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 |
EWA
1526
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.58B | +$73.6M | +5% | 7.28% | 89.7% | 3,165 | 7.11% |
|
| 1527 |
PCM
1527
Parsons Capital Management
Providence,
Rhode Island
| $1.58B | +$110M | +7% | 9.25% | 84.9% | 456 | 5.92% |
|
| 1528 |
CCM
1528
Compass Capital Management
Minneapolis,
Minnesota
| $1.58B | +$85.7M | +6% | 7.96% | 47.1% | 36 | 5.56% |
|
| 1529 |
OFG
1529
Oxford Financial Group
Carmel,
Indiana
| $1.58B | +$61.6M | +4% | 6.45% | 80.4% | 332 | 14.76% |
|
| 1530 |
FM
1530
Foster & Motley
Cincinnati,
Ohio
| $1.58B | +$122M | +8% | 8.43% | 56.8% | 393 | 7.38% |
|
| 1531 |
CTI
1531
Community Trust & Investment
Versailles,
Kentucky
| $1.58B | +$111M | +8% | 7.27% | 104% | 132 | 15.15% |
|
| 1532 |
CF
1532
Centaurus Financial
Anaheim,
California
| $1.57B | +$70.3M | +5% | 5.49% | 60.5% | 878 | 14.35% |
|
| 1533 |
MGCM
1533
Mane Global Capital Management
New York
| $1.57B | +$109M | +7% | 14.5% | 313% | 72 | 69.44% |
|
| 1534 |
KEM
1534
Kimmeridge Energy Management
New York
| $1.57B | -$48.3M | -3% | 8.46% | 48.8% | 4 | 0% |
|
| 1535 |
PE
1535
Point72 Europe
London,
United Kingdom
| $1.57B | +$356M | +29% | 7.39% | 95.4% | 195 | 73.33% |
|
| 1536 |
IA
1536
IFG Advisory
Atlanta,
Georgia
| $1.57B | +$11.4M | +0.7% | 7.18% | 56.9% | 636 | 42.3% |
|
| 1537 |
SGI
1537
Summit Global Investments
Bountiful,
Utah
| $1.57B | +$86.5M | +6% | 6.2% | 47.3% | 601 | 36.61% |
|
| 1538 |
MVIP
1538
Mar Vista Investment Partners
Los Angeles,
California
| $1.57B | -$464M | -23% | 6.72% | 68.8% | 61 | 3.28% |
|
| 1539 |
BHWM
1539
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.57B | +$57.1M | +4% | 6.7% | 79.2% | 270 | 5.19% |
|
| 1540 |
FNBOO
1540
First National Bank of Omaha
Omaha,
Nebraska
| $1.57B | +$44.9M | +3% | 6.21% | 58.8% | 319 | 8.46% |
|
| 1541 |
LBC
1541
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.57B | +$64.2M | +4% | 6.5% | 67.5% | 273 | 8.42% |
|
| 1542 |
HH
1542
Hilltop Holdings
Dallas,
Texas
| $1.57B | +$700M | +81% | 7.19% | 72.2% | 849 | 32.63% |
|
| 1543 |
SI
1543
Sprott Inc
Toronto,
Ontario, Canada
| $1.56B | +$215M | +16% | 14.4% | 224% | 158 | 16.46% |
|
| 1544 |
HCM
1544
Hodges Capital Management
Dallas,
Texas
| $1.56B | +$67.6M | +5% | 9.17% | 132% | 244 | 24.59% |
|
| 1545 |
SP
1545
Stairway Partners
Chicago,
Illinois
| $1.56B | +$288M | +23% | 6.31% | 43.9% | 18 | 16.67% |
|
| 1546 |
FSC
1546
Full Sail Capital
Oklahoma City,
Oklahoma
| $1.56B | +$73.1M | +5% | 5.95% | 55.4% | 177 | 12.99% |
|
| 1547 |
GL
1547
Graypoint LLC
Albany,
New York
| $1.56B | +$113M | +8% | 6.06% | 72.8% | 507 | 10.45% |
|
| 1548 |
ET
1548
Equitable Trust
Nashville,
Tennessee
| $1.56B | +$105M | +7% | 9.78% | 94.7% | 461 | 10.41% |
|
| 1549 |
RIM
1549
Ranger Investment Management
Dallas,
Texas
| $1.56B | +$88.6M | +6% | 7.02% | 71.6% | 98 | 14.29% |
|
| 1550 |
HMP
1550
HS Management Partners
New York
| $1.55B | -$256M | -14% | 7.65% | 23.4% | 25 | 20% |
|