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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
BL
2801
BCWM LLC
Overland Park,
Kansas
| $177M | +$13M | +8% | 7.79% | – | 80 | 10% | 0.5 |
|
| 2802 |
SIG
2802
Sky Investment Group
Hartford,
Connecticut
| $177M | +$138M | +355% | 8.79% | 68% | 73 | 27.4% | 0.2 |
|
| 2803 |
OP
2803
Osmium Partners
Greenbrae,
California
| $176M | -$5.51M | -3% | 3.41% | 28.4% | 29 | 31.03% | 0.5 |
|
| 2804 |
IIC
2804
Ironwood Investment Counsel
Scottsdale,
Arizona
| $176M | +$24.9M | +16% | 9.39% | 64% | 131 | 22.14% | 0.4 |
|
| 2805 |
SAIG
2805
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $176M | +$7.36M | +4% | 6.34% | 95.4% | 32 | 9.38% | 0.5 |
|
| 2806 |
CCA
2806
Covey Capital Advisors
Atlanta,
Georgia
| $176M | – | – | 15.1% | 118% | 51 | – | 0 |
|
| 2807 |
ITIM
2807
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $176M | +$9.92M | +6% | 7.44% | 104% | 331 | 5.14% | 0.3 |
|
| 2808 |
FAG
2808
Financial Advisory Group
Houston,
Texas
| $176M | +$15.6M | +10% | 8.46% | 20.6% | 54 | 18.52% | 0.4 |
|
| 2809 |
SC
2809
Stratford Consulting
Addison,
Texas
| $176M | +$11.3M | +7% | 5.01% | 8.23% | 55 | 3.64% | 0.5 |
|
| 2810 |
IHM
2810
Iguana Healthcare Management
New York
| $175M | – | – | 11.2% | 141% | 70 | – | 0 |
|
| 2811 |
TJHA
2811
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $175M | +$20.1M | +13% | 2.36% | 17.7% | 328 | 24.39% | 0.4 |
|
| 2812 |
LFFS
2812
La Francaise Forum Securities
Old Greenwich,
Connecticut
| $175M | -$28.9M | -14% | 0.21% | 29.8% | 51 | 11.76% | 0.4 |
|
| 2813 |
KWMG
2813
King Wealth Management Group
Naples,
Florida
| $175M | +$21.6M | +14% | 8.21% | 86% | 118 | 18.64% | 0.4 |
|
| 2814 |
CCM
2814
Compton Capital Management
Providence,
Rhode Island
| $175M | +$11.1M | +7% | 10.5% | 75.6% | 149 | 12.08% | 0.5 |
|
| 2815 |
RIA
2815
Regal Investment Advisors
Kentwood,
Michigan
| $175M | +$3.45M | +2% | 8.26% | 64.7% | 1,045 | 32.63% | 0.4 |
|
| 2816 |
RMAM
2816
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $174M | – | – | 8.25% | 75% | 134 | – | 0 |
|
| 2817 |
LCM
2817
LG Capital Management
Owings Mills,
Maryland
| $174M | – | – | 15.2% | – | 31 | – | 0 |
|
| 2818 |
FPA
2818
Fieldpoint Private Advisors
New York
| $174M | +$10.8M | +7% | 6.77% | 34% | 72 | 11.11% | 0.4 |
|
| 2819 |
FM
2819
Family Management
New York
| $174M | +$19.2M | +12% | 8.34% | 69% | 80 | 35% | 0.3 |
|
| 2820 |
AP
2820
Advisor Partners
Walnut Creek,
California
| $174M | +$33.9M | +24% | 11% | 63.8% | 256 | 15.23% | 0.4 |
|
| 2821 |
LMAM
2821
Legg Mason Asset Management
Tokyo,
Japan
| $174M | -$11M | -6% | 13.2% | – | 135 | 20% | 0.4 |
|
| 2822 |
FBT
2822
Founders Bank & Trust
Grand Rapids,
Michigan
| $173M | -$22.5M | -11% | 5.94% | – | 424 | 22.41% | 0.4 |
|
| 2823 |
MFS
2823
Monetta Financial Services
Wheaton,
Illinois
| $173M | +$43.5M | +34% | 12.6% | 275% | 72 | 33.33% | 0.4 |
|
| 2824 |
FC
2824
FCA Corp
Houston,
Texas
| $173M | +$4.62M | +3% | 5.97% | 57.4% | 143 | 20.98% | 0.5 |
|
| 2825 |
GA
2825
Gagnon Advisors
New York
| $173M | – | – | 6.08% | 129% | 28 | – | 0 |
|