We are live on
!
Find out more
Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.91%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2076 |
MGWM
2076
Marks Group Wealth Management
Minnetonka,
Minnesota
| $732M | +$75.3M | +11% | 11.1% | 62.8% | 297 | 16.16% |
|
| 2077 |
LCG
2077
Lisanti Capital Growth
New York
| $732M | -$15.6M | -2% | 23.5% | 1,490% | 171 | 64.33% |
|
| 2078 |
CTC
2078
Chai Trust Company
Chicago,
Illinois
| $732M | +$59.7M | +9% | 8.68% | 12.7% | 26 | 23.08% |
|
| 2079 |
PP
2079
Prospector Partners
Guilford,
Connecticut
| $731M | +$59.6M | +9% | 13% | 53.6% | 117 | 11.11% |
|
| 2080 |
CA
2080
Callahan Advisors
Houston,
Texas
| $731M | +$34.4M | +5% | 10.4% | 87.7% | 146 | 10.27% |
|
| 2081 |
FFW
2081
Fusion Family Wealth
Woodbury,
New York
| $730M | +$65.2M | +10% | 8.63% | 58.2% | 45 | 35.56% |
|
| 2082 |
SAM
2082
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $730M | +$30M | +4% | 9.04% | 96.6% | 170 | 18.24% |
|
| 2083 |
WWA
2083
WCG Wealth Advisors
Las Vegas,
Nevada
| $729M | -$27.2M | -4% | 7.04% | 69.6% | 289 | 48.79% |
|
| 2084 |
LC
2084
Lodbrok Capital
London,
United Kingdom
| $727M | +$332M | +84% | 30.3% | 25.9% | 10 | 50% |
|
| 2085 |
PHS
2085
Pekin Hardy Strauss
Chicago,
Illinois
| $727M | +$99.9M | +16% | 10.7% | 102% | 348 | 20.4% |
|
| 2086 |
VFP
2086
Verus Financial Partners
Richmond,
Virginia
| $727M | +$66.1M | +10% | 7.13% | 41.6% | 109 | 15.6% |
|
| 2087 |
SAM
2087
Silverback Asset Management
Chapel Hill,
North Carolina
| $725M | +$18.7M | +3% | 0.19% | 92.1% | 148 | 14.19% |
|
| 2088 |
GLA
2088
Good Life Advisors
Reading,
Pennsylvania
| $724M | +$45.6M | +7% | 6.93% | 60% | 374 | 11.23% |
|
| 2089 |
CAM
2089
Carret Asset Management
New York
| $724M | +$53.4M | +8% | 10.5% | 94.4% | 281 | 5.69% |
|
| 2090 |
AAP
2090
Arax Advisory Partners
Denver,
Colorado
| $723M | +$88.9M | +14% | 6.91% | 64.7% | 1,372 | 19.39% |
|
| 2091 |
TWA
2091
TCI Wealth Advisors
Tucson,
Arizona
| $722M | +$104M | +17% | 10.8% | 65% | 2,722 | 16.05% |
|
| 2092 |
BC
2092
Brahman Capital
New York
| $721M | +$7.44M | +1% | 9.1% | 16.6% | 28 | 39.29% |
|
| 2093 |
IB
2093
Intrust Bank
Wichita,
Kansas
| $721M | +$72.1M | +11% | 11.3% | 102% | 395 | 11.9% |
|
| 2094 |
MFA
2094
Mayflower Financial Advisors
Boston,
Massachusetts
| $720M | +$99.7M | +16% | 9.95% | 68.7% | 371 | 13.48% |
|
| 2095 |
SMC
2095
Smith, Moore & Co
Clayton,
Missouri
| $720M | +$61.3M | +9% | 8.72% | 67% | 397 | 10.58% |
|
| 2096 |
HCM
2096
Hengehold Capital Management
Cincinnati,
Ohio
| $720M | +$69.2M | +11% | 9.31% | 48.1% | 176 | 17.61% |
|
| 2097 |
JFA
2097
JNBA Financial Advisors
Bloomington,
Minnesota
| $720M | +$71.6M | +11% | 10.3% | 61.8% | 717 | 8.93% |
|
| 2098 |
CWM
2098
Campbell Wealth Management
Alexandria,
Virginia
| $718M | +$26.5M | +4% | 4.4% | 11.2% | 79 | 13.92% |
|
| 2099 |
CB
2099
Community Bank
Dewitt,
New York
| $718M | +$62.8M | +10% | 10.7% | 73.5% | 728 | 38.6% |
|
| 2100 |
UAS
2100
United Asset Strategies
Garden City,
New York
| $717M | +$66.5M | +10% | 10.7% | 94.6% | 242 | 19.83% |
|