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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
FPTW
3026
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $219M | +$3.46M | +2% | 2.53% | 41.6% | 129 | 65.12% | 3.3 |
|
| 3027 |
SA
3027
Strategic Advisors
New York
| $219M | +$7.02M | +3% | 2.4% | 105% | 153 | 18.3% | 2.2 |
|
| 3028 |
OC
3028
Oarsman Capital
Milwaukee,
Wisconsin
| $219M | +$3.87M | +2% | 1.9% | 70.6% | 189 | 3.7% | 2.7 |
|
| 3029 |
MIM
3029
Montgomery Investment Management
Rockville,
Maryland
| $219M | -$13.9M | -6% | 0.19% | 98.4% | 105 | 16.19% | 2.8 |
|
| 3030 |
DCM
3030
Divisar Capital Management
San Francisco,
California
| $218M | +$34.5M | +19% | 2.18% | 194% | 30 | 16.67% | 0.4 |
|
| 3031 |
FCMI
3031
Foresite Capital Management II
Larkspur,
California
| $218M | -$14.9M | -6% | 0.11% | 66.2% | 16 | 37.5% | 1.3 |
|
| 3032 |
MPEM
3032
Marathon Partners Equity Management
New York
| $218M | +$6.51M | +3% | 4.95% | – | 36 | 19.44% | 2 |
|
| 3033 |
KTC
3033
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $218M | +$5.87M | +3% | 2.91% | 52% | 552 | 11.59% | 3 |
|
| 3034 |
PCMC
3034
Paragon Capital Management (Colorado)
Denver,
Colorado
| $218M | -$6.46M | -3% | 2.77% | 109% | 202 | 42.57% | 1.2 |
|
| 3035 |
GKFF
3035
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $218M | -$28.8M | -12% | 7.27% | 106% | 17 | 5.88% | 1.6 |
|
| 3036 |
MG
3036
Magnolia Group
Omaha,
Nebraska
| $218M | +$123M | +129% | 0.85% | 9.52% | 9 | 33.33% | 0.9 |
|
| 3037 |
HEC
3037
Hudson Executive Capital
New York
| $218M | -$147M | -40% | 11% | 127% | 11 | 54.55% | 0.6 |
|
| 3038 |
GMA
3038
Goldstein Munger & Associates
San Ramon,
California
| $217M | -$10.2M | -4% | 2.78% | 11.9% | 40 | 15% | 2.8 |
|
| 3039 |
GACM
3039
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $217M | +$26.9M | +14% | 2.87% | 80.4% | 38 | 7.89% | 1.8 |
|
| 3040 |
SLT
3040
St Louis Trust
Saint Louis,
Missouri
| $217M | -$16.6M | -7% | 2.16% | 71.4% | 57 | 7.02% | 1.3 |
|
| 3041 |
CPA
3041
Cowen Prime Advisors
New York
| $217M | +$22.8M | +12% | 10.5% | 116% | 199 | 9.05% | 2.6 |
|
| 3042 |
CAM
3042
Crestone Asset Management
Boulder,
Colorado
| $217M | -$5.07M | -2% | 2.15% | 6.65% | 49 | 26.53% | 0.8 |
|
| 3043 |
TCMG
3043
TSP Capital Management Group
Summit,
New Jersey
| $217M | +$6.47M | +3% | 8.26% | 186% | 59 | 0% | 2.3 |
|
| 3044 |
TC
3044
Trust Company
Manhattan,
Kansas
| $216M | -$3.77M | -2% | 1.79% | 40.6% | 352 | 9.94% | 1.8 |
|
| 3045 |
BWA
3045
BlueSky Wealth Advisors
New Bern,
North Carolina
| $216M | +$6.82M | +3% | 1.58% | 42.9% | 51 | 1.96% | 0.5 |
|
| 3046 |
TAA
3046
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $215M | +$76.1M | +55% | 14.5% | 325% | 26 | 57.69% | 0.2 |
|
| 3047 |
SCM
3047
Schnieders Capital Management
Pasadena,
California
| $215M | +$6.65M | +3% | 1.88% | 103% | 162 | 11.11% | 2.4 |
|
| 3048 |
SC
3048
Spitfire Capital
Mill Valley,
California
| $215M | +$10.8M | +5% | 6.71% | 25.9% | 21 | 9.52% | 2.6 |
|
| 3049 |
RWA
3049
River Wealth Advisors
Camp Hill,
Pennsylvania
| $215M | +$8.77M | +4% | 2.7% | 80.3% | 161 | 6.21% | 1.9 |
|
| 3050 |
LA
3050
Lexington Advisors
New York
| $214M | -$61.7M | -22% | 5.44% | 27% | 6 | 16.67% | 1.3 |
|