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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
CBN
2751
Cadence Bank NA
Houston,
Texas
| $184M | +$17.5M | +11% | 9.77% | 33.3% | 167 | 20.36% | 0.4 |
|
| 2752 |
MP
2752
Mediatel Partners
Fort Worth,
Texas
| $184M | +$21.2M | +13% | 13.2% | 11.6% | 2 | 0% | 0.5 |
|
| 2753 |
FWC
2753
First Washington Corp
Seattle,
Washington
| $184M | +$56.5M | +44% | 9.65% | 142% | 137 | 29.2% | 0.4 |
|
| 2754 |
RAM
2754
Riggs Asset Management
Dallas,
Pennsylvania
| $184M | – | – | 18.5% | 207% | 52 | – | 0 |
|
| 2755 |
CD
2755
Carl Domino
West Palm Beach,
Florida
| $184M | +$7.51M | +4% | 11% | 38.3% | 176 | 11.36% | 0.4 |
|
| 2756 |
V
2756
ValueWorks
New York
| $184M | +$21.2M | +13% | 16.2% | 190% | 37 | 10.81% | 0.5 |
|
| 2757 |
LSC
2757
Lesa Sroufe & Co
Seattle,
Washington
| $184M | +$11.4M | +7% | 8.22% | – | 47 | 12.77% | 0.5 |
|
| 2758 |
LS
2758
Lattice Strategies
Wayne,
Pennsylvania
| $184M | -$1.29M | -0.7% | 3.38% | 19.9% | 108 | 11.11% | 0.4 |
|
| 2759 |
FCT
2759
Family Capital Trust
Peabody,
Massachusetts
| $184M | +$17.6M | +11% | 11.1% | 32.3% | 93 | 5.38% | 0.5 |
|
| 2760 |
CL
2760
CIM LLC
Albany,
New York
| $183M | +$22.4M | +14% | 14.6% | 108% | 68 | 4.41% | 0.5 |
|
| 2761 |
GCM
2761
Goldman Capital Management
New York
| $183M | +$31.8M | +21% | 13.1% | 24.3% | 28 | 14.29% | 0.5 |
|
| 2762 |
PWAP
2762
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $183M | +$13.4M | +8% | 9.52% | 58.5% | 119 | 5.88% | 0.5 |
|
| 2763 |
GPC
2763
Glacier Peak Capital
Bellevue,
Washington
| $183M | +$109M | +148% | 4.33% | 11.8% | 108 | 79.63% | 0.1 |
|
| 2764 |
ACM
2764
Astenbeck Capital Management
Southport,
Connecticut
| $183M | -$6.9M | -4% | 1.91% | 12.4% | 12 | 0% | 0.5 |
|
| 2765 |
JFA
2765
JNBA Financial Advisors
Bloomington,
Minnesota
| $183M | +$22.2M | +14% | 6.89% | 61.8% | 464 | 11.64% | 0.4 |
|
| 2766 |
WAM
2766
Water Asset Management
New York
| $183M | +$26M | +17% | 8.97% | 48.9% | 21 | 28.57% | 0.3 |
|
| 2767 |
TSS
2767
Thomas Story & Son
Culver,
Indiana
| $182M | +$21M | +13% | 7.24% | 101% | 66 | 13.64% | 0.4 |
|
| 2768 |
RCM
2768
Raptor Capital Management
Boston,
Massachusetts
| $182M | +$658K | +0.4% | 13.5% | – | 54 | 61.11% | 0.2 |
|
| 2769 |
TIM
2769
Tortoise Investment Management
White Plains,
New York
| $182M | +$16.6M | +10% | 3.84% | 40.2% | 399 | 24.56% | 0.4 |
|
| 2770 |
RCA
2770
Restructuring Capital Associates
Stamford,
Connecticut
| $182M | +$43.5M | +31% | 11.2% | 71.2% | 26 | 34.62% | 0.3 |
|
| 2771 |
SHWM
2771
Smith & Howard Wealth Management
Atlanta,
Georgia
| $182M | +$14M | +8% | 7.07% | 40.4% | 277 | 15.88% | 0.4 |
|
| 2772 |
KS
2772
Karpas Strategies
Litchfield,
Connecticut
| $181M | +$10.6M | +6% | 6.62% | 16.1% | 107 | 4.67% | 0.5 |
|
| 2773 |
QA
2773
Quintium Advisors
Knoxville,
Tennessee
| $181M | – | – | 5.51% | – | 15 | – | 0 |
|
| 2774 |
LYV
2774
Live Your Vision
West Conshohocken,
Pennsylvania
| $181M | +$7.68M | +4% | 4.73% | 17.9% | 41 | 31.71% | 0.3 |
|
| 2775 |
WC
2775
Whitney & Co
Rochester,
New York
| $181M | +$38.2M | +27% | 8.56% | 93.2% | 99 | 8.08% | 0.5 |
|