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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
WEPOG
5076
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $80.6M | -$24.7M | -23% | 19.9% | 82.2% | 50 | 24% | 0.3 |
|
| 5077 |
MIC
5077
MU Investments Company
Tokyo,
Japan
| $80.4M | -$14.1M | -15% | 20.1% | 40.4% | 24 | 8.33% | 4.2 |
|
| 5078 |
NR
5078
Newfound Research
Wellesley Hills,
Massachusetts
| $80.4M | -$9.62M | -11% | 18.8% | 54.6% | 223 | 87% | 1.4 |
|
| 5079 |
AC
5079
Almitas Capital
Santa Monica,
California
| $80.2M | +$35M | +77% | 20.8% | 86.1% | 65 | 58.46% | 0.6 |
|
| 5080 |
TCM
5080
Tieton Capital Management
Yakima,
Washington
| $80M | +$17.8M | +29% | 31.5% | 172% | 29 | 6.9% | 3.6 |
|
| 5081 |
MFG
5081
Menard Financial Group
Houston,
Texas
| $79.9M | +$49.6M | +164% | 13.4% | 141% | 120 | 90.83% | 0 |
|
| 5082 |
AI
5082
Acuitas Investments
Seattle,
Washington
| $79.8M | – | – | 45.9% | 145% | 38 | – | 0 |
|
| 5083 |
IAP
5083
Indie Asset Partners
Carmel,
Indiana
| $79.7M | -$465K | -0.6% | 20.7% | 119% | 105 | 36.19% | 0.3 |
|
| 5084 |
PIG
5084
Pantheon Investment Group
Sierra Madre,
California
| $79.7M | +$13M | +19% | 20.9% | – | 67 | 28.36% | 0.4 |
|
| 5085 |
JP
5085
JNE Partners
London,
United Kingdom
| $79.6M | -$16.6M | -17% | 9.25% | 100% | 6 | 50% | 0.3 |
|
| 5086 |
AIS
5086
AlphaOne Investment Services
West Chester,
Pennsylvania
| $79.5M | +$20.3M | +34% | 49.1% | 77.1% | 85 | 35.29% | 1.2 |
|
| 5087 |
CCA
5087
Covey Capital Advisors
Atlanta,
Georgia
| $79.5M | +$20.6M | +35% | 42.3% | 118% | 30 | 16.67% | 2.6 |
|
| 5088 |
SA
5088
swisspartners Advisors
Zurich,
Switzerland
| $79.3M | +$8.2M | +12% | 22.3% | 73.2% | 18 | 5.56% | 0.4 |
|
| 5089 |
MWM
5089
Moulton Wealth Management
Spokane,
Washington
| $79.2M | +$18.1M | +30% | 2.81% | 47.8% | 14 | 14.29% | 0.4 |
|
| 5090 |
MWC
5090
MKD Wealth Coaches
Troy,
Michigan
| $79.2M | +$4.67M | +6% | 15.7% | – | 39 | 28.21% | 1.1 |
|
| 5091 |
AWM
5091
Affinity Wealth Management
Wilmington,
Delaware
| $79.2M | -$87.7M | -53% | 47% | 116% | 69 | 56.52% | 1.7 |
|
| 5092 |
GIM
5092
Greenwich Investment Management
Norwalk,
Connecticut
| $79.1M | -$1.69M | -2% | 19% | – | 62 | 11.29% | 2.7 |
|
| 5093 |
CCIA
5093
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $79M | +$77.2M | +4,078% | 30% | 31% | 276 | 96.38% | 0 |
|
| 5094 |
SL
5094
Savior LLC
Wellesley Hills,
Massachusetts
| $79M | -$6.23M | -7% | 25.2% | 82.8% | 896 | 10.94% | 0.5 |
|
| 5095 |
RCA
5095
Reitz Capital Advisors
Freeland,
Michigan
| $78.7M | +$1.89M | +2% | 16.4% | 11% | 126 | 72.22% | 0.3 |
|
| 5096 |
TBNY
5096
Trustco Bank (New York)
Albany,
New York
| $78.7M | +$8.06M | +11% | 15.8% | 131% | 65 | 9.23% | 4.1 |
|
| 5097 |
MCM
5097
Magnolia Capital Management
Cold Spring,
New York
| $78.6M | +$11.6M | +17% | 21.1% | 85.9% | 47 | 8.51% | 0.5 |
|
| 5098 |
SP
5098
SWS Partners
Columbus,
Ohio
| $78.5M | -$61.4M | -44% | 31.2% | 112% | 120 | 45.83% | 1.4 |
|
| 5099 |
PCC
5099
Park Circle Company
Baltimore,
Maryland
| $78.5M | -$4M | -5% | 12.9% | 70.5% | 88 | 26.14% | 2.3 |
|
| 5100 |
HFAS
5100
Hummer Financial Advisory Services
Chicago,
Illinois
| $78.3M | +$12M | +18% | 22.6% | 71.8% | 96 | 22.92% | 0.4 |
|