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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 |
PGA
2801
Portland Global Advisors
Portland,
Maine
| $209M | +$23.1M | +12% | 1.83% | 43.4% | 108 | 9.26% | 2.2 |
|
| 2802 |
OSNBOA
2802
Old Second National Bank of Aurora
Aurora,
Illinois
| $208M | +$3.87M | +2% | 1.8% | 89.5% | 349 | 7.16% | 1.9 |
|
| 2803 |
AC
2803
Alley Company
Lake Forest,
Illinois
| $208M | +$3.33M | +2% | 2.64% | 88.2% | 80 | 6.25% | 2.2 |
|
| 2804 |
MFW
2804
Mosaic Family Wealth
St. Louis,
Missouri
| $208M | -$16.4M | -7% | 0.41% | 85.2% | 878 | 15.15% | 0.2 |
|
| 2805 |
CPA
2805
Capital Planning Advisors
Roseville,
California
| $208M | +$36M | +21% | 2.12% | 64.2% | 109 | 15.6% | 1 |
|
| 2806 |
III
2806
Independent Investors Inc
Nesconset,
New York
| $207M | +$478K | +0.2% | 1.89% | 61.6% | 81 | 8.64% | 2.4 |
|
| 2807 |
GIPM
2807
G2 Investment Partners Management
New York
| $207M | -$116M | -36% | 8.01% | 1,145% | 102 | 49.02% | 0.6 |
|
| 2808 |
PCM
2808
Punch Card Management
Winter Park,
Florida
| $207M | +$17.6M | +9% | 0.93% | 41% | 5 | 40% | 1 |
|
| 2809 |
CBOR
2809
Community Bank of Raymore
Raymore,
Missouri
| $207M | +$12.9M | +7% | 6.56% | 89.6% | 48 | 4.17% | 1.1 |
|
| 2810 |
BWAM
2810
Boyd Watterson Asset Management
Cleveland,
Ohio
| $207M | -$3.49M | -2% | 0.64% | 101% | 182 | 12.09% | 2.1 |
|
| 2811 |
FC
2811
FIC Capital
New York
| $207M | -$19M | -8% | 1.72% | 49.7% | 130 | 19.23% | 1.9 |
|
| 2812 |
NI
2812
NFC Investments
Memphis,
Tennessee
| $207M | +$3.77M | +2% | 1.05% | – | 41 | 12.2% | 2.1 |
|
| 2813 |
ANRIA
2813
American National Registered Investment Advisor
Galveston,
Texas
| $207M | +$1.7M | +0.8% | 2.3% | 95.8% | 250 | 4.4% | 2.2 |
|
| 2814 |
HCM
2814
Harvey Capital Management
Palm Beach,
Florida
| $206M | -$46.9M | -19% | 4.78% | 147% | 82 | 10.98% | 1.8 |
|
| 2815 |
FAG
2815
Financial Advisory Group
Houston,
Texas
| $206M | -$927K | -0.4% | 0.53% | 20.6% | 63 | 12.7% | 1.9 |
|
| 2816 |
CVSCT
2816
C.V. Starr & Co Trust
New York
| $206M | -$5.59M | -3% | 0.44% | 51.7% | 31 | 6.45% | 2.2 |
|
| 2817 |
FFWA
2817
FRG Family Wealth Advisors
Bellevue,
Washington
| $206M | +$975K | +0.5% | 2.52% | 76.4% | 123 | 3.25% | 0.2 |
|
| 2818 |
ATC
2818
Argent Trust Co
Nashville,
Tennessee
| $206M | +$5.33M | +3% | 2.18% | 86.2% | 258 | 18.99% | 0.9 |
|
| 2819 |
1SAMC
2819
12th Street Asset Management Company
Nashville,
Tennessee
| $206M | +$47.6M | +30% | 7.59% | 106% | 18 | 27.78% | 0.9 |
|
| 2820 |
AGA
2820
Accuvest Global Advisors
Provo,
Utah
| $206M | -$24.8M | -11% | 0.32% | 130% | 80 | 32.5% | 0.9 |
|
| 2821 |
CAIMH
2821
Central Asset Investments & Management Holdings
Hong Kong
| $206M | -$17.9M | -8% | 3.85% | 3,210% | 68 | 39.71% | 0.4 |
|
| 2822 |
MMG
2822
Monetary Management Group
St Louis,
Missouri
| $206M | -$3.14M | -2% | 0.59% | 138% | 339 | 13.27% | 2 |
|
| 2823 |
BCP
2823
Blue Chip Partners
Farmington Hills,
Michigan
| $206M | +$13.6M | +7% | 3.55% | 81.2% | 119 | 8.4% | 1.1 |
|
| 2824 |
TL
2824
TowerView LLC
New York
| $205M | +$17.1M | +9% | 9.29% | 17.9% | 34 | 17.65% | 1.6 |
|
| 2825 |
BREA
2825
Barings Real Estate Advisers
Hartford,
Connecticut
| $205M | +$640K | +0.3% | 5.35% | 44.2% | 36 | 22.22% | 1.6 |
|