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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
GAM
2726
Gould Asset Management
Claremont,
California
| $208M | +$19.1M | +10% | 4.57% | 42.8% | 99 | 3.03% | 3.3 |
|
| 2727 |
TCOO
2727
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $208M | +$53.4M | +35% | 5.62% | 88.7% | 108 | 21.3% | 3.1 |
|
| 2728 |
MCM
2728
McRae Capital Management
Morristown,
New Jersey
| $208M | +$9.56M | +5% | 4.85% | 59.2% | 80 | 5% | 3.5 |
|
| 2729 |
KIC
2729
Keating Investment Counselors
Delray Beach,
Florida
| $207M | +$6.81M | +3% | 4.77% | 43.7% | 57 | 5.26% | 3.8 |
|
| 2730 |
SACTSONJ
2730
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $207M | +$4.54M | +2% | 5.06% | 147% | 196 | 5.1% | 3.9 |
|
| 2731 |
FANJ
2731
Financial Architects (New Jersey)
Marlton,
New Jersey
| $207M | +$39.9M | +24% | 4.76% | 31.3% | 913 | 83.35% | 0.6 |
|
| 2732 |
UAS
2732
United Asset Strategies
Garden City,
New York
| $207M | +$30.3M | +17% | 4.72% | 94.6% | 137 | 40.15% | 1.7 |
|
| 2733 |
SFG
2733
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $206M | +$30.7M | +17% | 4.7% | 62% | 38 | 7.89% | 1.4 |
|
| 2734 |
SAM
2734
Selway Asset Management
| $206M | +$27.9M | +16% | 3.59% | 36.5% | 77 | 35.06% | 2.7 |
|
| 2735 |
JFA
2735
JNBA Financial Advisors
Bloomington,
Minnesota
| $206M | +$16.4M | +9% | 4.06% | 61.8% | 534 | 13.11% | 3.1 |
|
| 2736 |
TC
2736
Taylor Cottrill
New London,
New Hampshire
| $206M | +$12.7M | +7% | 4.53% | – | 101 | 6.93% | 3.5 |
|
| 2737 |
SCP
2737
Syntal Capital Partners
Midland,
Texas
| $206M | +$35.4M | +21% | 9.38% | 102% | 258 | 62.02% | 0.4 |
|
| 2738 |
TAM
2738
TPH Asset Management
Houston,
Texas
| $206M | -$7.3M | -3% | 14.1% | 8.46% | 106 | 37.74% | 2.3 |
|
| 2739 |
HIS
2739
Horizon Investment Services
Hammond,
Indiana
| $206M | +$22.5M | +12% | 11.1% | 250% | 137 | 22.63% | 2.1 |
|
| 2740 |
RIG
2740
Renaissance Investment Group
Lenox,
Massachusetts
| $206M | +$8.74M | +4% | 5.68% | 99.6% | 75 | 4% | 3.7 |
|
| 2741 |
GG
2741
Greenwood Gearhart
Fayetteville,
Arkansas
| $206M | +$3.78M | +2% | 4.15% | 70.6% | 53 | 9.43% | 3.8 |
|
| 2742 |
DD
2742
Dominick & Dominick
New York
| $205M | +$1.03M | +0.5% | 5.72% | – | 208 | 23.08% | 3.1 |
|
| 2743 |
FM
2743
Family Management
New York
| $205M | +$13M | +7% | 7.04% | 69% | 92 | 26.09% | 2.3 |
|
| 2744 |
AWA
2744
ARS Wealth Advisors
St. Petersburg,
Florida
| $205M | +$38.6M | +23% | 5.91% | 61.8% | 79 | 24.05% | 1.6 |
|
| 2745 |
RAM
2745
Redmond Asset Management
Henrico,
Virginia
| $205M | +$16.8M | +9% | 4.46% | 61.5% | 152 | 10.53% | 3.3 |
|
| 2746 |
NI
2746
NFC Investments
Memphis,
Tennessee
| $205M | +$5.72M | +3% | 6.64% | – | 41 | 4.88% | 3.6 |
|
| 2747 |
WCA
2747
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $205M | +$23.1M | +13% | 5.96% | 192% | 104 | 68.27% | 1.2 |
|
| 2748 |
WFG
2748
Windsor Financial Group
Minneapolis,
Minnesota
| $205M | +$7.33M | +4% | 3.39% | 15.3% | 78 | 8.97% | 3.5 |
|
| 2749 |
CI
2749
Chartist Inc
Seal Beach,
California
| $205M | +$17.3M | +9% | 2.88% | – | 63 | 31.75% | 2.4 |
|
| 2750 |
EFM
2750
Equinox Fund Management
Denver,
Colorado
| $205M | -$54.7M | -21% | 0.48% | – | 4 | 0% | 4 |
|