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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
EDRPMB
3001
Edmond de Rothschild Private Merchant Banking
London,
United Kingdom
| $166M | – | – | 9.53% | – | 24 | – | 0 |
|
| 3002 |
FWC
3002
First Washington Corp
Seattle,
Washington
| $166M | -$13.8M | -8% | 7.74% | 142% | 98 | 10.2% | 1.6 |
|
| 3003 |
PCMI
3003
Princeton Capital Management Inc
Princeton,
New Jersey
| $165M | -$23.8M | -13% | 7.11% | 57.9% | 71 | 11.27% | 1.9 |
|
| 3004 |
BC
3004
Beaconlight Capital
New York
| $165M | +$29.8M | +22% | 17.6% | 282% | 26 | 50% | 0.6 |
|
| 3005 |
VNA
3005
Valley National Advisers
Bethlehem,
Pennsylvania
| $165M | -$11.9M | -7% | 6.43% | 79% | 693 | 12.12% | 0.6 |
|
| 3006 |
UMA
3006
USA Mutuals Advisors
Dallas,
Texas
| $165M | -$21M | -11% | 1.98% | 14.1% | 203 | 60.59% | 0.7 |
|
| 3007 |
SHCM
3007
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| $164M | – | – | 7.33% | 31.2% | 71 | – | 0 |
|
| 3008 |
PCMC
3008
Paragon Capital Management (Colorado)
Denver,
Colorado
| $164M | +$5.49M | +3% | 4.1% | 109% | 85 | 21.18% | 1.6 |
|
| 3009 |
WCM
3009
Weik Capital Management
Wyomissing,
Pennsylvania
| $164M | -$9.09M | -5% | 2.51% | 66.9% | 114 | 14.04% | 1.9 |
|
| 3010 |
VW
3010
Vantage Wealth
Pasadena,
California
| $164M | -$8.28M | -5% | 5.99% | 56.1% | 27 | 7.41% | 2 |
|
| 3011 |
DR
3011
Davis Rea
Toronto,
Ontario, Canada
| $164M | +$1.18M | +0.7% | 9.21% | 66.9% | 43 | 9.3% | 1.8 |
|
| 3012 |
PCM
3012
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $164M | -$58.3M | -26% | 17.2% | 62.6% | 178 | 14.04% | 0.5 |
|
| 3013 |
ACM
3013
Axel Capital Management
New York
| $164M | +$21.5M | +15% | 6.64% | 194% | 30 | 10% | 1.5 |
|
| 3014 |
HA
3014
Havens Advisors
New York
| $164M | +$29.6M | +22% | 2.9% | 460% | 46 | 63.04% | 0.6 |
|
| 3015 |
TCM
3015
Telos Capital Management
San Diego,
California
| $164M | -$17.6M | -10% | 6.61% | 71.1% | 146 | 15.07% | 1.8 |
|
| 3016 |
BOS
3016
Bank of Stockton
Stockton,
California
| $163M | -$15.8M | -9% | 7.14% | 92.3% | 107 | 14.02% | 1.8 |
|
| 3017 |
FNBOMD
3017
First National Bank of Mount Dora
Mount Dora,
Florida
| $163M | -$15.7M | -9% | 7.14% | 84.5% | 95 | 15.79% | 2 |
|
| 3018 |
GHA
3018
Garcia Hamilton & Associates
Houston,
Texas
| $163M | -$16.8M | -9% | 6.91% | 39.1% | 72 | 18.06% | 1.6 |
|
| 3019 |
RBC
3019
Roble Belko & Company
Sewickley,
Pennsylvania
| $163M | -$9.23M | -5% | 9.45% | 53.3% | 250 | 15.6% | 0.5 |
|
| 3020 |
PC
3020
Permanens Capital
New York
| $163M | +$48.6M | +43% | 9.6% | 76.9% | 7 | 28.57% | 1 |
|
| 3021 |
GC
3021
Gratry & Company
Beachwood,
Ohio
| $163M | -$28.3M | -15% | 7.95% | 44.3% | 72 | 40.28% | 0.9 |
|
| 3022 |
FPCP
3022
Fort Point Capital Partners
San Francisco,
California
| $163M | +$3.27M | +2% | 8.9% | 62.2% | 100 | 37% | 0.8 |
|
| 3023 |
MFS
3023
Monetta Financial Services
Wheaton,
Illinois
| $163M | -$13.4M | -8% | 4.36% | 275% | 112 | 44.64% | 0.7 |
|
| 3024 |
KWMG
3024
King Wealth Management Group
Naples,
Florida
| $163M | -$20.2M | -11% | 6.04% | 86% | 125 | 20% | 1.5 |
|
| 3025 |
SFM
3025
Signature Financial Management
Norfolk,
Virginia
| $163M | +$8.11M | +5% | 10.5% | 20.8% | 112 | 23.21% | 1.5 |
|