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) |
|
|---|---|---|---|---|---|---|---|---|---|
3501
Retirement Capital Strategies
San Jose,
California
| $201M | +$2.77M | +1% | 2.32% | 59% | 57 | 22.81% | 1.6 |
|
3502
Bard Associates
Chicago,
Illinois
| $200M | +$2M | +1% | 6.46% | 241% | 175 | 17.71% | 3.9 |
|
3503
Wall Capital Group
Phoenix,
Arizona
| $200M | +$13.1M | +7% | 3.23% | – | 24 | 12.5% | 1.9 |
|
3504
Biltmore Wealth Management
Tempe,
Arizona
| $200M | +$12.1M | +6% | 2.62% | 59.8% | 58 | 34.48% | 1.1 |
|
3505
Northwestern University
Evanston,
Illinois
| $200M | +$34.8M | +21% | 1.98% | 28.2% | 5 | 20% | 1.7 |
|
3506
Goodman Financial
Houston,
Texas
| $200M | +$3.24M | +2% | 2.53% | 52.5% | 48 | 14.58% | 2.1 |
|
3507
Norman Fields Gottscho Capital Management
New York
| $199M | +$9.09M | +5% | 5.5% | 96.9% | 72 | 2.78% | 3.3 |
|
3508
USA Financial Formulas
Ada,
Michigan
| $199M | +$40.6M | +26% | 1.71% | 104% | 120 | 0% | 0.5 |
|
|
SHA
3509
Shelter Harbor Advisors
Weatogue,
Connecticut
| $199M | +$2.02M | +1% | 4.72% | – | 33 | 66.67% | 0.3 |
|
3510
Alight Capital Management
New York
| $199M | +$29.2M | +17% | 12.5% | 466% | 83 | 74.7% | 0.1 |
|
3511
MayTech Global Investments
New York
| $199M | +$9.8M | +5% | 6.9% | 158% | 47 | 2.13% | 1.3 |
|
3512
Financial Synergies Wealth Advisors
Houston,
Texas
| $199M | +$11.1M | +6% | 2.43% | 79% | 31 | 16.13% | 0.2 |
|
|
SSI
3513
Scott & Selber Inc
Houston,
Texas
| $199M | +$7.79M | +4% | 7.46% | 202% | 84 | 27.38% | 2.4 |
|
3514
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $199M | +$4.79M | +2% | 2.95% | 60.5% | 44 | 0% | 4.5 |
|
|
LFM
3515
Lumina Fund Management
New York
| $199M | +$26M | +15% | 3.41% | 28.1% | 47 | 40.43% | 1.3 |
|
3516
Prosight Management
Dallas,
Texas
| $198M | -$30.2M | -13% | 4.88% | 39.5% | 46 | 32.61% | 0.6 |
|
|
DCM
3517
DeGreen Capital Management
Scottsdale,
Arizona
| $198M | +$4.54M | +2% | 1.66% | 28.5% | 20 | 0% | 1.6 |
|
3518
Omnia Family Wealth
Aventura,
Florida
| $198M | -$4.6M | -2% | 3.14% | 80.6% | 601 | 84.36% | 2.2 |
|
3519
First Command Bank
Fort Worth,
Texas
| $198M | -$2.94M | -1% | 3.32% | 34.1% | 434 | 10.83% | 1.8 |
|
3520
First Command Financial Services
Fort Worth,
Texas
| $198M | -$2.94M | -1% | 3.32% | 34.4% | 434 | 10.83% | 1.8 |
|
3521
Broadmark Asset Management
San Francisco,
California
| $198M | +$36.3M | +22% | 4.56% | 39.6% | 3 | 33.33% | 2.1 |
|
3522
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $198M | +$13.8M | +8% | 2.65% | 56.8% | 60 | 18.33% | 0.4 |
|
3523
Blume Capital Management
Berkeley,
California
| $198M | +$7.02M | +4% | 3.89% | 96.9% | 244 | 16.8% | 3.3 |
|
|
DC
3524
Derby & Company
Newton,
Massachusetts
| $197M | +$12.7M | +7% | 3.81% | 33.7% | 27 | 14.81% | 1 |
|
3525
Simon Quick Advisors
Morristown,
New Jersey
| $197M | -$42.5M | -18% | 3.07% | 69.5% | 619 | 60.9% | 0.8 |
|