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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
PBT
2476
Pictet Bank & Trust
Nassau,
Bahamas
| $255M | +$10M | +4% | 2.36% | 66.3% | 111 | 27.03% | 0.4 |
|
| 2477 |
DCCA
2477
D.C. Capital Advisors
New York
| $255M | +$1.87M | +0.7% | 3.33% | 59.9% | 19 | 10.53% | 0.7 |
|
| 2478 |
ST
2478
Semper Trust
King Of Prussia,
Pennsylvania
| $255M | +$9.17M | +4% | 5.02% | – | 161 | 8.07% | 0.9 |
|
| 2479 |
CPA
2479
Cowen Prime Advisors
New York
| $255M | -$9.39M | -4% | 3.66% | 116% | 312 | 19.55% | 0.8 |
|
| 2480 |
HAIM
2480
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $255M | +$1.13M | +0.4% | 6.66% | 76.1% | 165 | 16.97% | 0.9 |
|
| 2481 |
CBCM
2481
Charter Bridge Capital Management
New York
| $254M | -$41.9M | -14% | 0.72% | – | 43 | 60.47% | 0.4 |
|
| 2482 |
SE
2482
Summit Equities
Parsippany,
New Jersey
| $254M | +$27.7M | +12% | 5.14% | 40.7% | 21 | 0% | 0.3 |
|
| 2483 |
GC
2483
Garde Capital
Seattle,
Washington
| $254M | – | – | 4.15% | 57.6% | 98 | – | 0 |
|
| 2484 |
GC
2484
Gratry & Company
Beachwood,
Ohio
| $254M | -$23.7M | -9% | 3.41% | 44.3% | 66 | 9.09% | 0.8 |
|
| 2485 |
PCMK
2485
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $253M | +$20.2M | +9% | 6.13% | 87.5% | 67 | 8.96% | 1 |
|
| 2486 |
MPWT
2486
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $253M | +$82.1M | +48% | 3.82% | 90.4% | 679 | 32.11% | 0.4 |
|
| 2487 |
GCL
2487
Glazer Capital LLC
New York
| $253M | -$136M | -35% | 37.7% | 323% | 77 | 64.94% | 0.2 |
|
| 2488 |
BA
2488
Bard Associates
Chicago,
Illinois
| $253M | +$16.3M | +7% | 5.66% | 241% | 196 | 8.67% | 0.9 |
|
| 2489 |
JHWCP
2489
J.H. Whitney Capital Partners
New Canaan,
Connecticut
| $253M | +$8.51M | +3% | 3.48% | 95.7% | 1 | 0% | 1 |
|
| 2490 |
KCM
2490
Kempner Capital Management
Galveston,
Texas
| $253M | +$6.48M | +3% | 1.85% | 60.9% | 69 | 20.29% | 0.7 |
|
| 2491 |
HM
2491
Heronetta Management
New York
| $252M | +$36.4M | +17% | 16.2% | 59.7% | 39 | 2.56% | 0.9 |
|
| 2492 |
HIM
2492
Herald Investment Management
London,
United Kingdom
| $252M | -$1.34M | -0.5% | 0.65% | 493% | 89 | 10.11% | 0.9 |
|
| 2493 |
MMCM
2493
Marque Millennium Capital Management
New York
| $251M | +$13.2M | +6% | 7.24% | – | 80 | 1.25% | 1 |
|
| 2494 |
AHS
2494
Aspiriant Holdings S3
Los Angeles,
California
| $251M | +$13.5M | +6% | 4.1% | – | 115 | 6.96% | 0.8 |
|
| 2495 |
LSA
2495
L & S Advisors
Los Angeles,
California
| $251M | +$63.7M | +34% | 9.07% | 231% | 104 | 44.23% | 0.4 |
|
| 2496 |
PFPT
2496
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $251M | +$27.6M | +12% | 4.46% | 86% | 201 | 14.43% | 0.7 |
|
| 2497 |
VC
2497
V2 Capital
Glenview,
Illinois
| $251M | +$9.66M | +4% | 4.25% | – | 36 | 0% | 0.5 |
|
| 2498 |
SOAMC
2498
Spirit of America Management Corp
Syosset,
New York
| $251M | +$7.72M | +3% | 7.45% | 113% | 314 | 15.92% | 0.4 |
|
| 2499 |
KCCIP
2499
KERN Cobalt Co-Invest Partners
Calgary,
Alberta, Canada
| $251M | +$410K | +0.2% | 0.16% | – | 1 | 0% | 1 |
|
| 2500 |
SCM
2500
SOL Capital Management
Rockville,
Maryland
| $250M | -$5.92M | -2% | 0.66% | 56.6% | 192 | 8.33% | 0.9 |
|