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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
TAM
3676
Trust Asset Management
Houston,
Texas
| $169M | -$84.1M | -33% | 2.46% | 91.1% | 127 | 70.08% | 2.1 |
|
| 3677 |
HRC
3677
Hoertkorn Richard Charles
| $169M | +$5.41M | +3% | 5.79% | 172% | 90 | 3.33% | 3.8 |
|
| 3678 |
NU
3678
Northwestern University
Evanston,
Illinois
| $169M | +$17.5M | +12% | 11.8% | 31.6% | 3 | 0% | 1.9 |
|
| 3679 |
CCMU
3679
Cheyne Capital Management (UK)
London,
United Kingdom
| $168M | +$27.9M | +20% | 2.24% | 35.6% | 44 | 22.73% | 0.7 |
|
| 3680 |
A
3680
Abingworth
London,
United Kingdom
| $168M | -$6.84M | -4% | 4.4% | 184% | 17 | 11.76% | 2.1 |
|
| 3681 |
LFA
3681
Landmark Financial Advisors
Bowling Green,
Kentucky
| $168M | +$6.88M | +4% | 2.06% | 11.8% | 59 | 11.86% | 2.8 |
|
| 3682 |
BCM
3682
Brookmont Capital Management
Dallas,
Texas
| $168M | +$8.81M | +6% | 5.78% | 36.6% | 71 | 4.23% | 3.2 |
|
| 3683 |
SAMC
3683
Spectrum Asset Management (California)
Newport Beach,
California
| $168M | +$54.8M | +49% | 6.36% | 62.9% | 94 | 36.17% | 1.4 |
|
| 3684 |
BCM
3684
Boltwood Capital Management
Walnut Creek,
California
| $168M | +$14.2M | +9% | 5.93% | 63% | 133 | 8.27% | 3.3 |
|
| 3685 |
NGA
3685
New Generation Advisors
Manchester,
Massachusetts
| $168M | -$4.91M | -3% | 9.58% | 45.1% | 31 | 9.68% | 1.8 |
|
| 3686 |
PIM
3686
Progressive Investment Management
Lake Oswego,
Oregon
| $168M | +$12.6M | +8% | 7.75% | 126% | 36 | 2.78% | 3.3 |
|
| 3687 |
PFGIA
3687
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $168M | +$74M | +79% | 8.34% | 97.3% | 1,017 | 45.43% | 0.8 |
|
| 3688 |
QAM
3688
Quantres Asset Management
Cayman,
Cayman Islands
| $168M | -$5.22M | -3% | 2.05% | 11% | 311 | 76.21% | 0.2 |
|
| 3689 |
CIM
3689
Courant Investment Management
Franklin,
Tennessee
| $167M | -$1.35M | -0.8% | 5.59% | 33.5% | 15 | 13.33% | 1.2 |
|
| 3690 |
GA
3690
Gagnon Advisors
New York
| $167M | +$8.92M | +6% | 24.1% | 129% | 30 | 3.33% | 2.7 |
|
| 3691 |
TWM
3691
Torch Wealth Management
Cincinnati,
Ohio
| $167M | +$7.8M | +5% | 7.17% | 48.8% | 104 | 2.88% | 3.1 |
|
| 3692 |
AFA
3692
Arlington Financial Advisors
Santa Barbara,
California
| $167M | -$5.16M | -3% | 5.39% | 60.7% | 62 | 11.29% | 0.7 |
|
| 3693 |
AW
3693
Alpha Windward
Westwood,
Massachusetts
| $167M | +$4.08M | +3% | 4.62% | 33.6% | 433 | 14.55% | 2.7 |
|
| 3694 |
MWPCG
3694
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $167M | +$43.8M | +36% | 5.83% | 84.3% | 867 | 83.97% | 0.1 |
|
| 3695 |
PCM
3695
Perkins Capital Management
Wayzata,
Minnesota
| $167M | +$27M | +19% | 22.6% | 303% | 144 | 20.14% | 1.8 |
|
| 3696 |
CAS
3696
Cue Advisory Services
Phoenix,
Arizona
| $167M | +$2.76M | +2% | 7.16% | 52.3% | 164 | 14.02% | 2.2 |
|
| 3697 |
SAM
3697
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $167M | +$10M | +6% | 7.45% | – | 76 | 6.58% | 3.4 |
|
| 3698 |
CBCM
3698
Cook & Bynum Capital Management
Birmingham,
Alabama
| $166M | +$3.43M | +2% | 2.86% | 46.8% | 5 | 0% | 2.7 |
|
| 3699 |
SAM
3699
Selway Asset Management
| $166M | +$2.88M | +2% | 8.92% | 36.5% | 80 | 11.25% | 2.8 |
|
| 3700 |
SM
3700
Saya Management
New York
| $166M | +$3.91M | +2% | 6.58% | 34.8% | 14 | 64.29% | 0.4 |
|