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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
SCM
2901
Sio Capital Management
New York
| $196M | -$77.5M | -28% | 2.52% | 564% | 63 | 63.49% | 0.4 |
|
| 2902 |
MHS
2902
M Holdings Securities
Portland,
Oregon
| $195M | +$32M | +20% | 2.4% | 83.9% | 255 | 21.96% | 1.4 |
|
| 2903 |
CWM
2903
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $195M | +$5.98M | +3% | 1.83% | 48.8% | 239 | 13.81% | 1.9 |
|
| 2904 |
KTC
2904
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $195M | +$15.6M | +9% | 3.94% | 52% | 791 | 31.35% | 1.8 |
|
| 2905 |
AFP
2905
Ausdal Financial Partners
Davenport,
Iowa
| $195M | +$18.8M | +11% | 3.27% | 63.2% | 275 | 20.73% | 0.4 |
|
| 2906 |
MCM
2906
Marathon Capital Management
Hunt Valley,
Maryland
| $195M | +$1.63M | +0.8% | 1.31% | 70.9% | 102 | 27.45% | 1.7 |
|
| 2907 |
SD
2907
Sumway Development
Shanghai,
China
| $195M | -$1.09M | -0.6% | 1.75% | – | 8 | 25% | 0.3 |
|
| 2908 |
WWM
2908
Willingdon Wealth Management
Huntersville,
North Carolina
| $195M | +$31.5M | +19% | 5.01% | 15.3% | 128 | 29.69% | 0.9 |
|
| 2909 |
HI
2909
Hendershot Investments
Centreville,
Virginia
| $195M | -$3.83M | -2% | 0.81% | 50.5% | 65 | 6.15% | 2.5 |
|
| 2910 |
TP
2910
Truvvo Partners
New York
| $195M | -$27.5M | -12% | 2.65% | 21.1% | 151 | 42.38% | 0.3 |
|
| 2911 |
BA
2911
BKS Advisors
Southfield,
Michigan
| $194M | +$2.47M | +1% | 0.78% | 58% | 188 | 18.62% | 0.9 |
|
| 2912 |
SGDR
2912
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $193M | +$46.5M | +32% | 6.14% | 98.1% | 31 | 74.19% | 0.2 |
|
| 2913 |
BMC
2913
Benin Management Corp
Wilton,
Connecticut
| $193M | +$9M | +5% | 1.15% | 76.3% | 100 | 6% | 2.4 |
|
| 2914 |
PP
2914
Pegasus Partners
Mequon,
Wisconsin
| $193M | +$8.77M | +5% | 2.25% | 32.6% | 122 | 17.21% | 0.6 |
|
| 2915 |
AWP
2915
Ascent Wealth Partners
New Hartford,
New York
| $193M | +$6.84M | +4% | 2.52% | 94.4% | 121 | 15.7% | 1.6 |
|
| 2916 |
TCMG
2916
TSP Capital Management Group
Summit,
New Jersey
| $193M | +$11.2M | +6% | 17.2% | 178% | 63 | 4.76% | 1.4 |
|
| 2917 |
HA
2917
Hamel Associates
Chatham,
New Jersey
| $193M | +$4.51M | +2% | 4.07% | 50.6% | 92 | 9.78% | 2 |
|
| 2918 |
PLFAM
2918
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| $193M | +$5.26M | +3% | 5.29% | 81.6% | 93 | 4.3% | 2.3 |
|
| 2919 |
CICI
2919
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $193M | -$2.21M | -1% | 1.33% | 153% | 136 | 5.88% | 2.5 |
|
| 2920 |
FAM
2920
Foresters Asset Management
Toronto,
Ontario, Canada
| $193M | – | – | 2.19% | 55.6% | 83 | – | 0 |
|
| 2921 |
CS
2921
Credential Securities
Vancouver,
| $193M | +$19.6M | +11% | 2.46% | 32.5% | 265 | 17.74% | 1.5 |
|
| 2922 |
OC
2922
Oarsman Capital
Milwaukee,
Wisconsin
| $192M | +$4.38M | +2% | 2.56% | 70.6% | 200 | 11% | 2.2 |
|
| 2923 |
VNA
2923
Valley National Advisers
Bethlehem,
Pennsylvania
| $192M | +$5.84M | +3% | 3.16% | 79% | 692 | 8.53% | 1.2 |
|
| 2924 |
RWM
2924
RKL Wealth Management
Lancaster,
Pennsylvania
| $192M | +$18.2M | +10% | 2.23% | 70.2% | 72 | 16.67% | 1.3 |
|
| 2925 |
MCWS
2925
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $192M | +$11.9M | +7% | 3.45% | 57.4% | 132 | 9.09% | 1.8 |
|