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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
WA
6476
WESPAC Advisors
Orinda,
California
| $205M | +$22.5M | +12% | 18.6% | 112% | 235 | 39.15% | 5.2 |
|
| 6477 |
TCFP
6477
Treasure Coast Financial Planning
Vero Beach,
Florida
| $205M | +$10.7M | +6% | 5.92% | 32.6% | 53 | 18.87% | 10.7 |
|
| 6478 |
AAG
6478
American Airlines Group
Fort Worth,
Texas
| $205M | +$30.5M | +18% | 17.5% | – | 1 | 0% | 2 |
|
| 6479 |
LTL
6479
Lowery Thomas LLC
Pebble Beach,
California
| $205M | +$29.8M | +17% | 19.8% | 74.7% | 58 | 6.9% | 12.8 |
|
| 6480 |
BCM
6480
Birch Capital Management
Dallas,
Texas
| $205M | +$13.8M | +7% | 8.24% | 48.4% | 83 | 10.84% | 18.6 |
|
| 6481 |
OFG
6481
Orcam Financial Group
Encinitas,
California
| $205M | +$63.8M | +45% | 9.76% | 40% | 106 | 42.45% | 6.3 |
|
| 6482 |
12CM
6482
11.2 Capital Management
Las Vegas,
Nevada
| $205M | +$61.7M | +43% | 115% | – | 1 | 0% | 2 |
|
| 6483 |
PS
6483
Pinney & Scofield
Cambridge,
Massachusetts
| $205M | +$19.1M | +10% | 10.1% | – | 244 | 5.33% | 5.3 |
|
| 6484 |
WAC
6484
William Allan Corp
Fort Collins,
Colorado
| $204M | +$35.5M | +21% | 30.7% | 84.7% | 63 | 7.94% | 10.5 |
|
| 6485 |
CPL
6485
CAP Partners LLC
Franklin,
Tennessee
| $204M | +$27.4M | +15% | 14.2% | – | 164 | 16.46% | 6.8 |
|
| 6486 |
WIA
6486
Westview Investment Advisors
Burlington,
Vermont
| $204M | +$12.2M | +6% | 20% | – | 75 | 17.33% | 1.8 |
|
| 6487 |
BAH
6487
Beacon Advisors Holdings
Austin,
Texas
| $204M | +$17.3M | +9% | 11% | – | 37 | 0% | 2 |
|
| 6488 |
BPMC
6488
Buckland Partners Management Co
Harrison,
New York
| $204M | +$39.3M | +24% | 36.5% | – | 100 | 12% | 1.8 |
|
| 6489 |
MCS
6489
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| $204M | +$38.1M | +23% | 27.4% | 51.1% | 4 | 25% | 12.7 |
|
| 6490 |
EHWM
6490
Eads & Heald Wealth Management
Atlanta,
Georgia
| $204M | +$3.31M | +2% | 15.4% | 84.4% | 152 | 10.53% | 33.4 |
|
| 6491 |
CAM
6491
Clarity Asset Management
Ames,
Iowa
| $204M | +$6.42M | +3% | 9.71% | – | 291 | 77.66% | 4.8 |
|
| 6492 |
RM
6492
Redpoint Management
Woodside,
California
| $204M | +$2.93M | +1% | 13% | 20.6% | 3 | 0% | 10.7 |
|
| 6493 |
MGW
6493
MB Generational Wealth
Spokane,
Washington
| $204M | +$23.1M | +13% | 10.9% | – | 68 | 5.88% | 7.3 |
|
| 6494 |
4WM
6494
4J Wealth Management
Alexandria,
Virginia
| $204M | +$27.9M | +16% | 12.9% | 68.2% | 116 | 17.24% | 11.6 |
|
| 6495 |
PAM
6495
Pacific Asset Management
Gig Harbor,
Washington
| $204M | +$24.7M | +14% | 9.99% | – | 78 | 12.82% | 4.6 |
|
| 6496 |
LIM
6496
Loudon Investment Management
West Lebanon,
New Hampshire
| $204M | +$17.9M | +10% | 12.1% | 61.6% | 98 | 6.12% | 24.1 |
|
| 6497 |
AA
6497
AF Advisors
Sacramento,
California
| $204M | +$22.7M | +13% | 12% | 76.5% | 30 | 13.33% | 10.6 |
|
| 6498 |
GWMI
6498
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $204M | +$20.3M | +11% | 12.4% | 103% | 67 | 10.45% | 12.7 |
|
| 6499 |
BIM
6499
Bullseye Investment Management
Cincinnati,
Ohio
| $203M | +$17.7M | +10% | 10.9% | 36.2% | 346 | 14.74% | 3.2 |
|
| 6500 |
LHA
6500
Little Harbor Advisors
Marblehead,
Massachusetts
| $203M | +$35M | +21% | 15.2% | 59% | 6 | 33.33% | 8.2 |
|