Pennsylvania
| $260M | +$12.2M | +5% | 1.06% | 58.3% | 150 | 10.67% |
|
| 5214 |
LIM
5214
Letson Investment Management
Atlanta,
Georgia
| $260M | -$12.4M | -5% | 2.54% | – | 104 | 5.77% |
|
| 5215 |
SHCM
5215
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $260M | +$8.15M | +3% | 26.8% | 39.8% | 5 | 20% |
|
| 5216 |
BOC
5216
Bull Oak Capital
San Diego,
California
| $260M | +$15.4M | +6% | 2.02% | 55.7% | 41 | 19.51% |
|
| 5217 |
HIA
5217
HFM Investment Advisors
Glassboro,
New Jersey
| $260M | +$4.23M | +2% | 0.16% | – | 1,320 | 11.67% |
|
| 5218 |
ROC
5218
Robertson Opportunity Capital
Dallas,
Texas
| $260M | -$15.6M | -6% | 1.54% | 93.4% | 30 | 13.33% |
|
| 5219 |
BAM
5219
Bayview Asset Management
Coral Gables,
Florida
| $260M | -$173M | -40% | 5.05% | 57.6% | 96 | 63.54% |
|
| 5220 |
MWA
5220
Miller Wealth Advisors
Ridgeway,
Colorado
| $260M | -$10.9M | -4% | 0.32% | 117% | 140 | 19.29% |
|
| 5221 |
KC
5221
Kaleidoscope Capital
Boston,
Massachusetts
| $260M | -$2.06M | -0.8% | 18.7% | – | 15 | 26.67% |
|
| 5222 |
SC
5222
Sawyer & Company
Boston,
Massachusetts
| $260M | -$22.9M | -8% | 4.01% | 97.4% | 218 | 15.14% |
|
| 5223 |
BOC
5223
Barbara Oil Co
Chicago,
Illinois
| $259M | -$9.9M | -4% | 3.27% | 76.9% | 78 | 14.1% |
|
| 5224 |
JFG
5224
JDM Financial Group
Austin,
Texas
| $259M | +$1.77M | +0.7% | 1.23% | 51.5% | 321 | 23.68% |
|
| 5225 |
FC
5225
Financial Council
Towson,
Maryland
| $259M | +$8.72M | +3% | 2.71% | 80% | 107 | 11.21% |
|