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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
GWM
5701
GoalFusion Wealth Management
Austin,
Texas
| $106M | -$979K | -0.9% | 5.32% | 47.6% | 18 | 0% | 0.6 |
|
| 5702 |
MFG
5702
Monumental Financial Group
Rockville,
Maryland
| $106M | -$3.23M | -3% | 4.41% | 18.2% | 38 | 18.42% | 1.1 |
|
| 5703 |
DWM
5703
Denver Wealth Management
Denver,
Colorado
| $106M | +$9.79M | +10% | 4.26% | 64.4% | 60 | 26.67% | 1 |
|
| 5704 |
VAM
5704
Vert Asset Management
Sausalito,
California
| $106M | -$2.52M | -2% | 11.8% | 43.6% | 41 | 0% | 0.8 |
|
| 5705 |
RF
5705
Resolute Financial
Newburyport,
Massachusetts
| $105M | -$9.68M | -8% | 4.89% | – | 121 | 17.36% | 0.6 |
|
| 5706 |
WCG
5706
Wall Capital Group
Phoenix,
Arizona
| $105M | -$38.8M | -27% | 5.66% | – | 19 | 26.32% | 3.1 |
|
| 5707 |
FAG
5707
Fortitude Advisory Group
Gig Harbor,
Washington
| $105M | -$4.02M | -4% | 4.87% | 142% | 217 | 13.36% | 0.7 |
|
| 5708 |
TWP
5708
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $105M | +$30.1M | +40% | 4.18% | 53.7% | 52 | 23.08% | 1.2 |
|
| 5709 |
RPM
5709
Ridgemont Partners Management
Charlotte,
North Carolina
| $105M | -$2.24M | -2% | 2.08% | 45.6% | 1 | 0% | 0.8 |
|
| 5710 |
AA
5710
Atmos Advisory
Pittsburgh,
Pennsylvania
| $105M | -$4.86M | -4% | 5.88% | 31.9% | 21 | 0% | 0.8 |
|
| 5711 |
SCM
5711
Spring Capital Management
Amarillo,
Texas
| $105M | -$7.62M | -7% | 3.67% | 73.6% | 31 | 19.35% | 0.7 |
|
| 5712 |
DWM
5712
Drive Wealth Management
Lehi,
Utah
| $105M | -$4.29M | -4% | 2.71% | 94.4% | 192 | 28.65% | 0.6 |
|
| 5713 |
KC
5713
Kenfarb & Co
Ashland,
Kentucky
| $105M | -$21.2M | -17% | 5.38% | – | 240 | 32.92% | 0.5 |
|
| 5714 |
EL
5714
EMFO LLC
Weston,
Florida
| $105M | +$6.59M | +7% | 5.35% | 25.8% | 345 | 9.57% | 1.1 |
|
| 5715 |
SWM
5715
Salvus Wealth Management
Red Bank,
New Jersey
| $105M | -$6.64M | -6% | 5.49% | 108% | 101 | 5.94% | 1.5 |
|
| 5716 |
CCA
5716
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $105M | -$5.58M | -5% | 4.2% | 78.3% | 96 | 13.54% | 0.7 |
|
| 5717 |
BFS
5717
Beacon Financial Strategies
Raleigh,
North Carolina
| $105M | -$2.5M | -2% | 4.82% | 54.2% | 34 | 2.94% | 1.1 |
|
| 5718 |
HNWA
5718
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $105M | -$4.5M | -4% | 6.08% | 61.6% | 48 | 12.5% | 0.6 |
|
| 5719 |
SC
5719
Schubert & Co
Mckinney,
Texas
| $105M | -$2.42M | -2% | 1.25% | 47.3% | 1,676 | 7.16% | 0.7 |
|
| 5720 |
CP
5720
Castleview Partners
Dallas,
Texas
| $105M | -$21.1M | -17% | 3.73% | 61.3% | 844 | 34.24% | 1.2 |
|
| 5721 |
YEPX
5721
Yorktown Energy Partners X
New York
| $105M | -$27.6M | -21% | 12.5% | 95.9% | 3 | 0% | 2.5 |
|
| 5722 |
WCM
5722
Washburn Capital Management
Vero Beach,
Florida
| $105M | -$11.5M | -10% | 4.75% | 117% | 55 | 16.36% | 1.7 |
|
| 5723 |
PSB
5723
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $105M | -$9.64M | -8% | 5.31% | 85.5% | 346 | 1.16% | 1.3 |
|
| 5724 |
FF
5724
Financial Futures
Brielle,
New Jersey
| $105M | +$3.23M | +3% | 4.47% | 48.5% | 50 | 16% | 0.6 |
|
| 5725 |
HBT
5725
Heartland Bank & Trust
Bloomington,
Illinois
| $105M | -$8.28M | -7% | 0.87% | 105% | 150 | 35.33% | 1 |
|