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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
SHWM
2651
Smith & Howard Wealth Management
Atlanta,
Georgia
| $168M | +$11.6M | +7% | 5.65% | 40.4% | 275 | 21.82% | 0.2 |
|
| 2652 |
AIC
2652
Ambs Investment Counsel
Grand Rapids,
Michigan
| $167M | -$51.6M | -24% | 6.79% | – | 97 | 14.43% | 0.2 |
|
| 2653 |
SBK
2653
Steven B. Klinsky
| $167M | -$12.1M | -7% | 7.08% | – | 2 | 0% | 0.3 |
|
| 2654 |
CBN
2654
Cadence Bank NA
Houston,
Texas
| $167M | -$15.9M | -9% | 1.42% | 33.3% | 153 | 16.99% | 0.2 |
|
| 2655 |
MIM
2655
Miller Investment Management
West Conshohocken,
Pennsylvania
| $167M | +$26.2M | +19% | 4.82% | 60.2% | 73 | 12.33% | 0.2 |
|
| 2656 |
WFG
2656
Windsor Financial Group
Minneapolis,
Minnesota
| $166M | +$8.68M | +6% | 2.37% | 15.3% | 73 | 9.59% | 0.2 |
|
| 2657 |
KCM
2657
KSA Capital Management
Morristown,
New Jersey
| $166M | -$53.3M | -24% | 5.76% | 109% | 39 | 17.95% | 0.2 |
|
| 2658 |
FCT
2658
Family Capital Trust
Peabody,
Massachusetts
| $166M | +$8.89M | +6% | 6.46% | 32.3% | 99 | 9.09% | 0.2 |
|
| 2659 |
EML
2659
Eos Management LP
New York
| $166M | -$26.4M | -14% | 34.8% | 152% | 82 | 56.1% | 0.3 |
|
| 2660 |
ITIM
2660
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $166M | +$44.8M | +37% | 3.17% | 104% | 333 | 67.87% | 0.1 |
|
| 2661 |
TIM
2661
Tortoise Investment Management
White Plains,
New York
| $166M | +$14.2M | +9% | 1.98% | 40.2% | 410 | 17.8% | 0.2 |
|
| 2662 |
FHC
2662
First Heartland Consultants
Lake St. Louis,
Missouri
| $166M | -$6.7M | -4% | 5.31% | 59.2% | 419 | 52.03% | 0.2 |
|
| 2663 |
WAM
2663
Weiss Asset Management
Boston,
Massachusetts
| $165M | -$127M | -43% | 4.12% | 138% | 47 | 68.09% | 0.1 |
|
| 2664 |
QC
2664
QCM Cayman
Houston,
Texas
| $165M | +$33.4M | +25% | 7.29% | 74% | 231 | 70.13% | 0.1 |
|
| 2665 |
GGPS
2665
Gary Goldberg Planning Services
Suffern,
New York
| $165M | +$8.15M | +5% | 3.79% | – | 391 | 13.3% | 0.2 |
|
| 2666 |
PG
2666
Portola Group
San Jose,
California
| $165M | +$13.9M | +9% | 8.84% | – | 98 | 40.82% | 0.2 |
|
| 2667 |
TCM
2667
TCS Capital Management
New York
| $165M | +$76M | +86% | 31.7% | 271% | 46 | 67.39% | 0.1 |
|
| 2668 |
SC
2668
Stratford Consulting
Addison,
Texas
| $164M | +$1.55M | +1% | 3.62% | 8.23% | 55 | 5.45% | 0.2 |
|
| 2669 |
CCM
2669
Compton Capital Management
Providence,
Rhode Island
| $164M | +$2.26M | +1% | 5.88% | 75.6% | 154 | 14.94% | 0.2 |
|
| 2670 |
NEIRG
2670
New England Investment & Retirement Group
North Andover,
Massachusetts
| $164M | +$4.71M | +3% | 7.33% | 72.5% | 64 | 35.94% | 0.2 |
|
| 2671 |
EWM
2671
Edge Wealth Management
New York
| $164M | +$14.3M | +10% | 5.53% | 75.3% | 401 | 25.69% | 0.2 |
|
| 2672 |
EEG
2672
E.E. Geduld
| $164M | +$23M | +16% | 12.5% | 59.9% | 392 | 41.84% | 0.2 |
|
| 2673 |
BL
2673
BCWM LLC
Overland Park,
Kansas
| $164M | -$1.25M | -0.8% | 8.27% | – | 80 | 7.5% | 0.2 |
|
| 2674 |
IFA
2674
Interactive Financial Advisors
New Lenox,
Illinois
| $164M | +$27.8M | +20% | 3.78% | 47.6% | 71 | 15.49% | 0.2 |
|
| 2675 |
FPA
2675
Fieldpoint Private Advisors
New York
| $164M | +$520K | +0.3% | 6.43% | 34% | 71 | 16.9% | 0.2 |
|