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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
CWM
5651
Cherrydale Wealth Management
Hoboken,
New Jersey
| $108M | -$721K | -0.7% | 5.89% | 72% | 36 | 19.44% | 0.6 |
|
| 5652 |
WAC
5652
William Allan Corp
Fort Collins,
Colorado
| $108M | -$4.25M | -4% | 4.1% | 94.2% | 49 | 6.12% | 0.7 |
|
| 5653 |
HAFS
5653
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $108M | -$20M | -16% | 4.36% | 58.5% | 31 | 19.35% | 2.7 |
|
| 5654 |
ECM
5654
EMC Capital Management
Houston,
Texas
| $108M | -$8.98M | -8% | 3.47% | – | 314 | 14.33% | 0.7 |
|
| 5655 |
PPG
5655
Peak Planning Group
Centennial,
Colorado
| $108M | -$11M | -9% | 3.9% | 105% | 89 | 25.84% | 1.4 |
|
| 5656 |
MCM
5656
McMillion Capital Management
Greensboro,
North Carolina
| $108M | -$12.2M | -10% | 4.48% | 59.3% | 222 | 4.5% | 2.2 |
|
| 5657 |
MJB
5657
Mark J. Bradley
| $108M | -$2.46M | -2% | 2.12% | – | 46 | 2.17% | 1.7 |
|
| 5658 |
SF
5658
Safeguard Financial
Minocqua,
Wisconsin
| $108M | +$24.2M | +29% | 5.07% | 21.9% | 53 | 26.42% | 0.4 |
|
| 5659 |
BWM
5659
Birchcreek Wealth Management
Miami Township,
Ohio
| $108M | -$3.52M | -3% | 4.97% | 80.7% | 124 | 12.9% | 1.4 |
|
| 5660 |
MA
5660
Mudita Advisors
London,
United Kingdom
| $108M | -$16.6M | -13% | 2.05% | 143% | 20 | 10% | 0.7 |
|
| 5661 |
EC
5661
Euclidean Capital
New York
| $108M | -$9.86M | -8% | 3.16% | 79.7% | 10 | 0% | 1.5 |
|
| 5662 |
TC
5662
TAGStone Capital
Charlotte,
North Carolina
| $108M | +$2.8M | +3% | 4% | 58.3% | 75 | 12% | 0.7 |
|
| 5663 |
CWM
5663
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $108M | +$598K | +0.6% | 5.68% | 51.7% | 351 | 6.55% | 0.7 |
|
| 5664 |
IA
5664
Integrity Advisory
Overland Park,
Kansas
| $108M | +$5.51M | +5% | 5.22% | – | 81 | 17.28% | 0.4 |
|
| 5665 |
SPFA
5665
Summit Place Financial Advisors
Summit,
New Jersey
| $108M | -$11.6M | -10% | 4.01% | 95.2% | 103 | 15.53% | 1.8 |
|
| 5666 |
FWP
5666
Firethorn Wealth Partners
Augusta,
Georgia
| $108M | -$15.7M | -13% | 5.96% | 75.1% | 140 | 17.14% | 1.2 |
|
| 5667 |
KCMRT
5667
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $107M | -$67.5M | -39% | 9.65% | 21.9% | 2 | 0% | 3.6 |
|
| 5668 |
SL
5668
Savior LLC
Wellesley Hills,
Massachusetts
| $107M | -$1.58M | -1% | 5.49% | 82.8% | 213 | 18.78% | 1.3 |
|
| 5669 |
WAL
5669
W Advisors LLC
Germantown,
Tennessee
| $107M | -$8.15M | -7% | 5.79% | 73.8% | 110 | 17.27% | 0.7 |
|
| 5670 |
AWAP
5670
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $107M | -$8.24M | -7% | 6.06% | 74.4% | 113 | 7.96% | 1.5 |
|
| 5671 |
FCM
5671
Fairbanks Capital Management
Rancho Santa Fe,
California
| $107M | -$7.46M | -7% | 5.55% | 81.3% | 51 | 3.92% | 3.4 |
|
| 5672 |
RHCA
5672
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $107M | – | – | 0.03% | 91.9% | 44 | – | 2.8 |
|
| 5673 |
SI
5673
SCP Investment
Orinda,
California
| $107M | -$884K | -0.8% | 4.97% | 32.8% | 39 | 48.72% | 1.1 |
|
| 5674 |
PWM
5674
Peterson Wealth Management
Sparks,
Nevada
| $107M | +$29.9M | +39% | 4.97% | 78% | 58 | 22.41% | 1.4 |
|
| 5675 |
WF
5675
Wayfinding Financial
Lynnwood,
Washington
| $107M | -$6.7M | -6% | 5.58% | 68.3% | 94 | 27.66% | 0.6 |
|