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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
MS
4151
Marshall & Sullivan
Seattle,
Washington
| $136M | +$20.9M | +18% | 15.5% | 82% | 44 | 15.91% | 3.7 |
|
| 4152 |
LD
4152
Lipe & Dalton
Syracuse,
New York
| $136M | +$13.2M | +11% | 12.6% | 101% | 81 | 18.52% | 2.8 |
|
| 4153 |
BCIM
4153
Bishop & Co Investment Management
Erie,
Pennsylvania
| $136M | +$19.1M | +16% | 12.4% | 47.6% | 24 | 8.33% | 2.1 |
|
| 4154 |
TP
4154
Truvvo Partners
New York
| $136M | -$3.83M | -3% | 7.45% | 21.1% | 46 | 67.39% | 1.9 |
|
| 4155 |
HCM
4155
HM Capital Management
Clayton,
Missouri
| $136M | +$18.9M | +16% | 12.7% | 29.6% | 37 | 16.22% | 3.9 |
|
| 4156 |
OFG
4156
Omega Financial Group
Santa Barbara,
California
| $136M | +$22.3M | +20% | 10.5% | 45.2% | 63 | 9.52% | 0.2 |
|
| 4157 |
SMFS
4157
Squar Milner Financial Services
Irvine,
California
| $136M | +$31.5M | +30% | 11.7% | – | 873 | 17.53% | 0.7 |
|
| 4158 |
SIC
4158
Shoker Investment Counsel
Oxford,
Ohio
| $135M | +$16.2M | +14% | 11.7% | 83.8% | 108 | 13.89% | 3.7 |
|
| 4159 |
HIM
4159
Harbour Investment Management
Edmonds,
Washington
| $135M | +$13.7M | +11% | 13.6% | 58.8% | 67 | 7.46% | 4.5 |
|
| 4160 |
ISG
4160
Investment Security Group
Denver,
Colorado
| $135M | – | – | – | – | 12 | – | 0 |
|
| 4161 |
JC
4161
JCSD Capital
Walnut Creek,
California
| $135M | -$2.26M | -2% | 4.35% | – | 59 | 13.56% | 1.4 |
|
| 4162 |
AFNAS
4162
American Financial Network Advisory Services
Calabasas,
California
| $135M | -$6M | -4% | 11.8% | – | 176 | 24.43% | 1.2 |
|
| 4163 |
CRCM
4163
Crystal Rock Capital Management
Bannockburn,
Illinois
| $135M | +$23.8M | +21% | 18.9% | 172% | 33 | 15.15% | 2.1 |
|
| 4164 |
UA
4164
Unison Advisors
Washington,
District of Columbia
| $135M | +$8.91M | +7% | 10.3% | 54.6% | 164 | 6.71% | 1 |
|
| 4165 |
SL
4165
SIB LLC
New York,
New York
| $135M | +$16.6M | +14% | 15.6% | 29.2% | 24 | 0% | 5.3 |
|
| 4166 |
SIG
4166
Schaller Investment Group
Winston Salem,
North Carolina
| $135M | -$118K | -0.1% | 2.53% | 21.9% | 36 | 8.33% | 4.2 |
|
| 4167 |
THWM
4167
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $135M | +$23.3M | +21% | 13.2% | 47.8% | 435 | 8.51% | 1.1 |
|
| 4168 |
GTAM
4168
Global Trust Asset Management
West Palm Beach,
Florida
| $135M | +$22.7M | +20% | 12.6% | 168% | 481 | 22.25% | 1 |
|
| 4169 |
PCMC
4169
Private Capital Management (Colorado)
Denver,
Colorado
| $135M | +$18.5M | +16% | 13.4% | 20% | 99 | 22.22% | 0.2 |
|
| 4170 |
ERM
4170
Elm Ridge Management
Briarcliff Manor,
New York
| $134M | -$34.5M | -20% | 22.3% | 93.6% | 35 | 22.86% | 2.2 |
|
| 4171 |
FCM
4171
Ferox Capital Management
London,
United Kingdom
| $134M | -$7.54M | -5% | 2.15% | 2.07% | 31 | 9.68% | 1 |
|
| 4172 |
SCG
4172
Sonata Capital Group
Seattle,
Washington
| $134M | +$11.6M | +9% | 11.9% | 57.4% | 101 | 8.91% | 3.5 |
|
| 4173 |
VCP
4173
Vernier Capital Partners
New York
| $134M | -$18.5M | -12% | 22.6% | 75.7% | 26 | 61.54% | 0.3 |
|
| 4174 |
VST
4174
Van Strum & Towne
San Francisco,
California
| $134M | +$15.7M | +13% | 12.8% | 62.2% | 66 | 6.06% | 4.4 |
|
| 4175 |
TWS
4175
Thomas W. Smith
| $134M | +$15.4M | +13% | 22.3% | – | 10 | 0% | 5 |
|