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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
WPIC
2901
White Pine Investment Company
Livonia,
Michigan
| $132M | +$5.93M | +5% | 5.39% | 66.3% | 52 | 9.62% | 1 |
|
| 2902 |
TWA
2902
TCI Wealth Advisors
Tucson,
Arizona
| $132M | -$137K | -0.1% | 5.05% | 65% | 875 | 24.69% | 0.8 |
|
| 2903 |
RTIM
2903
Round Table Investment Management
Charlotte,
North Carolina
| $131M | +$105M | +405% | 5.57% | – | 55 | 78.18% | 0.3 |
|
| 2904 |
FDS
2904
First Dallas Securities
Dallas,
Texas
| $131M | +$1.14M | +0.9% | 4.29% | 163% | 102 | 23.53% | 0.8 |
|
| 2905 |
GCT
2905
Galaxy Capital Trading
Road Town,
British Virgin Islands
| $131M | +$14.7M | +13% | 2.56% | – | 302 | 79.14% | 0.3 |
|
| 2906 |
ACM
2906
Arrow Capital Management
New York
| $131M | -$2.13M | -2% | 10.1% | – | 19 | 52.63% | 0.7 |
|
| 2907 |
TCB
2907
Texas Capital Bancshares
Dallas,
Texas
| $131M | +$29.8M | +30% | 4.25% | 175% | 141 | 10.64% | 0.9 |
|
| 2908 |
NIC
2908
Northwest Investment Counselors
Lake Oswego,
Oregon
| $130M | +$11.1M | +9% | 4.81% | 32.4% | 106 | 6.6% | 1 |
|
| 2909 |
PTB
2909
Pioneer Trust Bank
Salem,
Oregon
| $130M | +$1.21M | +0.9% | 2.77% | 61.4% | 62 | 6.45% | 1 |
|
| 2910 |
TC
2910
Talkot Capital
Sausalito,
California
| $130M | +$51.7M | +66% | 8.57% | 13.2% | 28 | 50% | 0.6 |
|
| 2911 |
TBA
2911
Thomas B. Akin
| $130M | – | – | 8.71% | – | 23 | – | 0 |
|
| 2912 |
SWK
2912
Stephen W. Kidder
| $130M | +$5.35M | +4% | 6.11% | 94.7% | 71 | 16.9% | 1 |
|
| 2913 |
SCIA
2913
Sanibel Captiva Investment Advisers
Chicago,
Illinois
| $130M | +$26.8M | +26% | 2.47% | – | 102 | 24.51% | 0.8 |
|
| 2914 |
MFS
2914
Monetta Financial Services
Wheaton,
Illinois
| $129M | +$17.4M | +16% | 11.1% | 275% | 74 | 37.84% | 0.8 |
|
| 2915 |
KAS
2915
Kemnay Advisory Services
New York
| $129M | -$82.2M | -39% | 1.75% | 167% | 16 | 18.75% | 0.9 |
|
| 2916 |
DR
2916
Davis Rea
Toronto,
Ontario, Canada
| $129M | +$30.4M | +31% | 4.99% | 45.7% | 49 | 40.82% | 0.7 |
|
| 2917 |
CP
2917
Clover Partners
Dallas,
Texas
| $129M | +$2.01M | +2% | 7.37% | 32.2% | 33 | 24.24% | 0.8 |
|
| 2918 |
NDSI
2918
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $129M | -$1.17B | -90% | 5.05% | 73.5% | 140 | 10% | 0.9 |
|
| 2919 |
MFP
2919
Mosaic Financial Partners
San Francisco,
California
| $129M | +$703K | +0.5% | 2.9% | 6.05% | 47 | 14.89% | 0.9 |
|
| 2920 |
SCM
2920
Southport Capital Management
Chattanooga,
Tennessee
| $129M | +$5.83M | +5% | 4.86% | 80% | 166 | 22.89% | 0.9 |
|
| 2921 |
MA
2921
Menlo Advisors
Menlo Park,
California
| $128M | +$9.86M | +8% | 5.74% | 108% | 38 | 23.68% | 0.8 |
|
| 2922 |
PFBT
2922
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $128M | +$1.36M | +1% | 4.7% | 73.6% | 155 | 18.06% | 0.9 |
|
| 2923 |
PCMC
2923
Paragon Capital Management (Colorado)
Denver,
Colorado
| $128M | +$3.49M | +3% | 4.05% | 109% | 74 | 16.22% | 0.9 |
|
| 2924 |
WOC
2924
West Oak Capital
Westlake Village,
California
| $128M | +$7.85M | +7% | 4.48% | 110% | 307 | 5.54% | 1 |
|
| 2925 |
MI
2925
M3F Inc
Salt Lake City,
Utah
| $128M | -$30M | -19% | 7.58% | 176% | 45 | 26.67% | 0.9 |
|