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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
PC
3501
Permit Capital
West Conshohocken,
Pennsylvania
| $185M | +$5M | +3% | 1.81% | 121% | 28 | 10.71% | 3.7 |
|
| 3502 |
DAM
3502
Doheny Asset Management
Los Angeles,
California
| $184M | -$6.02M | -3% | 4.7% | 135% | 108 | 12.04% | 3.6 |
|
| 3503 |
BOS
3503
Bank of Stockton
Stockton,
California
| $184M | -$54.8M | -23% | 3.16% | 92.3% | 110 | 10.91% | 3.5 |
|
| 3504 |
IF
3504
IRON Financial
Northbrook,
Illinois
| $184M | +$28.4M | +18% | 1.17% | 51.4% | 101 | 21.78% | 1.5 |
|
| 3505 |
AFNAS
3505
American Financial Network Advisory Services
Calabasas,
California
| $184M | -$7.35M | -4% | 2.21% | – | 188 | 15.96% | 0.6 |
|
| 3506 |
RHFI
3506
Reilly Herbert Faulkner III
| $184M | +$7.73M | +4% | 5.12% | 80.6% | 47 | 10.64% | 3.5 |
|
| 3507 |
MCP
3507
Mirador Capital Partners
Pleasanton,
California
| $184M | +$40.2M | +28% | 2.2% | 120% | 150 | 26% | 1.3 |
|
| 3508 |
BHTS
3508
Bar Harbor Trust Services
Ellsworth,
Maine
| $184M | +$2M | +1% | 2.99% | 86.4% | 79 | 3.8% | 2.7 |
|
| 3509 |
PVMCV
3509
Polaris Venture Management Co V
Boston,
Massachusetts
| $183M | +$8.09M | +5% | 16.3% | 281% | 12 | 8.33% | 2.5 |
|
| 3510 |
BCM
3510
Blume Capital Management
Berkeley,
California
| $183M | +$3.53M | +2% | 4.04% | 96.9% | 232 | 19.83% | 3.1 |
|
| 3511 |
GCM
3511
Greywolf Capital Management
Purchase,
New York
| $183M | +$29.3M | +19% | 14.2% | 174% | 8 | 0% | 2.1 |
|
| 3512 |
RAG
3512
Roof Advisory Group
Harrisburg,
Pennsylvania
| $183M | -$15.4M | -8% | 0.94% | – | 38 | 18.42% | 0.4 |
|
| 3513 |
OPTFSNA
3513
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $182M | +$5.38M | +3% | 3.9% | 72.6% | 74 | 6.76% | 4.2 |
|
| 3514 |
WAAG
3514
Wealth Alliance Advisory Group
Wichita,
Kansas
| $182M | +$10.7M | +6% | 1.52% | 72.7% | 135 | 15.56% | 0.4 |
|
| 3515 |
WLIM
3515
White Lighthouse Investment Management
Bedford,
Massachusetts
| $182M | +$7.73M | +4% | 0.88% | 55.3% | 121 | 5.79% | 0.5 |
|
| 3516 |
DCM
3516
Dimension Capital Management
Coral Gables,
Florida
| $182M | +$3.1M | +2% | 0.2% | 65.5% | 95 | 29.47% | 0.9 |
|
| 3517 |
CCM
3517
Crabel Capital Management
Los Angeles,
California
| $182M | +$69.9M | +63% | 4.64% | 13.9% | 106 | 50% | 0.3 |
|
| 3518 |
KFP
3518
Keystone Financial Planning
Cleveland,
Ohio
| $182M | +$2.15M | +1% | 0.09% | 46% | 49 | 12.24% | 3.2 |
|
| 3519 |
FTIM
3519
Flowering Tree Investment Management
Singapore
| $181M | -$3.99M | -2% | 2.1% | 47.4% | 8 | 0% | 2.3 |
|
| 3520 |
PEA
3520
Pacific Edge Advisors
Corona Del Mar,
California
| $181M | +$18.7M | +12% | 0.22% | 31.3% | 46 | 21.74% | 0.4 |
|
| 3521 |
WCG
3521
Wall Capital Group
Phoenix,
Arizona
| $181M | +$7.41M | +4% | 2.65% | – | 35 | 5.71% | 1.1 |
|
| 3522 |
BA
3522
BCM Advisors
Lafayette,
Louisiana
| $181M | +$12.2M | +7% | 0.99% | 59.3% | 35 | 5.71% | 1.3 |
|
| 3523 |
SCM
3523
Sio Capital Management
New York
| $181M | +$14.5M | +9% | 8% | 564% | 61 | 68.85% | 0.3 |
|
| 3524 |
HA
3524
Hays Advisory
Franklin,
Tennessee
| $181M | -$26.3M | -13% | 1.67% | 31.8% | 165 | 53.94% | 1.8 |
|
| 3525 |
MC
3525
MRJ Capital
New York
| $181M | -$1.68M | -0.9% | 1% | 127% | 60 | 28.33% | 3 |
|