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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5676 |
EA
5676
Evolution Advisers
Richmond,
Virginia
| $190M | +$6.99M | +4% | 0.23% | 40.8% | 188 | 17.55% |
|
| 5677 |
SFP
5677
Strategic Financial Partners
Bend,
Oregon
| $190M | -$5.98M | -3% | 2.01% | 54.8% | 75 | 12% |
|
| 5678 |
OCP
5678
Oakcliff Capital Partners
New York
| $190M | -$5.79M | -3% | 2.04% | 133% | 10 | 10% |
|
| 5679 |
BAM
5679
Ballast Asset Management
Dallas,
Texas
| $190M | -$11.9M | -6% | 5.36% | 126% | 55 | 5.45% |
|
| 5680 |
SWA
5680
Sightline Wealth Advisors
Groton,
Connecticut
| $190M | +$4.39M | +2% | 1.19% | 44.4% | 89 | 10.11% |
|
| 5681 |
MC
5681
Matisse Capital
Portland,
Oregon
| $190M | -$7.09M | -4% | 0.1% | 66.9% | 175 | 9.14% |
|
| 5682 |
WA1
5682
Wimmer Associates 1
Pasadena,
California
| $190M | -$12.7M | -6% | 1.63% | 78.9% | 112 | 7.14% |
|
| 5683 |
EP
5683
EPIQ Partners
Minneapolis,
Minnesota
| $190M | +$4.7M | +3% | 2.73% | 44.3% | 78 | 7.69% |
|
| 5684 |
RFP
5684
RCS Financial Planning
Annapolis,
Maryland
| $189M | +$1.55M | +0.8% | 0.54% | 42.8% | 81 | 11.11% |
|
| 5685 |
WAM
5685
Waterfall Asset Management
New York
| $189M | -$473M | -71% | 9% | – | 6 | 0% |
|
| 5686 |
IFA
5686
Interactive Financial Advisors
New Lenox,
Illinois
| $189M | -$1.5M | -0.8% | 1.29% | 47.6% | 88 | 6.82% |
|
| 5687 |
SAM
5687
S.A. Mason
Holland,
Michigan
| $189M | -$1.11M | -0.6% | 0.83% | 105% | 359 | 7.8% |
|
| 5688 |
EBWM
5688
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $189M | +$3M | +2% | 1.77% | 95.3% | 81 | 13.58% |
|
| 5689 |
AIA
5689
Alternative Investment Advisors
Maitland,
Florida
| $189M | -$2.47M | -1% | 2.49% | – | 57 | 7.02% |
|
| 5690 |
EF
5690
Elite Financial
Lewiston,
Idaho
| $189M | +$4.58M | +2% | 2.56% | – | 112 | 55.36% |
|
| 5691 |
PIAS
5691
PCA Investment Advisory Services
Cincinnati,
Ohio
| $189M | -$26.8M | -12% | 3.85% | 63.7% | 146 | 68.49% |
|
| 5692 |
LJCM
5692
Lee Johnson Capital Management
Fort Worth,
Texas
| $189M | -$421K | -0.2% | 2.98% | 118% | 43 | 41.86% |
|
| 5693 |
PP
5693
PFS Partners
Mine Hill,
New Jersey
| $189M | +$2.24M | +1% | 0.93% | 63.2% | 462 | 8.01% |
|
| 5694 |
OFA
5694
Onyx Financial Advisors
Idaho Falls,
Idaho
| $189M | +$6.73M | +4% | 1.99% | 52.5% | 17 | 17.65% |
|
| 5695 |
M
5695
MYeCFO
La Jolla,
California
| $189M | +$3.7M | +2% | 0.57% | 53.3% | 59 | 5.08% |
|
| 5696 |
SPA
5696
Shore Point Advisors
Brielle,
New Jersey
| $189M | +$2.96M | +2% | 0.48% | 51.4% | 69 | 11.59% |
|
| 5697 |
MI
5697
Moneywise Inc
Forest,
Virginia
| $189M | -$10.6M | -5% | 4.3% | 58% | 59 | 18.64% |
|
| 5698 |
GPP
5698
Great Point Partners
Greenwich,
Connecticut
| $189M | -$23.4M | -11% | 12.8% | 710% | 36 | 38.89% |
|
| 5699 |
DB
5699
Dravo Bay
Rehoboth Beach,
Delaware
| $189M | -$17.6M | -9% | 0.41% | 45.2% | 52 | 13.46% |
|
| 5700 |
GPW
5700
Genesis Private Wealth
Ashburn,
Virginia
| $189M | +$7.1M | +4% | 0.37% | – | 157 | 21.66% |
|