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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5526 |
TA
5526
TKG Advisors
Valparaiso,
Indiana
| $184M | +$4.96M | +3% | 2.7% | 104% | 110 | 29.09% |
|
| 5527 |
BAM
5527
Ballast Asset Management
Dallas,
Texas
| $184M | -$258K | -0.1% | 3.97% | 126% | 52 | 3.85% |
|
| 5528 |
DC
5528
Diametric Capital
Boston,
Massachusetts
| $184M | +$4.22M | +2% | 0.97% | 175% | 507 | 65.29% |
|
| 5529 |
PO
5529
PBCay One
Dubai,
United Arab Emirates
| $184M | -$401M | -69% | 9.97% | – | 10 | 80% |
|
| 5530 |
OCM
5530
Ovata Capital Management
Hong Kong
| $184M | -$8.12M | -4% | 5.12% | 69.1% | 52 | 59.62% |
|
| 5531 |
ACM
5531
Adalta Capital Management
New York
| $184M | +$2.85M | +2% | 1.95% | 80.4% | 108 | 12.96% |
|
| 5532 |
MWA
5532
Moser Wealth Advisors
Bellevue,
Washington
| $184M | +$4.4M | +2% | 3.9% | – | 155 | 5.16% |
|
| 5533 |
RPCONE
5533
Retirement Planning Company of New England
Warwick,
Rhode Island
| $184M | +$1.26M | +0.7% | 3.76% | 117% | 227 | 8.81% |
|
| 5534 |
EA
5534
Ergawealth Advisors
Oak Brook,
Illinois
| $184M | +$1.3M | +0.7% | 0.24% | 47.7% | 65 | 12.31% |
|
| 5535 |
PF
5535
Parker Financial
Silverdale,
Washington
| $184M | +$8.06M | +5% | 1.16% | 45% | 46 | 8.7% |
|
| 5536 |
SC
5536
Swan Capital
Pensacola,
Florida
| $184M | +$7.71M | +4% | 0.24% | 47.9% | 308 | 87.99% |
|
| 5537 |
NAAA
5537
New Age Alpha Advisors
Rye,
New York
| $184M | +$14.5M | +9% | 5.26% | – | 128 | 77.34% |
|
| 5538 |
PAG
5538
Powers Advisory Group
Highland,
Illinois
| $183M | +$8.43M | +5% | 0.43% | 44.1% | 100 | 10% |
|
| 5539 |
PWP
5539
Pursue Wealth Partners
Clayton,
California
| $183M | +$13.5M | +8% | 4.98% | 108% | 119 | 20.17% |
|
| 5540 |
MW
5540
Melia Wealth
Tulsa,
Oklahoma
| $183M | +$5.27M | +3% | 0.42% | – | 18 | 0% |
|
| 5541 |
NL
5541
NKCFO LLC
Geneva,
Illinois
| $183M | +$15.8M | +9% | 6.28% | 211% | 107 | 55.14% |
|
| 5542 |
MAG
5542
Members Advisory Group
Williamsville,
New York
| $183M | +$6.72M | +4% | 0.53% | 70.6% | 32 | 21.88% |
|
| 5543 |
CWA
5543
Consilium Wealth Advisory
Richardson,
Texas
| $183M | +$5.42M | +3% | 6.34% | 118% | 93 | 18.28% |
|
| 5544 |
PCM
5544
Perritt Capital Management
Chicago,
Illinois
| $183M | -$2.11M | -1% | 0.29% | 80.9% | 345 | 12.17% |
|
| 5545 |
SC
5545
Seldon Capital
San Francisco,
California
| $183M | +$17.9M | +11% | 14.9% | 604% | 65 | 16.92% |
|
| 5546 |
SIF
5546
State Insurance Fund
New York
| $183M | +$6.01M | +3% | 3.4% | – | 1 | 0% |
|
| 5547 |
ROTUOC
5547
Regents of the University of California
Oakland,
California
| $183M | -$161M | -47% | 5.07% | 86.1% | 26 | 73.08% |
|
| 5548 |
NPP
5548
New Potomac Partners
Bethesda,
Maryland
| $183M | +$2.85M | +2% | 2.62% | 37.2% | 87 | 5.75% |
|
| 5549 |
SCM
5549
Solas Capital Management
Darien,
Connecticut
| $183M | +$27.4M | +18% | 3.24% | 62.5% | 22 | 22.73% |
|
| 5550 |
BCM
5550
Brookmont Capital Management
Dallas,
Texas
| $183M | -$7.32M | -4% | 2.8% | 36.6% | 56 | 12.5% |
|