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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5326 |
CI
5326
Cordant Inc
Portland,
Oregon
| $161M | -$9.17M | -5% | 3.25% | 47% | 1,429 | 95.8% |
|
| 5327 |
MA
5327
MBA Advisors
Hermitage,
Pennsylvania
| $161M | +$81K | +0.1% | 2.52% | 58.3% | 160 | 12.5% |
|
| 5328 |
DC
5328
Dryden Capital
Miami,
Florida
| $161M | +$21.4M | +15% | 0.23% | – | 59 | 18.64% |
|
| 5329 |
WB
5329
West Bancorporation
West Des Moines,
Iowa
| $161M | +$34M | +27% | 3.62% | 64.4% | 345 | 16.23% |
|
| 5330 |
FCM
5330
FourWorld Capital Management
New York
| $161M | – | – | 18.3% | 132% | 16 | – |
|
| 5331 |
HLC
5331
Hunt Lane Capital
New York
| $161M | -$83M | -34% | 18.7% | 3.59% | 23 | 52.17% |
|
| 5332 |
SIS
5332
SVB Investment Services
Salt Lake City,
Utah
| $161M | +$10.8M | +7% | 4.54% | – | 44 | 15.91% |
|
| 5333 |
RFA
5333
Resurgent Financial Advisors
Atlanta,
Georgia
| $161M | +$35.7M | +28% | 2.43% | 86.4% | 203 | 41.38% |
|
| 5334 |
RH
5334
RFG Holdings
Argyle,
Texas
| $161M | -$29.8M | -16% | 2.73% | 72.3% | 34 | 41.18% |
|
| 5335 |
JA
5335
JVL Associates
Wyoming,
Michigan
| $161M | +$1.04M | +0.6% | 5.72% | 73.3% | 42 | 14.29% |
|
| 5336 |
KLM
5336
Kennedy Lewis Management
New York
| $161M | +$11M | +7% | 1.83% | 70.2% | 33 | 51.52% |
|
| 5337 |
OCM
5337
Orleans Capital Management
Mandeville,
Louisiana
| $161M | -$15.1M | -9% | 0.56% | 94.6% | 88 | 14.77% |
|
| 5338 |
JAM
5338
JLP Asset Management
New York
| $161M | -$43.3M | -21% | 7.45% | 16.1% | 31 | 35.48% |
|
| 5339 |
KLC
5339
Kent Lake Capital
Reno,
Nevada
| $161M | -$32.1M | -17% | 2.44% | 92.1% | 59 | 71.19% |
|
| 5340 |
LWM
5340
Ledge Wealth Management
Sartell,
Minnesota
| $161M | – | – | 1.97% | – | 72 | – |
|
| 5341 |
CP
5341
Castleview Partners
Dallas,
Texas
| $161M | – | – | 0.13% | 54.5% | 749 | – |
|
| 5342 |
CWA
5342
Clarus Wealth Advisors
Peoria,
Arizona
| $161M | -$13.1M | -8% | 2.58% | – | 128 | 33.59% |
|
| 5343 |
OCPWS
5343
One Charles Private Wealth Services
Hingham,
Massachusetts
| $161M | -$15.8M | -9% | 6.56% | 99.7% | 127 | 18.9% |
|
| 5344 |
CWM
5344
Concentrum Wealth Management
San Jose,
California
| $161M | -$31.2M | -16% | 11.6% | 174% | 68 | 23.53% |
|
| 5345 |
BAM
5345
Byrne Asset Management
Kingston,
New Jersey
| $161M | +$6.11M | +4% | 3.78% | 116% | 576 | 16.49% |
|
| 5346 |
MA
5346
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $160M | -$25.9M | -14% | 3.93% | 194% | 99 | 10.1% |
|
| 5347 |
RWG
5347
Regal Wealth Group
Seal Beach,
California
| $160M | -$17.1M | -10% | 5.49% | 17% | 54 | 11.11% |
|
| 5348 |
SAM
5348
S.A. Mason
Holland,
Michigan
| $160M | -$5.8M | -3% | 4.09% | 105% | 335 | 5.37% |
|
| 5349 |
PCM
5349
Pinz Capital Management
New York
| $160M | -$99.3M | -38% | 1.36% | 199% | 409 | 78.24% |
|
| 5350 |
APIM
5350
Agate Pass Investment Management
Bainbridge Island,
Washington
| $160M | -$609K | -0.4% | 2.2% | 68% | 99 | 6.06% |
|