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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2151 |
DBT
2151
Dubuque Bank & Trust
Dubuque,
Iowa
| $748M | -$28.3M | -4% | 2.71% | 24% | 255 | 11.37% |
|
| 2152 |
AHC
2152
Anderson Hoagland & Co
St Louis,
Missouri
| $748M | -$30.1M | -4% | 3.01% | 95.1% | 127 | 9.45% |
|
| 2153 |
JLBC
2153
J.L. Bainbridge & Co
Sarasota,
Florida
| $746M | -$55.2M | -7% | 5.22% | 93.8% | 84 | 5.95% |
|
| 2154 |
AWA
2154
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $746M | +$3.68M | +0.5% | 1.92% | 54.7% | 171 | 8.77% |
|
| 2155 |
RI
2155
RWWM Inc
Rocklin,
California
| $746M | -$31.2M | -4% | 1.93% | 37% | 17 | 11.76% |
|
| 2156 |
AAA
2156
Adams Asset Advisors
Dallas,
Texas
| $745M | +$60.3M | +9% | 6.82% | 63.2% | 86 | 15.12% |
|
| 2157 |
HCC
2157
Hill City Capital
Boston,
Massachusetts
| $745M | +$91.2M | +14% | 13.5% | 153% | 22 | 13.64% |
|
| 2158 |
CF
2158
Cypress Funds
Los Angeles,
California
| $744M | -$51.5M | -6% | 3.81% | 114% | 14 | 0% |
|
| 2159 |
MDSL
2159
M.D. Sass LLC
New York
| $744M | -$10.1M | -1% | 4.19% | 54.6% | 36 | 27.78% |
|
| 2160 |
LWM
2160
Lyell Wealth Management
Menlo Park,
California
| $744M | -$38.9M | -5% | 2.75% | 99.6% | 184 | 4.35% |
|
| 2161 |
AAIM
2161
Asset Advisors Investment Management
Augusta,
Georgia
| $743M | -$42M | -5% | 2.22% | 58.7% | 87 | 4.6% |
|
| 2162 |
CA
2162
CGN Advisors
Manhattan,
Kansas
| $743M | +$45.9M | +7% | 3.39% | 44.2% | 255 | 12.16% |
|
| 2163 |
PP
2163
Prospector Partners
Guilford,
Connecticut
| $743M | +$26.1M | +4% | 0.37% | 53.6% | 100 | 12% |
|
| 2164 |
SCM
2164
Sarissa Capital Management
Greenwich,
Connecticut
| $742M | -$262M | -26% | 6.32% | 58.6% | 11 | 0% |
|
| 2165 |
GAM
2165
Gemmer Asset Management
Walnut Creek,
California
| $741M | +$5.81M | +0.8% | 3.42% | 90.5% | 130 | 8.46% |
|
| 2166 |
HCM
2166
Howard Capital Management
Roswell,
Georgia
| $741M | +$996K | +0.1% | 4.83% | 129% | 62 | 16.13% |
|
| 2167 |
CHP
2167
Cable Hill Partners
Portland,
Oregon
| $741M | -$26.2M | -3% | 2.47% | 20.3% | 237 | 34.6% |
|
| 2168 |
FIG
2168
Fortress Investment Group
New York
| $740M | +$148M | +25% | 20.1% | 83% | 24 | 33.33% |
|
| 2169 |
RI
2169
Redwood Investments
Boston,
Massachusetts
| $739M | -$79.6M | -10% | 1.05% | 74.1% | 126 | 19.05% |
|
| 2170 |
WB
2170
Webster Bank
Waterbury,
Connecticut
| $739M | -$34.5M | -4% | 2.82% | 77.5% | 583 | 7.89% |
|
| 2171 |
TFA
2171
Transamerica Financial Advisors
St. Petersburg,
Florida
| $739M | -$32.4M | -4% | 3.23% | 57.2% | 661 | 7.11% |
|
| 2172 |
RFM
2172
Royal Fund Management
Lady Lake,
Florida
| $739M | -$65.6M | -8% | 3.15% | 92.4% | 313 | 27.48% |
|
| 2173 |
LRPA
2173
L. Roy Papp & Associates
Phoenix,
Arizona
| $738M | -$40.2M | -5% | 3.71% | 64.3% | 171 | 4.68% |
|
| 2174 |
PIMJS
2174
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $738M | -$78.2M | -10% | 3.74% | 125% | 145 | 8.97% |
|
| 2175 |
PP
2175
PrairieView Partners
St. Paul,
Minnesota
| $738M | -$26.5M | -3% | 2.66% | 34% | 493 | 17.24% |
|