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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
ACP
2601
Aquiline Capital Partners
New York
| $228M | +$2.94M | +1% | 1.32% | 14.7% | 3 | 0% | 1 |
|
| 2602 |
HFS
2602
Haverford Financial Services
Radnor,
Pennsylvania
| $228M | +$8.88M | +4% | 4.36% | 57.9% | 49 | 8.16% | 0.8 |
|
| 2603 |
OL
2603
Orbitronix LP
Newport Beach,
California
| $228M | +$47.5M | +26% | 4.37% | 6.68% | 155 | 52.26% | 0.3 |
|
| 2604 |
LI
2604
Lafayette Investments
Ashton,
Maryland
| $228M | +$8.6M | +4% | 3.5% | 77.9% | 65 | 0% | 1 |
|
| 2605 |
PWM
2605
ParenteBeard Wealth Management
York,
Pennsylvania
| $228M | +$25.9M | +13% | 5.57% | – | 111 | 12.61% | 0.9 |
|
| 2606 |
GGPS
2606
Gary Goldberg Planning Services
Suffern,
New York
| $227M | +$22.5M | +11% | 5.07% | – | 512 | 28.91% | 0.7 |
|
| 2607 |
OCM
2607
OMT Capital Management
San Francisco,
California
| $227M | -$89.9M | -28% | 0.44% | – | 35 | 25.71% | 0.8 |
|
| 2608 |
BHA
2608
Beech Hill Advisors
New York
| $227M | +$14M | +7% | 4.87% | 105% | 163 | 35.58% | 0.6 |
|
| 2609 |
LSC
2609
Lyon Street Capital
Sausalito,
California
| $227M | +$10.8M | +5% | 2.99% | – | 53 | 26.42% | 0.7 |
|
| 2610 |
ECM
2610
Exchange Capital Management
Ann Arbor,
Michigan
| $227M | +$8.62M | +4% | 4.27% | 57.8% | 257 | 15.18% | 0.8 |
|
| 2611 |
AIM
2611
Act II Management
New York
| $226M | -$202M | -47% | 8.63% | 43.6% | 47 | 61.7% | 0.7 |
|
| 2612 |
HSS
2612
Harrison Street Securities
Chicago,
Illinois
| $226M | +$24.6M | +12% | 5.51% | 41.2% | 39 | 48.72% | 0.4 |
|
| 2613 |
SCM
2613
Salem Capital Management
Woburn,
Massachusetts
| $226M | -$2.8M | -1% | 5.38% | 32.3% | 75 | 5.33% | 1 |
|
| 2614 |
MCM
2614
Matterhorn Capital Management
San Antonio,
Texas
| $225M | +$9.08M | +4% | 5.77% | 38.8% | 59 | 11.86% | 0.9 |
|
| 2615 |
MIM
2615
Miller Investment Management
West Conshohocken,
Pennsylvania
| $225M | +$46.9M | +26% | 6.23% | 60.2% | 79 | 7.59% | 0.9 |
|
| 2616 |
TA
2616
TRB Advisors
New York
| $225M | +$13.2M | +6% | 6.08% | 64% | 3 | 33.33% | 0.5 |
|
| 2617 |
HRIA
2617
Haberer Registered Investment Advisor
Cincinnati,
Ohio
| $225M | +$17M | +8% | 5.13% | – | 472 | 13.35% | 0.9 |
|
| 2618 |
AGI
2618
Athena Global Investors
Reston,
Virginia
| $225M | +$59.1M | +36% | 3.33% | 13.4% | 32 | 6.25% | 0.2 |
|
| 2619 |
GPP
2619
Great Point Partners
Greenwich,
Connecticut
| $225M | +$33.3M | +17% | 4.06% | 710% | 48 | 45.83% | 0.3 |
|
| 2620 |
MCM
2620
Matarin Capital Management
New York
| $225M | +$55.3M | +33% | 4.42% | 73.2% | 195 | 31.79% | 0.5 |
|
| 2621 |
JA
2621
JOYN Advisors
Atlanta,
Georgia
| $224M | +$4.96M | +2% | 3.83% | 0.77% | 45 | 35.56% | 0.9 |
|
| 2622 |
ACI
2622
Alpha Cubed Investments
Irvine,
California
| $224M | +$31.7M | +16% | 4.89% | 126% | 188 | 25% | 0.4 |
|
| 2623 |
KCM
2623
Knoll Capital Management
Miami,
Florida
| $224M | +$31.2M | +16% | 17.8% | 258% | 17 | 17.65% | 0.6 |
|
| 2624 |
LC
2624
Lilley & Co
Tecumseh,
Michigan
| $224M | +$5.83M | +3% | 4.13% | – | 109 | 7.34% | 0.9 |
|
| 2625 |
SAM
2625
SignalPoint Asset Management
Springfield,
Missouri
| $224M | +$9.9M | +5% | 4.84% | 36% | 168 | 5.95% | 0.7 |
|