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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1701 |
AP
1701
Atwood & Palmer
Kansas City,
Missouri
| $740M | +$34.1M | +5% | 5.82% | 82.3% | 350 | 17.71% |
|
| 1702 |
TCM
1702
Tang Capital Management
San Diego,
California
| $740M | +$197M | +36% | 44.6% | 474% | 11 | 27.27% |
|
| 1703 |
VWM
1703
Venturi Wealth Management
Austin,
Texas
| $738M | -$31.4M | -4% | 3.02% | 101% | 265 | 18.49% |
|
| 1704 |
SWA
1704
SFMG Wealth Advisors
Plano,
Texas
| $737M | +$45.2M | +7% | 3.08% | 63.3% | 166 | 19.28% |
|
| 1705 |
ECP
1705
Electron Capital Partners
New York
| $735M | -$48.8M | -6% | 9.64% | 269% | 26 | 38.46% |
|
| 1706 |
SI
1706
Sapience Investments
Newport Beach,
California
| $734M | -$17.5M | -2% | 0.74% | 54.9% | 89 | 11.24% |
|
| 1707 |
LBC
1707
Lowe Brockenbrough & Co
Richmond,
Virginia
| $734M | +$18.9M | +3% | 3.35% | 67.5% | 213 | 5.16% |
|
| 1708 |
TAM
1708
Taurus Asset Management
New York
| $734M | +$18.3M | +3% | 5.6% | 26.9% | 93 | 5.38% |
|
| 1709 |
HCMNY
1709
Howard Capital Management (New York)
New York
| $733M | +$25.1M | +4% | 6.31% | 76.8% | 113 | 14.16% |
|
| 1710 |
HCM
1710
Hilton Capital Management
Garden City,
New York
| $732M | -$7.97M | -1% | 5.45% | 51.5% | 377 | 25.73% |
|
| 1711 |
HCM
1711
Hoplite Capital Management
New York
| $731M | -$104M | -12% | 4.99% | 32.9% | 34 | 50% |
|
| 1712 |
SFM
1712
Sphera Funds Management
Tel Aviv,
Israel
| $731M | -$365M | -33% | 0.73% | 218% | 128 | 49.22% |
|
| 1713 |
ACL
1713
Azora Capital LP
Miami,
Florida
| $730M | +$118M | +19% | 8.41% | 155% | 50 | 62% |
|
| 1714 |
PP
1714
Prospector Partners
Guilford,
Connecticut
| $729M | +$69.5M | +11% | 8.54% | 53.6% | 117 | 11.11% |
|
| 1715 |
EIM
1715
Essex Investment Management
Boston,
Massachusetts
| $729M | +$51.7M | +8% | 9.21% | 272% | 541 | 23.11% |
|
| 1716 |
SC
1716
Skylands Capital
Milwaukee,
Wisconsin
| $727M | +$3.98M | +0.6% | 3.22% | 64.3% | 147 | 14.97% |
|
| 1717 |
AIMU
1717
Allianz Investment Management US
Minneapolis,
Minnesota
| $727M | +$75.2M | +12% | 4.16% | 7.58% | 5 | 20% |
|
| 1718 |
WB
1718
Webster Bank
Waterbury,
Connecticut
| $726M | +$26.7M | +4% | 3.19% | 77.5% | 525 | 8.19% |
|
| 1719 |
GLI
1719
Guardian Life Insurance
New York
| $725M | -$63.1M | -8% | 2.65% | – | 532 | 1.13% |
|
| 1720 |
WCM
1720
Wealthcare Capital Management
Richmond,
Virginia
| $724M | +$22.6M | +3% | 3.08% | 41.4% | 202 | 10.4% |
|
| 1721 |
DWM
1721
Doyle Wealth Management
St. Petersburg,
Florida
| $723M | +$35.6M | +5% | 4.56% | 32.3% | 863 | 77.98% |
|
| 1722 |
LIA
1722
LSP Investment Advisors
New York
| $723M | +$294M | +69% | 4.34% | 104% | 29 | 34.48% |
|
| 1723 |
BHMP
1723
Bardin Hill Management Partners
New York
| $723M | +$84.4M | +13% | 15% | 214% | 47 | 68.09% |
|
| 1724 |
EK
1724
Evensky & Katz
Coral Gables,
Florida
| $723M | +$7.87M | +1% | 2.55% | 57.1% | 112 | 2.68% |
|
| 1725 |
FTCM
1725
First Trust Capital Management
Chicago,
Illinois
| $722M | +$357M | +98% | 14.1% | 186% | 70 | 67.14% |
|