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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
SJ
2976
Stilwell Joseph
| $166M | +$4.95M | +3% | 10% | – | 54 | 20.37% | 3.6 |
|
| 2977 |
PG
2977
Proffitt & Goodson
Knoxville,
Tennessee
| $166M | +$10M | +6% | 4.69% | 48.5% | 39 | 0% | 3.7 |
|
| 2978 |
WPIC
2978
White Pine Investment Company
Livonia,
Michigan
| $166M | +$9.72M | +6% | 4.08% | 66.3% | 54 | 7.41% | 3.6 |
|
| 2979 |
BBPWM
2979
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $166M | +$17.9M | +12% | 4.28% | 62.5% | 435 | 17.01% | 2.1 |
|
| 2980 |
MBT
2980
Montecito Bank & Trust
Santa Barbara,
California
| $166M | +$6.74M | +4% | 4.99% | – | 153 | 15.03% | 3.2 |
|
| 2981 |
FAM
2981
Formidable Asset Management
Cincinnati,
Ohio
| $166M | +$22.3M | +16% | 4.28% | 52.2% | 559 | 15.21% | 2.4 |
|
| 2982 |
SCM
2982
SkyTop Capital Management
Rutherford,
New Jersey
| $165M | -$36.9M | -18% | 19.4% | 50.2% | 21 | 38.1% | 2.4 |
|
| 2983 |
FPA
2983
Fieldpoint Private Advisors
New York
| $165M | -$3.2M | -2% | 4.83% | 34% | 73 | 15.07% | 3.3 |
|
| 2984 |
HFM
2984
Hartford Financial Management
Hartford,
Connecticut
| $165M | +$12.1M | +8% | 4.65% | 79.6% | 309 | 20.39% | 3.2 |
|
| 2985 |
SMC
2985
Smith, Moore & Co
Clayton,
Missouri
| $165M | -$1.98M | -1% | 4.58% | 67% | 159 | 15.72% | 1.7 |
|
| 2986 |
SFS
2986
Shaker Financial Services
Arlington,
Virginia
| $164M | +$12.2M | +8% | 2.65% | 13.1% | 182 | 41.76% | 2 |
|
| 2987 |
OC
2987
Oakworth Capital
Birmingham,
Alabama
| $164M | +$11.7M | +8% | 5.57% | 64.3% | 556 | 3.24% | 1.9 |
|
| 2988 |
FNBOH
2988
First National Bank of Hutchinson
Hutchinson,
Kansas
| $164M | +$4.14M | +3% | 4.42% | 121% | 83 | 8.43% | 3.5 |
|
| 2989 |
GCM
2989
Gladius Capital Management
Chicago,
Illinois
| $164M | +$7.2M | +5% | 4.58% | 78% | 2 | 0% | 2 |
|
| 2990 |
AIM
2990
Aspen Investment Management
Grand Rapids,
Michigan
| $164M | +$6.95M | +4% | 3.92% | 84.9% | 141 | 18.44% | 3.3 |
|
| 2991 |
MAP
2991
Managed Asset Portfolios
Rochester,
Michigan
| $164M | +$16.5M | +11% | 6.87% | 99.2% | 50 | 24% | 1.8 |
|
| 2992 |
VIA
2992
Vantage Investment Advisors
State College,
Pennsylvania
| $163M | +$11.8M | +8% | 3.72% | 56.3% | 764 | 13.87% | 1.7 |
|
| 2993 |
AF
2993
Aristotle Fund
Portland,
Maine
| $163M | +$22.9M | +16% | 0.43% | 3.11% | 7 | 0% | 2.6 |
|
| 2994 |
WCM
2994
Weik Capital Management
Wyomissing,
Pennsylvania
| $163M | +$4.47M | +3% | 2.66% | 66.9% | 110 | 9.09% | 3.6 |
|
| 2995 |
AGAM
2995
Avalon Global Asset Management
San Francisco,
California
| $163M | +$12.8M | +9% | 3.61% | 278% | 73 | 49.32% | 1.1 |
|
| 2996 |
CP
2996
Clover Partners
Dallas,
Texas
| $163M | +$2.12M | +1% | 0.22% | 32.2% | 31 | 22.58% | 3.4 |
|
| 2997 |
KWMG
2997
King Wealth Management Group
Naples,
Florida
| $162M | +$17.2M | +12% | 4.63% | 86% | 108 | 13.89% | 3 |
|
| 2998 |
TSS
2998
Thomas Story & Son
Culver,
Indiana
| $162M | -$21.3M | -12% | 4.27% | 91.8% | 63 | 12.7% | 3.7 |
|
| 2999 |
NRCM
2999
Northern Right Capital Management
Darien,
Connecticut
| $162M | +$3.05M | +2% | 6.68% | 187% | 28 | 50% | 1.6 |
|
| 3000 |
QA
3000
Quintium Advisors
Knoxville,
Tennessee
| $162M | +$9.69M | +6% | 4.01% | – | 16 | 12.5% | 1.7 |
|