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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
DI
3701
Diligent Investors
Redlands,
California
| $105M | +$13.6M | +15% | 3.71% | 71.9% | 163 | 13.5% | 4.9 |
|
| 3702 |
PFO
3702
Pathstone Family Office
Englewood,
New Jersey
| $105M | +$55.8M | +113% | 2.67% | 38.9% | 232 | 35.78% | 3.1 |
|
| 3703 |
WI
3703
Wedgewood Investors
Erie,
Pennsylvania
| $105M | +$5.63M | +6% | 2.6% | – | 130 | 6.92% | 10 |
|
| 3704 |
EC
3704
Eachwin Capital
New York
| $105M | +$734K | +0.7% | 2.1% | – | 107 | 14.95% | 1.8 |
|
| 3705 |
LSCM
3705
LaSalle Street Capital Management
Chicago,
Illinois
| $105M | +$2.84M | +3% | 3.32% | 30.5% | 98 | 25.51% | 4 |
|
| 3706 |
HIH
3706
HRS Investment Holdings
New York
| $105M | -$2.02M | -2% | 3.47% | 21.5% | 90 | 23.33% | 1.7 |
|
| 3707 |
EMR
3707
Errol M. Rudman
| $105M | -$43M | -29% | 0.12% | 60.5% | 28 | 39.29% | 8.7 |
|
| 3708 |
KHLMTHM
3708
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $104M | -$2.13M | -2% | 1.37% | 80.8% | 33 | 0% | 5.2 |
|
| 3709 |
JIC
3709
JRM Investment Counsel
Omaha,
Nebraska
| $104M | +$11.9M | +13% | 8.98% | 65.5% | 27 | 7.41% | 4.3 |
|
| 3710 |
OMC
3710
Oasis Management Company
Grand Cayman,
Cayman Islands
| $104M | -$110M | -51% | 2.68% | 368% | 61 | 85.25% | 0.4 |
|
| 3711 |
ACP
3711
Arcus Capital Partners
Atlanta,
Georgia
| $104M | -$35.4M | -25% | 3.1% | 69.2% | 68 | 14.71% | 1.8 |
|
| 3712 |
SAM
3712
Security Asset Management
New York
| $104M | +$1.73M | +2% | 2.84% | 67.4% | 70 | 0% | 5.4 |
|
| 3713 |
BGA
3713
Belmont Global Advisors
Dallas,
Texas
| $104M | +$5.86M | +6% | 6.75% | 81% | 87 | 59.77% | 2.1 |
|
| 3714 |
HIM
3714
Hutchens Investment Management
Concord,
New Hampshire
| $104M | +$4.41M | +4% | 1.28% | 56.8% | 68 | 17.65% | 3.2 |
|
| 3715 |
TA
3715
Tiedemann Advisors
New York
| $104M | -$22.2M | -18% | 6.5% | 31.5% | 64 | 18.75% | 4.1 |
|
| 3716 |
WA
3716
Wheatland Advisors
Lancaster,
Pennsylvania
| $104M | +$6.29M | +6% | 5.89% | 30.5% | 94 | 9.57% | 8.6 |
|
| 3717 |
TCM
3717
Towercrest Capital Management
Newtown,
Pennsylvania
| $104M | +$9.55M | +10% | 1.62% | 39.1% | 24 | 4.17% | 5.7 |
|
| 3718 |
CIA
3718
Cascade Investment Advisors
Oregon City,
Oregon
| $104M | – | – | 0.81% | 71.4% | 177 | – | 0 |
|
| 3719 |
CCM
3719
Colorado Capital Management
Boulder,
Colorado
| $104M | +$4.05M | +4% | 2.65% | 53.4% | 67 | 10.45% | 1.9 |
|
| 3720 |
OPPM
3720
Opus Point Partners Management
New York
| $104M | -$25.8M | -20% | 4.63% | 85.2% | 61 | 44.26% | 3.4 |
|
| 3721 |
CMO
3721
Covenant Multifamily Offices
San Antonio,
Texas
| $104M | -$9.22M | -8% | 2.02% | 38.3% | 10 | 20% | 6.1 |
|
| 3722 |
DLHL
3722
Donald L. Hagan LLC
Sarasota,
Florida
| $103M | -$5.22M | -5% | 1.68% | 47.9% | 399 | 82.21% | 3.7 |
|
| 3723 |
PI
3723
Pettee Investors
Rowayton,
Connecticut
| $103M | +$6.5M | +7% | 6.36% | 96.1% | 64 | 6.25% | 8.7 |
|
| 3724 |
CPI
3724
Crestview Partners II
New York
| $103M | -$15.9M | -13% | 11.8% | 157% | 2 | 0% | 12 |
|
| 3725 |
PIM
3725
Progressive Investment Management
Lake Oswego,
Oregon
| $103M | +$4.85M | +5% | 2.03% | 126% | 64 | 10.94% | 6.4 |
|