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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
KSCM
3201
Kamunting Street Capital Management
Miami Beach,
Florida
| $137M | +$28.8M | +27% | 1.03% | 7.47% | 61 | 63.93% | 0.7 |
|
| 3202 |
FC
3202
Flaherty & Crumrine
Pasadena,
California
| $137M | -$19.2M | -12% | 0.42% | 0.12% | 10 | 10% | 3.4 |
|
| 3203 |
BREA
3203
Barings Real Estate Advisers
Hartford,
Connecticut
| $137M | +$5.7M | +4% | 6.87% | 49.6% | 53 | 13.21% | 3 |
|
| 3204 |
RWM
3204
RKL Wealth Management
Lancaster,
Pennsylvania
| $137M | +$4.45M | +3% | 5.17% | 70.2% | 61 | 9.84% | 1 |
|
| 3205 |
CMP
3205
Courage Miller Partners
Norfolk,
Virginia
| $136M | +$9.26M | +7% | 3.34% | 40.3% | 60 | 8.33% | 3.3 |
|
| 3206 |
MRI
3206
Mad River Investors
Boston,
Massachusetts
| $136M | +$5.41M | +4% | 5.95% | 225% | 38 | 23.68% | 3 |
|
| 3207 |
VWM
3207
Vector Wealth Management
Minneapolis,
Minnesota
| $136M | -$2.15M | -2% | 5.53% | 2.13% | 55 | 7.27% | 3.5 |
|
| 3208 |
JAM
3208
Jolley Asset Management
Rocky Mount,
North Carolina
| $136M | +$1.75M | +1% | 4.33% | 3.47% | 131 | 13.74% | 3.5 |
|
| 3209 |
LCP
3209
Longbow Capital Partners
New York
| $136M | -$11.1M | -8% | 11.2% | 179% | 64 | 75% | 1.2 |
|
| 3210 |
TF
3210
Trutina Financial
Bellevue,
Washington
| $135M | +$454K | +0.3% | 5.91% | 20.5% | 344 | 81.4% | 3.4 |
|
| 3211 |
FVCM
3211
F&V Capital Management
Boca Raton,
Florida
| $135M | +$8.8M | +7% | 6.49% | 107% | 70 | 18.57% | 3.1 |
|
| 3212 |
GAAM
3212
Guinness Atkinson Asset Management
Pasadena,
California
| $135M | +$34.9M | +35% | 9.99% | 132% | 69 | 7.25% | 3.8 |
|
| 3213 |
SCM
3213
Shah Capital Management
Raleigh,
North Carolina
| $135M | +$10.2M | +8% | 2.21% | 287% | 15 | 6.67% | 3.3 |
|
| 3214 |
PO
3214
Private Ocean
San Rafael,
California
| $135M | +$49K | +0% | 2.58% | 2.82% | 227 | 15.86% | 1.7 |
|
| 3215 |
LI
3215
LVZ Inc
Holland,
Michigan
| $135M | +$9.95M | +8% | 3.14% | 47.1% | 29 | 27.59% | 1.6 |
|
| 3216 |
PFM
3216
PacWest Financial Management
Phoenix,
Arizona
| $135M | +$5.61M | +4% | 2.83% | 19.2% | 91 | 6.59% | 3.6 |
|
| 3217 |
ADBIC
3217
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $135M | +$12.2M | +10% | 5.74% | 74.9% | 100 | 13% | 3.2 |
|
| 3218 |
HRC
3218
Hoertkorn Richard Charles
| $134M | +$6.7M | +5% | 3.59% | 172% | 96 | 12.5% | 1.9 |
|
| 3219 |
MM
3219
Meridian Management
Little Rock,
Arkansas
| $134M | +$7.7M | +6% | 4.94% | 57.8% | 62 | 4.84% | 3.7 |
|
| 3220 |
DOA
3220
D'Orazio & Associates
Falls Church,
Virginia
| $133M | +$6.49M | +5% | 3.72% | 61.2% | 264 | 7.2% | 1.9 |
|
| 3221 |
MG
3221
Meditor Group
Hamilton,
Bermuda
| $133M | +$5.84M | +5% | 2.13% | 41.1% | 3 | 0% | 4 |
|
| 3222 |
LJHT
3222
Laurie J. Hall Trustee
| $133M | +$3.77M | +3% | 4.99% | 105% | 89 | 6.74% | 3.7 |
|
| 3223 |
KFP
3223
Keystone Financial Planning
Cleveland,
Ohio
| $133M | +$3.6M | +3% | 5.65% | 46% | 53 | 13.21% | 1.9 |
|
| 3224 |
PCA
3224
Peddock Capital Advisors
Braintree,
Massachusetts
| $133M | +$5.12M | +4% | 3.76% | 104% | 93 | 7.53% | 1.8 |
|
| 3225 |
CIA
3225
Capital Impact Advisors
Boston,
Massachusetts
| $133M | +$8.67M | +7% | 3.09% | – | 228 | 63.6% | 0.8 |
|