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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
GIC
3351
GFI Investment Counsel
Toronto,
Ontario, Canada
| $205M | +$6.41M | +3% | 3.6% | 41.8% | 37 | 35.14% | 1.3 |
|
| 3352 |
ACM
3352
Ailanthus Capital Management
New York
| $205M | -$2.77M | -1% | 4.11% | – | 21 | 52.38% | 0.3 |
|
| 3353 |
MWM
3353
Marietta Wealth Management
Marietta,
Georgia
| $205M | +$14.2M | +7% | 2.36% | 83.8% | 126 | 7.94% | 1.3 |
|
| 3354 |
ACP
3354
Arcus Capital Partners
Atlanta,
Georgia
| $205M | +$27.5M | +16% | 2.27% | 69.2% | 110 | 13.64% | 1.4 |
|
| 3355 |
EGI
3355
EAM Global Investors
Solana Beach,
California
| $205M | +$11.7M | +6% | 50.6% | 2,399% | 210 | 64.29% | 0.2 |
|
| 3356 |
APSP
3356
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $204M | +$9.84M | +5% | 2.43% | 62.1% | 291 | 7.9% | 2.3 |
|
| 3357 |
VR
3357
Viridian RIA
Bothell,
Washington
| $204M | -$5.27M | -3% | 2.97% | 63.1% | 46 | 13.04% | 0.2 |
|
| 3358 |
PI
3358
Parkside Investments
Deerfield,
Illinois
| $204M | +$12M | +6% | 2.74% | 70% | 98 | 19.39% | 0.8 |
|
| 3359 |
LCP
3359
Legacy Capital Partners
Milwaukee,
Wisconsin
| $204M | +$4.6M | +2% | 2.07% | 85.6% | 132 | 13.64% | 3 |
|
| 3360 |
CVM
3360
Cheviot Value Management
Beverly Hills,
California
| $204M | +$11.8M | +6% | 0.17% | 77.8% | 73 | 13.7% | 2.5 |
|
| 3361 |
AOWM
3361
Alpha Omega Wealth Management
Richmond,
Virginia
| $204M | +$4.69M | +2% | 2.27% | 60.7% | 565 | 19.29% | 1.5 |
|
| 3362 |
GG
3362
GenWealth Group
Maplewood,
New Jersey
| $204M | +$9.04M | +5% | 1.92% | 73.9% | 64 | 14.06% | 0.9 |
|
| 3363 |
PC
3363
Peavine Capital
Reno,
Nevada
| $204M | +$8.29M | +4% | 0.37% | 30.8% | 20 | 15% | 2.8 |
|
| 3364 |
CCM
3364
Cribstone Capital Management
Augusta,
Maine
| $204M | +$164K | +0.1% | 0.99% | 22.4% | 843 | 10.91% | 1.4 |
|
| 3365 |
WCM
3365
Weik Capital Management
Wyomissing,
Pennsylvania
| $203M | -$4.37M | -2% | 2.77% | 66.9% | 131 | 7.63% | 3.4 |
|
| 3366 |
CSM
3366
CAMG Solamere Management
Charlotte,
North Carolina
| $203M | -$16.2M | -7% | 0.83% | 51.7% | 142 | 10.56% | 1.2 |
|
| 3367 |
CFG
3367
Cambridge Financial Group
Columbus,
Ohio
| $203M | +$18M | +10% | 4.47% | – | 35 | 22.86% | 2.4 |
|
| 3368 |
BRM
3368
Boston Research & Management
Manchester,
Massachusetts
| $203M | +$6.95M | +4% | 2.25% | 53.2% | 99 | 6.06% | 4.2 |
|
| 3369 |
CPA
3369
Cowen Prime Advisors
New York
| $203M | +$22.7M | +13% | 12.8% | 116% | 231 | 18.61% | 2.7 |
|
| 3370 |
SFS
3370
Shaker Financial Services
Arlington,
Virginia
| $203M | -$4.15M | -2% | 1.32% | 12.9% | 143 | 50.35% | 0.8 |
|
| 3371 |
PCM
3371
Price Capital Management
Lafayette,
Louisiana
| $203M | +$152M | +303% | 7.7% | 124% | 187 | 99.47% | 0 |
|
| 3372 |
PCTC
3372
Perkins Coie Trust Company
Seattle,
Washington
| $202M | +$948K | +0.5% | 1.87% | 83.2% | 309 | 1.29% | 3.3 |
|
| 3373 |
BFA
3373
Benedict Financial Advisors
Atlanta,
Georgia
| $202M | +$3.57M | +2% | 1.61% | 72.4% | 105 | 2.86% | 3 |
|
| 3374 |
SI
3374
SCP Investment
Orinda,
California
| $202M | +$50.8M | +34% | 7.18% | 32.8% | 80 | 63.75% | 0.2 |
|
| 3375 |
FIG
3375
FundX Investment Group
San Francisco,
California
| $202M | +$11.4M | +6% | 3.51% | 94.6% | 45 | 35.56% | 1.1 |
|