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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
PPSG
2576
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $233M | +$82.1M | +54% | 5.81% | 83.8% | 126 | 18.25% | 0.8 |
|
| 2577 |
EPCA
2577
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $233M | +$101M | +76% | 2.41% | 119% | 65 | 36.92% | 0.3 |
|
| 2578 |
MSU
2578
Mizuho Securities USA
New York
| $233M | -$137M | -37% | 3.07% | 99% | 33 | 63.64% | 0.2 |
|
| 2579 |
F
2579
Filament
Seattle,
Washington
| $233M | +$18M | +8% | 11.3% | 46.9% | 42 | 7.14% | 0.9 |
|
| 2580 |
UFG
2580
United Fire Group
Cedar Rapids,
Iowa
| $232M | +$5.16M | +2% | 3.53% | 27.4% | 111 | 3.6% | 1 |
|
| 2581 |
CCM
2581
Castine Capital Management
Boston,
Massachusetts
| $232M | -$3.5M | -1% | 1.44% | 13.9% | 51 | 25.49% | 0.8 |
|
| 2582 |
BIM
2582
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $231M | +$5.36M | +2% | 3.77% | 74.8% | 139 | 7.19% | 0.9 |
|
| 2583 |
SC
2583
Savant Capital
Rockford,
Illinois
| $231M | +$15.4M | +7% | 4.65% | 61.2% | 191 | 7.85% | 0.8 |
|
| 2584 |
TCM
2584
Texan Capital Management
Houston,
Texas
| $231M | +$13.1M | +6% | 6.34% | 19.3% | 152 | 17.11% | 0.8 |
|
| 2585 |
ACM
2585
Ativo Capital Management
Chicago,
Illinois
| $231M | -$15.5M | -6% | 3.55% | 63.8% | 220 | 38.64% | 0.6 |
|
| 2586 |
BWAM
2586
Boyd Watterson Asset Management
Cleveland,
Ohio
| $231M | +$16.7M | +8% | 3.77% | 101% | 178 | 9.55% | 0.8 |
|
| 2587 |
IIA
2587
IPG Investment Advisors
San Diego,
California
| $231M | +$17.3M | +8% | 7.14% | 106% | 105 | 39.05% | 0.3 |
|
| 2588 |
NOCM
2588
Night Owl Capital Management
Greenwich,
Connecticut
| $231M | +$5.03M | +2% | 1.41% | 162% | 22 | 13.64% | 0.9 |
|
| 2589 |
TCMG
2589
TSP Capital Management Group
Summit,
New Jersey
| $230M | +$9.77M | +4% | 5.05% | 178% | 74 | 100% | 0.9 |
|
| 2590 |
TAG
2590
Tactical Allocation Group
Birmingham,
Michigan
| $230M | -$2.78M | -1% | 2.54% | 15.2% | 26 | 26.92% | 0.6 |
|
| 2591 |
CANC
2591
Culbertson A N & Co
Charlottesville,
Virginia
| $230M | +$15.3M | +7% | 5.07% | 80.7% | 80 | 2.5% | 1 |
|
| 2592 |
GIM
2592
Groesbeck Investment Management
Paramus,
New Jersey
| $230M | +$7.59M | +3% | 6.49% | 147% | 102 | 30.39% | 0.7 |
|
| 2593 |
CA
2593
Corrado Advisors
Ramsey,
New Jersey
| $230M | +$24.2M | +12% | 8.04% | 64% | 74 | 13.51% | 0.7 |
|
| 2594 |
PCM
2594
Peg Capital Management
Canaan,
New Hampshire
| $229M | +$12.4M | +6% | 5.18% | – | 36 | 5.56% | 0.9 |
|
| 2595 |
HVIA
2595
Hudson Valley Investment Advisors
Goshen,
New York
| $229M | -$4.46M | -2% | 3.58% | 94.6% | 134 | 6.72% | 0.9 |
|
| 2596 |
BSW
2596
Buckingham Strategic Wealth
Clayton,
Missouri
| $229M | +$13.2M | +6% | 4.32% | 16.3% | 187 | 24.06% | 0.7 |
|
| 2597 |
RPA
2597
Rock Point Advisors
Burlington,
Vermont
| $229M | +$3.15M | +1% | 5.81% | 82.8% | 84 | 10.71% | 0.9 |
|
| 2598 |
SRCM
2598
Swift Run Capital Management
Charlottesville,
Virginia
| $229M | +$41.8M | +22% | 6.93% | 9.9% | 54 | 5.56% | 0.4 |
|
| 2599 |
PWW
2599
Pettyjohn Wood & White
Lynchburg,
Virginia
| $229M | +$10M | +5% | 3.46% | 70.9% | 125 | 8.8% | 0.7 |
|
| 2600 |
FBT
2600
First Bankers Trust
Louisville,
Kentucky
| $228M | +$13.4M | +6% | 4.98% | 78.9% | 150 | 8% | 0.9 |
|