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
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5551 |
I
5551
IMPACTfolio
Denver,
Colorado
| $190M | -$2.41M | -1% | 1.14% | 51.2% | 52 | 46.15% |
|
| 5552 |
TP
5552
TenCore Partners
New York
| $190M | -$12.4M | -6% | 5.78% | 64.8% | 14 | 28.57% |
|
| 5553 |
DWM
5553
Dogwood Wealth Management
Lenexa,
Kansas
| $190M | +$1.14M | +0.6% | 1.13% | – | 544 | 49.26% |
|
| 5554 |
CPW
5554
Cove Private Wealth
Oyster Bay Cove,
New York
| $190M | +$23.7M | +14% | 4.67% | – | 124 | 17.74% |
|
| 5555 |
IFO
5555
Independent Family Office
Albany,
New York
| $190M | -$2.36M | -1% | 0.88% | 66.8% | 72 | 4.17% |
|
| 5556 |
SCA
5556
Sander Capital Advisors
Seattle,
Washington
| $190M | -$27.2M | -13% | 10.7% | 68.8% | 16 | 12.5% |
|
| 5557 |
CA
5557
Crossingbridge Advisors
Pleasantville,
New York
| $190M | -$116M | -38% | 0.66% | – | 111 | 51.35% |
|
| 5558 |
EA
5558
Evolution Advisers
Richmond,
Virginia
| $190M | +$6.99M | +4% | 0.23% | 33% | 188 | 17.55% |
|
| 5559 |
SFP
5559
Strategic Financial Partners
Bend,
Oregon
| $190M | -$5.98M | -3% | 2.01% | 43% | 75 | 12% |
|
| 5560 |
OCP
5560
Oakcliff Capital Partners
New York
| $190M | -$5.79M | -3% | 2.04% | 119% | 10 | 10% |
|
| 5561 |
BAM
5561
Ballast Asset Management
Dallas,
Texas
| $190M | -$11.9M | -6% | 5.36% | – | 55 | 5.45% |
|
| 5562 |
SWA
5562
Sightline Wealth Advisors
Groton,
Connecticut
| $190M | +$4.39M | +2% | 1.19% | 44.4% | 89 | 10.11% |
|
| 5563 |
MC
5563
Matisse Capital
Portland,
Oregon
| $190M | -$7.09M | -4% | 0.1% | 52.1% | 175 | 9.14% |
|
| 5564 |
WA1
5564
Wimmer Associates 1
Pasadena,
California
| $190M | -$12.7M | -6% | 1.63% | 69.4% | 112 | 7.14% |
|
| 5565 |
EP
5565
EPIQ Partners
Minneapolis,
Minnesota
| $190M | +$4.7M | +3% | 2.73% | 44.3% | 78 | 7.69% |
|
| 5566 |
RFP
5566
RCS Financial Planning
Annapolis,
Maryland
| $189M | +$1.55M | +0.8% | 0.54% | 42.8% | 81 | 11.11% |
|
| 5567 |
IFA
5567
Interactive Financial Advisors
New Lenox,
Illinois
| $189M | -$1.5M | -0.8% | 1.29% | 37.7% | 88 | 6.82% |
|
| 5568 |
SAM
5568
S.A. Mason
Holland,
Michigan
| $189M | -$1.11M | -0.6% | 0.83% | 80.6% | 359 | 7.8% |
|
| 5569 |
EBWM
5569
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $189M | +$3M | +2% | 1.77% | 68.6% | 81 | 13.58% |
|
| 5570 |
AIA
5570
Alternative Investment Advisors
Maitland,
Florida
| $189M | -$2.47M | -1% | 2.49% | – | 57 | 7.02% |
|
| 5571 |
EF
5571
Elite Financial
Lewiston,
Idaho
| $189M | +$4.58M | +2% | 2.56% | – | 112 | 55.36% |
|
| 5572 |
PIAS
5572
PCA Investment Advisory Services
Cincinnati,
Ohio
| $189M | -$26.8M | -12% | 3.85% | 63.7% | 146 | 68.49% |
|
| 5573 |
LJCM
5573
Lee Johnson Capital Management
Fort Worth,
Texas
| $189M | -$421K | -0.2% | 2.98% | 71.1% | 43 | 41.86% |
|
| 5574 |
PP
5574
PFS Partners
Mine Hill,
New Jersey
| $189M | +$2.24M | +1% | 0.93% | 63.2% | 462 | 8.01% |
|
| 5575 |
OFA
5575
Onyx Financial Advisors
Idaho Falls,
Idaho
| $189M | +$6.73M | +4% | 1.99% | 52.5% | 17 | 17.65% |
|