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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
HS
2676
Huntington Steele
Oaks,
Pennsylvania
| $236M | +$2.57M | +1% | 2.32% | 69.8% | 52 | 3.85% | 1.9 |
|
| 2677 |
SFG
2677
Sather Financial Group
Victoria,
Texas
| $236M | +$6.68M | +3% | 1.05% | 70% | 53 | 15.09% | 1.5 |
|
| 2678 |
BWFM
2678
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| $236M | +$1.39M | +0.6% | 0.14% | 30.8% | 79 | 3.8% | 0.5 |
|
| 2679 |
FBT
2679
First Bankers Trust
Louisville,
Kentucky
| $236M | +$2.54M | +1% | 0.34% | 78.9% | 152 | 5.92% | 1.8 |
|
| 2680 |
FC
2680
Forte Capital
Rochester,
New York
| $235M | +$2.23M | +1% | 0.41% | 98.3% | 161 | 7.45% | 0.7 |
|
| 2681 |
LA
2681
LVW Advisors
Pittsford,
New York
| $235M | +$24.9M | +12% | 0.23% | 71.5% | 158 | 13.29% | 0.5 |
|
| 2682 |
BCB
2682
Brian C. Broderick
| $235M | -$6.24M | -3% | 0.64% | 98.6% | 105 | 3.81% | 1.7 |
|
| 2683 |
BFG
2683
Bouchey Financial Group
Troy,
New York
| $234M | +$12.4M | +6% | 0.46% | 66.7% | 69 | 2.9% | 1.1 |
|
| 2684 |
SCM
2684
Summit Capital Management
Seattle,
Washington
| $234M | -$13.9M | -6% | 1.03% | 12.4% | 82 | 39.02% | 0.9 |
|
| 2685 |
HDIM
2685
Hanson & Doremus Investment Management
Burlington,
Vermont
| $234M | -$2.47M | -1% | 1.44% | 80.8% | 478 | 10.25% | 1.7 |
|
| 2686 |
MCM
2686
Matterhorn Capital Management
San Antonio,
Texas
| $234M | +$10.4M | +5% | 3.52% | 38.8% | 59 | 20.34% | 1.3 |
|
| 2687 |
GIP
2687
Greatmark Investment Partners
Columbus,
Georgia
| $234M | +$942K | +0.4% | 0.87% | 62% | 92 | 8.7% | 1.7 |
|
| 2688 |
LWA
2688
Lenox Wealth Advisors
New York
| $234M | -$14.4M | -6% | 1.98% | 35.7% | 359 | 25.07% | 1.1 |
|
| 2689 |
WPC
2689
White Pine Capital
Bloomington,
Minnesota
| $233M | -$13.2M | -5% | 0.48% | 143% | 225 | 11.56% | 1.6 |
|
| 2690 |
CGC
2690
Cloud Gate Capital
Chicago,
Illinois
| $233M | +$40.1M | +21% | 4.1% | – | 41 | 51.22% | 0.3 |
|
| 2691 |
SIPS
2691
Shelter Insurance Profit Sharing
Columbia,
Missouri
| $233M | -$7.12M | -3% | 2.21% | – | 42 | 7.14% | 1.8 |
|
| 2692 |
MC
2692
Muzinich & Co
New York
| $233M | +$8.87M | +4% | 4.06% | 9.67% | 37 | 2.7% | 0.5 |
|
| 2693 |
SP
2693
Stairway Partners
Chicago,
Illinois
| $232M | -$903K | -0.4% | 0.42% | 48.1% | 8 | 0% | 2 |
|
| 2694 |
WFG
2694
Windsor Financial Group
Minneapolis,
Minnesota
| $232M | +$9.12M | +4% | 2.16% | 15.3% | 95 | 26.32% | 1.3 |
|
| 2695 |
NCM
2695
Noesis Capital Mangement
Boca Raton,
Florida
| $232M | -$9.61M | -4% | 0.65% | 128% | 115 | 11.3% | 1.6 |
|
| 2696 |
RCP
2696
Rothschild Capital Partners
New York
| $232M | +$8.04M | +4% | 3.29% | 90.8% | 52 | 32.69% | 1.1 |
|
| 2697 |
GMA
2697
Goldstein Munger & Associates
San Ramon,
California
| $231M | -$3.5M | -1% | 1.07% | 11.9% | 31 | 6.45% | 1.7 |
|
| 2698 |
FGA
2698
Flood Gamble Associates
New York
| $230M | -$4.14M | -2% | 0.67% | – | 58 | 5.17% | 1.7 |
|
| 2699 |
IHG
2699
Insight Holdings Group
New York
| $230M | -$244M | -51% | 3.11% | 111% | 8 | 50% | 1.1 |
|
| 2700 |
IMIM
2700
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| $230M | -$991K | -0.4% | 2.22% | 39.9% | 53 | 7.55% | 1.7 |
|