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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
CWM
5451
Capital Wealth Management
W. Warwick,
Rhode Island
| $129M | -$7.23M | -5% | 1.34% | 46.7% | 38 | 15.79% | 2.1 |
|
| 5452 |
PWS
5452
Precision Wealth Strategies
Saint Louis,
Missouri
| $129M | +$13.1M | +11% | 1.73% | 106% | 139 | 35.25% | 0.4 |
|
| 5453 |
BFM
5453
Broadview Financial Management
Wauwatosa,
Wisconsin
| $129M | -$3.46M | -3% | 1.5% | 52.4% | 47 | 2.13% | 3.1 |
|
| 5454 |
7CM
5454
7G Capital Management
New York
| $129M | +$3.72M | +3% | 1.16% | 137% | 4 | 0% | 0.8 |
|
| 5455 |
PWM
5455
Peterson Wealth Management
Sparks,
Nevada
| $129M | +$955K | +0.7% | 0.2% | 78% | 62 | 9.68% | 1.1 |
|
| 5456 |
ACM
5456
Alamar Capital Management
Santa Barbara,
California
| $129M | +$14.5M | +13% | 3.74% | – | 67 | 17.91% | 0.6 |
|
| 5457 |
S
5457
swisspartners
Vaduz,
Liechtenstein
| $129M | -$11.8M | -8% | 3.57% | – | 85 | 20% | 0.6 |
|
| 5458 |
NIMC
5458
Nierenberg Investment Management Company
Camas,
Washington
| $129M | +$7.21M | +6% | 0.21% | 135% | 43 | 25.58% | 0.7 |
|
| 5459 |
ASBI
5459
American State Bank (Iowa)
Sioux Center,
Iowa
| $129M | +$897K | +0.7% | 0.56% | 138% | 298 | 3.36% | 0.7 |
|
| 5460 |
RFP
5460
Roth Financial Partners
Kingwood,
Texas
| $129M | -$917K | -0.7% | 0.97% | 61% | 26 | 7.69% | 0.6 |
|
| 5461 |
SPG
5461
Snow Phipps Group
New York
| $129M | +$9.94M | +8% | 8.6% | 58% | 2 | 0% | 1.5 |
|
| 5462 |
SCA
5462
Strategic Capital Advisers
Denver,
Colorado
| $128M | +$7.46M | +6% | 0.94% | 51.4% | 59 | 18.64% | 2.4 |
|
| 5463 |
MFA
5463
McClarren Financial Advisors
State College,
Pennsylvania
| $128M | +$5.02M | +4% | 0.83% | 63% | 367 | 20.44% | 0.6 |
|
| 5464 |
GG
5464
Golden Green
Seneca,
South Carolina
| $128M | -$2.34M | -2% | 3.05% | 92.4% | 172 | 26.74% | 0.5 |
|
| 5465 |
WEO
5465
William E. Oberndorf
| $128M | -$17.4M | -12% | 7.94% | 36.2% | 7 | 14.29% | 1 |
|
| 5466 |
RTL
5466
Red Tortoise LLC
Atlanta,
Georgia
| $128M | – | – | 1.52% | 43.7% | 546 | – | 0 |
|
| 5467 |
RFO
5467
RiverGlades Family Offices
Naples,
Florida
| $128M | -$1.34M | -1% | 1.11% | – | 81 | 3.7% | 2 |
|
| 5468 |
TC
5468
Tatro Capital
Lexington,
Kentucky
| $128M | -$18.5M | -13% | 1.4% | – | 110 | 28.18% | 1.1 |
|
| 5469 |
FCMI
5469
Foresite Capital Management I
Larkspur,
California
| $128M | -$38.1M | -23% | 21.7% | 40.7% | 4 | 0% | 2.9 |
|
| 5470 |
NED
5470
Nancy E. Dempze
| $127M | +$8.89M | +7% | 0.24% | 83.1% | 77 | 15.58% | 3.6 |
|
| 5471 |
EECFX
5471
EnCap Energy Capital Fund XI
Houston,
Texas
| $127M | -$11.8M | -9% | 8.5% | 21% | 1 | 0% | 0.3 |
|
| 5472 |
YAVAPFMC
5472
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| $127M | – | – | 1.84% | 201% | 53 | – | 0 |
|
| 5473 |
GEH
5473
General Equity Holdings
Brooklyn,
New York
| $127M | -$46.2M | -27% | 5.86% | 775% | 14 | 35.71% | 0.7 |
|
| 5474 |
OF
5474
Outfitter Financial
Brunswick,
Maine
| $127M | -$3.31M | -3% | 0.88% | 95.9% | 95 | 2.11% | 0.7 |
|
| 5475 |
SL
5475
Stevard LLC
Chicago,
Illinois
| $127M | -$2.71M | -2% | 5.4% | – | 51 | 9.8% | 1.3 |
|