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
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%
6+ months
1+ year
2+ years
3+ years
5+ years
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 |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
SAC
3001
Smith Affiliated Capital
New York
| $157M | -$24.9M | -14% | 13.7% | 6.89% | 113 | 10.62% | 0.4 |
|
| 3002 |
PCMI
3002
Princeton Capital Management Inc
Princeton,
New Jersey
| $157M | +$12.3M | +8% | 1.13% | 57.9% | 73 | 8.22% | 1.1 |
|
| 3003 |
TSBJ
3003
Trevor, Stewart, Burton & Jacobsen
New York
| $156M | -$36.3M | -19% | 1.26% | – | 57 | 7.02% | 1 |
|
| 3004 |
FCMC
3004
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $156M | +$5.28M | +3% | 2.01% | 88.9% | 48 | 6.25% | 0.6 |
|
| 3005 |
VW
3005
Vantage Wealth
Pasadena,
California
| $156M | +$5.56M | +4% | 1.37% | 56.1% | 26 | 0% | 1.2 |
|
| 3006 |
MCM
3006
Moon Capital Management
New York
| $156M | -$19.8M | -11% | 12.4% | 76.3% | 30 | 63.33% | 0.5 |
|
| 3007 |
WAS
3007
Winch Advisory Services
Appleton,
Wisconsin
| $156M | -$14.5M | -8% | 2.57% | 80.8% | 308 | 25.32% | 0.4 |
|
| 3008 |
HC
3008
Hendley & Co
Zanesville,
Ohio
| $156M | +$368K | +0.2% | 1.28% | 54.8% | 66 | 7.58% | 1 |
|
| 3009 |
EGA
3009
E&G Advisors
Houston,
Texas
| $156M | +$878K | +0.6% | 0.12% | 97.7% | 98 | 11.22% | 0.6 |
|
| 3010 |
FFS
3010
Founders Financial Securities
Towson,
Maryland
| $155M | +$6.17M | +4% | 0.51% | 64.3% | 87 | 35.63% | 0.5 |
|
| 3011 |
AWM
3011
Altavista Wealth Management
Asheville,
North Carolina
| $155M | -$5.24M | -3% | 2.46% | 80.6% | 118 | 7.63% | 1.2 |
|
| 3012 |
TCMV
3012
Technology Crossover Management VI
Menlo Park,
California
| $155M | -$38M | -20% | 10.2% | 25.5% | 3 | 33.33% | 1.3 |
|
| 3013 |
AP
3013
Advisors Preferred
Rockville,
Maryland
| $155M | -$42.5M | -22% | 2.52% | 102% | 445 | 82.25% | 0.2 |
|
| 3014 |
ICP
3014
IBIS Capital Partners
London,
United Kingdom
| $155M | +$2.68M | +2% | 0.17% | 35.1% | 9 | 22.22% | 0.6 |
|
| 3015 |
SJ
3015
Stilwell Joseph
| $155M | -$10.9M | -7% | 0.14% | – | 52 | 19.23% | 1 |
|
| 3016 |
DCM
3016
Delta Capital Management
Red Bank,
New Jersey
| $155M | -$272K | -0.2% | 0.97% | 125% | 70 | 11.43% | 1.1 |
|
| 3017 |
SFS
3017
Shaker Financial Services
Arlington,
Virginia
| $154M | -$9.99M | -6% | 4.78% | 12.9% | 176 | 38.07% | 0.7 |
|
| 3018 |
FPA
3018
Fieldpoint Private Advisors
New York
| $154M | -$11M | -7% | 1.9% | 34% | 71 | 9.86% | 1 |
|
| 3019 |
LOCC
3019
Lombard Odier & Cie (Canada)
Montreal,
Quebec, Canada
| $154M | +$836K | +0.5% | 0.5% | 19.2% | 177 | 12.43% | 0.6 |
|
| 3020 |
BSWMG
3020
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $154M | -$2.89M | -2% | 0.95% | 17.9% | 106 | 7.55% | 1.1 |
|
| 3021 |
MLIM
3021
Mountain Lake Investment Management
Boca Raton,
Florida
| $154M | -$4.88M | -3% | 5.7% | 64% | 53 | 28.3% | 0.6 |
|
| 3022 |
BCM
3022
Breithorn Capital Management
New York
| $154M | -$7.06M | -4% | 4.94% | 43.9% | 58 | 37.93% | 0.7 |
|
| 3023 |
AMAL
3023
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $153M | +$1.52M | +1% | 1.9% | 124% | 29 | 6.9% | 0.7 |
|
| 3024 |
MCO
3024
MAK Capital One
New York
| $153M | -$104M | -40% | 10.5% | 200% | 16 | 87.5% | 0.3 |
|
| 3025 |
VST
3025
Van Strum & Towne
San Francisco,
California
| $153M | +$180K | +0.1% | 0.4% | 62.2% | 65 | 9.23% | 1 |
|