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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
1CM
2851
1492 Capital Management
Milwaukee,
Wisconsin
| $181M | -$14M | -7% | 2.05% | 332% | 149 | 34.9% | 0.5 |
|
| 2852 |
HA
2852
Havens Advisors
New York
| $180M | +$42.5M | +31% | 11.2% | 460% | 73 | 68.49% | 0.3 |
|
| 2853 |
SGDR
2853
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $180M | -$114M | -39% | 6.31% | 98.1% | 44 | 56.82% | 0.5 |
|
| 2854 |
CHC
2854
City Holding Co
Charleston,
West Virginia
| $180M | +$6.61M | +4% | 1.2% | 81.3% | 430 | 4.19% | 0.7 |
|
| 2855 |
MCA
2855
Mendon Capital Advisors
Key Largo,
Florida
| $180M | -$19.9M | -10% | 2.8% | – | 105 | 47.62% | 0.8 |
|
| 2856 |
SBK
2856
Steven B. Klinsky
| $180M | -$36.1M | -17% | 9.57% | – | 3 | 33.33% | 1.3 |
|
| 2857 |
MM
2857
Midas Management
New York
| $180M | +$24.9M | +16% | 3.39% | 43.3% | 146 | 33.56% | 0.7 |
|
| 2858 |
TJHA
2858
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $180M | +$4.46M | +3% | 2.99% | 17.7% | 301 | 11.3% | 0.9 |
|
| 2859 |
SMC
2859
Smith, Moore & Co
Clayton,
Missouri
| $179M | +$14.4M | +9% | 3.44% | 67% | 167 | 16.77% | 0.6 |
|
| 2860 |
SFPIA
2860
Stevens First Principles Investment Advisors
Newport Beach,
California
| $179M | -$2.81M | -2% | 2.95% | 44% | 254 | 21.65% | 0.9 |
|
| 2861 |
FAG
2861
Financial Advisory Group
Houston,
Texas
| $179M | +$3.1M | +2% | 0.46% | 20.6% | 57 | 12.28% | 1 |
|
| 2862 |
FC
2862
FCA Corp
Houston,
Texas
| $179M | -$3.02M | -2% | 3.01% | 57.4% | 153 | 10.46% | 0.9 |
|
| 2863 |
MHS
2863
M Holdings Securities
Portland,
Oregon
| $179M | +$22.6M | +14% | 1.75% | 83.9% | 554 | 65.7% | 0.2 |
|
| 2864 |
TPCM
2864
Three Peaks Capital Management
Castle Rock,
Colorado
| $179M | +$33.9M | +23% | 0.31% | 84.5% | 72 | 8.33% | 0.7 |
|
| 2865 |
AIA
2865
Arbor Investment Advisors
Winston Salem,
North Carolina
| $178M | -$9.15M | -5% | 3.11% | 44.3% | 55 | 18.18% | 1.1 |
|
| 2866 |
PIP
2866
Perennial Investment Partners
Sydney,
Australia
| $178M | -$41.5M | -19% | 0.64% | – | 90 | 26.67% | 0.7 |
|
| 2867 |
FBT
2867
Founders Bank & Trust
Grand Rapids,
Michigan
| $178M | -$2.35M | -1% | 1.2% | – | 363 | 1.93% | 1.1 |
|
| 2868 |
LA
2868
Lynch & Associates
Newburgh,
Indiana
| $178M | +$2.86M | +2% | 0.51% | 73.5% | 97 | 6.19% | 1.1 |
|
| 2869 |
I
2869
IberiaBank
Lafayette,
Louisiana
| $178M | -$1.12M | -0.6% | 0.4% | 39.6% | 187 | 17.65% | 1 |
|
| 2870 |
VFP
2870
Verus Financial Partners
Richmond,
Virginia
| $178M | -$1.05M | -0.6% | 0.13% | 41.6% | 47 | 6.38% | 1.1 |
|
| 2871 |
WCF
2871
West Coast Financial
Santa Barbara,
California
| $178M | -$12.2M | -6% | 0.43% | 22.2% | 92 | 13.04% | 1.1 |
|
| 2872 |
HI
2872
Hendershot Investments
Centreville,
Virginia
| $178M | +$7.75M | +5% | 0.44% | 50.5% | 58 | 3.45% | 1.1 |
|
| 2873 |
GAAM
2873
Guinness Atkinson Asset Management
Pasadena,
California
| $177M | +$42.5M | +31% | 3.72% | 132% | 73 | 13.7% | 1.1 |
|
| 2874 |
GA
2874
Geller Advisors
New York
| $177M | +$27.6M | +18% | 1.74% | 20.4% | 42 | 45.24% | 0.6 |
|
| 2875 |
WPEP
2875
Walnut Private Equity Partners
Omaha,
Nebraska
| $177M | +$9.49M | +6% | 0.48% | 48% | 32 | 12.5% | 0.7 |
|