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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1476 |
FNT
1476
First National Trust
Hermitage,
Pennsylvania
| $771M | +$61.3M | +9% | 4.14% | 70.6% | 323 | 13.31% |
|
| 1477 |
WFMPM
1477
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $770M | +$32.3M | +4% | 4.27% | 66.5% | 87 | 18.39% |
|
| 1478 |
PCM
1478
Portolan Capital Management
Boston,
Massachusetts
| $770M | +$26.9M | +4% | 12.2% | 582% | 159 | 45.91% |
|
| 1479 |
ST
1479
Spinnaker Trust
Portland,
Maine
| $770M | +$26.2M | +4% | 5.33% | 52.9% | 211 | 12.32% |
|
| 1480 |
LIC
1480
Lodestar Investment Counsel
Chicago,
Illinois
| $770M | +$30.3M | +4% | 4.67% | 45.1% | 163 | 4.91% |
|
| 1481 |
AG
1481
Alibaba Group
Causeway Bay,
Hong Kong
| $770M | +$213M | +38% | 39.4% | 4.38% | 3 | 0% |
|
| 1482 |
SBIA
1482
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $769M | -$21.6M | -3% | 6.52% | 61.9% | 669 | 19.43% |
|
| 1483 |
MLIC
1483
Mandatum Life Insurance Company
Helsinki,
Finland
| $768M | +$34.7M | +5% | 6.51% | 73.7% | 194 | 7.73% |
|
| 1484 |
SC
1484
SouthState Corp
Winter Haven,
Florida
| $767M | +$70.2M | +10% | 4.97% | 68.2% | 256 | 11.72% |
|
| 1485 |
MB
1485
Mizuho Bank
Tokyo,
Japan
| $765M | -$58.2M | -7% | 6.55% | 128% | 17 | 52.94% |
|
| 1486 |
DAM
1486
Davis Asset Management
Sausalito,
California
| $765M | +$26.5M | +4% | 3.59% | 89.8% | 27 | 11.11% |
|
| 1487 |
RWP
1487
RWA Wealth Partners
Newton,
Massachusetts
| $763M | +$652M | +592% | 4.36% | 45.8% | 179 | 74.3% |
|
| 1488 |
LC
1488
LNZ Capital
New York
| $762M | +$12.8M | +2% | 1.57% | 58.8% | 47 | 78.72% |
|
| 1489 |
GW
1489
GW & Wade
Wellesley,
Massachusetts
| $762M | +$154M | +25% | 3.47% | 32.2% | 257 | 17.51% |
|
| 1490 |
TMAM
1490
Tokio Marine Asset Management
Tokyo,
Japan
| $762M | -$106M | -12% | 6.75% | 105% | 514 | 22.57% |
|
| 1491 |
FEG
1491
Fund Evaluation Group
Cincinnati,
Ohio
| $761M | +$4.59M | +0.6% | 3.53% | 45.2% | 23 | 8.7% |
|
| 1492 |
ICP
1492
Indus Capital Partners
New York
| $760M | -$11.4M | -1% | 12.6% | 115% | 52 | 50% |
|
| 1493 |
JFG
1493
JMG Financial Group
Downers Grove,
Illinois
| $758M | +$103M | +16% | 5.75% | 48.2% | 57 | 3.51% |
|
| 1494 |
WCA
1494
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $757M | +$85.9M | +13% | 6.46% | 178% | 228 | 69.74% |
|
| 1495 |
NFA
1495
Nuveen Fund Advisors
Chicago,
Illinois
| $757M | +$64.5M | +9% | 4.33% | 52.3% | 481 | 14.35% |
|
| 1496 |
AAM
1496
Amerigo Asset Management
George Town,
Cayman Islands
| $754M | -$63.4M | -8% | 18.5% | 368% | 9 | 55.56% |
|
| 1497 |
CDH
1497
Charles D. Hyman
| $754M | +$45M | +6% | 4.08% | 36.8% | 154 | 14.29% |
|
| 1498 |
VWM
1498
Valley Wealth Managers
Paramus,
New Jersey
| $753M | +$53.8M | +8% | 4.44% | 80.1% | 272 | 30.51% |
|
| 1499 |
TFP
1499
Triple Frond Partners
San Francisco,
California
| $752M | +$78M | +12% | 10.6% | 87.8% | 9 | 0% |
|
| 1500 |
OCG
1500
Opus Capital Group
Cincinnati,
Ohio
| $752M | +$75.1M | +11% | 1.4% | 39.5% | 284 | 26.76% |
|