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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
NWA
4026
New World Advisors
Hingham,
Massachusetts
| $147M | +$7.9M | +6% | 4.97% | 84.1% | 24 | 20.83% | 0.5 |
|
| 4027 |
SB
4027
Samsara BioCapital
Palo Alto,
California
| $147M | -$4.44M | -3% | 1.9% | 1,580% | 22 | 22.73% | 0.6 |
|
| 4028 |
GPWA
4028
Great Point Wealth Advisors
Boston,
Massachusetts
| $147M | +$23M | +19% | 0.36% | – | 42 | 2.38% | 0.7 |
|
| 4029 |
FA
4029
Financial Advantage
Columbia,
Maryland
| $147M | +$698K | +0.5% | 1.37% | 24.3% | 157 | 35.67% | 1.1 |
|
| 4030 |
HPC
4030
Hobart Private Capital
Charlotte,
North Carolina
| $147M | +$3.2M | +2% | 1.92% | 52.5% | 158 | 17.72% | 1 |
|
| 4031 |
CWM
4031
CCG Wealth Management
San Diego,
California
| $147M | +$6.64M | +5% | 0.37% | 82.6% | 84 | 17.86% | 0.5 |
|
| 4032 |
HS
4032
HighVista Strategies
Boston,
Massachusetts
| $147M | -$48.9M | -25% | 1.01% | 622% | 166 | 59.04% | 0.6 |
|
| 4033 |
AP
4033
Agilis Partners
Waltham,
Massachusetts
| $146M | +$12.5M | +9% | 0.49% | 8.47% | 22 | 13.64% | 1.9 |
|
| 4034 |
PAM
4034
Peninsula Asset Management
Bradenton,
Florida
| $146M | +$4.81M | +3% | 3.79% | 44.1% | 46 | 0% | 4.8 |
|
| 4035 |
LW
4035
LLR Walnut
Philadelphia,
Pennsylvania
| $146M | – | – | 4.08% | – | 2 | – | 0 |
|
| 4036 |
NVCHI
4036
New Vernon Capital Holdings II
Morristown,
New Jersey
| $146M | +$7.48M | +5% | 0.86% | 114% | 21 | 19.05% | 1 |
|
| 4037 |
RWG
4037
Regal Wealth Group
Seal Beach,
California
| $146M | +$1.51M | +1% | 1.5% | 17% | 185 | 8.11% | 2.8 |
|
| 4038 |
CI
4038
Centerstone Investors
New York
| $146M | -$14.5M | -9% | 2.54% | 73.7% | 29 | 10.34% | 0.7 |
|
| 4039 |
WCM
4039
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $146M | -$5.18M | -3% | 1.15% | 33.6% | 91 | 13.19% | 3.5 |
|
| 4040 |
KC
4040
Knuff & Co
Foster City,
California
| $145M | +$4.97M | +4% | 1.43% | 85.8% | 187 | 37.97% | 0.5 |
|
| 4041 |
WGCA
4041
Wolf Group Capital Advisors
Fairfax,
Virginia
| $145M | +$900K | +0.6% | 1.46% | 28.2% | 85 | 15.29% | 2.3 |
|
| 4042 |
AAM
4042
American Asset Management
Boca Raton,
Florida
| $145M | +$153K | +0.1% | 3.54% | 42.5% | 118 | 9.32% | 2 |
|
| 4043 |
AIA
4043
AIMZ Investment Advisors
Los Altos,
California
| $145M | +$223K | +0.2% | 0.18% | 81.3% | 100 | 4% | 3.9 |
|
| 4044 |
JFGLC
4044
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $145M | -$12.7M | -8% | 0.19% | 58.7% | 21 | 19.05% | 1.6 |
|
| 4045 |
CW
4045
Cabot-Wellington
Boston,
Massachusetts
| $145M | $0 | 0% | 1.65% | 65% | 9 | 0% | 5.6 |
|
| 4046 |
T
4046
Tinicum
New York
| $145M | -$85.9M | -37% | 26.5% | 21.1% | 4 | 25% | 4.3 |
|
| 4047 |
PCMC
4047
Private Capital Management (Colorado)
Denver,
Colorado
| $145M | +$3.2M | +2% | 1.38% | 20% | 105 | 7.62% | 0.6 |
|
| 4048 |
KWA
4048
KCS Wealth Advisory
Los Angeles,
California
| $145M | +$18M | +14% | 0.92% | 45.3% | 456 | 67.32% | 0.5 |
|
| 4049 |
RBFC
4049
Roman Butler Fullerton & Co
St Louis,
Missouri
| $145M | -$4.23M | -3% | 2.68% | 121% | 190 | 24.21% | 0.6 |
|
| 4050 |
DC
4050
DeDora Capital
Napa,
California
| $144M | +$2.39M | +2% | 1.65% | 81.7% | 96 | 16.67% | 1.4 |
|