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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1926 |
AIA
1926
Ally Invest Advisors
Charlotte,
North Carolina
| $1.13B | +$87.7M | +8% | 5.86% | 32.2% | 67 | 1.49% |
|
| 1927 |
RIM
1927
Redwood Investment Management
Scottsdale,
Arizona
| $1.13B | -$29.7M | -3% | 8.31% | 46% | 347 | 15.85% |
|
| 1928 |
BCM
1928
BTC Capital Management
Des Moines,
Iowa
| $1.12B | +$47.6M | +4% | 6.06% | – | 220 | 9.09% |
|
| 1929 |
A
1929
AlphaQuest
New York
| $1.12B | +$387M | +52% | 9.05% | – | 2,036 | 32.37% |
|
| 1930 |
CWM
1930
Campbell Wealth Management
Alexandria,
Virginia
| $1.12B | +$813M | +262% | 5.04% | 11.2% | 86 | 60.47% |
|
| 1931 |
PIM
1931
Provident Investment Management
Novi,
Michigan
| $1.12B | +$23.4M | +2% | 6.35% | 59.5% | 83 | 16.87% |
|
| 1932 |
GGS
1932
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.12B | +$47.3M | +4% | 6.39% | 40.1% | 192 | 8.85% |
|
| 1933 |
TWM
1933
Tradition Wealth Management
Edina,
Minnesota
| $1.12B | +$87.1M | +8% | 6.24% | 54.3% | 427 | 9.6% |
|
| 1934 |
SWA
1934
Sax Wealth Advisors
Parsippany,
New Jersey
| $1.12B | +$71.7M | +7% | 5.64% | 57.2% | 315 | 21.9% |
|
| 1935 |
AAP
1935
Arax Advisory Partners
Denver,
Colorado
| $1.12B | +$94.2M | +9% | 6.62% | 47.9% | 2,679 | 7.65% |
|
| 1936 |
BFG
1936
Bouchey Financial Group
Troy,
New York
| $1.12B | +$66M | +6% | 5.07% | 66.7% | 159 | 10.69% |
|
| 1937 |
CPA
1937
Cardiff Park Advisors
Carlsbad,
California
| $1.12B | +$72.4M | +7% | 7.42% | 80.8% | 354 | 10.45% |
|
| 1938 |
HR
1938
Hardy Reed
Tupelo,
Mississippi
| $1.12B | +$121M | +12% | 6.21% | 57.7% | 252 | 13.1% |
|
| 1939 |
TTWM
1939
TCV Trust & Wealth Management
Richmond,
Virginia
| $1.12B | +$67.5M | +6% | 7.87% | 69% | 211 | 11.85% |
|
| 1940 |
PP
1940
PDS Planning
Dublin,
Ohio
| $1.12B | +$125M | +13% | 6.72% | 48.6% | 447 | 12.3% |
|
| 1941 |
AIP
1941
ARS Investment Partners
New York
| $1.12B | +$70.1M | +7% | 7.41% | 260% | 182 | 17.03% |
|
| 1942 |
SEC
1942
Seven Eight Capital
New York
| $1.11B | +$157M | +16% | 9.65% | 13.6% | 994 | 64.39% |
|
| 1943 |
HI
1943
Helikon Investments
London,
United Kingdom
| $1.11B | +$29.8M | +3% | 13.5% | 330% | 22 | 31.82% |
|
| 1944 |
SFM
1944
Stack Financial Management
Whitefish,
Montana
| $1.11B | +$34M | +3% | 8.62% | 68.6% | 50 | 6% |
|
| 1945 |
PIM
1945
Penobscot Investment Management
Boston,
Massachusetts
| $1.11B | +$75.4M | +7% | 7.32% | 103% | 317 | 5.05% |
|
| 1946 |
AC
1946
AltraVue Capital
Bellevue,
Washington
| $1.11B | +$105M | +10% | 17.2% | 175% | 28 | 3.57% |
|
| 1947 |
NCM
1947
Narwhal Capital Management
Marietta,
Georgia
| $1.11B | +$54.5M | +5% | 5.56% | 93.8% | 167 | 7.78% |
|
| 1948 |
CCM
1948
Condor Capital Management
Martinsville,
New Jersey
| $1.11B | +$65.6M | +6% | 5.76% | 47.3% | 208 | 17.31% |
|
| 1949 |
SW
1949
SlateStone Wealth
Jupiter,
Florida
| $1.11B | +$188M | +20% | 6.99% | 79.1% | 309 | 11.33% |
|
| 1950 |
MTIM
1950
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.11B | -$213M | -16% | 3.6% | 106% | 359 | 42.9% |
|