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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
PPG
5151
Peak Planning Group
Centennial,
Colorado
| $71.5M | – | – | 10.2% | 105% | 49 | – | 0 |
|
| 5152 |
TCB
5152
Texas Capital Bancshares
Dallas,
Texas
| $71.2M | +$3.74M | +6% | 7.13% | 175% | 47 | 12.77% | 2.3 |
|
| 5153 |
DLDF
5153
Dan L. Duncan Foundation
Houston,
Texas
| $71M | -$10.7M | -13% | 3.74% | 11.8% | 3 | 0% | 0.6 |
|
| 5154 |
AC
5154
AWH Capital
Dallas,
Texas
| $71M | +$20M | +39% | 14.1% | 183% | 50 | 48% | 0.6 |
|
| 5155 |
GBA
5155
Garrison Bradford & Associates
New York
| $71M | +$2.11M | +3% | 7.2% | 63.5% | 56 | 8.93% | 3.8 |
|
| 5156 |
NISOA
5156
National Investment Services of America
Milwaukee,
Wisconsin
| $70.9M | +$703K | +1% | 7.06% | – | 80 | 17.5% | 0.6 |
|
| 5157 |
PMAM
5157
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $70.9M | -$27M | -28% | 9.87% | 28.7% | 62 | 64.52% | 0.5 |
|
| 5158 |
TIM
5158
Triad Investment Management
Newport Beach,
California
| $70.6M | -$3.3M | -4% | 4.43% | – | 54 | 9.26% | 1.1 |
|
| 5159 |
HB
5159
Horizon Bancorp
Michigan City,
Indiana
| $70.6M | -$22.5M | -24% | 7.3% | 33.4% | 265 | 13.21% | 0.7 |
|
| 5160 |
OFM
5160
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $70.3M | +$12.6M | +22% | 29.8% | 8.26% | 2 | 0% | 2.8 |
|
| 5161 |
FC
5161
Ferox Capital
London,
United Kingdom
| $70.3M | -$19.1M | -21% | 0% | – | 34 | 0% | 0.2 |
|
| 5162 |
MWC
5162
MKD Wealth Coaches
Troy,
Michigan
| $70M | -$9.21M | -12% | 6.01% | – | 38 | 31.58% | 1 |
|
| 5163 |
SBLIC
5163
Security Benefit Life Insurance Company
Topeka,
Kansas
| $69.8M | +$23.1M | +49% | 10.4% | 60.6% | 9 | 22.22% | 0.9 |
|
| 5164 |
MUS
5164
Mitsubishi UFJ Securities
Tokyo,
Japan
| $69.4M | +$68.1M | +5,030% | 5.98% | 81.1% | 56 | 89.29% | 0.1 |
|
| 5165 |
TWP
5165
Tempus Wealth Planning
Irvine,
California
| $69.1M | +$2.09M | +3% | 2.88% | 95% | 81 | 19.75% | 0.6 |
|
| 5166 |
AWM
5166
Alterna Wealth Management
Houston,
Texas
| $69M | -$14.7M | -18% | 5.69% | 48% | 118 | 45.76% | 0.9 |
|
| 5167 |
GL
5167
Gemsstock Ltd
London,
United Kingdom
| $68.8M | -$23M | -25% | 5.38% | 149% | 12 | 41.67% | 0.4 |
|
| 5168 |
G
5168
Gainplan
Bloomfield Hills,
Michigan
| $68.5M | -$85.3M | -55% | 4.87% | 103% | 54 | 57.41% | 0.7 |
|
| 5169 |
KAM
5169
Kinney Asset Management
Chicago,
Illinois
| $68.3M | -$14.1M | -17% | 10.2% | 10.1% | 4 | 0% | 0.6 |
|
| 5170 |
GCM
5170
GuideStone Capital Management
Dallas,
Texas
| $68.2M | +$30.1M | +79% | 27% | 49.2% | 1 | 0% | 0.8 |
|
| 5171 |
PWM
5171
PBMares Wealth Management
Williamsburg,
Virginia
| $68M | +$1.52M | +2% | 6.08% | 67.7% | 116 | 17.24% | 0.6 |
|
| 5172 |
EI
5172
EDMP Inc
Lutz,
Florida
| $68M | +$3.77M | +6% | 5.08% | 71.6% | 47 | 8.51% | 3.4 |
|
| 5173 |
UOMF
5173
University of Maryland Foundation
Adelphi,
Maryland
| $67.9M | -$998K | -1% | 11.2% | 51.2% | 5 | 0% | 0.7 |
|
| 5174 |
GFI
5174
Global Frontier Investments
Charleston,
South Carolina
| $67.8M | +$2.27M | +3% | 2.13% | – | 17 | 5.88% | 0.2 |
|
| 5175 |
GCM
5175
Greywolf Capital Management
Purchase,
New York
| $67.3M | -$8.68M | -11% | 52.4% | 174% | 3 | 0% | 3.2 |
|