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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 |
CCM
3001
Cutler Capital Management
Worcester,
Massachusetts
| $225M | +$14M | +7% | 2.26% | 39.7% | 95 | 16.84% | 1.8 |
|
| 3002 |
CPA
3002
Court Place Advisors
Ellicott City,
Maryland
| $225M | +$13.9M | +7% | 5.09% | 92% | 169 | 5.92% | 2.7 |
|
| 3003 |
SWPG
3003
Strategic Wealth Partners Group
Deerfield,
Illinois
| $225M | +$18.9M | +9% | 3.97% | – | 27 | 3.7% | 1.1 |
|
| 3004 |
MSAM
3004
Moloney Securities Asset Management
Manchester,
Missouri
| $225M | +$23.7M | +12% | 3.93% | 86% | 290 | 16.55% | 0.6 |
|
| 3005 |
DLG
3005
Daniel L. Goodwin
| $224M | +$2.83M | +1% | 5.64% | 72.6% | 100 | 18% | 2.6 |
|
| 3006 |
NB
3006
Nicolet Bankshares
Green Bay,
Wisconsin
| $224M | +$12.1M | +6% | 4.27% | 75.5% | 180 | 9.44% | 1.4 |
|
| 3007 |
CCM
3007
CrestPoint Capital Management
Four Seasons,
Missouri
| $224M | +$11.2M | +5% | 5.58% | 42.6% | 227 | 11.45% | 1.8 |
|
| 3008 |
DI
3008
Dalton Investments
Las Vegas,
Nevada
| $224M | -$41.7M | -16% | 9.4% | 95.1% | 33 | 24.24% | 2.1 |
|
| 3009 |
TWMP
3009
Taylor Wealth Management Partners
Boston,
Massachusetts
| $224M | +$3.03M | +1% | 8.65% | 62% | 172 | 6.98% | 1.8 |
|
| 3010 |
SR
3010
Sloane Robinson
London,
United Kingdom
| $224M | +$67.6M | +43% | 9.01% | 175% | 22 | 40.91% | 1 |
|
| 3011 |
CIA
3011
Capital Impact Advisors
Boston,
Massachusetts
| $224M | +$4.24M | +2% | 7.85% | – | 161 | 19.25% | 1.8 |
|
| 3012 |
GMA
3012
Goldstein Munger & Associates
San Ramon,
California
| $223M | +$5.92M | +3% | 3.75% | 11.9% | 35 | 2.86% | 2.9 |
|
| 3013 |
GPC
3013
Guardian Point Capital
Charlottesville,
Virginia
| $223M | +$20.7M | +10% | 10% | 142% | 17 | 23.53% | 0.9 |
|
| 3014 |
RCM
3014
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $223M | -$6.23M | -3% | 0.57% | 7.8% | 110 | 24.55% | 1.1 |
|
| 3015 |
CCM
3015
Compton Capital Management
Providence,
Rhode Island
| $223M | +$3.39M | +2% | 4.13% | 75.6% | 150 | 8.67% | 3.2 |
|
| 3016 |
IIM
3016
Ipswich Investment Management
Beverly,
Massachusetts
| $223M | +$9.35M | +4% | 5.36% | 104% | 149 | 14.77% | 2.9 |
|
| 3017 |
TCA
3017
Teewinot Capital Advisers
New York
| $223M | +$18.2M | +9% | 9.57% | 149% | 53 | 15.09% | 2.1 |
|
| 3018 |
DA
3018
Doliver Advisors
Houston,
Texas
| $223M | +$15.6M | +8% | 0.96% | 92.3% | 318 | 38.99% | 0.7 |
|
| 3019 |
PFP
3019
Patriot Financial Partners
Radnor,
Pennsylvania
| $223M | +$2.21M | +1% | 2.46% | 16.6% | 9 | 11.11% | 3 |
|
| 3020 |
WMG
3020
WESCAP Management Group
Glendale,
California
| $222M | +$10.5M | +5% | 3.74% | 45.7% | 64 | 3.13% | 1.3 |
|
| 3021 |
GAM
3021
Gould Asset Management
Claremont,
California
| $222M | +$15.1M | +7% | 3.24% | 42.8% | 138 | 9.42% | 2.4 |
|
| 3022 |
ACP
3022
Aquiline Capital Partners
New York
| $222M | +$13.7M | +7% | 6.61% | 14.7% | 1 | 0% | 0.3 |
|
| 3023 |
RAM
3023
Riggs Asset Management
Dallas,
Pennsylvania
| $222M | -$1.41M | -0.6% | 6.96% | 207% | 309 | 14.89% | 2 |
|
| 3024 |
CCM
3024
Carderock Capital Management
Chevy Chase,
Maryland
| $222M | +$22K | +0% | 4.42% | 88.6% | 76 | 6.58% | 3.2 |
|
| 3025 |
BL
3025
BFSG LLC
Irvine,
California
| $222M | +$18.2M | +9% | 4.64% | 81.9% | 151 | 22.52% | 0.4 |
|