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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2176 |
GLLW
2176
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $736M | -$4M | -0.5% | 2.78% | 45% | 190 | 8.95% |
|
| 2177 |
KI
2177
Kapitalo Investimentos
Sao Paulo,
Brazil
| $736M | +$198M | +37% | 2.01% | 58.1% | 723 | 63.49% |
|
| 2178 |
PIM
2178
Penobscot Investment Management
Boston,
Massachusetts
| $736M | +$127M | +21% | 2.86% | 103% | 279 | 21.15% |
|
| 2179 |
SCA
2179
Summit Creek Advisors
Minneapolis,
Minnesota
| $735M | -$64.6M | -8% | 4.82% | 47.8% | 74 | 14.86% |
|
| 2180 |
JCM
2180
JS Capital Management
New York
| $733M | -$30.1M | -4% | 1.11% | 16.3% | 36 | 38.89% |
|
| 2181 |
P3I
2181
Progeny 3 Inc
Kirkland,
Washington
| $733M | +$73M | +11% | 9.35% | 93.2% | 24 | 16.67% |
|
| 2182 |
CT
2182
Caldwell Trust
Venice,
Florida
| $733M | -$33.4M | -4% | 2.82% | 74.1% | 760 | 7.76% |
|
| 2183 |
TC
2183
Towle & Co
Denver,
Colorado
| $733M | -$25.7M | -3% | 6.02% | 113% | 61 | 14.75% |
|
| 2184 |
PM
2184
Pembroke Management
Montreal,
Quebec, Canada
| $732M | -$196M | -21% | 7.16% | 94.8% | 63 | 7.94% |
|
| 2185 |
NAM
2185
Nexpoint Asset Management
Dallas,
Texas
| $732M | +$46.5M | +7% | 7.84% | 209% | 127 | 51.97% |
|
| 2186 |
IAIM
2186
International Assets Investment Management
Orlando,
Florida
| $731M | -$12.9M | -2% | 3.3% | 85% | 741 | 32.52% |
|
| 2187 |
KP
2187
Keel Point
Huntsville,
Alabama
| $730M | -$19.4M | -3% | 3.5% | 65.1% | 334 | 10.48% |
|
| 2188 |
SAM
2188
Silverback Asset Management
Chapel Hill,
North Carolina
| $730M | -$3.69M | -0.5% | 0.56% | 92.4% | 98 | 17.35% |
|
| 2189 |
MIM
2189
Morningstar Investment Management
Chicago,
Illinois
| $729M | -$24.3M | -3% | 2.1% | 48.2% | 179 | 10.61% |
|
| 2190 |
COI
2190
Connable Office Inc
Kalamazoo,
Michigan
| $728M | -$1M | -0.1% | 2.78% | 54.5% | 211 | 13.27% |
|
| 2191 |
SMA
2191
Sage Mountain Advisors
Atlanta,
Georgia
| $727M | +$25.4M | +4% | 2.05% | 57.2% | 399 | 19.8% |
|
| 2192 |
CANY
2192
Caxton Associates (New York)
New York
| $727M | +$50.6M | +7% | 2% | 73.9% | 641 | 65.68% |
|
| 2193 |
AFP
2193
Ausdal Financial Partners
Davenport,
Iowa
| $726M | -$9.81M | -1% | 4.05% | 47% | 473 | 16.7% |
|
| 2194 |
CIA
2194
CCM Investment Advisers
Columbia,
South Carolina
| $725M | -$19.9M | -3% | 0.47% | 118% | 69 | 1.45% |
|
| 2195 |
MC
2195
Middleton & Co
Boston,
Massachusetts
| $724M | -$30.4M | -4% | 2.42% | 63.4% | 157 | 8.92% |
|
| 2196 |
SS
2196
Sunbelt Securities
Houston,
Texas
| $723M | +$27.3M | +4% | 2.16% | 83.5% | 1,848 | 12.99% |
|
| 2197 |
IHAM
2197
Integral Health Asset Management
New York
| $722M | -$85.3M | -11% | 3.11% | 485% | 97 | 57.73% |
|
| 2198 |
MFS
2198
Mirabella Financial Services
London,
United Kingdom
| $721M | -$192M | -21% | 1.47% | 81.2% | 674 | 78.49% |
|
| 2199 |
F
2199
FIFTHDELTA
London,
United Kingdom
| $720M | -$253M | -26% | 10.8% | 23.9% | 14 | 50% |
|
| 2200 |
AR
2200
Advisory Research
Chicago,
Illinois
| $720M | -$59.6M | -8% | 0.62% | 123% | 510 | 31.37% |
|