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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
EP
2976
Elkhorn Partners
Omaha,
Nebraska
| $158M | +$3.77M | +2% | 1.75% | 32.2% | 48 | 6.25% | 0.7 |
|
| 2977 |
SFG
2977
Sather Financial Group
Victoria,
Texas
| $158M | +$8.23M | +5% | 2.03% | 70% | 60 | 15% | 0.7 |
|
| 2978 |
GVT
2978
Genesee Valley Trust
Pittsford,
New York
| $158M | +$7.43M | +5% | 2.25% | 30.2% | 349 | 27.79% | 0.5 |
|
| 2979 |
VAS
2979
Valicenti Advisory Services
Elmira,
New York
| $158M | -$1.77M | -1% | 0.72% | 119% | 61 | 22.95% | 0.6 |
|
| 2980 |
CCA
2980
Covey Capital Advisors
Atlanta,
Georgia
| $158M | -$17.8M | -10% | 2.87% | 118% | 61 | 83.61% | 0 |
|
| 2981 |
WAS
2981
Winch Advisory Services
Appleton,
Wisconsin
| $158M | – | – | 4.75% | 80.8% | 298 | – | 0 |
|
| 2982 |
SC
2982
Saybrook Capital
Winston Salem,
North Carolina
| $158M | -$465K | -0.3% | 1.02% | 67.1% | 50 | 4% | 0.7 |
|
| 2983 |
GIM
2983
Greenwich Investment Management
Norwalk,
Connecticut
| $157M | +$10.6M | +7% | 0.82% | – | 39 | 28.21% | 0.2 |
|
| 2984 |
GX
2984
Greylock XI
Cambridge,
Massachusetts
| $157M | -$128M | -45% | 0.1% | – | 2 | 0% | 0.5 |
|
| 2985 |
VIA
2985
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $157M | +$1M | +0.6% | 1.36% | 32.7% | 1 | 0% | 0.3 |
|
| 2986 |
AIM
2986
Aspen Investment Management
Grand Rapids,
Michigan
| $157M | +$6.87M | +5% | 3.41% | 84.9% | 126 | 3.17% | 0.7 |
|
| 2987 |
GCM
2987
Gladius Capital Management
Chicago,
Illinois
| $157M | +$48.1M | +44% | 1.41% | 78% | 2 | 0% | 0.3 |
|
| 2988 |
VW
2988
Vantage Wealth
Pasadena,
California
| $157M | +$1.84M | +1% | 1.8% | 56.1% | 27 | 3.7% | 0.7 |
|
| 2989 |
IPRC
2989
Indices-Pac Research Corporation
Montvale,
New Jersey
| $156M | -$6.35M | -4% | 2.64% | – | 265 | 46.04% | 0.4 |
|
| 2990 |
FC
2990
Flaherty & Crumrine
Pasadena,
California
| $156M | +$7M | +5% | 3.29% | 0.12% | 11 | 18.18% | 0.6 |
|
| 2991 |
TCB
2991
Texas Capital Bancshares
Dallas,
Texas
| $156M | +$26.4M | +20% | 1.75% | 175% | 162 | 23.46% | 0.6 |
|
| 2992 |
BT
2992
Bankers Trust
Des Moines,
Iowa
| $156M | -$4.47M | -3% | 0.63% | – | 124 | 12.9% | 0.7 |
|
| 2993 |
WPIC
2993
White Pine Investment Company
Livonia,
Michigan
| $156M | +$9.67M | +7% | 1.61% | 66.3% | 55 | 9.09% | 0.7 |
|
| 2994 |
AIC
2994
Aurora Investment Counsel
Atlanta,
Georgia
| $156M | +$4.73M | +3% | 2.73% | 31.7% | 119 | 30.25% | 0.5 |
|
| 2995 |
BCM
2995
BlueMar Capital Management
Miami,
Florida
| $156M | -$23.6M | -13% | 2.74% | 27.4% | 43 | 60.47% | 0.1 |
|
| 2996 |
PG
2996
Proffitt & Goodson
Knoxville,
Tennessee
| $156M | +$2.44M | +2% | 1.19% | 48.5% | 42 | 16.67% | 0.7 |
|
| 2997 |
OP
2997
Osmium Partners
Greenbrae,
California
| $155M | -$20.9M | -12% | 4.35% | 28.4% | 23 | 21.74% | 0.6 |
|
| 2998 |
VST
2998
Van Strum & Towne
San Francisco,
California
| $155M | +$5.5M | +4% | 3.65% | 62.2% | 58 | 5.17% | 0.7 |
|
| 2999 |
WPEP
2999
Walnut Private Equity Partners
Omaha,
Nebraska
| $155M | +$10.6M | +7% | 3.79% | 48% | 35 | 17.14% | 0.2 |
|
| 3000 |
CGI
3000
Caerus Global Investors
New York
| $155M | +$7.45M | +5% | 3.47% | – | 49 | 67.35% | 0.2 |
|