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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2051 |
QSS
2051
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $446M | -$80.4M | -15% | 15.3% | 133% | 953 | 65.48% |
|
| 2052 |
HCM
2052
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $446M | -$42.2M | -9% | 13.3% | 54.8% | 29 | 6.9% |
|
| 2053 |
DBG
2053
De Burlo Group
Boston,
Massachusetts
| $445M | -$87.7M | -16% | 6.47% | 98.1% | 123 | 37.4% |
|
| 2054 |
BFIM
2054
Beese Fulmer Investment Management
Canton,
Ohio
| $445M | -$64.4M | -13% | 10.7% | 81.1% | 199 | 15.08% |
|
| 2055 |
DCM
2055
Decatur Capital Management
Decatur,
Georgia
| $444M | +$10.4M | +2% | 14.3% | 132% | 64 | 37.5% |
|
| 2056 |
KA
2056
Klingman & Associates
New York
| $444M | -$44.5M | -9% | 13.3% | 47.1% | 114 | 14.04% |
|
| 2057 |
WCM
2057
Windham Capital Management
Boston,
Massachusetts
| $444M | -$42.2M | -9% | 6.49% | 8.3% | 35 | 34.29% |
|
| 2058 |
NC
2058
Northpointe Capital
Bloomfield Hills,
Michigan
| $443M | -$250M | -36% | 16.3% | 33% | 202 | 32.18% |
|
| 2059 |
DWM
2059
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $442M | -$3.37M | -0.8% | 10.7% | 93% | 301 | 14.62% |
|
| 2060 |
SI
2060
Salesforce Inc
San Francisco,
California
| $441M | -$63.4M | -13% | 12.9% | 33.9% | 6 | 33.33% |
|
| 2061 |
RWM
2061
Ritholtz Wealth Management
New York
| $441M | +$46.4M | +12% | 5.83% | 75.8% | 136 | 27.94% |
|
| 2062 |
JFA
2062
JNBA Financial Advisors
Bloomington,
Minnesota
| $441M | +$218M | +98% | 9.77% | 61.8% | 803 | 71.86% |
|
| 2063 |
SHCM
2063
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| $441M | -$41.2M | -9% | 11.4% | 31.2% | 131 | 11.45% |
|
| 2064 |
JA
2064
JOYN Advisors
Atlanta,
Georgia
| $441M | -$91.8M | -17% | 13.8% | 0.77% | 1,984 | 13.81% |
|
| 2065 |
Q
2065
QVR
San Francisco,
California
| $441M | -$309M | -41% | 10.2% | – | 115 | 79.13% |
|
| 2066 |
KFA
2066
Kays Financial Advisory
Atlanta,
Georgia
| $441M | -$28.8M | -6% | 9.95% | 23.3% | 114 | 32.46% |
|
| 2067 |
SM
2067
Sunriver Management
Greenwich,
Connecticut
| $440M | -$44.4M | -9% | 17.8% | 2.16% | 22 | 27.27% |
|
| 2068 |
OC
2068
Oakworth Capital
Birmingham,
Alabama
| $439M | -$61.2M | -12% | 13% | 64.3% | 635 | 8.98% |
|
| 2069 |
CM
2069
Columbus Macro
New Castle,
Pennsylvania
| $438M | +$34.8M | +9% | 8.26% | 46.8% | 152 | 36.18% |
|
| 2070 |
IRF
2070
IBM Retirement Fund
Armonk,
New York
| $438M | +$1.2M | +0.3% | 14% | 54.4% | 454 | 19.16% |
|
| 2071 |
EAM
2071
Evanson Asset Management
Carmel,
California
| $438M | -$54.3M | -11% | 11.8% | 66.6% | 247 | 12.15% |
|
| 2072 |
VCM
2072
V3 Capital Management
Dallas,
Texas
| $438M | -$23.1M | -5% | 10.1% | 20.5% | 19 | 36.84% |
|
| 2073 |
FWP
2073
FAS Wealth Partners
Leawood,
Kansas
| $437M | -$2.43M | -0.6% | 12.2% | 58% | 196 | 13.78% |
|
| 2074 |
CCG
2074
Cypress Capital Group
Palm Beach,
Florida
| $436M | -$91.4M | -17% | 9.78% | 83.9% | 243 | 9.88% |
|
| 2075 |
PL
2075
Parkwood LLC
Cleveland,
Ohio
| $436M | -$154M | -26% | 13.7% | 85.8% | 92 | 36.96% |
|