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
40.89%
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
| Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|
2651
Capital Planning Advisors
Roseville,
California
| $344M | +$3.17M | +0.9% | 1.02% | 64.2% | 159 | 32.08% | 1.8 |
|
|
KCM
2652
Karp Capital Management
Sausalito,
California
| $343M | +$28M | +9% | 1.55% | 21.3% | 108 | 12.04% | 1.9 |
|
2653
Plante Moran Financial Advisors
Southfield,
Michigan
| $343M | +$17.3M | +5% | 2.45% | 62.8% | 945 | 24.87% | 3 |
|
2654
South Street Advisors
New York
| $343M | +$7.13M | +2% | 1.9% | 169% | 70 | 12.86% | 3.2 |
|
2655
Shelter Mutual Insurance
Columbia,
Missouri
| $343M | -$7.66M | -2% | 1.02% | 51.2% | 45 | 4.44% | 4.8 |
|
2656
SlateStone Wealth
Jupiter,
Florida
| $343M | -$12.6M | -4% | 0.87% | 79.1% | 186 | 15.05% | 0.6 |
|
2657
RWWM Inc
Rocklin,
California
| $342M | -$18.4M | -5% | 2.25% | 40.6% | 14 | 7.14% | 3.9 |
|
2658
Cowen Investment Management
New York
| $341M | – | – | 2.04% | 1.87% | 95 | – | 0 |
|
2659
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $341M | +$9.6M | +3% | 2.35% | 52.3% | 30 | 6.67% | 1.8 |
|
2660
Yakira Capital Management
Westport,
Connecticut
| $341M | -$170M | -33% | 3.22% | 74.1% | 194 | 46.39% | 0.9 |
|
2661
Roble Belko & Company
Sewickley,
Pennsylvania
| $341M | +$17.2M | +5% | 0.21% | 53.3% | 362 | 8.84% | 2.7 |
|
2662
Hyperion Asset Management
Brisbane,
Australia
| $340M | -$5.05M | -1% | 1.05% | 151% | 15 | 6.67% | 1.5 |
|
2663
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $340M | +$2.58M | +0.8% | 1.19% | 18.3% | 137 | 13.87% | 2.8 |
|
2664
Aviance Capital Partners
Naples,
Florida
| $340M | -$22M | -6% | 1.12% | 98.2% | 233 | 17.17% | 3.5 |
|
2665
HSG Holding
Na,
Hong Kong
| $340M | -$107M | -24% | 2.29% | 2.94% | 12 | 8.33% | 1.9 |
|
2666
McCutchen Group
Seattle,
Washington
| $339M | +$14.9M | +5% | 0.45% | 2.54% | 25 | 0% | 4.1 |
|
2667
Finepoint Capital
Boston,
Massachusetts
| $339M | +$145M | +74% | 71.9% | 27.4% | 4 | 100% | 0 |
|
2668
Lancaster Investment Management
London,
United Kingdom
| $339M | +$44.2M | +15% | 11.5% | 0.78% | 14 | 35.71% | 0.5 |
|
|
RTS
2669
Round Table Services
Westfield,
New Jersey
| $338M | +$13.7M | +4% | 0.54% | 16.1% | 152 | 17.11% | 2 |
|
2670
Advisory Alpha
Holland,
Michigan
| $338M | +$38.3M | +13% | 0.1% | 50.3% | 870 | 86.32% | 0.2 |
|
2671
Darwin Wealth Management
Tampa,
Florida
| $338M | +$14.8M | +5% | 1.95% | 56.8% | 152 | 8.55% | 1.6 |
|
|
OH
2672
Overlook Holdings
Tortola,
British Virgin Islands
| $337M | +$53.3M | +19% | 2.08% | – | 3 | 33.33% | 3.3 |
|
2673
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $337M | +$2.3M | +0.7% | 0.31% | 99.4% | 97 | 8.25% | 3.3 |
|
2674
NBW Capital
Boston,
Massachusetts
| $337M | -$26.8M | -7% | 0.85% | 86% | 76 | 5.26% | 3.4 |
|
2675
Montecito Bank & Trust
Santa Barbara,
California
| $337M | +$5.47M | +2% | 1.06% | – | 218 | 8.26% | 3.3 |
|