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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1951 |
BWA
1951
BDO Wealth Advisors
Jacksonville,
Florida
| $848M | +$138M | +19% | 6.54% | 38.3% | 1,298 | 33.44% |
|
| 1952 |
ZA
1952
Zazove Associates
Incline Village,
Nevada
| $848M | +$32.8M | +4% | 2.97% | 11% | 124 | 15.32% |
|
| 1953 |
MMEA
1953
Main Management ETF Advisors
San Francisco,
California
| $847M | +$208M | +32% | 10.3% | 69.8% | 26 | 46.15% |
|
| 1954 |
CWM
1954
Cornerstone Wealth Management
St. Peters,
Missouri
| $846M | +$49M | +6% | 4.54% | 69.8% | 488 | 20.9% |
|
| 1955 |
TF
1955
Trek Financial
Scottsdale,
Arizona
| $844M | +$70.5M | +9% | 5.22% | 109% | 274 | 49.27% |
|
| 1956 |
CCM
1956
Condor Capital Management
Martinsville,
New Jersey
| $842M | +$52.1M | +7% | 5.99% | 47.3% | 285 | 36.14% |
|
| 1957 |
BWP
1957
Baldwin Wealth Partners
Marion,
Massachusetts
| $842M | +$46.5M | +6% | 3.12% | 85.9% | 645 | 16.28% |
|
| 1958 |
FIB
1958
First Interstate Bancsystem
Billings,
Montana
| $841M | – | – | 4.15% | – | 104 | – |
|
| 1959 |
VC
1959
Vicus Capital
State College,
Pennsylvania
| $841M | +$29.5M | +4% | 5.85% | 48.6% | 253 | 18.18% |
|
| 1960 |
SCA
1960
Summit Creek Advisors
Minneapolis,
Minnesota
| $839M | +$59.6M | +8% | 10.6% | 47.8% | 72 | 13.89% |
|
| 1961 |
AFM
1961
Anson Funds Management
Dallas,
Texas
| $839M | +$341M | +69% | 3.19% | 1,243% | 369 | 87.53% |
|
| 1962 |
M
1962
Mirova
Paris,
France
| $838M | +$60.6M | +8% | 0.67% | 32% | 171 | 8.19% |
|
| 1963 |
AIL
1963
AGF Investments LLC
Toronto,
Ontario, Canada
| $836M | -$6.03M | -0.7% | 6.18% | 28.5% | 539 | 26.35% |
|
| 1964 |
EIP
1964
Easterly Investment Partners
Beverly,
Massachusetts
| $835M | +$112M | +16% | 13.1% | 57.6% | 212 | 52.36% |
|
| 1965 |
ICM
1965
III Capital Management
Boca Raton,
Florida
| $835M | +$44.4M | +6% | 0.03% | 12.2% | 157 | 66.88% |
|
| 1966 |
FCMI
1966
Foresite Capital Management IV
Larkspur,
California
| $835M | -$85.8M | -9% | 16% | 149% | 15 | 26.67% |
|
| 1967 |
MFP
1967
Michael F. Price
| $835M | +$186M | +29% | 22.1% | 42.6% | 143 | 22.38% |
|
| 1968 |
CW
1968
Connectus Wealth
Cincinnati,
Ohio
| $834M | – | – | 1.45% | 37.8% | 33 | – |
|
| 1969 |
BO
1969
BRR OpCo
Columbus,
Ohio
| $834M | +$155M | +23% | 9.09% | 23.6% | 231 | 25.97% |
|
| 1970 |
WAM
1970
Wellesley Asset Management
Portsmouth,
New Hampshire
| $834M | -$30.4M | -4% | 0% | 0% | 31 | 0% |
|
| 1971 |
GAG
1971
GM Advisory Group
Melville,
New York
| $834M | +$87.1M | +12% | 7.61% | 53.6% | 207 | 20.77% |
|
| 1972 |
AL
1972
Arnhold LLC
New York
| $834M | +$61.6M | +8% | 5.8% | 156% | 148 | 16.22% |
|
| 1973 |
CCP
1973
Cardan Capital Partners
Denver,
Colorado
| $833M | +$22.2M | +3% | 2.27% | 64% | 274 | 30.66% |
|
| 1974 |
GC
1974
Gratus Capital
Atlanta,
Georgia
| $832M | +$84.9M | +11% | 8.14% | 51.4% | 202 | 19.8% |
|
| 1975 |
BFIM
1975
Beese Fulmer Investment Management
Canton,
Ohio
| $832M | +$49.7M | +6% | 6.98% | 81.1% | 226 | 7.96% |
|