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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1526 |
ESBC
1526
E.S. Barr & Co
Lexington,
Kentucky
| $1.6B | +$78.4M | +5% | 7.35% | 73.5% | 107 | 14.95% |
|
| 1527 |
AFG
1527
Atomi Financial Group
New York
| $1.6B | +$249M | +18% | 6.22% | 139% | 943 | 19.72% |
|
| 1528 |
CC
1528
Commodore Capital
New York
| $1.6B | +$135M | +9% | 17.6% | 2,121% | 38 | 13.16% |
|
| 1529 |
EA
1529
Efficient Advisors
Mason,
Ohio
| $1.59B | +$52.6M | +3% | 6.62% | 30.6% | 66 | 0% |
|
| 1530 |
MSR
1530
Main Street Research
Lakeville,
Connecticut
| $1.59B | +$73.1M | +5% | 6.26% | 232% | 116 | 17.24% |
|
| 1531 |
PA
1531
PFG Advisors
Phoenix,
Arizona
| $1.59B | +$106M | +7% | 5.79% | 77.4% | 725 | 12.83% |
|
| 1532 |
ECM
1532
Everence Capital Management
Goshen,
Indiana
| $1.59B | +$142M | +10% | 6.68% | 108% | 825 | 20% |
|
| 1533 |
NI
1533
NYL Investors
New York
| $1.58B | +$179M | +13% | 4.95% | 12.7% | 34 | 0% |
|
| 1534 |
ZF
1534
Zhang Financial
Portage,
Michigan
| $1.58B | +$154M | +11% | 6.58% | 67.9% | 281 | 6.76% |
|
| 1535 |
SQA
1535
Simon Quick Advisors
Morristown,
New Jersey
| $1.58B | +$167M | +12% | 6.17% | 69.5% | 457 | 18.6% |
|
| 1536 |
EWA
1536
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.58B | +$73.6M | +5% | 7.28% | 89.7% | 3,165 | 7.11% |
|
| 1537 |
PCM
1537
Parsons Capital Management
Providence,
Rhode Island
| $1.58B | +$110M | +7% | 9.25% | 84.9% | 456 | 5.92% |
|
| 1538 |
CCM
1538
Compass Capital Management
Minneapolis,
Minnesota
| $1.58B | +$85.7M | +6% | 7.96% | 50.8% | 36 | 5.56% |
|
| 1539 |
OFG
1539
Oxford Financial Group
Carmel,
Indiana
| $1.58B | +$61.6M | +4% | 6.45% | 77.2% | 332 | 14.76% |
|
| 1540 |
FM
1540
Foster & Motley
Cincinnati,
Ohio
| $1.58B | +$122M | +8% | 8.43% | 68.8% | 393 | 7.38% |
|
| 1541 |
CTI
1541
Community Trust & Investment
Versailles,
Kentucky
| $1.58B | +$111M | +8% | 7.27% | 104% | 132 | 15.15% |
|
| 1542 |
CF
1542
Centaurus Financial
Anaheim,
California
| $1.57B | +$70.3M | +5% | 5.49% | 83.5% | 878 | 14.35% |
|
| 1543 |
MGCM
1543
Mane Global Capital Management
New York
| $1.57B | +$109M | +7% | 14.5% | 423% | 72 | 69.44% |
|
| 1544 |
KEM
1544
Kimmeridge Energy Management
New York
| $1.57B | -$48.3M | -3% | 8.46% | 19.7% | 4 | 0% |
|
| 1545 |
PE
1545
Point72 Europe
London,
United Kingdom
| $1.57B | +$356M | +29% | 7.39% | 95.4% | 195 | 73.33% |
|
| 1546 |
IA
1546
IFG Advisory
Atlanta,
Georgia
| $1.57B | +$11.4M | +0.7% | 7.18% | 70.1% | 636 | 42.3% |
|
| 1547 |
SGI
1547
Summit Global Investments
Bountiful,
Utah
| $1.57B | +$86.5M | +6% | 6.2% | 60.4% | 601 | 36.61% |
|
| 1548 |
MVIP
1548
Mar Vista Investment Partners
Los Angeles,
California
| $1.57B | -$464M | -23% | 6.72% | 73.9% | 61 | 3.28% |
|
| 1549 |
BHWM
1549
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.57B | +$57.1M | +4% | 6.7% | 79.2% | 270 | 5.19% |
|
| 1550 |
FNBOO
1550
First National Bank of Omaha
Omaha,
Nebraska
| $1.57B | +$44.9M | +3% | 6.21% | 70.9% | 319 | 8.46% |
|