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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
LA
3601
Lau Associates
Greenville,
Delaware
| $176M | +$30.3M | +21% | 6.89% | 44.5% | 94 | 23.4% | 2.9 |
|
| 3602 |
CSA
3602
Cottage Street Advisors
Marion,
Massachusetts
| $176M | +$6.26M | +4% | 5.73% | 91.4% | 98 | 10.2% | 2 |
|
| 3603 |
NR
3603
Newfound Research
Wellesley Hills,
Massachusetts
| $176M | -$651K | -0.4% | 3.65% | 54.6% | 235 | 10.21% | 1.5 |
|
| 3604 |
OLA
3604
Oliver Luxxe Assets
Gladstone,
New Jersey
| $176M | +$18.8M | +12% | 8.4% | 137% | 126 | 47.62% | 1.1 |
|
| 3605 |
CCM
3605
Canal Capital Management
Richmond,
Virginia
| $176M | -$3.07M | -2% | 5.13% | 67.8% | 127 | 11.81% | 2 |
|
| 3606 |
FC
3606
Financial Consulate
Hunt Valley,
Maryland
| $176M | -$21.6M | -11% | 4.64% | 53.3% | 122 | 7.38% | 1.9 |
|
| 3607 |
FNBOH
3607
First National Bank of Hutchinson
Hutchinson,
Kansas
| $176M | +$15.9M | +10% | 6.6% | 121% | 87 | 18.39% | 2.4 |
|
| 3608 |
CIA
3608
CSat Investment Advisory
Detroit,
Michigan
| $176M | -$12.1M | -6% | 10.3% | 87.4% | 560 | 2.86% | 0.4 |
|
| 3609 |
PSC
3609
Prentiss Smith & Co
Brattleboro,
Vermont
| $175M | +$10.3M | +6% | 7.05% | 63.9% | 283 | 13.43% | 2.8 |
|
| 3610 |
WP
3610
WealthShield Partners
Cary,
North Carolina
| $175M | +$11.2M | +7% | 3.51% | 71% | 283 | 18.37% | 0.6 |
|
| 3611 |
RCF
3611
Rainwater Charitable Foundation
Fort Worth,
Texas
| $175M | +$61.1M | +54% | 4.83% | 40.2% | 1 | 0% | 0.8 |
|
| 3612 |
BWAM
3612
Boyd Watterson Asset Management
Cleveland,
Ohio
| $175M | +$736K | +0.4% | 7.16% | 101% | 132 | 7.58% | 3.5 |
|
| 3613 |
PFM
3613
Premier Fund Managers
Guildford,
United Kingdom
| $175M | +$8.24M | +5% | 3.43% | 56.6% | 51 | 23.53% | 1.7 |
|
| 3614 |
IRC
3614
Investors Research Corp
Atlanta,
Georgia
| $175M | +$2.5M | +1% | 3.04% | 62.1% | 352 | 7.67% | 0.7 |
|
| 3615 |
CB
3615
CNB Bank
Clearfield,
Pennsylvania
| $175M | +$3.09M | +2% | 3.85% | 91.6% | 302 | 5.96% | 0.7 |
|
| 3616 |
SCI
3616
SkyBridge Capital II
New York
| $175M | -$10.5M | -6% | 2.06% | – | 30 | 0% | 1.4 |
|
| 3617 |
RGC
3617
Roberts, Glore & Co
Deerfield,
Illinois
| $175M | +$10.8M | +7% | 7.77% | 72.3% | 156 | 5.77% | 3.6 |
|
| 3618 |
AMM
3618
American Money Management
Rancho Santa Fe,
California
| $175M | +$9.52M | +6% | 7.22% | 65% | 80 | 10% | 3.2 |
|
| 3619 |
JSL
3619
JT Stratford LLC
Gainesville,
Georgia
| $174M | +$11.9M | +7% | 8.22% | 103% | 114 | 12.28% | 1.3 |
|
| 3620 |
SHIM
3620
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $174M | +$17.3M | +11% | 3.46% | 53.1% | 60 | 38.33% | 1 |
|
| 3621 |
BIA
3621
BMT Investment Advisors
Berwyn,
Pennsylvania
| $174M | +$17.5M | +11% | 8% | – | 80 | 2.5% | 0.9 |
|
| 3622 |
EHWM
3622
Eads & Heald Wealth Management
Atlanta,
Georgia
| $174M | +$11.9M | +7% | 9.33% | 84.4% | 131 | 6.87% | 4.2 |
|
| 3623 |
SFPIA
3623
Stevens First Principles Investment Advisors
Newport Beach,
California
| $174M | +$8.19M | +5% | 4.79% | 44% | 175 | 12.57% | 2.6 |
|
| 3624 |
CFD
3624
Creative Financial Designs
Kokomo,
Indiana
| $174M | +$3.67M | +2% | 4.75% | 56.2% | 870 | 19.2% | 1.2 |
|
| 3625 |
PA
3625
Perennial Advisors
New York
| $174M | +$11.5M | +7% | 8.51% | – | 213 | 4.69% | 1.4 |
|