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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1526 |
CFA
1526
Carroll Financial Associates
Charlotte,
North Carolina
| $701M | +$34.8M | +5% | 3.88% | 79.9% | 1,296 | 8.87% |
|
| 1527 |
VWM
1527
Valley Wealth Managers
Paramus,
New Jersey
| $699M | +$19M | +3% | 4.13% | 80.1% | 276 | 31.88% |
|
| 1528 |
SFA
1528
Sequoia Financial Advisors
Akron,
Ohio
| $699M | +$163M | +30% | 1.23% | 78.3% | 289 | 18.34% |
|
| 1529 |
EA
1529
Efficient Advisors
Mason,
Ohio
| $698M | +$18.3M | +3% | 0.88% | 30.6% | 76 | 19.74% |
|
| 1530 |
MLL
1530
Moody Lynn & Lieberson
Boston,
Massachusetts
| $696M | +$95M | +16% | 7.74% | 128% | 192 | 29.69% |
|
| 1531 |
SC
1531
SouthState Corp
Winter Haven,
Florida
| $696M | +$40.3M | +6% | 4.95% | 68.2% | 242 | 8.68% |
|
| 1532 |
DCM
1532
Decatur Capital Management
Decatur,
Georgia
| $696M | -$102M | -13% | 2.27% | 132% | 124 | 42.74% |
|
| 1533 |
GCAC
1533
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $695M | +$138M | +25% | 3.92% | 26.1% | 177 | 14.12% |
|
| 1534 |
SMA
1534
Simply Money Advisors
Cincinnati,
Ohio
| $695M | +$44.8M | +7% | 0.34% | 11.5% | 29 | 13.79% |
|
| 1535 |
NFA
1535
Nuveen Fund Advisors
Chicago,
Illinois
| $693M | -$24.7M | -3% | 3.22% | 52.3% | 502 | 17.13% |
|
| 1536 |
SR
1536
Swiss Re
Zurich,
Switzerland
| $692M | -$329M | -32% | 2.3% | – | 8 | 37.5% |
|
| 1537 |
SCI
1537
S&CO Inc
Boston,
Massachusetts
| $691M | +$25.1M | +4% | 1.7% | 58.9% | 189 | 22.75% |
|
| 1538 |
GLRA
1538
Gerald L. Ray & Associates
Dallas,
Texas
| $690M | +$23M | +3% | 4.3% | 38.2% | 326 | 7.67% |
|
| 1539 |
PDN
1539
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $690M | -$55.8M | -7% | 0.56% | 36.6% | 202 | 3.47% |
|
| 1540 |
CBU
1540
CIBC Bank USA
Chicago,
Illinois
| $688M | +$26.4M | +4% | 2.68% | 32.3% | 276 | 14.49% |
|
| 1541 |
MP
1541
Makaira Partners
La Jolla,
California
| $688M | +$26.1M | +4% | 9.24% | 22% | 13 | 7.69% |
|
| 1542 |
ST
1542
Sentinel Trust
Houston,
Texas
| $686M | -$5.45M | -0.8% | 4.03% | 79.2% | 128 | 10.94% |
|
| 1543 |
EWA
1543
EP Wealth Advisors
Torrance,
California
| $684M | +$44.3M | +7% | 2.45% | – | 159 | 23.9% |
|
| 1544 |
WB
1544
Webster Bank
Waterbury,
Connecticut
| $684M | -$3.16M | -0.5% | 2.44% | 77.5% | 597 | 65.33% |
|
| 1545 |
OPCM
1545
Osborne Partners Capital Management
San Francisco,
California
| $683M | +$15.4M | +2% | 3.63% | 47.6% | 180 | 6.11% |
|
| 1546 |
MRC
1546
Millburn Ridgefield Corp
New York
| $683M | – | – | 2.21% | 53.2% | 64 | – |
|
| 1547 |
AP
1547
Altarock Partners
West Palm Beach,
Florida
| $682M | +$54.5M | +9% | 4.72% | 68.5% | 9 | 22.22% |
|
| 1548 |
WS
1548
Wedbush Securities
Los Angeles,
California
| $679M | +$7.64M | +1% | 2.87% | 79.8% | 929 | 21.85% |
|
| 1549 |
TEC
1549
Tiger Eye Capital
Nashville,
Tennessee
| $679M | -$130M | -16% | 18% | 116% | 60 | 75% |
|
| 1550 |
GLI
1550
Guardian Life Insurance
New York
| $677M | -$411M | -38% | 0.26% | – | 551 | 3.63% |
|