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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 |
KIA
2851
Kopp Investment Advisors
Bloomington,
Minnesota
| $186M | -$38.6M | -17% | 8.85% | 109% | 75 | 22.67% | 1.5 |
|
| 2852 |
KIC
2852
Keating Investment Counselors
Delray Beach,
Florida
| $186M | -$10.3M | -5% | 4.56% | 50% | 60 | 5% | 2 |
|
| 2853 |
JRM
2853
John R. Muse
| $185M | -$44.2M | -19% | 18.4% | – | 2 | 0% | 0.5 |
|
| 2854 |
CWM
2854
Confluence Wealth Management
Portland,
Oregon
| $185M | +$2.38M | +1% | 5.66% | 31.9% | 120 | 16.67% | 1 |
|
| 2855 |
DBIA
2855
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $185M | -$19.5M | -10% | 7.62% | 78.3% | 180 | 12.22% | 1.7 |
|
| 2856 |
CICI
2856
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $185M | -$15.8M | -8% | 7.01% | 153% | 140 | 7.86% | 1.9 |
|
| 2857 |
CWA
2857
Cypress Wealth Advisors
San Francisco,
California
| $185M | +$13.9M | +8% | 8.7% | 29.3% | 199 | 34.17% | 0.2 |
|
| 2858 |
SRES
2858
Starwood Real Estate Securities
Greenwich,
Connecticut
| $185M | -$100M | -35% | 1.9% | – | 46 | 71.74% | 0.2 |
|
| 2859 |
IIC
2859
Ironwood Investment Counsel
Scottsdale,
Arizona
| $185M | -$12.1M | -6% | 6.53% | 64% | 142 | 9.15% | 1.9 |
|
| 2860 |
MIC
2860
MU Investments Company
Tokyo,
Japan
| $185M | -$25.5M | -12% | 7.07% | 40.4% | 308 | 17.86% | 1.7 |
|
| 2861 |
DW
2861
Domani Wealth
Lancaster,
Pennsylvania
| $185M | +$1.04M | +0.6% | 10.2% | 48.6% | 110 | 23.64% | 0.4 |
|
| 2862 |
TFF
2862
The Family Firm
Bethesda,
Maryland
| $184M | -$9.88M | -5% | 7.28% | 40.2% | 119 | 20.17% | 0.6 |
|
| 2863 |
CC
2863
Callan Capital
La Jolla,
California
| $184M | -$292M | -61% | 21% | 20.1% | 80 | 33.75% | 1.4 |
|
| 2864 |
TAS
2864
TIFF Advisory Services
Radnor,
Pennsylvania
| $184M | -$65.8M | -26% | 10.3% | 85.9% | 3 | 33.33% | 1.1 |
|
| 2865 |
BMC
2865
Benin Management Corp
Wilton,
Connecticut
| $184M | -$3.5M | -2% | 6.31% | 76.3% | 105 | 12.38% | 1.8 |
|
| 2866 |
TC
2866
Taylor Cottrill
New London,
New Hampshire
| $184M | -$23.5M | -11% | 5.98% | – | 105 | 1.9% | 1.9 |
|
| 2867 |
CHC
2867
City Holding Co
Charleston,
West Virginia
| $183M | -$13.3M | -7% | 5.77% | 81.3% | 485 | 8.87% | 1.4 |
|
| 2868 |
LHC
2868
Levy Harkins & Co
New York
| $183M | -$66.2M | -27% | 8.13% | 62.9% | 21 | 14.29% | 1.9 |
|
| 2869 |
ACH
2869
Axis Capital Holdings
Pembroke,
| $183M | -$2.87M | -2% | 7.55% | 67% | 3 | 0% | 2.3 |
|
| 2870 |
BREA
2870
Barings Real Estate Advisers
Hartford,
Connecticut
| $183M | -$40.5M | -18% | 2.17% | 44.2% | 41 | 31.71% | 1.4 |
|
| 2871 |
AC
2871
Adelphi Capital
London,
United Kingdom
| $182M | +$1.21M | +0.7% | 11.8% | – | 2 | 0% | 0.8 |
|
| 2872 |
RPA
2872
Rock Point Advisors
Burlington,
Vermont
| $182M | -$13.2M | -7% | 9.48% | 82.8% | 85 | 5.88% | 1.7 |
|
| 2873 |
JGGDR
2873
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $182M | -$246M | -57% | 8.09% | 261% | 33 | 54.55% | 0.4 |
|
| 2874 |
CA
2874
Claar Advisors
New York
| $182M | -$71.1M | -28% | 9.03% | 65.5% | 34 | 44.12% | 0.7 |
|
| 2875 |
CBOR
2875
Community Bank of Raymore
Raymore,
Missouri
| $182M | -$9.97M | -5% | 12.1% | 89.6% | 45 | 8.89% | 0.7 |
|