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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
CHP
3051
Cable Hill Partners
Portland,
Oregon
| $218M | +$32.4M | +17% | 2.98% | 20.3% | 1,036 | 31.18% | 1.4 |
|
| 3052 |
DAM
3052
Doheny Asset Management
Los Angeles,
California
| $217M | +$4.19M | +2% | 4.17% | 135% | 116 | 11.21% | 2.9 |
|
| 3053 |
BFIC
3053
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $217M | -$57.1M | -21% | 4.1% | 72.5% | 47 | 23.4% | 1.9 |
|
| 3054 |
WKWM
3054
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $217M | +$17.5M | +9% | 3.65% | 92% | 170 | 10.59% | 2.3 |
|
| 3055 |
AG
3055
Ashmore Group
London,
United Kingdom
| $217M | +$66.5M | +44% | 18.6% | 103% | 28 | 35.71% | 1.3 |
|
| 3056 |
YEPI
3056
Yorktown Energy Partners IX
New York
| $216M | +$23.5M | +12% | 12.2% | 67.3% | 2 | 0% | 0.6 |
|
| 3057 |
CVSCT
3057
C.V. Starr & Co Trust
New York
| $216M | -$16.6M | -7% | 0.92% | 51.7% | 30 | 10% | 3.4 |
|
| 3058 |
FIM
3058
Farmhouse Investment Management
Greenbrae,
California
| $216M | +$5.35M | +3% | 2.69% | – | 34 | 8.82% | 0.5 |
|
| 3059 |
IAS
3059
IMA Advisory Services
Denver,
Colorado
| $216M | +$7.61M | +4% | 5.79% | 74.5% | 137 | 12.41% | 1.8 |
|
| 3060 |
NLVP
3060
New Leaf Venture Partners
New York
| $215M | +$73.1M | +51% | 31.8% | 17.1% | 17 | 17.65% | 1.2 |
|
| 3061 |
MA
3061
Marshwinds Advisory
St Simons Island,
Georgia
| $215M | +$4.06M | +2% | 3.67% | 32.9% | 142 | 8.45% | 3.6 |
|
| 3062 |
KCM
3062
Karp Capital Management
Sausalito,
California
| $215M | +$13.1M | +6% | 4.94% | 21.3% | 124 | 29.03% | 1 |
|
| 3063 |
EDRIA
3063
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $215M | +$41.6M | +24% | 2.77% | 12.8% | 110 | 12.73% | 1.3 |
|
| 3064 |
BA
3064
Bard Associates
Chicago,
Illinois
| $215M | -$5.68M | -3% | 2.9% | 241% | 186 | 4.3% | 2.9 |
|
| 3065 |
CBTWT
3065
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $215M | +$8.16M | +4% | 3.74% | 108% | 127 | 3.94% | 1.5 |
|
| 3066 |
SIRP
3066
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $215M | +$1.41M | +0.7% | 4.16% | 60.5% | 43 | 9.3% | 3.5 |
|
| 3067 |
RPA
3067
Rock Point Advisors
Burlington,
Vermont
| $215M | +$1.87M | +0.9% | 2.71% | 82.8% | 80 | 8.75% | 2.6 |
|
| 3068 |
BPV
3068
Battery Partners VIII
Boston,
Massachusetts
| $214M | +$14.9M | +7% | 7.49% | – | 1 | 0% | 0.8 |
|
| 3069 |
AIA
3069
Arbor Investment Advisors
Winston Salem,
North Carolina
| $214M | +$11.3M | +6% | 4.35% | 44.3% | 42 | 7.14% | 3.3 |
|
| 3070 |
HI
3070
Hudock Inc
Williamsport,
Pennsylvania
| $214M | +$19.9M | +10% | 3.64% | 69.7% | 709 | 13.68% | 2.7 |
|
| 3071 |
DCM
3071
Dean Capital Management
Overland Park,
Kansas
| $214M | +$5.58M | +3% | 3.81% | 89.7% | 81 | 35.8% | 0.7 |
|
| 3072 |
MIRH
3072
Madison International Realty Holdings
New York
| $213M | -$151M | -41% | 10.5% | – | 6 | 33.33% | 1.2 |
|
| 3073 |
K
3073
Kemper
Chicago,
Illinois
| $213M | +$7.13M | +3% | 3.65% | 28.6% | 18 | 0% | 2.7 |
|
| 3074 |
AWW
3074
Alan W. Weber
| $213M | +$26.8M | +14% | 14.1% | 192% | 70 | 8.57% | 1.9 |
|
| 3075 |
NRC
3075
North Run Capital
Boston,
Massachusetts
| $213M | +$25.1M | +13% | 8.06% | 19.4% | 16 | 31.25% | 1.3 |
|