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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
CCM
2726
Cupps Capital Management
Chicago,
Illinois
| $231M | -$156M | -40% | 19.2% | 213% | 206 | 35.92% | 0.9 |
|
| 2727 |
SFWA
2727
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $231M | -$8.49M | -4% | 1.97% | 71.4% | 161 | 19.88% | 1 |
|
| 2728 |
ACM
2728
Argyle Capital Management
Center Valley,
Pennsylvania
| $231M | -$4.84M | -2% | 1.73% | 95.8% | 122 | 4.92% | 2.7 |
|
| 2729 |
ANB
2729
Amarillo National Bank
Amarillo,
Texas
| $230M | +$7.08M | +3% | 2.49% | 56.3% | 79 | 11.39% | 2.4 |
|
| 2730 |
AIA
2730
AGF Investments America
Toronto,
Ontario, Canada
| $230M | +$9.47M | +4% | 5.68% | 72.1% | 70 | 2.86% | 1 |
|
| 2731 |
CYG
2731
Clean Yield Group
Norwich,
Vermont
| $230M | -$2.89M | -1% | 1.34% | 65% | 346 | 21.1% | 1.2 |
|
| 2732 |
GIP
2732
Greatmark Investment Partners
Columbus,
Georgia
| $230M | +$5.64M | +3% | 3.92% | 62% | 93 | 5.38% | 2.6 |
|
| 2733 |
CVSCT
2733
C.V. Starr & Co Trust
New York
| $229M | +$2.01M | +0.9% | 2.84% | 51.7% | 30 | 3.33% | 2.7 |
|
| 2734 |
CCB
2734
Cutter & Co Brokerage
Ballwin,
Missouri
| $229M | -$4.77M | -2% | 1.02% | 40.4% | 279 | 22.58% | 1.6 |
|
| 2735 |
CT
2735
Chicago Trust
Grayslake,
Illinois
| $229M | -$14.2M | -6% | 2.51% | 85.9% | 166 | 10.84% | 1.3 |
|
| 2736 |
SPIA
2736
Strategic Point Investment Advisors
Providence,
Rhode Island
| $229M | +$5.32M | +2% | 2.69% | 51.9% | 12 | 0% | 1.8 |
|
| 2737 |
MGB
2737
Mass General Brigham
Somerville,
Massachusetts
| $229M | – | – | 0.18% | – | 1 | – | 0 |
|
| 2738 |
GC
2738
Grace Capital
Quincy,
Massachusetts
| $229M | -$9.5M | -4% | 1.24% | 127% | 82 | 14.63% | 2.1 |
|
| 2739 |
TC
2739
Trust Company
Manhattan,
Kansas
| $228M | -$33.8M | -13% | 3.79% | 40.6% | 411 | 18.73% | 1.1 |
|
| 2740 |
MAM
2740
Marquette Asset Management
Minneapolis,
Minnesota
| $228M | -$2.17M | -0.9% | 3.79% | 69.6% | 84 | 8.33% | 2.6 |
|
| 2741 |
EPCA
2741
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $228M | -$7.17M | -3% | 13.2% | 119% | 56 | 23.21% | 1.3 |
|
| 2742 |
FWM
2742
Focused Wealth Management
Newburgh,
New York
| $228M | +$9.87M | +5% | 3.91% | 73.9% | 754 | 10.21% | 2.2 |
|
| 2743 |
CAL
2743
Capital Advisors Ltd
Shaker Heights,
Ohio
| $227M | +$14.5M | +7% | 2.04% | 54.2% | 378 | 8.73% | 2.1 |
|
| 2744 |
LA
2744
Lynch & Associates
Newburgh,
Indiana
| $227M | +$3.5M | +2% | 0.75% | 73.5% | 115 | 8.7% | 2.7 |
|
| 2745 |
PAMG
2745
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $227M | +$3.64M | +2% | 2.94% | 109% | 134 | 9.7% | 2.1 |
|
| 2746 |
BCM
2746
Birmingham Capital Management
Birmingham,
Alabama
| $227M | -$1.55M | -0.7% | 1.06% | 103% | 103 | 0% | 2.9 |
|
| 2747 |
BCP
2747
Blue Chip Partners
Farmington Hills,
Michigan
| $226M | +$4.23M | +2% | 2% | 81.2% | 118 | 0.85% | 1.6 |
|
| 2748 |
CP
2748
Clover Partners
Dallas,
Texas
| $226M | -$27.1M | -11% | 7.45% | 32.2% | 35 | 28.57% | 1.5 |
|
| 2749 |
PGA
2749
Portland Global Advisors
Portland,
Maine
| $226M | +$7.99M | +4% | 4.06% | 43.4% | 102 | 4.9% | 2.6 |
|
| 2750 |
CIC
2750
Chase Investment Counsel
Charlottesville,
Virginia
| $226M | +$362K | +0.2% | 6.24% | 350% | 118 | 26.27% | 1.3 |
|