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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
ICM
2826
Invicta Capital Management
New York
| $192M | +$10.8M | +6% | 5.16% | – | 31 | 54.84% | 1.7 |
|
| 2827 |
CCM
2827
Carderock Capital Management
Chevy Chase,
Maryland
| $192M | -$5.04M | -3% | 4.71% | 88.6% | 259 | 64.09% | 3.5 |
|
| 2828 |
NFG
2828
Next Financial Group
Houston,
Texas
| $192M | – | – | 6.79% | 85.4% | 1,279 | – | 0 |
|
| 2829 |
KFA
2829
Kelleher Financial Advisors
New York
| $192M | +$7.52M | +4% | 3.53% | 72.4% | 114 | 7.02% | 3.5 |
|
| 2830 |
HP
2830
HT Partners
Centerbrook,
Connecticut
| $192M | +$38.5M | +25% | 4.47% | 63.1% | 35 | 25.71% | 2.9 |
|
| 2831 |
WKWM
2831
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $191M | +$9.06M | +5% | 4.67% | 92% | 154 | 11.69% | 0.9 |
|
| 2832 |
LYV
2832
Live Your Vision
West Conshohocken,
Pennsylvania
| $191M | +$1.57M | +0.8% | 3.55% | 17.9% | 43 | 9.3% | 3 |
|
| 2833 |
RC
2833
RRJ Capital
Grand Cayman,
Cayman Islands
| $191M | -$241M | -56% | 23.9% | – | 4 | 0% | 2 |
|
| 2834 |
MFS
2834
Monetta Financial Services
Wheaton,
Illinois
| $191M | +$5.6M | +3% | 5.6% | 275% | 80 | 36.25% | 2.3 |
|
| 2835 |
WCF
2835
West Coast Financial
Santa Barbara,
California
| $190M | -$7.23M | -4% | 5.79% | 22.2% | 92 | 6.52% | 3.8 |
|
| 2836 |
TCM
2836
TCS Capital Management
New York
| $190M | -$23.4M | -11% | 3.06% | 271% | 54 | 62.96% | 1.1 |
|
| 2837 |
SCA
2837
Secor Capital Advisors
New York
| $190M | -$14.2M | -7% | 4.37% | 43.5% | 398 | 75.63% | 0.6 |
|
| 2838 |
MP
2838
Mediatel Partners
Fort Worth,
Texas
| $189M | +$10.9M | +6% | 6.15% | 11.6% | 2 | 0% | 4 |
|
| 2839 |
AR
2839
Argyll Research
Wilmington,
Delaware
| $189M | -$29.8M | -14% | 8.8% | 0.8% | 5 | 20% | 4 |
|
| 2840 |
AS
2840
AIA (Singapore)
Singapore
| $189M | +$16.8M | +10% | 6.43% | 15.4% | 2 | 0% | 4 |
|
| 2841 |
MIM
2841
Mittleman Investment Management
Melville,
New York
| $188M | +$16M | +9% | 10.6% | 11.6% | 8 | 12.5% | 4 |
|
| 2842 |
CFG
2842
CKW Financial Group
Honolulu,
Hawaii
| $188M | -$22.7M | -11% | 3.95% | 62.4% | 403 | 19.11% | 1.7 |
|
| 2843 |
SCP
2843
Simon Charitable Public
Cleveland,
Ohio
| $188M | +$24.2M | +15% | 4.81% | – | 3 | 0% | 2 |
|
| 2844 |
AIA
2844
Arbor Investment Advisors
Winston Salem,
North Carolina
| $188M | +$12.9M | +7% | 4.08% | 44.3% | 56 | 3.57% | 3 |
|
| 2845 |
SGK
2845
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $188M | +$13.1M | +8% | 3.91% | 59.5% | 46 | 10.87% | 3.6 |
|
| 2846 |
AIU
2846
Algebris Investments (UK)
London,
United Kingdom
| $187M | -$8.59M | -4% | 0.57% | 15.3% | 86 | 51.16% | 1.6 |
|
| 2847 |
DSAM
2847
Dock Street Asset Management
Palm Beach,
Florida
| $187M | -$1.63M | -0.9% | 4.37% | 175% | 66 | 9.09% | 3.3 |
|
| 2848 |
CVM
2848
Cheviot Value Management
Beverly Hills,
California
| $187M | +$5.96M | +3% | 6.47% | 77.8% | 36 | 5.56% | 3.6 |
|
| 2849 |
AMIM
2849
Aull & Monroe Investment Management
Mobile,
Alabama
| $187M | +$12M | +7% | 4.8% | 96.6% | 119 | 5.88% | 3.6 |
|
| 2850 |
VM
2850
VHCP Management
New York
| $187M | -$5.27M | -3% | 14.9% | 234% | 21 | 42.86% | 2.3 |
|