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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2126 |
BCMO
2126
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $529M | +$19.8M | +4% | 3.6% | 26.3% | 134 | 9.7% |
|
| 2127 |
BFIM
2127
Beese Fulmer Investment Management
Canton,
Ohio
| $528M | +$20.9M | +4% | 4.71% | 113% | 191 | 12.04% |
|
| 2128 |
TIA
2128
Tandem Investment Advisors
Charleston,
South Carolina
| $528M | +$73.8M | +16% | 4.72% | 10.4% | 72 | 13.89% |
|
| 2129 |
RCYC
2129
Richard C. Young & Co
Newport,
Rhode Island
| $528M | +$3.69M | +0.7% | 3.96% | 137% | 69 | 5.8% |
|
| 2130 |
MAM
2130
Mastrapasqua Asset Management
Nashville,
Tennessee
| $527M | +$922K | +0.2% | 6.69% | 54.9% | 134 | 9.7% |
|
| 2131 |
SFG
2131
Sather Financial Group
Victoria,
Texas
| $527M | +$33.4M | +7% | 7.07% | 70% | 56 | 8.93% |
|
| 2132 |
OC
2132
Oakworth Capital
Birmingham,
Alabama
| $525M | +$36.5M | +7% | 3.16% | 64.3% | 678 | 14.6% |
|
| 2133 |
ACM
2133
Axar Capital Management
New York
| $525M | -$241M | -31% | 39.3% | 680% | 6 | 33.33% |
|
| 2134 |
MCM
2134
Mason Capital Management
New York
| $524M | +$58.3M | +13% | 1.44% | 18.5% | 12 | 50% |
|
| 2135 |
CC
2135
Cassaday & Co
Mclean,
Virginia
| $523M | +$39.3M | +8% | 3% | 62.5% | 39 | 5.13% |
|
| 2136 |
AIC
2136
AWM Investment Company
New York
| $523M | +$14.9M | +3% | 3.81% | 778% | 96 | 15.63% |
|
| 2137 |
OPCM
2137
Osborne Partners Capital Management
San Francisco,
California
| $523M | +$10.6M | +2% | 4.06% | 60.8% | 173 | 10.4% |
|
| 2138 |
DWM
2138
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $523M | +$19.9M | +4% | 3.52% | 112% | 319 | 17.24% |
|
| 2139 |
GRP
2139
Global Retirement Partners
San Rafael,
California
| $522M | +$109M | +26% | 3.9% | – | 1,774 | 20.74% |
|
| 2140 |
KF
2140
Krilogy Financial
St. Louis,
Missouri
| $522M | +$49.2M | +10% | 3.29% | 71.9% | 179 | 7.82% |
|
| 2141 |
FL
2141
Fort LP
Chevy Chase,
Maryland
| $521M | +$24.6M | +5% | 5.94% | 56.8% | 523 | 34.99% |
|
| 2142 |
HCM
2142
Hengehold Capital Management
Cincinnati,
Ohio
| $521M | +$95.2M | +22% | 2.99% | 48.1% | 131 | 9.16% |
|
| 2143 |
CIC
2143
Cutler Investment Counsel
Jacksonville,
Oregon
| $521M | +$9.16M | +2% | 3.59% | 56.2% | 96 | 8.33% |
|
| 2144 |
CB
2144
Community Bank
Dewitt,
New York
| $520M | +$24.9M | +5% | 2.54% | 73.5% | 491 | 13.24% |
|
| 2145 |
MFG
2145
Magnus Financial Group
New York
| $519M | +$27.7M | +6% | 3.94% | 70.8% | 604 | 25.66% |
|
| 2146 |
MWM
2146
Merriman Wealth Management
Seattle,
Washington
| $519M | -$8.99M | -2% | 3.83% | 18.3% | 225 | 24.44% |
|
| 2147 |
XS
2147
XR Securities
Chicago,
Illinois
| $518M | -$245M | -32% | 1.59% | 17% | 391 | 65.22% |
|
| 2148 |
JMFC
2148
J.M. Forbes & Co
Boston,
Massachusetts
| $518M | +$51.3M | +11% | 4.8% | 95.1% | 105 | 3.81% |
|
| 2149 |
TC
2149
Tairen Capital
Hong Kong
| $518M | -$376M | -42% | 2.27% | 462% | 45 | 64.44% |
|
| 2150 |
ICM
2150
Indaba Capital Management
San Francisco,
California
| $517M | +$27.1M | +6% | 0.37% | 66.7% | 26 | 30.77% |
|