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 | |
|---|---|---|---|---|---|---|---|---|---|
| 6251 |
NWMG
6251
National Wealth Management Group
Cincinnati,
Ohio
| $91.9M | -$4.25M | -4% | 0.73% | 123% | 156 | 39.1% |
|
| 6252 |
MFS
6252
Monetta Financial Services
Wheaton,
Illinois
| $91.8M | -$10.5M | -10% | 0.54% | 197% | 57 | 35.09% |
|
| 6253 |
CAP
6253
Columbia Advisory Partners
Spokane,
Washington
| $91.8M | -$1.76M | -2% | 2.53% | 63.7% | 70 | 21.43% |
|
| 6254 |
SWM
6254
Sanctuary Wealth Management
Pocatello,
Idaho
| $91.7M | -$2.81M | -3% | 2.31% | – | 314 | 16.88% |
|
| 6255 |
BOC
6255
Bull Oak Capital
San Diego,
California
| $91.4M | -$45.3M | -33% | 2.8% | – | 97 | 98.97% |
|
| 6256 |
HA
6256
HFG Advisors
Cincinatti,
Ohio
| $91.4M | -$3.31M | -3% | 2.77% | 54.8% | 102 | 16.67% |
|
| 6257 |
AFCM
6257
Alta Fox Capital Management
Fort Worth,
Texas
| $91.3M | -$30.4M | -25% | 4.93% | 228% | 21 | 52.38% |
|
| 6258 |
SAM
6258
Sequent Asset Management
Houston,
Texas
| $91.2M | -$995K | -1% | 0.02% | 51.3% | 53 | 3.77% |
|
| 6259 |
BP
6259
Berkshire Partners
Boston,
Massachusetts
| $91.2M | -$42.3M | -32% | 31.7% | 75.2% | 1 | 0% |
|
| 6260 |
BWA
6260
Blodgett Wealth Advisors
Concord,
California
| $91.1M | -$5.48M | -6% | 3.13% | 112% | 66 | 13.64% |
|
| 6261 |
MWA
6261
Motive Wealth Advisors
Birmingham,
Michigan
| $91.1M | -$5.52M | -6% | 3.61% | 66% | 55 | 9.09% |
|
| 6262 |
UIA
6262
Ulland Investment Advisors
Minneapolis,
Minnesota
| $91M | -$6.37M | -7% | 1.17% | 154% | 229 | 9.17% |
|
| 6263 |
AE
6263
AMH Equity
Great Neck,
New York
| $91M | +$3.5M | +4% | 3.58% | 267% | 40 | 55% |
|
| 6264 |
PSCM
6264
P&S Credit Management
New York
| $90.9M | -$49.5M | -35% | 0.71% | – | 25 | 56% |
|
| 6265 |
VM
6265
Valinor Management
New York
| $90.9M | -$31.1M | -25% | 37.6% | 12.8% | 1 | 0% |
|
| 6266 |
OL
6266
Owen LaRue
Elizabethtown,
Kentucky
| $90.9M | -$4.2M | -4% | 1.11% | 126% | 78 | 14.1% |
|
| 6267 |
G
6267
Greycroft
New York
| $90.9M | -$11.1M | -11% | 11.5% | 1.03% | 5 | 60% |
|
| 6268 |
A
6268
Atomvest
Hong Kong
| $90.8M | -$19.2M | -17% | 10.3% | 90% | 4 | 0% |
|
| 6269 |
GC
6269
GGV Capital
Menlo Park,
California
| $90.8M | -$54.9M | -38% | 17.8% | 49.3% | 10 | 20% |
|
| 6270 |
ICVCFVA
6270
IDG China Venture Capital Fund V Associates
Hong Kong
| $90.7M | -$15.6M | -15% | 14.7% | 24.1% | 1 | 0% |
|
| 6271 |
CIM
6271
Courant Investment Management
Franklin,
Tennessee
| $90.6M | -$1.89M | -2% | 1.4% | 33.5% | 8 | 0% |
|
| 6272 |
TC
6272
Touchstone Capital
Pittsburgh,
Pennsylvania
| $90.5M | -$3.9M | -4% | 2.82% | – | 19 | 5.26% |
|
| 6273 |
MVA
6273
Mount Vernon Associates
Baltimore,
Maryland
| $90.5M | -$3.65M | -4% | 4.14% | 119% | 51 | 3.92% |
|
| 6274 |
MCI
6274
MRP Capital Investments
Alpharetta,
Georgia
| $90.4M | -$11.8M | -12% | 1.21% | 153% | 227 | 62.56% |
|
| 6275 |
APW
6275
Aurora Private Wealth
Rockaway,
New Jersey
| $90.4M | +$2.41M | +3% | 2.85% | – | 149 | 20.81% |
|