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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 |
WIM
3001
Wingspan Investment Management
New York
| $177M | +$25.4M | +17% | 0.2% | – | 31 | 70.97% | 0.2 |
|
| 3002 |
ISB
3002
Iowa State Bank
Urbandale,
Iowa
| $177M | +$8.23M | +5% | 3.1% | 85.7% | 96 | 13.54% | 1.9 |
|
| 3003 |
ZF
3003
Zhang Financial
Portage,
Michigan
| $177M | +$10.2M | +6% | 2.82% | 67.9% | 75 | 10.67% | 2.2 |
|
| 3004 |
LSC
3004
Lyon Street Capital
Sausalito,
California
| $177M | +$26.8M | +18% | 0.87% | – | 45 | 35.56% | 1 |
|
| 3005 |
RBC
3005
Roble Belko & Company
Sewickley,
Pennsylvania
| $177M | +$10.5M | +6% | 0.36% | 53.3% | 282 | 21.99% | 0.7 |
|
| 3006 |
GTC
3006
Ghost Tree Capital
New York
| $177M | -$67.5M | -28% | 20% | 265% | 74 | 66.22% | 0.3 |
|
| 3007 |
NIC
3007
Northwest Investment Counselors
Lake Oswego,
Oregon
| $176M | +$14.1M | +9% | 2.82% | 32.4% | 123 | 8.13% | 2.2 |
|
| 3008 |
AFP
3008
Ausdal Financial Partners
Davenport,
Iowa
| $176M | -$21.7M | -11% | 3.41% | 63.2% | 1,362 | 82.67% | 0.2 |
|
| 3009 |
LGC
3009
Laurel Grove Capital
Los Angeles,
California
| $176M | -$1.9M | -1% | 1.78% | 59.2% | 101 | 8.91% | 2 |
|
| 3010 |
CCM
3010
Contrarian Capital Management
Greenwich,
Connecticut
| $176M | -$40.4M | -19% | 10% | 29.4% | 28 | 46.43% | 1 |
|
| 3011 |
CBTWT
3011
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $176M | +$5.01M | +3% | 2.58% | 108% | 119 | 11.76% | 0.2 |
|
| 3012 |
TAM
3012
Trust Asset Management
Houston,
Texas
| $176M | -$35.6M | -17% | 1.47% | 91.1% | 88 | 11.36% | 1.4 |
|
| 3013 |
HCA
3013
Harbour Capital Advisors
Tysons Corner,
Virginia
| $176M | -$7.9M | -4% | 0.77% | 168% | 243 | 20.16% | 1.4 |
|
| 3014 |
SA
3014
Strategic Advisors
New York
| $176M | +$23M | +15% | 2.23% | 105% | 144 | 27.78% | 1.7 |
|
| 3015 |
VHAM
3015
Van Hulzen Asset Management
El Dorado Hills,
California
| $176M | +$15M | +9% | 4.26% | 86.3% | 158 | 17.72% | 1 |
|
| 3016 |
KC
3016
Kellner Capital
New York
| $175M | -$5.55M | -3% | 8.15% | 390% | 59 | 55.93% | 0.4 |
|
| 3017 |
ACM
3017
Accipiter Capital Management
Palm Beach Gardens,
Florida
| $175M | -$8.09M | -4% | 39.7% | 55.9% | 16 | 56.25% | 0.8 |
|
| 3018 |
PG
3018
Proffitt & Goodson
Knoxville,
Tennessee
| $175M | +$5.04M | +3% | 0.36% | 48.5% | 45 | 13.33% | 2.1 |
|
| 3019 |
AFA
3019
Abacus FCF Advisors
Orlando,
Florida
| $175M | -$43.5M | -20% | 6.77% | 197% | 121 | 34.71% | 0.4 |
|
| 3020 |
BHTS
3020
Bar Harbor Trust Services
Ellsworth,
Maine
| $175M | -$26.2M | -13% | 4.35% | 86.4% | 96 | 32.29% | 1.6 |
|
| 3021 |
SAC
3021
Smith Affiliated Capital
New York
| $175M | +$27.2M | +18% | 17% | 6.89% | 118 | 0% | 1.2 |
|
| 3022 |
WKWM
3022
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $174M | +$2.84M | +2% | 1.41% | 92% | 146 | 12.33% | 1.6 |
|
| 3023 |
RWM
3023
Raffa Wealth Management
Washington,
District of Columbia
| $174M | +$7.17M | +4% | 1.62% | 35.8% | 861 | 2.79% | 1.5 |
|
| 3024 |
CI
3024
Cavalier Investments
Alpharetta,
Georgia
| $174M | +$6.08M | +4% | 5.48% | 171% | 148 | 58.11% | 0.2 |
|
| 3025 |
MIM
3025
Montgomery Investment Management
Rockville,
Maryland
| $174M | -$2.74M | -2% | 2.54% | 98.4% | 85 | 3.53% | 2.1 |
|