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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
ATWA
5851
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $248M | +$20.4M | +9% | 13.3% | 63.8% | 102 | 17.65% | 16.1 |
|
| 5852 |
SFG
5852
Seamount Financial Group
Colorado Springs,
Colorado
| $248M | +$26.1M | +12% | 13.3% | – | 146 | 10.96% | 7 |
|
| 5853 |
RF
5853
RHS Financial
San Francisco,
California
| $248M | +$36.8M | +17% | 10.6% | 65.6% | 178 | 25.28% | 9.2 |
|
| 5854 |
DCM
5854
Dilation Capital Management
New York
| $248M | +$48.7M | +24% | 67.3% | – | 28 | 57.14% | 2.1 |
|
| 5855 |
CCP
5855
Cunning Capital Partners
Morrisville,
North Carolina
| $248M | +$51.2M | +26% | 41.1% | 268% | 56 | 1.79% | 9.7 |
|
| 5856 |
TBBL
5856
True Blue (BVI) Ltd
Road Town, Tortola,
| $248M | +$44.7M | +22% | 22.1% | – | 3 | 0% | 6 |
|
| 5857 |
LCG
5857
Lynx Capital Group
Beachwood,
Ohio
| $248M | +$32.7M | +15% | 7.92% | – | 95 | 16.84% | 7.3 |
|
| 5858 |
GWM
5858
GoalFusion Wealth Management
Austin,
Texas
| $248M | +$27.2M | +12% | 10.1% | 47.6% | 35 | 22.86% | 9.5 |
|
| 5859 |
WJS
5859
William John Sempolinski
Easton,
Massachusetts
| $248M | +$48.5M | +24% | 19.7% | – | 110 | 19.09% | 1.6 |
|
| 5860 |
EF
5860
Elite Financial
Lewiston,
Idaho
| $248M | +$24.5M | +11% | 12.7% | – | 56 | 5.36% | 5.5 |
|
| 5861 |
NBWM
5861
North Berkeley Wealth Management
Berkeley,
California
| $247M | +$58.2M | +31% | 17.2% | – | 81 | 14.81% | 4.6 |
|
| 5862 |
MBI
5862
May Barnhard Investments
Bethesda,
Maryland
| $247M | +$41.2M | +20% | 15.1% | 65.4% | 90 | 8.89% | 8.3 |
|
| 5863 |
TSM
5863
Two Star Manager
Miami Beach,
Florida
| $247M | -$7.08M | -3% | 6.65% | – | 12 | 8.33% | 7.2 |
|
| 5864 |
PP
5864
PFS Partners
Mine Hill,
New Jersey
| $247M | +$28.8M | +13% | 18.7% | 63.2% | 614 | 6.35% | 10.4 |
|
| 5865 |
FU
5865
Fairfield University
Fairfield,
Connecticut
| $247M | +$47.4M | +24% | 14.3% | 61.9% | 4 | 0% | 26.8 |
|
| 5866 |
DFS
5866
Dixon Fnancial Services
Lafayette,
California
| $247M | +$24.2M | +11% | 13.2% | 70% | 48 | 8.33% | 9.6 |
|
| 5867 |
BSAM
5867
Blue Square Asset Management
New York
| $247M | +$36.2M | +17% | 19.1% | 104% | 78 | 15.38% | 9.9 |
|
| 5868 |
TIG
5868
Tribune Investment Group
New York
| $247M | -$14.4M | -6% | 44.4% | – | 51 | 74.51% | 0.7 |
|
| 5869 |
GPA
5869
Garrison Point Advisors
Walnut Creek,
California
| $247M | +$27.4M | +12% | 14.8% | 81.5% | 179 | 7.82% | 19.4 |
|
| 5870 |
TI
5870
TTP Investments
San Jose,
California
| $247M | +$6.62M | +3% | 43.6% | 197% | 47 | 61.7% | 6.9 |
|
| 5871 |
ASBI
5871
American State Bank (Iowa)
Sioux Center,
Iowa
| $247M | +$38.3M | +18% | 31.8% | 138% | 147 | 12.93% | 17.2 |
|
| 5872 |
ACM
5872
Archon Capital Management
Seattle,
Washington
| $246M | +$69.1M | +39% | 50.6% | 222% | 56 | 42.86% | 4.1 |
|
| 5873 |
UAM
5873
Unison Asset Management
North Miami Beach,
Florida
| $246M | +$27.5M | +13% | 11.4% | 81.4% | 32 | 0% | 14.9 |
|
| 5874 |
ACL
5874
Applied Capital LLC
Hollywood,
Florida
| $246M | +$34.4M | +16% | 8.99% | 78.3% | 96 | 7.29% | 10.1 |
|
| 5875 |
MCA
5875
Midwest Capital Advisors
Grand Rapids,
Michigan
| $246M | +$32.2M | +15% | 15.1% | – | 227 | 19.82% | 4.5 |
|