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 |
LBIM
3051
Land & Buildings Investment Management
Stamford,
Connecticut
| $176M | -$107M | -38% | 6.8% | 53.9% | 44 | 70.45% | 0.7 |
|
| 3052 |
CFA
3052
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $176M | -$4.38M | -2% | 0.86% | – | 667 | 8.25% | 1 |
|
| 3053 |
V
3053
ValueWorks
New York
| $176M | -$13.9M | -7% | 2.27% | 190% | 34 | 2.94% | 1.7 |
|
| 3054 |
MFS
3054
Monetta Financial Services
Wheaton,
Illinois
| $176M | -$11.7M | -6% | 2.84% | 275% | 110 | 37.27% | 0.6 |
|
| 3055 |
PS
3055
Pensionfund Sabic
Sittard,
Netherlands
| $176M | -$1.73M | -1% | 1.56% | 63.6% | 168 | 4.76% | 0.2 |
|
| 3056 |
EML
3056
Eos Management LP
New York
| $175M | +$19.6M | +13% | 13.7% | 152% | 31 | 6.45% | 1.8 |
|
| 3057 |
KFA
3057
Kelleher Financial Advisors
New York
| $175M | -$5.85M | -3% | 0.62% | 72.4% | 126 | 7.14% | 1.7 |
|
| 3058 |
AR
3058
Argyll Research
Wilmington,
Delaware
| $175M | -$12.1M | -6% | 10.6% | 0.8% | 3 | 0% | 2 |
|
| 3059 |
HMPV
3059
Highland Management Partners VII
Cambridge,
Massachusetts
| $175M | +$17.3M | +11% | 40.8% | 131% | 4 | 25% | 1.1 |
|
| 3060 |
TWA
3060
TCI Wealth Advisors
Tucson,
Arizona
| $175M | +$15.3M | +10% | 0.13% | 65% | 1,057 | 20.15% | 1.4 |
|
| 3061 |
IVMX
3061
Institutional Venture Management XIII
Menlo Park,
California
| $174M | -$12.6M | -7% | 9.77% | – | 7 | 14.29% | 0.9 |
|
| 3062 |
CWM
3062
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $174M | +$3.71M | +2% | 0.99% | 48.8% | 239 | 3.77% | 1.1 |
|
| 3063 |
BCA
3063
Bray Capital Advisors
Naples,
Florida
| $174M | +$5.79M | +3% | 0.42% | 36.6% | 432 | 65.28% | 0.2 |
|
| 3064 |
CC
3064
Cognios Capital
Leawood,
Kansas
| $174M | +$4.38M | +3% | 1.32% | 28.5% | 105 | 21.9% | 1 |
|
| 3065 |
MVUM
3065
Matrix VIII US Management
Cambridge,
Massachusetts
| $174M | +$14M | +9% | 24.3% | – | 1 | 0% | 0.5 |
|
| 3066 |
MSDF
3066
Michael & Susan Dell Foundation
New York
| $174M | +$10.5M | +6% | 4% | 238% | 9 | 11.11% | 1 |
|
| 3067 |
EC
3067
Engaged Capital
Newport Beach,
California
| $174M | +$39.9M | +30% | 0.01% | 26.2% | 22 | 59.09% | 0.5 |
|
| 3068 |
KC
3068
Kingfisher Capital
Charlotte,
North Carolina
| $173M | -$19.7M | -10% | 2.05% | 58.5% | 142 | 15.49% | 1.3 |
|
| 3069 |
CP
3069
Camelot Portfolios
Maumee,
Ohio
| $173M | +$1.6M | +0.9% | 3.83% | 41.3% | 190 | 20.53% | 1.3 |
|
| 3070 |
ECM
3070
Empire Capital Management
Westport,
Connecticut
| $173M | -$18.8M | -10% | 2.65% | 17.2% | 73 | 76.71% | 0.2 |
|
| 3071 |
WCM
3071
Weik Capital Management
Wyomissing,
Pennsylvania
| $173M | +$493K | +0.3% | 0.22% | 66.9% | 109 | 1.83% | 1.7 |
|
| 3072 |
TCM
3072
Trafelet Capital Management
New York
| $173M | -$5.68M | -3% | 6.93% | 101% | 21 | 52.38% | 0.9 |
|
| 3073 |
KFA
3073
Kays Financial Advisory
Atlanta,
Georgia
| $173M | +$3.34M | +2% | 1.55% | 23.3% | 66 | 10.61% | 1 |
|
| 3074 |
LS
3074
Lattice Strategies
Wayne,
Pennsylvania
| $173M | -$6.26M | -3% | 1.46% | 19.9% | 97 | 8.25% | 1.6 |
|
| 3075 |
DCCA
3075
D.C. Capital Advisors
New York
| $173M | -$13.6M | -7% | 3.25% | 59.9% | 18 | 11.11% | 1.2 |
|