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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
VIA
5976
Victrix Investment Advisors
Stuart,
Florida
| $239M | -$36.8M | -13% | 24% | – | 113 | 38.94% | 4.9 |
|
| 5977 |
CCA
5977
Clarity Capital Advisors
Lakewood Ranch,
Florida
| $239M | +$23.9M | +11% | 10.6% | – | 96 | 2.08% | 8.5 |
|
| 5978 |
NSB
5978
Norway Savings Bank
Portland,
Maine
| $239M | +$27.6M | +13% | 26.6% | 101% | 109 | 10.09% | 25.1 |
|
| 5979 |
CNBOF
5979
City National Bank of Florida
Miami,
Florida
| $238M | +$70.8M | +42% | 18.2% | – | 163 | 30.06% | 3.6 |
|
| 5980 |
CWM
5980
Collaborative Wealth Management
Lake Mary,
Florida
| $238M | +$20.6M | +9% | 8.16% | 41.6% | 180 | 15.56% | 12.9 |
|
| 5981 |
PFA
5981
Pinnacle Family Advisors
Springfield,
Missouri
| $238M | +$25.5M | +12% | 15.2% | 85.8% | 170 | 29.41% | 9.1 |
|
| 5982 |
RMC
5982
Ring Mountain Capital
Tiburon,
California
| $238M | +$55.5M | +30% | 39.5% | – | 110 | 16.36% | 4.6 |
|
| 5983 |
SC
5983
SMA Capital
New York
| $238M | +$6.45M | +3% | 14.6% | – | 184 | 82.61% | 0.3 |
|
| 5984 |
TCM
5984
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $238M | +$38.1M | +19% | 29% | 120% | 121 | 11.57% | 14.5 |
|
| 5985 |
SAM
5985
Soviero Asset Management
New York
| $238M | +$37.5M | +19% | 37.8% | 676% | 82 | 52.44% | 1.5 |
|
| 5986 |
GRWP
5986
Green Ridge Wealth Planning
Montville,
New Jersey
| $238M | +$47.7M | +25% | 23.3% | – | 98 | 16.33% | 1.7 |
|
| 5987 |
HAS
5987
Horizon Advisory Services
West Henrietta,
New York
| $238M | +$42.2M | +22% | 7.12% | – | 52 | 11.54% | 4.8 |
|
| 5988 |
BCFD
5988
Boit C.F. David
| $238M | +$12.3M | +5% | 11.8% | 75.4% | 118 | 28.81% | 16.8 |
|
| 5989 |
CSA
5989
Cornerstone Select Advisors
St. Louis,
Missouri
| $238M | +$77.9M | +49% | 50.2% | – | 155 | 23.87% | 3.8 |
|
| 5990 |
BPW
5990
BlueDoor Private Wealth
Beverly,
Massachusetts
| $238M | +$21.7M | +10% | 10.8% | – | 171 | 18.13% | 1.7 |
|
| 5991 |
T
5991
Tableaux
Stockbridge,
Massachusetts
| $238M | +$31M | +15% | 12.1% | – | 125 | 13.6% | 3.7 |
|
| 5992 |
NB
5992
NBH Bank
Greenwood Village,
Colorado
| $237M | – | – | 16.2% | – | 552 | – | 0 |
|
| 5993 |
CFIM
5993
Client First Investment Management
West Bend,
Wisconsin
| $237M | +$44.9M | +23% | 43.8% | 243% | 36 | 77.78% | 2.1 |
|
| 5994 |
GPWM
5994
Grant Private Wealth Management
Pleasanton,
California
| $237M | +$48.7M | +26% | 26.7% | – | 171 | 14.04% | 3 |
|
| 5995 |
CPI
5995
Crestview Partners III
New York
| $237M | +$42.1M | +22% | 27.4% | 51.2% | 2 | 50% | 12 |
|
| 5996 |
SAM
5996
Sequent Asset Management
Houston,
Texas
| $237M | +$28.2M | +13% | 13.4% | 51.3% | 99 | 19.19% | 14 |
|
| 5997 |
AIA
5997
Arcadia Investment Advisors
Eagle,
Idaho
| $237M | +$25.3M | +12% | 11.2% | 56.4% | 83 | 6.02% | 23.1 |
|
| 5998 |
RF
5998
RetireMitten Financial
Milford,
Michigan
| $237M | +$30.3M | +15% | 10% | – | 182 | 74.18% | 1 |
|
| 5999 |
BTIM
5999
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $237M | +$10.7M | +5% | 1.05% | 44.9% | 67 | 40.3% | 7.2 |
|
| 6000 |
TBF
6000
True Blue Financial
Stevensville,
Michigan
| $237M | +$110M | +87% | 10% | – | 62 | 17.74% | 1.6 |
|