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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2951 |
PGA
2951
Portland Global Advisors
Portland,
Maine
| $264M | +$2.62M | +1% | 0.99% | 43.4% | 101 | 5.94% |
|
| 2952 |
PC
2952
Permanens Capital
New York
| $264M | +$12.4M | +5% | 2.13% | 76.9% | 25 | 56% |
|
| 2953 |
LCM
2953
Lafitte Capital Management
Austin,
Texas
| $264M | +$19.5M | +8% | 5.69% | 55.2% | 14 | 21.43% |
|
| 2954 |
MSAM
2954
Moloney Securities Asset Management
Manchester,
Missouri
| $264M | +$16.5M | +7% | 3.36% | 86% | 324 | 16.67% |
|
| 2955 |
LFA
2955
Legacy Financial Advisors
Covington,
Kentucky
| $264M | +$12M | +5% | 0.87% | 86.3% | 1,004 | 17.53% |
|
| 2956 |
CWS
2956
Cypress Wealth Services
Palm Desert,
California
| $263M | +$28.9M | +12% | 1.58% | 71.8% | 238 | 23.11% |
|
| 2957 |
PW
2957
Price Wealth
Austin,
Texas
| $263M | +$95.9M | +57% | 0.24% | 17.5% | 504 | 33.13% |
|
| 2958 |
TAT
2958
TD Ameritrade Trust
Denver,
Colorado
| $263M | -$994K | -0.4% | 0.25% | 21.7% | 24 | 12.5% |
|
| 2959 |
RC
2959
Rinet Company
Boston,
Massachusetts
| $263M | +$8.95M | +4% | 1.27% | 33.1% | 20 | 5% |
|
| 2960 |
APC
2960
Alta Park Capital
San Francisco,
California
| $263M | +$130M | +99% | 21.1% | 1,071% | 40 | 52.5% |
|
| 2961 |
SICM
2961
Sustainable Insight Capital Management
New York
| $263M | +$10.6M | +4% | 0.72% | 150% | 89 | 33.71% |
|
| 2962 |
TI
2962
Telemetry Investments
New York
| $263M | -$4.57M | -2% | 1.55% | 77.4% | 188 | 58.51% |
|
| 2963 |
RBC
2963
Roble Belko & Company
Sewickley,
Pennsylvania
| $263M | +$5.04M | +2% | 0.84% | 53.3% | 345 | 5.51% |
|
| 2964 |
MC
2964
Muhlenkamp & Co
Wexford,
Pennsylvania
| $262M | -$13.6M | -5% | 2.55% | 107% | 38 | 5.26% |
|
| 2965 |
KHCM
2965
Kettle Hill Capital Management
New York
| $262M | +$35.1M | +15% | 15.1% | 37.4% | 58 | 68.97% |
|
| 2966 |
HC
2966
Hamilton Capital
Columbus,
Ohio
| $262M | -$9.23M | -3% | 4.08% | – | 28 | 7.14% |
|
| 2967 |
VNA
2967
Valley National Advisers
Bethlehem,
Pennsylvania
| $262M | -$6.96M | -3% | 2.34% | 79% | 754 | 11.54% |
|
| 2968 |
WCA
2968
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $262M | +$56.3M | +27% | 18.8% | 282% | 39 | 48.72% |
|
| 2969 |
GC
2969
Grace Capital
Quincy,
Massachusetts
| $262M | +$74.2M | +40% | 5.41% | 127% | 236 | 69.49% |
|
| 2970 |
RG
2970
Rikoon Group
Santa Fe,
New Mexico
| $262M | +$14.8M | +6% | 1.97% | 63.3% | 204 | 8.33% |
|
| 2971 |
BWA
2971
BlueSky Wealth Advisors
New Bern,
North Carolina
| $262M | +$1.04M | +0.4% | 0.23% | 42.9% | 56 | 7.14% |
|
| 2972 |
LCG
2972
Lisanti Capital Growth
New York
| $261M | +$54.5M | +26% | 20.7% | 1,490% | 167 | 51.5% |
|
| 2973 |
OFG
2973
OTA Financial Group
Purchase,
New York
| $261M | -$35.9M | -12% | 4.16% | 320% | 96 | 70.83% |
|
| 2974 |
CIM
2974
CenturyLink Investment Management
Denver,
Colorado
| $261M | -$17.7M | -6% | 2.97% | – | 177 | 24.29% |
|
| 2975 |
BIA
2975
Barry Investment Advisors
New Bedford,
Massachusetts
| $261M | -$2.83M | -1% | 1.62% | 57.9% | 73 | 8.22% |
|