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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
AGPM
2926
ASA Gold & Precious Metals
Portland,
Maine
| $199M | -$13M | -6% | 3.26% | 7.34% | 19 | 0% | 2.8 |
|
| 2927 |
EWM
2927
Evermay Wealth Management
Arlington,
Virginia
| $199M | +$7.15M | +4% | 3.21% | 56.2% | 80 | 8.75% | 2.1 |
|
| 2928 |
SI
2928
Squadra Investments
Rio De Janeiro,
Brazil
| $198M | +$47.4M | +31% | 0.21% | 1.55% | 6 | 50% | 0.8 |
|
| 2929 |
AFP
2929
Ausdal Financial Partners
Davenport,
Iowa
| $198M | +$3.56M | +2% | 2.48% | 63.2% | 281 | 12.46% | 0.6 |
|
| 2930 |
RWM
2930
RKL Wealth Management
Lancaster,
Pennsylvania
| $198M | +$6.07M | +3% | 1.41% | 70.2% | 78 | 12.82% | 1.4 |
|
| 2931 |
SGH
2931
Sivik Global Healthcare
Greenwich,
Connecticut
| $198M | -$2.84M | -1% | 6.86% | 83.8% | 69 | 49.28% | 1 |
|
| 2932 |
AA
2932
AlphaMark Advisors
Ft. Wright,
Kentucky
| $198M | +$28.6M | +17% | 5.19% | 26.4% | 357 | 10.64% | 1.9 |
|
| 2933 |
WWM
2933
Willingdon Wealth Management
Huntersville,
North Carolina
| $198M | +$3.3M | +2% | 0.9% | 15.3% | 124 | 12.9% | 1.1 |
|
| 2934 |
TCMG
2934
TSP Capital Management Group
Summit,
New Jersey
| $198M | +$4.78M | +2% | 4.93% | 186% | 61 | 100% | – |
|
| 2935 |
CA
2935
Claar Advisors
New York
| $198M | -$3.53M | -2% | 7.62% | 65.5% | 33 | 42.42% | 0.8 |
|
| 2936 |
HAM
2936
Harber Asset Management
Asheville,
North Carolina
| $198M | +$16.8M | +9% | 13.5% | 63.6% | 56 | 30.36% | 0.9 |
|
| 2937 |
AWP
2937
Ascent Wealth Partners
New Hartford,
New York
| $198M | +$4.69M | +2% | 3.21% | 94.4% | 122 | 10.66% | 1.8 |
|
| 2938 |
GIM
2938
Greystone Investment Management
Cincinnati,
Ohio
| $197M | -$24.2M | -11% | 4.92% | 32.8% | 57 | 12.28% | 1.9 |
|
| 2939 |
HIS
2939
Horizon Investment Services
Hammond,
Indiana
| $197M | -$715K | -0.4% | 6.77% | 250% | 119 | 23.53% | 1.3 |
|
| 2940 |
WSC
2940
Wellington Shields & Co
New York
| $197M | +$36M | +22% | 8.49% | 109% | 129 | 12.4% | 2.1 |
|
| 2941 |
FPTW
2941
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $197M | +$9.21M | +5% | 1.18% | 41.6% | 180 | 38.33% | 1.1 |
|
| 2942 |
GAM
2942
Gemmer Asset Management
Walnut Creek,
California
| $196M | +$11.4M | +6% | 3.08% | 90.5% | 1,305 | 6.59% | 2.1 |
|
| 2943 |
OC
2943
Oarsman Capital
Milwaukee,
Wisconsin
| $196M | +$3.69M | +2% | 5.01% | 70.6% | 194 | 5.67% | 2.5 |
|
| 2944 |
IIC
2944
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $196M | +$19.4M | +11% | 3.58% | 70.2% | 621 | 8.86% | 0.5 |
|
| 2945 |
WCM
2945
Waterstone Capital Management
St. Louis Park,
Minnesota
| $196M | -$15M | -7% | 5.04% | 23.4% | 21 | 23.81% | 1.1 |
|
| 2946 |
HPWM
2946
Highland Private Wealth Management
Bellevue,
Washington
| $195M | +$17.6M | +10% | 6.15% | 19% | 84 | 17.86% | 0.5 |
|
| 2947 |
CCC
2947
Chelsea Counsel Company
Los Angeles,
California
| $195M | -$25.9M | -12% | 2.16% | 106% | 98 | 13.27% | 2.8 |
|
| 2948 |
CCM
2948
CrestPoint Capital Management
Four Seasons,
Missouri
| $195M | +$7.43M | +4% | 4.39% | 42.6% | 252 | 31.35% | 1.4 |
|
| 2949 |
VMI
2949
VHCP Management II
New York
| $195M | +$29.1M | +18% | 31.8% | 2,334% | 26 | 19.23% | 0.6 |
|
| 2950 |
DAM
2950
Doheny Asset Management
Los Angeles,
California
| $195M | -$4.52M | -2% | 5.57% | 135% | 115 | 14.78% | 2.3 |
|