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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5601 |
MTWM
5601
Masso Torrence Wealth Management
Marlton,
New Jersey
| $139M | +$12.3M | +10% | 10.2% | 130% | 94 | 12.77% |
|
| 5602 |
WW
5602
Windle Wealth
Oklahoma City,
Oklahoma
| $139M | +$3.66M | +3% | 3.43% | 70.5% | 29 | 0% |
|
| 5603 |
BA
5603
Ballew Advisors
Jackson,
Mississippi
| $138M | +$1.27M | +0.9% | 2.69% | 62.3% | 111 | 3.6% |
|
| 5604 |
MPIM
5604
McGinn Penninger Investment Management
Alexandria,
Virginia
| $138M | +$7.11M | +5% | 6.02% | 50.2% | 27 | 7.41% |
|
| 5605 |
AWM
5605
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $138M | +$4.27M | +3% | 4.88% | 56.7% | 171 | 8.19% |
|
| 5606 |
D
5606
Dentgroup
Baton Rouge,
Louisiana
| $138M | +$13.8M | +11% | 5.52% | 53.6% | 112 | 11.61% |
|
| 5607 |
WAOI
5607
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $138M | +$10.3M | +8% | 5.48% | 54% | 60 | 6.67% |
|
| 5608 |
DTC
5608
Davidson Trust Company
Seattle,
Washington
| $138M | +$8.37M | +6% | 4.94% | 54.5% | 125 | 4.8% |
|
| 5609 |
PF
5609
Parker Financial
Silverdale,
Washington
| $138M | +$11M | +9% | 3.91% | 37.1% | 46 | 26.09% |
|
| 5610 |
EM
5610
ELCO Management
New York
| $138M | +$667K | +0.5% | 6.16% | 86.3% | 145 | 16.55% |
|
| 5611 |
WP
5611
WealthSpring Partners
Long Beach,
California
| $138M | +$8.91M | +7% | 5.04% | – | 80 | 17.5% |
|
| 5612 |
RVM
5612
Robinson Value Management
San Antonio,
Texas
| $138M | +$7.88M | +6% | 2.78% | 60.9% | 77 | 12.99% |
|
| 5613 |
CSA
5613
Cottage Street Advisors
Marion,
Massachusetts
| $138M | +$8.86M | +7% | 9.15% | 91.4% | 88 | 12.5% |
|
| 5614 |
PM
5614
Penbrook Management
New York
| $138M | +$7.46M | +6% | 9.08% | 103% | 103 | 10.68% |
|
| 5615 |
SGC
5615
Slocum, Gordon & Co
Newport,
Rhode Island
| $138M | +$17.3M | +14% | 2.7% | 55.2% | 162 | 35.8% |
|
| 5616 |
AWS
5616
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $138M | -$2.6M | -2% | 7.13% | 83.9% | 76 | 11.84% |
|
| 5617 |
SAM
5617
S.A. Mason
Holland,
Michigan
| $138M | $0 | 0% | 6.13% | 80.6% | 314 | 0% |
|
| 5618 |
SCS
5618
Syquant Capital SAS
Paris,
France
| $138M | +$94.5M | +219% | 3.91% | 176% | 16 | 87.5% |
|
| 5619 |
M
5619
MYeCFO
La Jolla,
California
| $138M | +$4.27M | +3% | 3.83% | 43.8% | 49 | 14.29% |
|
| 5620 |
RCF
5620
Rainwater Charitable Foundation
Fort Worth,
Texas
| $138M | -$10.7M | -7% | 7.03% | 40.2% | 3 | 0% |
|
| 5621 |
FCMT
5621
Founders Capital Management (Texas)
Houston,
Texas
| $137M | +$6.72M | +5% | 5.97% | 118% | 411 | 6.33% |
|
| 5622 |
BIM
5622
Bullseye Investment Management
Cincinnati,
Ohio
| $137M | +$775K | +0.6% | 5.07% | 43.5% | 63 | 61.9% |
|
| 5623 |
PD
5623
Planning Directions
Glen Mills,
Pennsylvania
| $137M | +$2.94M | +2% | 3.52% | 36.4% | 72 | 11.11% |
|
| 5624 |
SM
5624
Sensible Money
Scottsdale,
Arizona
| $137M | +$21.6M | +19% | 4.36% | 52.1% | 75 | 5.33% |
|
| 5625 |
IF
5625
Integrity Financial
Cheyenne,
Wyoming
| $137M | +$13.6M | +11% | 6.48% | 54.9% | 218 | 5.5% |
|