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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1IA
1876
1834 Investment Advisors
Milwaukee,
Wisconsin
| $632M | +$105M | +20% | 16% | 51.8% | 478 | 20.5% |
|
| 1877 |
CS
1877
Central Securities
New York
| $631M | +$96.6M | +18% | 19.8% | 84.7% | 33 | 6.06% |
|
| 1878 |
LWA
1878
Lenox Wealth Advisors
New York
| $631M | +$94.9M | +18% | 17.2% | 35.7% | 897 | 40.91% |
|
| 1879 |
PWM
1879
Perigon Wealth Management
San Francisco,
California
| $631M | +$93.5M | +17% | 23.8% | 81.3% | 380 | 22.11% |
|
| 1880 |
GACM
1880
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $630M | +$75.3M | +14% | 21% | 61.1% | 41 | 19.51% |
|
| 1881 |
KPF
1881
K2 Principal Fund
Toronto,
Ontario, Canada
| $629M | +$102M | +19% | 12.3% | 71.7% | 357 | 64.15% |
|
| 1882 |
MWM
1882
Merriman Wealth Management
Seattle,
Washington
| $629M | +$169M | +37% | 19.6% | 18.3% | 196 | 42.35% |
|
| 1883 |
AL
1883
Arnhold LLC
New York
| $629M | +$86.2M | +16% | 17.4% | 156% | 146 | 10.96% |
|
| 1884 |
WTB
1884
Washington Trust Bank
Spokane,
Washington
| $629M | +$107M | +21% | 20.9% | 69.3% | 196 | 18.88% |
|
| 1885 |
JC
1885
JBF Capital
Aspen,
Colorado
| $627M | +$104M | +20% | 21.8% | 92.9% | 96 | 36.46% |
|
| 1886 |
TF
1886
Trek Financial
Scottsdale,
Arizona
| $627M | +$219M | +54% | 12.5% | 109% | 173 | 61.27% |
|
| 1887 |
PAM
1887
Palisade Asset Management
Minneapolis,
Minnesota
| $627M | +$78.6M | +14% | 16.6% | 61.8% | 170 | 5.88% |
|
| 1888 |
GRP
1888
Global Retirement Partners
San Rafael,
California
| $627M | +$98.2M | +19% | 18.4% | – | 1,801 | 15.99% |
|
| 1889 |
AAIM
1889
Asset Advisors Investment Management
Augusta,
Georgia
| $627M | +$86.5M | +16% | 19.2% | 58.7% | 196 | 52.55% |
|
| 1890 |
MWM
1890
Modera Wealth Management
Westwood,
New Jersey
| $626M | +$150M | +31% | 17.3% | 57.5% | 158 | 10.76% |
|
| 1891 |
SRAM
1891
Stone Ridge Asset Management
New York
| $626M | -$296M | -32% | 25% | – | 797 | 32.87% |
|
| 1892 |
EC
1892
Estate Counselors
Thiensville,
Wisconsin
| $626M | +$18.1M | +3% | 9.71% | 52.1% | 172 | 33.72% |
|
| 1893 |
GGI
1893
Godsey & Gibb Inc
Richmond,
Virginia
| $625M | +$100M | +19% | 15.9% | 78.9% | 86 | 9.3% |
|
| 1894 |
GAM
1894
Griffin Asset Management
New York
| $625M | +$97M | +18% | 24.4% | 80.7% | 220 | 19.09% |
|
| 1895 |
PC
1895
Pier Capital
Stamford,
Connecticut
| $625M | +$173M | +38% | 44.4% | 153% | 123 | 24.39% |
|
| 1896 |
AFA
1896
American Financial Advisors
Marietta,
Georgia
| $625M | +$66.7M | +12% | 17.1% | 52.7% | 110 | 13.64% |
|
| 1897 |
CRM
1897
Cardano Risk Management
Rotterdam,
Netherlands
| $625M | +$202M | +48% | 34.6% | 170% | 5 | 0% |
|
| 1898 |
TA
1898
Teton Advisors
Rye,
New York
| $624M | +$9.05M | +1% | 23.7% | 78.4% | 428 | 10.28% |
|
| 1899 |
WI
1899
WBI Investments
Red Bank,
New Jersey
| $624M | +$95.2M | +18% | 17.9% | 74.4% | 142 | 70.42% |
|
| 1900 |
WSCM
1900
Wellington Shields Capital Management
New York
| $623M | +$93.3M | +18% | 22% | 80.5% | 258 | 18.22% |
|