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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5776 |
TIAM2
5776
Tru Independence Asset Management 2
Portland,
Oregon
| $94.1M | -$27.4M | -23% | 1.2% | – | 87 | 44.83% |
|
| 5777 |
VBWMG
5777
Von Berge Wealth Management Group
San Diego,
California
| $94.1M | -$2.15M | -2% | 5.53% | 60.5% | 64 | 14.06% |
|
| 5778 |
SW
5778
Signify Wealth
Saint Louis,
Missouri
| $94M | +$21.9M | +30% | 3.86% | 36.7% | 31 | 48.39% |
|
| 5779 |
WQ
5779
Wealth Quarterback
Toms River,
New Jersey
| $94M | -$34.3M | -27% | 5.6% | 70.5% | 120 | 15.83% |
|
| 5780 |
NED
5780
Nancy E. Dempze
| $93.9M | -$5.61M | -6% | 2.81% | 59.1% | 68 | 7.35% |
|
| 5781 |
SAM
5781
Steinberg Asset Management
New York
| $93.9M | -$861K | -0.9% | 1.56% | 114% | 36 | 16.67% |
|
| 5782 |
EI
5782
EDMP Inc
Lutz,
Florida
| $93.8M | -$8.58M | -8% | 5.72% | 68.1% | 59 | 5.08% |
|
| 5783 |
OCM
5783
Objective Capital Management
Pepper Pike,
Ohio
| $93.8M | -$5.4M | -5% | 5.4% | – | 94 | 6.38% |
|
| 5784 |
RA
5784
Raffles Associates
New York
| $93.8M | +$1.92M | +2% | 0.16% | 44.7% | 58 | 31.03% |
|
| 5785 |
BW
5785
Basepoint Wealth
Cedar Rapids,
Iowa
| $93.7M | -$2.07M | -2% | 4.72% | 109% | 85 | 4.71% |
|
| 5786 |
MSA
5786
McAlister Sweet & Associates
Houston,
Texas
| $93.6M | -$5.05M | -5% | 4.41% | 75.8% | 38 | 44.74% |
|
| 5787 |
CG
5787
Cynosure Group
Salt Lake City,
Utah
| $93.4M | -$8.45M | -8% | 3.98% | 48.9% | 47 | 48.94% |
|
| 5788 |
MWM
5788
MY Wealth Management
Germantown,
Maryland
| $93.2M | +$649K | +0.7% | 4.79% | 25.2% | 27 | 7.41% |
|
| 5789 |
VAM
5789
Vazirani Asset Management
New York
| $93.2M | +$16M | +21% | 17.1% | 465% | 56 | 82.14% |
|
| 5790 |
ASA
5790
Armstrong Shaw Associates
New Canaan,
Connecticut
| $93.2M | -$6.04M | -6% | 5.02% | 51.2% | 42 | 2.38% |
|
| 5791 |
PCM
5791
Presidio Capital Management
San Diego,
California
| $93.2M | +$20K | +0% | 4.43% | 56.1% | 29 | 13.79% |
|
| 5792 |
AM
5792
Anqa Management
Sag Harbor,
New York
| $93.1M | +$398K | +0.4% | 3.69% | 171% | 29 | 17.24% |
|
| 5793 |
WA
5793
Wealthstream Advisors
New York
| $93.1M | -$5.88M | -6% | 5.35% | 88.2% | 74 | 17.57% |
|
| 5794 |
CCG
5794
Capital CS Group
Irvine,
California
| $93.1M | -$3.07M | -3% | 6.51% | 11.6% | 78 | 65.38% |
|
| 5795 |
ACM
5795
Anabranch Capital Management
Stamford,
Connecticut
| $93.1M | -$3.11M | -3% | 1.3% | 160% | 8 | 12.5% |
|
| 5796 |
HA
5796
Hofer & Associates
Thousand Oaks,
California
| $93M | -$3.07M | -3% | 3.87% | 54.2% | 49 | 4.08% |
|
| 5797 |
ACA
5797
Ascension Capital Advisors
Houston,
Texas
| $93M | -$8.45M | -8% | 4.17% | 49.6% | 28 | 3.57% |
|
| 5798 |
BIA
5798
Benchmark Investment Advisors
Chicago,
Illinois
| $92.8M | -$3.09M | -3% | 4.6% | – | 99 | 13.13% |
|
| 5799 |
CGH
5799
CMG Global Holdings
Plano,
Texas
| $92.8M | -$3.84M | -4% | 5.34% | 64.7% | 80 | 7.5% |
|
| 5800 |
MWM
5800
Maripau Wealth Management
Fort Wayne,
Indiana
| $92.7M | +$204K | +0.2% | 5.53% | 45% | 91 | 29.67% |
|