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
40.89%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5351 |
AC
5351
Applied Capital
Little Rock,
Arkansas
| $248M | +$20.9M | +9% | 6.18% | 52.6% | 48 | 4.17% |
|
| 5352 |
GAMC
5352
Garner Asset Management Corp
Plano,
Texas
| $248M | +$31.9M | +15% | 6.89% | 95.3% | 156 | 5.77% |
|
| 5353 |
BIA
5353
Bigelow Investment Advisors
Portland,
Maine
| $248M | +$21.1M | +9% | 7.57% | 67.1% | 152 | 5.26% |
|
| 5354 |
DMKJ
5354
David M. Knott Jr
| $248M | +$27.4M | +12% | 21.2% | 169% | 98 | 23.47% |
|
| 5355 |
KWA
5355
Kondo Wealth Advisors
Pasadena,
California
| $248M | +$21.5M | +9% | 6.68% | – | 69 | 4.35% |
|
| 5356 |
MWA
5356
Miller Wealth Advisors
Ridgeway,
Colorado
| $248M | +$34.2M | +16% | 16.7% | 117% | 111 | 11.71% |
|
| 5357 |
AA
5357
ACT Advisors
Asheville,
North Carolina
| $248M | +$31.5M | +15% | 6.82% | 69.8% | 79 | 29.11% |
|
| 5358 |
AHL
5358
Abel Hall LLC
Baton Rouge,
Louisiana
| $248M | +$31.3M | +14% | 9.84% | – | 358 | 28.77% |
|
| 5359 |
WI
5359
WJ Interests
Sugar Land,
Texas
| $248M | +$13.8M | +6% | 6.8% | 50.6% | 26 | 15.38% |
|
| 5360 |
GL
5360
GHE LLC
Memphis,
Tennessee
| $248M | +$24.4M | +11% | 12.5% | 188% | 35 | 2.86% |
|
| 5361 |
SHA
5361
Seneca House Advisors
Richmond,
Virginia
| $248M | +$12.2M | +5% | 7.73% | 58.2% | 95 | 17.89% |
|
| 5362 |
SCM
5362
Segra Capital Management
Palm Beach,
Florida
| $247M | -$115M | -32% | 48.3% | 37.2% | 12 | 75% |
|
| 5363 |
JSP
5363
Jackson Square Partners
Larkspur,
California
| $247M | -$23.1M | -9% | 9.91% | 102% | 58 | 25.86% |
|
| 5364 |
QFPS
5364
Quantum Financial Planning Services
Spokane,
Washington
| $247M | +$34.8M | +16% | 5.3% | – | 52 | 17.31% |
|
| 5365 |
CWM
5365
Collaborative Wealth Management
Lake Mary,
Florida
| $247M | +$18M | +8% | 5.79% | 41.6% | 201 | 11.94% |
|
| 5366 |
1CM
5366
1492 Capital Management
Milwaukee,
Wisconsin
| $247M | +$30.1M | +14% | 11.8% | 332% | 126 | 20.63% |
|
| 5367 |
BWA
5367
BCU Wealth Advisors
Vernon Hills,
Illinois
| $247M | +$24.5M | +11% | 6.27% | – | 61 | 8.2% |
|
| 5368 |
TAM
5368
Tealwood Asset Management
Minneapolis,
Minnesota
| $247M | +$22.4M | +10% | 8.02% | 121% | 136 | 9.56% |
|
| 5369 |
CCP
5369
Caden Capital Partners
Santa Monica,
California
| $247M | -$54.1M | -18% | 5.85% | 19.1% | 12 | 16.67% |
|
| 5370 |
AAG
5370
Avalon Advisory Group
Wexford,
Pennsylvania
| $247M | +$13.9M | +6% | 5.55% | 41.4% | 18 | 11.11% |
|
| 5371 |
EPW
5371
Evergreen Private Wealth
Greenwood Village,
Colorado
| $247M | +$8.02M | +3% | 6.26% | – | 299 | 23.75% |
|
| 5372 |
SC
5372
Swan Capital
Pensacola,
Florida
| $247M | +$16.4M | +7% | 5.47% | 47.9% | 558 | 26.34% |
|
| 5373 |
AB
5373
ANB Bank
Denver,
Colorado
| $247M | +$23.9M | +11% | 7.08% | – | 137 | 18.98% |
|
| 5374 |
HIA
5374
HFM Investment Advisors
Glassboro,
New Jersey
| $246M | +$19M | +8% | 5.64% | – | 1,323 | 6.95% |
|
| 5375 |
AA
5375
AF Advisors
Sacramento,
California
| $246M | -$43.7M | -15% | 14.2% | 76.5% | 30 | 6.67% |
|