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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
AWP
3026
Ascent Wealth Partners
New Hartford,
New York
| $158M | +$12.5M | +9% | 5.56% | 94.4% | 109 | 12.84% | 1.8 |
|
| 3027 |
PFSC
3027
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $157M | +$22.7M | +17% | 5.81% | 93% | 359 | 5.85% | 1.9 |
|
| 3028 |
BSWMG
3028
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $157M | +$3.44M | +2% | 3.64% | 17.9% | 103 | 6.8% | 3.3 |
|
| 3029 |
HIM
3029
Harbour Investment Management
Edmonds,
Washington
| $157M | +$4.36M | +3% | 5.28% | 58.8% | 80 | 2.5% | 3.8 |
|
| 3030 |
NFGCM
3030
Norman Fields Gottscho Capital Management
New York
| $157M | +$11.2M | +8% | 5.09% | 96.9% | 74 | 31.08% | 2.9 |
|
| 3031 |
EP
3031
Edgestream Partners
Princeton,
New Jersey
| $157M | +$62.9M | +67% | 3.95% | 41.7% | 94 | 76.6% | 0.5 |
|
| 3032 |
KC
3032
Kepos Capital
New York
| $157M | -$1.65M | -1% | 4.92% | 21.1% | 7 | 28.57% | 3 |
|
| 3033 |
AAM
3033
Augustine Asset Management
Jacksonville,
Florida
| $157M | +$13M | +9% | 6.5% | 344% | 62 | 12.9% | 3.2 |
|
| 3034 |
CA
3034
Cumberland Advisors
Sarasota,
Florida
| $157M | -$17.6M | -10% | 4.3% | 73.5% | 60 | 51.67% | 1.1 |
|
| 3035 |
MHS
3035
M Holdings Securities
Portland,
Oregon
| $156M | +$61.2M | +64% | 3.79% | 83.9% | 220 | 37.27% | 1.3 |
|
| 3036 |
SA
3036
Strategic Advisors
New York
| $156M | +$7.27M | +5% | 5.24% | 87.3% | 147 | 17.69% | 3.1 |
|
| 3037 |
IT
3037
Independence Trust
Franklin,
Tennessee
| $156M | +$11.3M | +8% | 8% | 28.9% | 117 | 13.68% | 3.4 |
|
| 3038 |
CCM
3038
Courage Capital Management
Nashville,
Tennessee
| $156M | -$27.8M | -15% | 8.38% | 86.5% | 30 | 30% | 2.7 |
|
| 3039 |
WRM
3039
Weybosset Research & Management
Province,
Rhode Island
| $156M | +$5.27M | +4% | 3.87% | 73.4% | 52 | 7.69% | 3.5 |
|
| 3040 |
HC
3040
Hendley & Co
Zanesville,
Ohio
| $156M | +$13.1M | +9% | 6.02% | 54.8% | 63 | 7.94% | 3.4 |
|
| 3041 |
AHC
3041
Anderson Hoagland & Co
St Louis,
Missouri
| $155M | +$4.68M | +3% | 2.6% | 95.1% | 105 | 9.52% | 2.8 |
|
| 3042 |
CP
3042
Camelot Portfolios
Maumee,
Ohio
| $155M | +$7.07M | +5% | 5.17% | 41.3% | 165 | 18.79% | 3.1 |
|
| 3043 |
AG
3043
Algert Global
San Francisco,
California
| $155M | -$97.5M | -39% | 4.76% | 194% | 393 | 48.85% | 2 |
|
| 3044 |
CZPM
3044
Capital Z Partners Management
New York
| $155M | -$92.9M | -37% | 1.25% | 48.2% | 3 | 33.33% | 2.7 |
|
| 3045 |
FC
3045
Farley Capital
New York
| $155M | -$7.05M | -4% | 0.57% | 105% | 14 | 21.43% | 3 |
|
| 3046 |
MM
3046
Midas Management
New York
| $155M | -$60.4M | -28% | 5.52% | 43.3% | 162 | 40.74% | 3 |
|
| 3047 |
DCM
3047
Delta Capital Management
Red Bank,
New Jersey
| $155M | +$8.38M | +6% | 6.27% | 125% | 67 | 7.46% | 3.6 |
|
| 3048 |
EGA
3048
E&G Advisors
Houston,
Texas
| $155M | +$27.9M | +22% | 6.72% | 92.3% | 95 | 15.79% | 1.7 |
|
| 3049 |
BRWM
3049
B. Riley Wealth Management
Memphis,
Tennessee
| $154M | +$19M | +14% | 6.16% | 32.4% | 1,243 | 21% | 0.9 |
|
| 3050 |
HMS
3050
Hanseatic Management Services
Albuquerque,
New Mexico
| $154M | +$151M | +4,553% | 13.4% | – | 322 | 52.8% | 1.5 |
|