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
40.91%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1026 |
BL
1026
Balentine LLC
Atlanta,
Georgia
| $1.66B | +$220M | +15% | 2.95% | 59.8% | 770 | 45.45% |
|
| 1027 |
BUB
1027
BBVA USA Bancshares
Houston,
Texas
| $1.66B | +$68.1M | +4% | 4.5% | 66.2% | 552 | 10.51% |
|
| 1028 |
SBSB
1028
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
| $1.66B | +$19.3M | +1% | 2.91% | 46.7% | 238 | 12.61% |
|
| 1029 |
LIA
1029
LS Investment Advisors
Bloomfield Hills,
Michigan
| $1.65B | +$49.4M | +3% | 4.75% | 85.7% | 1,738 | 3.05% |
|
| 1030 |
BC
1030
Burney Company
Reston,
Virginia
| $1.65B | +$34.9M | +2% | 4.08% | 122% | 467 | 9.85% |
|
| 1031 |
WAM
1031
Weiss Asset Management
Boston,
Massachusetts
| $1.65B | +$370M | +29% | 1.04% | 138% | 457 | 56.24% |
|
| 1032 |
TCA
1032
Taconic Capital Advisors
New York
| $1.64B | -$133M | -8% | 3.38% | 273% | 66 | 50% |
|
| 1033 |
TCCM
1033
Two Creeks Capital Management
New York
| $1.64B | +$160M | +11% | 3.58% | 38.8% | 22 | 13.64% |
|
| 1034 |
UFM
1034
Ursa Fund Management
Danville,
California
| $1.64B | +$436M | +36% | 6.2% | 93.5% | 20 | 65% |
|
| 1035 |
DP
1035
Dearborn Partners
Chicago,
Illinois
| $1.64B | +$139M | +9% | 5.24% | 46.1% | 232 | 14.22% |
|
| 1036 |
B
1036
Bailard
Foster City,
California
| $1.64B | +$23.5M | +1% | 4.29% | 92.5% | 630 | 28.89% |
|
| 1037 |
NA
1037
NewEdge Advisors
New Orleans,
Louisiana
| $1.63B | +$85M | +5% | 3.65% | 88% | 717 | 15.48% |
|
| 1038 |
TCG
1038
Tremblant Capital Group
West Palm Beach,
Florida
| $1.63B | -$94.8M | -5% | 1.11% | 131% | 49 | 36.73% |
|
| 1039 |
ASN
1039
Advisory Services Network
Atlanta,
Georgia
| $1.63B | +$207M | +15% | 3.48% | 105% | 3,016 | 18.3% |
|
| 1040 |
SDJVC
1040
St. Denis J. Villere & Co
New Orleans,
Louisiana
| $1.63B | +$104M | +7% | 4.33% | 32.6% | 49 | 14.29% |
|
| 1041 |
CAM
1041
Cortina Asset Management
Milwaukee,
Wisconsin
| $1.62B | +$14.8M | +0.9% | 5.71% | 115% | 195 | 17.95% |
|
| 1042 |
IC
1042
Iconiq Capital
San Francisco,
California
| $1.61B | +$675M | +72% | 6.99% | 0.21% | 54 | 24.07% |
|
| 1043 |
GWM
1043
Geneos Wealth Management
Englewood,
Colorado
| $1.61B | +$96.8M | +6% | 2.53% | 66.7% | 2,541 | 7.67% |
|
| 1044 |
PFM
1044
Parsec Financial Management
Asheville,
North Carolina
| $1.61B | +$36.3M | +2% | 3.2% | 70.7% | 258 | 8.14% |
|
| 1045 |
BCM
1045
Basswood Capital Management
New York
| $1.61B | +$68.1M | +4% | 7.12% | 111% | 142 | 19.72% |
|
| 1046 |
GT
1046
Glenview Trust
Louisville,
Kentucky
| $1.61B | +$50.4M | +3% | 3.65% | 99.2% | 329 | 3.65% |
|
| 1047 |
PIMC
1047
Praesidium Investment Management Company
New York
| $1.6B | +$99.2M | +7% | 4.72% | 79% | 13 | 0% |
|
| 1048 |
OA
1048
Oak Associates
Akron,
Ohio
| $1.6B | -$32.5M | -2% | 2.21% | 152% | 157 | 7.01% |
|
| 1049 |
EWA
1049
EP Wealth Advisors
Torrance,
California
| $1.6B | +$561M | +54% | 4.04% | – | 349 | 41.83% |
|
| 1050 |
MFWM
1050
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.6B | +$41.6M | +3% | 4.55% | 70.7% | 142 | 11.27% |
|