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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
EA
5476
Eclectic Associates
Fullerton,
California
| $121M | +$15.3M | +14% | 4.42% | 53.8% | 63 | 7.94% | 0.2 |
|
| 5477 |
CIM
5477
Courant Investment Management
Franklin,
Tennessee
| $121M | +$14.2M | +13% | 23.3% | 35.2% | 11 | 0% | 2.7 |
|
| 5478 |
CCA
5478
Covey Capital Advisors
Atlanta,
Georgia
| $120M | +$6.03M | +5% | 8.73% | 118% | 41 | 29.27% | 2.3 |
|
| 5479 |
PSC
5479
Piper Sandler & Co
Minneapolis,
Minnesota
| $120M | -$18.4M | -13% | 0.08% | 0.04% | 21 | 19.05% | 0.4 |
|
| 5480 |
WOSD
5480
WFA of San Diego
San Diego,
California
| $120M | -$255M | -68% | 3.52% | – | 132 | 59.85% | 0.4 |
|
| 5481 |
YMRC
5481
Yorktown Management & Research Company
Forest,
Virginia
| $120M | +$9.28M | +8% | 13.1% | 223% | 284 | 35.92% | 1.1 |
|
| 5482 |
EW
5482
Element Wealth
Ridgeland,
Mississippi
| $120M | +$12.3M | +11% | 8.03% | 59.6% | 172 | 9.3% | 0.9 |
|
| 5483 |
CG
5483
Clarus Group
Houston,
Texas
| $120M | +$4.31M | +4% | 8.42% | 65.5% | 112 | 16.96% | 0.2 |
|
| 5484 |
CIG
5484
Cairn Investment Group
Vancouver,
Washington
| $120M | +$14.4M | +14% | 13.1% | 61.3% | 73 | 8.22% | 1 |
|
| 5485 |
SNBOSD
5485
Security National Bank of So Dak
Sioux City,
Iowa
| $120M | +$7.29M | +6% | 6.09% | 67.7% | 96 | 10.42% | 4.2 |
|
| 5486 |
AA
5486
Aufman Associates
Sewickley,
Pennsylvania
| $120M | +$8.66M | +8% | 7.6% | 136% | 48 | 18.75% | 0.9 |
|
| 5487 |
NCG
5487
Newport Capital Group
Red Bank,
New Jersey
| $120M | +$3.99M | +3% | 2.55% | – | 61 | 3.28% | 0.3 |
|
| 5488 |
RF
5488
RHS Financial
San Francisco,
California
| $120M | +$3.3M | +3% | 2.9% | 65.6% | 79 | 11.39% | 1.5 |
|
| 5489 |
SMG
5489
Smart Money Group
Eastland,
Texas
| $120M | +$1.02M | +0.9% | 3.19% | 58.9% | 64 | 20.31% | 1.5 |
|
| 5490 |
LF
5490
LifeSteps Financial
Claremont,
California
| $120M | +$10.8M | +10% | 5.7% | 98.4% | 85 | 2.35% | 1 |
|
| 5491 |
MIM
5491
Merrion Investment Management
Cranford,
New Jersey
| $120M | +$1.49M | +1% | 12.5% | 161% | 259 | 67.18% | 0.3 |
|
| 5492 |
FPW
5492
Flagship Private Wealth
Woburn,
Massachusetts
| $120M | +$12.1M | +11% | 4.98% | 62.7% | 328 | 14.33% | 0.2 |
|
| 5493 |
EL
5493
EQ LLC
Bellevue,
Washington
| $120M | +$11.6M | +11% | 7.51% | 72.9% | 52 | 23.08% | 0.2 |
|
| 5494 |
AWA
5494
Alta Wealth Advisors
Woburn,
Massachusetts
| $120M | +$668K | +0.6% | 4.13% | 120% | 146 | 17.81% | 0.2 |
|
| 5495 |
HM
5495
Heronetta Management
New York
| $120M | -$461K | -0.4% | 15.1% | 59.7% | 25 | 4% | 5.3 |
|
| 5496 |
BAM
5496
Beaumont Asset Management
Beaumont,
Texas
| $119M | +$8.11M | +7% | 4.8% | 64.3% | 70 | 17.14% | 0.8 |
|
| 5497 |
HS
5497
Horan Securities
Cincinnati,
United States
| $119M | -$2.11M | -2% | 7.63% | 50.1% | 475 | 22.95% | 0.9 |
|
| 5498 |
ECP
5498
Elemental Capital Partners
San Francisco,
California
| $119M | – | – | 23.9% | – | 10 | – | 0 |
|
| 5499 |
TBNY
5499
Trustco Bank (New York)
Albany,
New York
| $119M | +$4.92M | +4% | 11% | 131% | 74 | 8.11% | 4.4 |
|
| 5500 |
CIA
5500
CSat Investment Advisory
Detroit,
Michigan
| $119M | +$11.5M | +11% | 9.66% | 87.4% | 531 | 4.14% | 2.7 |
|