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
| Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|
3401
Everhart Financial Group
Dublin,
Ohio
| $451M | +$66M | +17% | 6.97% | 123% | 333 | 17.12% | 1.7 |
|
3402
Untitled Investments
New York
| $451M | +$3.44M | +0.8% | 11.2% | 79.6% | 19 | 15.79% | 1.5 |
|
3403
BWCP LP
Dallas,
Texas
| $451M | +$53.2M | +13% | 12.8% | 198% | 29 | 37.93% | 1.1 |
|
3404
Perkins Coie Trust Company
Seattle,
Washington
| $451M | +$20.8M | +5% | 6.34% | 83.2% | 298 | 9.73% | 5.8 |
|
3405
O'Dell Group
Cincinnati,
Ohio
| $451M | +$42.6M | +10% | 5.84% | 72.2% | 101 | 13.86% | 2.9 |
|
3406
Patten Group
Chattanooga,
Tennessee
| $450M | +$26.3M | +6% | 5.72% | 99% | 250 | 5.2% | 5.8 |
|
|
AAM
3407
AR Asset Management
West Hollywood,
California
| $450M | +$35M | +8% | 8.98% | 64.9% | 112 | 1.79% | 8.3 |
|
3408
Groupe Bruxelles Lambert
Brussels,
Belgium
| $450M | -$106M | -19% | 19% | – | 1 | 0% | 0.8 |
|
3409
First National Corp
Rockland,
Massachusetts
| $450M | +$29.7M | +7% | 6.62% | 56.3% | 163 | 15.95% | 3.8 |
|
|
FRM
3410
Fox Run Management
Greenwich,
Connecticut
| $449M | -$82M | -15% | 5.94% | 64% | 1,175 | 72.51% | 0.2 |
|
3411
Seven Grand Managers
Bronxville,
New York
| $449M | +$227M | +103% | 14.5% | 281% | 84 | 63.1% | 0.2 |
|
3412
Fourthstone LLC
St Louis,
Missouri
| $449M | +$135M | +43% | 19.1% | 104% | 77 | 54.55% | 0.8 |
|
|
CPRC
3413
Consolidated Portfolio Review Corp
Woodbury,
New York
| $448M | +$19.4M | +5% | 6.58% | 65.4% | 328 | 15.85% | 1.1 |
|
3414
Marino Stram & Associates
Braintree,
Massachusetts
| $448M | +$38.8M | +9% | 7.53% | 72.2% | 170 | 4.71% | 3.4 |
|
3415
Kirr Marbach & Co
Columbus,
Indiana
| $448M | +$32.1M | +8% | 9.4% | 121% | 57 | 7.02% | 3.9 |
|
3416
Goodman Financial
Houston,
Texas
| $448M | -$1.29M | -0.3% | 4.59% | 52.5% | 75 | 26.67% | 2.7 |
|
3417
Welch Capital Partners
Harrison,
New York
| $447M | +$25M | +6% | 6.34% | 79.2% | 25 | 12% | 4.2 |
|
3418
Blume Capital Management
Berkeley,
California
| $447M | +$32.4M | +8% | 2.63% | 102% | 361 | 13.57% | 4.8 |
|
|
GJCM
3419
Grand Jean Capital Management
San Francisco,
California
| $447M | +$45.8M | +11% | 9.78% | 61.4% | 52 | 19.23% | 4.8 |
|
3420
WestHill Financial Advisors
San Rafael,
California
| $446M | +$33.8M | +8% | 6.12% | 62.9% | 76 | 9.21% | 2.6 |
|
3421
SilverOak Wealth Management
Edina,
Minnesota
| $446M | +$29.4M | +7% | 7.23% | 77.8% | 98 | 7.14% | 0.7 |
|
3422
Knightsbridge Asset Management
Newport Beach,
California
| $446M | +$42.8M | +11% | 8.99% | 150% | 123 | 13.82% | 2.6 |
|
|
MAM
3423
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $446M | +$46.2M | +12% | 4.73% | 64.4% | 232 | 31.9% | 0.7 |
|
3424
America First Investment Advisors
Omaha,
Nebraska
| $446M | +$39.4M | +10% | 12.2% | 78.2% | 80 | 47.5% | 8.2 |
|
3425
Silverarc Capital Management
Boston,
Massachusetts
| $445M | +$21.4M | +5% | 18.7% | 2,765% | 84 | 32.14% | 1 |
|