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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
RCM
3001
Reynolds Capital Management
Las Vegas,
Nevada
| $155M | -$23.3M | -13% | 5.06% | 164% | 487 | 32.65% | 0.5 |
|
| 3002 |
NFM
3002
North Forty Management
Seattle,
Washington
| $154M | -$8K | -0% | 0% | 9.62% | 7 | 0% | 0.8 |
|
| 3003 |
PHIMC
3003
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $154M | -$1.85M | -1% | 2.24% | 82.6% | 102 | 7.84% | 0.7 |
|
| 3004 |
SFPIA
3004
Stevens First Principles Investment Advisors
Newport Beach,
California
| $154M | -$14.4M | -9% | 1.74% | 44% | 236 | 25.85% | 0.6 |
|
| 3005 |
PCI
3005
Pacifica Capital Investments
Leander,
Texas
| $154M | -$3.03M | -2% | 0.96% | 70.4% | 15 | 13.33% | 0.7 |
|
| 3006 |
TCOO
3006
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $154M | +$4.87M | +3% | 0.71% | 88.7% | 87 | 2.3% | 0.7 |
|
| 3007 |
NA
3007
NSB Advisors
Fishkill,
New York
| $154M | -$15.9M | -9% | 4.59% | – | 28 | 3.57% | 0.7 |
|
| 3008 |
RAM
3008
Riggs Asset Management
Dallas,
Pennsylvania
| $154M | -$30.1M | -16% | 7.34% | 207% | 61 | 29.51% | 0.2 |
|
| 3009 |
ACH
3009
Axis Capital Holdings
Pembroke,
| $154M | +$3.3M | +2% | 1% | 67% | 6 | 16.67% | 0.8 |
|
| 3010 |
BSWMG
3010
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $154M | +$3.67M | +2% | 0.95% | 17.9% | 101 | 11.88% | 0.6 |
|
| 3011 |
TWA
3011
TCI Wealth Advisors
Tucson,
Arizona
| $153M | -$6.03M | -4% | 1.52% | 65% | 955 | 18.53% | 0.6 |
|
| 3012 |
CO
3012
Caldwell & Orkin
Norcross,
Georgia
| $153M | -$31.1M | -17% | 5.09% | 137% | 99 | 61.62% | 0.3 |
|
| 3013 |
HP
3013
HT Partners
Centerbrook,
Connecticut
| $153M | -$3.55M | -2% | 2.33% | 63.1% | 44 | 43.18% | 0.6 |
|
| 3014 |
GCM
3014
Garland Capital Management
Bellevue,
Washington
| $153M | +$3.05M | +2% | 1.25% | 55.7% | 44 | 9.09% | 0.6 |
|
| 3015 |
HFM
3015
Hartford Financial Management
Hartford,
Connecticut
| $153M | -$1.21M | -0.8% | 1.85% | 79.6% | 289 | 18.34% | 0.6 |
|
| 3016 |
HVC
3016
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| $153M | +$16.6M | +12% | 27.7% | 19% | 56 | 55.36% | 0.4 |
|
| 3017 |
HIM
3017
Harbour Investment Management
Edmonds,
Washington
| $153M | +$3.4M | +2% | 2.28% | 58.8% | 79 | 2.53% | 0.7 |
|
| 3018 |
OC
3018
Oakworth Capital
Birmingham,
Alabama
| $153M | +$11.3M | +8% | 2.42% | 64.3% | 547 | 2.74% | 0.2 |
|
| 3019 |
QA
3019
Quintium Advisors
Knoxville,
Tennessee
| $152M | -$28.9M | -16% | 2.25% | – | 17 | 23.53% | 0.2 |
|
| 3020 |
SFS
3020
Shaker Financial Services
Arlington,
Virginia
| $152M | +$8.54M | +6% | 1.34% | 12.9% | 186 | 44.09% | 0.4 |
|
| 3021 |
EHWM
3021
Eads & Heald Wealth Management
Atlanta,
Georgia
| $152M | +$1.42M | +0.9% | 2.33% | 84.4% | 116 | 6.9% | 0.7 |
|
| 3022 |
DA
3022
Doliver Advisors
Houston,
Texas
| $152M | -$4.46M | -3% | 2.57% | 92.3% | 301 | 43.52% | 0.5 |
|
| 3023 |
AAM
3023
Azzad Asset Management
Falls Church,
Virginia
| $152M | +$13.5M | +10% | 2.94% | 101% | 278 | 16.19% | 0.6 |
|
| 3024 |
GP
3024
Grow Partners
San Diego,
California
| $152M | -$12.5M | -8% | 12.4% | – | 42 | 52.38% | 0.2 |
|
| 3025 |
PVMCI
3025
Polaris Venture Management Co IV
Boston,
Massachusetts
| $152M | +$1M | +0.7% | 1.81% | 52.2% | 3 | 0% | 0.3 |
|