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 |
MHIC
2126
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $795M | +$22.2M | +3% | 4.28% | 66.7% | 194 | 6.19% |
|
| 2127 |
VFP
2127
Verus Financial Partners
Richmond,
Virginia
| $793M | +$59.2M | +8% | 3.33% | 41.6% | 109 | 11.93% |
|
| 2128 |
DTL
2128
Dynamic Technology Lab
Singapore
| $793M | -$291M | -27% | 2.33% | 30.8% | 1,538 | 72.24% |
|
| 2129 |
PTC
2129
Private Trust Company
Cleveland,
Ohio
| $793M | +$59.3M | +8% | 6.05% | 79.6% | 2,419 | 11.62% |
|
| 2130 |
SWM
2130
SeaCrest Wealth Management
Purchase,
New York
| $792M | +$53.8M | +7% | 9.13% | 142% | 672 | 12.65% |
|
| 2131 |
FWP
2131
FAS Wealth Partners
Leawood,
Kansas
| $791M | -$132M | -14% | 4.85% | 72.3% | 445 | 16.18% |
|
| 2132 |
BC
2132
Bricktown Capital
Detroit,
Michigan
| $790M | -$89.7M | -10% | 5.21% | 40.8% | 23 | 8.7% |
|
| 2133 |
PO
2133
Private Ocean
San Rafael,
California
| $789M | +$37.5M | +5% | 3.1% | 2.82% | 685 | 24.38% |
|
| 2134 |
EC
2134
Estate Counselors
Thiensville,
Wisconsin
| $789M | +$32.7M | +4% | 3.44% | 60% | 137 | 16.79% |
|
| 2135 |
NC
2135
Northcape Capital
Sydney,
Australia
| $789M | -$24.1M | -3% | 4.76% | – | 31 | 9.68% |
|
| 2136 |
ACP
2136
Aveo Capital Partners
Englewood,
Colorado
| $788M | +$38.7M | +5% | 3.63% | 19.1% | 367 | 16.89% |
|
| 2137 |
M
2137
Murchinson
Toronto,
Ontario, Canada
| $788M | +$85.2M | +12% | 4.35% | 107% | 108 | 75% |
|
| 2138 |
IPAM
2138
ICICI Prudential Asset Management
Mumbai,
India
| $787M | +$118M | +18% | 4.8% | 62.1% | 167 | 13.77% |
|
| 2139 |
AAIM
2139
Asset Advisors Investment Management
Augusta,
Georgia
| $785M | +$21.2M | +3% | 5.65% | 58.7% | 88 | 4.55% |
|
| 2140 |
LCM
2140
Lattice Capital Management
Kirkland,
Washington
| $785M | +$92.7M | +13% | 20.3% | 187% | 58 | 36.21% |
|
| 2141 |
SMC
2141
Smith, Moore & Co
Clayton,
Missouri
| $785M | +$49.3M | +7% | 5.02% | 67% | 413 | 10.65% |
|
| 2142 |
YCM
2142
Yaupon Capital Management
New York
| $785M | -$44.8M | -5% | 2.74% | 122% | 136 | 53.68% |
|
| 2143 |
FCM
2143
FJ Capital Management
Mclean,
Virginia
| $784M | -$23.5M | -3% | 6.68% | 97.9% | 124 | 37.1% |
|
| 2144 |
SCM
2144
Simcoe Capital Management
New York
| $784M | +$18.7M | +2% | 7.1% | 48.7% | 14 | 42.86% |
|
| 2145 |
AAP
2145
Arax Advisory Partners
Denver,
Colorado
| $783M | +$28M | +4% | 4.18% | 64.7% | 1,344 | 11.09% |
|
| 2146 |
TWA
2146
TCI Wealth Advisors
Tucson,
Arizona
| $783M | +$12.4M | +2% | 5.46% | 65% | 2,514 | 91.77% |
|
| 2147 |
AIM
2147
Anchor Investment Management
Columbia,
South Carolina
| $783M | +$48.6M | +7% | 6.17% | 59.4% | 1,024 | 10.55% |
|
| 2148 |
OC
2148
Oakmont Corp
Los Angeles,
California
| $783M | +$36M | +5% | 11% | 70.2% | 36 | 0% |
|
| 2149 |
CIAS
2149
CFS Investment Advisory Services
Totowa,
New Jersey
| $783M | +$233M | +42% | 4.65% | 54.1% | 236 | 42.8% |
|
| 2150 |
LWM
2150
Lyell Wealth Management
Menlo Park,
California
| $782M | +$68.1M | +10% | 11.9% | 128% | 205 | 13.66% |
|