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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
AFIA
2626
America First Investment Advisors
Omaha,
Nebraska
| $224M | +$11.3M | +5% | 5.56% | 78.2% | 185 | 17.84% | 0.9 |
|
| 2627 |
LCG
2627
Lisanti Capital Growth
New York
| $223M | -$8.35M | -4% | 12.5% | 1,490% | 136 | 59.56% | 0.3 |
|
| 2628 |
TC
2628
Teilinger Capital
Houston,
Texas
| $223M | +$93.2M | +72% | 9.54% | 30.2% | 13 | 61.54% | 0.2 |
|
| 2629 |
AGPM
2629
ASA Gold & Precious Metals
Portland,
Maine
| $223M | +$25.8M | +13% | 14.2% | 7.34% | 18 | 11.11% | 0.9 |
|
| 2630 |
TCM
2630
Timpani Capital Management
Milwaukee,
Wisconsin
| $223M | +$33.8M | +18% | 10.9% | 383% | 113 | 48.67% | 0.5 |
|
| 2631 |
SCM
2631
Signia Capital Management
Spokane,
Washington
| $223M | -$53.1M | -19% | 3.86% | 27% | 79 | 10.13% | 0.9 |
|
| 2632 |
PAS
2632
Partnervest Advisory Services
Santa Barbara,
California
| $223M | -$682K | -0.3% | 3.38% | 45.1% | 1,124 | 12.81% | 0.8 |
|
| 2633 |
SPIA
2633
Strategic Point Investment Advisors
Providence,
Rhode Island
| $222M | +$20.1M | +10% | 4.19% | 51.9% | 14 | 28.57% | 0.7 |
|
| 2634 |
RCP
2634
Rothschild Capital Partners
New York
| $222M | +$18.6M | +9% | 4.86% | 90.8% | 44 | 11.36% | 0.8 |
|
| 2635 |
SCA
2635
Stonebridge Capital Advisors
St Paul,
Minnesota
| $222M | +$17.3M | +8% | 5.54% | 80.1% | 157 | 10.83% | 0.4 |
|
| 2636 |
BGDI
2636
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $222M | +$38.1M | +21% | 0.17% | 95.1% | 62 | 14.52% | 0.4 |
|
| 2637 |
AF
2637
Allworth Financial
Folsom,
California
| $222M | -$6.58M | -3% | 4.94% | 53.3% | 99 | 29.29% | 0.6 |
|
| 2638 |
NCM
2638
Noesis Capital Mangement
Boca Raton,
Florida
| $222M | +$18M | +9% | 4.19% | 128% | 111 | 12.61% | 0.9 |
|
| 2639 |
LWA
2639
Lenox Wealth Advisors
New York
| $222M | +$50.9M | +30% | 3.55% | 35.7% | 197 | 6.6% | 0.8 |
|
| 2640 |
FHC
2640
First Heartland Consultants
Lake St. Louis,
Missouri
| $221M | +$18.2M | +9% | 4.6% | 59.2% | 264 | 12.88% | 0.7 |
|
| 2641 |
WIS
2641
Wright Investors Service
Shelton,
Connecticut
| $221M | -$1.34M | -0.6% | 5.55% | 146% | 246 | 26.42% | 0.7 |
|
| 2642 |
HAMF
2642
Hatteras Alternative Mutual Funds
Raleigh,
North Carolina
| $221M | +$12.9M | +6% | 7.46% | – | 238 | 64.29% | 0.3 |
|
| 2643 |
IMIM
2643
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| $221M | +$647K | +0.3% | 2.89% | 39.9% | 51 | 5.88% | 0.9 |
|
| 2644 |
III
2644
Independent Investors Inc
Nesconset,
New York
| $221M | +$12.8M | +6% | 6.58% | 61.6% | 90 | 0% | 0.9 |
|
| 2645 |
RA
2645
RiverPark Advisors
New York
| $221M | +$24.3M | +12% | 2.27% | 87.5% | 53 | 22.64% | 0.9 |
|
| 2646 |
CCCPI
2646
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $220M | +$32.9M | +18% | 2.72% | 47.7% | 11 | 9.09% | 0.9 |
|
| 2647 |
MWM
2647
Modera Wealth Management
Westwood,
New Jersey
| $220M | -$31.8M | -13% | 4% | 68.2% | 68 | 13.24% | 0.8 |
|
| 2648 |
UIM
2648
Underhill Investment Management
Greenbrae,
California
| $220M | +$13.2M | +6% | 5.21% | 59.8% | 25 | 16% | 0.8 |
|
| 2649 |
MWP
2649
Moller Wealth Partners
| $220M | +$24.1M | +12% | 4.62% | 41.4% | 51 | 7.84% | 0.9 |
|
| 2650 |
AC
2650
Argentiere Capital
Zug,
Switzerland
| $220M | +$111M | +101% | 19.6% | 1.96% | 61 | 83.61% | 0.1 |
|