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
26.9%
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
| Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|
1701
Waverly Advisors
Birmingham,
Alabama
| $1.18B | +$25.2M | +2% | 4.65% | 67.6% | 210 | 6.67% | 3.8 |
|
1702
First American Bank
Dundee,
Illinois
| $1.18B | -$711M | -38% | 3.51% | 114% | 253 | 42.69% | 4.5 |
|
1703
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.18B | -$51.4M | -4% | 1.34% | 50.7% | 78 | 24.36% | 1.3 |
|
1704
Abrams Bison Investments
Bethesda,
Maryland
| $1.18B | -$160M | -12% | 2.66% | 170% | 12 | 0% | 2.1 |
|
1705
Klingman & Associates
New York
| $1.18B | +$13.3M | +1% | 4.36% | 64.9% | 213 | 18.78% | 3.1 |
|
1706
Checchi Capital Advisers
Beverly Hills,
California
| $1.18B | +$38.5M | +3% | 3.83% | 68% | 583 | 12.35% | 4.2 |
|
1707
First Long Island Investors
Jericho,
New York
| $1.18B | -$97M | -8% | 8.13% | 85.5% | 66 | 4.55% | 4.6 |
|
1708
FJ Capital Management
Mclean,
Virginia
| $1.18B | -$26.1M | -2% | 1.11% | 97.9% | 125 | 40% | 1.9 |
|
1709
Albion Financial Group
Salt Lake City,
Utah
| $1.17B | -$87.6M | -7% | 5.42% | 79.6% | 693 | 13.42% | 1.8 |
|
1710
Lee, Danner & Bass
Nashville,
Tennessee
| $1.17B | +$5.3M | +0.5% | 0.77% | – | 211 | 5.21% | 5.7 |
|
1711
Frazier Life Sciences Management
Palo Alto,
California
| $1.17B | – | – | 9.64% | 866% | 42 | – | 0 |
|
1712
Alerus Financial
Grand Forks,
North Dakota
| $1.17B | -$54.5M | -4% | 3.54% | 107% | 193 | 12.95% | 2.9 |
|
1713
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $1.17B | -$65.6M | -5% | 2.99% | 149% | 334 | 11.98% | 1.5 |
|
1714
Pacific Heights Asset Management
San Francisco,
California
| $1.17B | -$17.4M | -1% | 3.75% | 186% | 82 | 1.22% | 6.5 |
|
1715
Bogart Wealth LLC
Mclean,
Virginia
| $1.17B | +$62M | +6% | 0.49% | 67.6% | 891 | 14.25% | 2 |
|
1716
HoyleCohen
San Diego,
California
| $1.17B | -$34.8M | -3% | 2.34% | 46.1% | 289 | 9.34% | 2.7 |
|
1717
Discovery Capital Management
South Norwalk,
Connecticut
| $1.17B | -$166M | -12% | 2.65% | 871% | 111 | 72.07% | 0.4 |
|
1718
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $1.16B | +$132M | +13% | 7.16% | 80.4% | 36 | 8.33% | 4.1 |
|
1719
Sandhill Capital Partners
Buffalo,
New York
| $1.16B | -$124M | -10% | 8.45% | 64.9% | 101 | 17.82% | 3.5 |
|
1720
PDT Partners
New York
| $1.16B | -$151M | -12% | 7.24% | 211% | 1,189 | 51.89% | 0.7 |
|
1721
Oakworth Capital
Birmingham,
Alabama
| $1.16B | -$15.2M | -1% | 4.54% | 70% | 605 | 11.57% | 5.4 |
|
1722
Avior Wealth Management
Omaha,
Nebraska
| $1.16B | -$49.5M | -4% | 4.04% | 71.4% | 1,295 | 14.21% | 2.9 |
|
1723
Mason Investment Advisory Services
Reston,
Virginia
| $1.16B | -$51M | -4% | 3.73% | 76.1% | 105 | 14.29% | 1.9 |
|
1724
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.16B | -$85.1M | -7% | 4.5% | 94.2% | 154 | 7.79% | 4.9 |
|
|
KPF
1725
K2 Principal Fund
Toronto,
Ontario, Canada
| $1.16B | -$351M | -23% | 8.03% | 76.5% | 494 | 64.37% | 0.3 |
|