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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
WSC
3051
Wellington Shields & Co
New York
| $175M | +$16.5M | +10% | 12.2% | 109% | 125 | 12% | 1.2 |
|
| 3052 |
LGC
3052
Laurel Grove Capital
Los Angeles,
California
| $175M | -$8.39M | -5% | 4.34% | 59.2% | 97 | 9.28% | 1.2 |
|
| 3053 |
SM
3053
Scale Management
Foster City,
California
| $175M | – | – | 12.2% | – | 6 | – | 0 |
|
| 3054 |
FC
3054
FCA Corp
Houston,
Texas
| $175M | -$4.36M | -2% | 2.69% | 57.4% | 157 | 21.66% | 1.1 |
|
| 3055 |
RMAM
3055
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $175M | -$31.4M | -15% | 3.1% | 75% | 509 | 71.91% | 0.3 |
|
| 3056 |
MCM
3056
McMillion Capital Management
Greensboro,
North Carolina
| $174M | +$4.04M | +2% | 2.81% | 59.3% | 70 | 8.57% | 1.3 |
|
| 3057 |
SCM
3057
Samson Capital Management
Leawood,
Kansas
| $174M | -$47.5M | -21% | 9.58% | 13.4% | 23 | 13.04% | 1 |
|
| 3058 |
GCG
3058
Giovine Capital Group
Santa Monica,
California
| $174M | +$2.92M | +2% | 8.43% | – | 53 | 22.64% | 1 |
|
| 3059 |
BMM
3059
Buffington Mohr McNeal
Boise,
Idaho
| $174M | -$2.25M | -1% | 2.39% | 29.3% | 85 | 20% | 1 |
|
| 3060 |
SJ
3060
Stilwell Joseph
| $174M | +$19.1M | +12% | 4.25% | – | 58 | 25.86% | 1 |
|
| 3061 |
CP
3061
Camelot Portfolios
Maumee,
Ohio
| $174M | +$1.71M | +1% | 0.53% | 41.3% | 187 | 24.06% | 1.1 |
|
| 3062 |
FNBOH
3062
First National Bank of Hutchinson
Hutchinson,
Kansas
| $174M | +$10.3M | +6% | 5.11% | 121% | 85 | 16.47% | 1.2 |
|
| 3063 |
HRIA
3063
Haberer Registered Investment Advisor
Cincinnati,
Ohio
| $174M | -$36.2M | -17% | 3.97% | – | 445 | 24.72% | 1.3 |
|
| 3064 |
SM
3064
SLS Management
New York
| $173M | +$30.3M | +21% | 5.33% | 11.3% | 18 | 27.78% | 0.7 |
|
| 3065 |
SFSIG
3065
San Francisco Sentry Investment Group
San Francisco,
California
| $173M | -$27M | -14% | 1.3% | 436% | 636 | 75.79% | 1.4 |
|
| 3066 |
DA
3066
DSC Advisors
Chicago,
Illinois
| $173M | -$26.3M | -13% | 4.79% | 3.18% | 90 | 44.44% | 0.7 |
|
| 3067 |
DCMM
3067
DG Capital Management (Massachusetts)
Boston,
Massachusetts
| $173M | +$8.64M | +5% | 7.95% | 96.7% | 76 | 30.26% | 0.8 |
|
| 3068 |
GAAM
3068
Guinness Atkinson Asset Management
Pasadena,
California
| $173M | -$4.9M | -3% | 0.82% | 132% | 71 | 2.82% | 1.3 |
|
| 3069 |
GA
3069
Geller Advisors
New York
| $173M | -$4.79M | -3% | 5.6% | 20.4% | 46 | 28.26% | 0.9 |
|
| 3070 |
BC
3070
Birchview Capital
Burlington,
Vermont
| $172M | – | – | 5.69% | 327% | 33 | – | 0 |
|
| 3071 |
EP
3071
Elkhorn Partners
Omaha,
Nebraska
| $172M | +$4.73M | +3% | 3.32% | 32.2% | 50 | 10% | 1.3 |
|
| 3072 |
WCM
3072
Weik Capital Management
Wyomissing,
Pennsylvania
| $172M | +$9.56M | +6% | 6.72% | 66.9% | 111 | 6.31% | 1.3 |
|
| 3073 |
SC
3073
Saybrook Capital
Winston Salem,
North Carolina
| $172M | +$6.8M | +4% | 4.54% | 67.1% | 49 | 4.08% | 1.4 |
|
| 3074 |
PCC
3074
Park Circle Company
Baltimore,
Maryland
| $172M | +$13.2M | +8% | 5.61% | 70.5% | 95 | 22.11% | 0.5 |
|
| 3075 |
CA
3075
Cumberland Advisors
Sarasota,
Florida
| $172M | +$20.3M | +13% | 3.25% | 73.5% | 79 | 35.44% | 0.5 |
|