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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
EFP
1501
Elser Financial Planning
Indianapolis,
Indiana
| $2.31B | +$246M | +12% | 13.7% | – | 142 | 19.72% | 3.9 |
|
| 1502 |
CI
1502
Cambiar Investors
Denver,
Colorado
| $2.3B | +$145M | +7% | 13% | 59.2% | 155 | 9.68% | 14.1 |
|
| 1503 |
SSWM
1503
Smith Salley Wealth Management
Greensboro,
North Carolina
| $2.3B | +$313M | +16% | 23.5% | 106% | 288 | 11.81% | 20.8 |
|
| 1504 |
PCM
1504
Palisade Capital Management
Fort Lee,
New Jersey
| $2.3B | -$707M | -24% | 20.8% | 70.5% | 311 | 10.29% | 19.6 |
|
| 1505 |
SC
1505
Syon Capital
San Francisco,
California
| $2.3B | +$307M | +15% | 14.8% | 74% | 1,020 | 18.04% | 5.8 |
|
| 1506 |
BMCM
1506
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $2.29B | +$234M | +11% | 13.5% | 71.4% | 470 | 9.57% | 12.2 |
|
| 1507 |
GIM
1507
Goelzer Investment Management
Carmel,
Indiana
| $2.29B | +$227M | +11% | 18.5% | 98.9% | 331 | 15.41% | 21.8 |
|
| 1508 |
AM
1508
Ares Management
Los Angeles,
California
| $2.29B | +$777M | +51% | 18.7% | 2.02% | 45 | 20% | 11.5 |
|
| 1509 |
AIP
1509
ARS Investment Partners
New York
| $2.29B | +$365M | +19% | 43% | 260% | 202 | 20.3% | 15.2 |
|
| 1510 |
AF
1510
Alerus Financial
Grand Forks,
North Dakota
| $2.29B | +$266M | +13% | 18.1% | 97.1% | 531 | 8.66% | 8.8 |
|
| 1511 |
SFS
1511
Strategic Financial Services
Utica,
New York
| $2.28B | +$182M | +9% | 11.5% | 58.7% | 162 | 9.26% | 23.8 |
|
| 1512 |
NSCM
1512
New South Capital Management
Memphis,
Tennessee
| $2.28B | +$194M | +9% | 22.1% | 106% | 54 | 16.67% | 32.1 |
|
| 1513 |
DPCM
1513
Darlington Partners Capital Management
Greenbrae,
California
| $2.27B | +$39.5M | +2% | 4.11% | 18.1% | 10 | 0% | 10.3 |
|
| 1514 |
RMCM
1514
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $2.26B | +$278M | +14% | 21.3% | 108% | 209 | 12.92% | 28.9 |
|
| 1515 |
TAL
1515
TIG Advisors LLC
New York
| $2.26B | +$94M | +4% | 15.4% | 379% | 165 | 69.09% | 0.9 |
|
| 1516 |
TPSF
1516
Texas Permanent School Fund
Austin,
Texas
| $2.26B | -$441M | -16% | 4.22% | 44.6% | 21 | 76.19% | 2 |
|
| 1517 |
GHA
1517
GW Henssler & Associates
Kennesaw,
Georgia
| $2.25B | +$125M | +6% | 6.96% | 62.4% | 280 | 21.43% | 13.3 |
|
| 1518 |
LBC
1518
Lowe Brockenbrough & Co
Richmond,
Virginia
| $2.25B | +$241M | +12% | 14.3% | 78.8% | 350 | 8.57% | 26.4 |
|
| 1519 |
HA
1519
Heartland Advisors
Milwaukee,
Wisconsin
| $2.25B | +$285M | +15% | 19.9% | 88.6% | 255 | 8.63% | 11.1 |
|
| 1520 |
3AM
1520
3EDGE Asset Management
Naples,
Florida
| $2.24B | +$173M | +8% | 4.58% | 44.1% | 101 | 16.83% | 6.8 |
|
| 1521 |
NIM
1521
NXG Investment Management
Dallas,
Texas
| $2.23B | +$215M | +11% | 13.6% | 136% | 80 | 26.25% | 12.9 |
|
| 1522 |
GC
1522
Garde Capital
Seattle,
Washington
| $2.23B | +$562M | +34% | 11% | 57.6% | 250 | 22.4% | 18.1 |
|
| 1523 |
MCP
1523
Meridiem Capital Partners
Dallas,
Texas
| $2.23B | +$697M | +45% | 37.1% | – | 121 | 76.86% | 0.6 |
|
| 1524 |
ACM
1524
American Capital Management
New York
| $2.23B | +$368M | +20% | 32.5% | 96.7% | 82 | 10.98% | 21.1 |
|
| 1525 |
SIS
1525
Sound Income Strategies
Ft Lauderdale,
Florida
| $2.23B | +$158M | +8% | 8.3% | 31.4% | 2,595 | 81.7% | 17.8 |
|