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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 |
UMA
3051
USA Mutuals Advisors
Dallas,
Texas
| $179M | +$1.29M | +0.7% | 4.56% | 14.1% | 206 | 84.47% | 2.6 |
|
| 3052 |
FWC
3052
First Washington Corp
Seattle,
Washington
| $179M | +$4.55M | +3% | 7.4% | 142% | 87 | 24.14% | 2.2 |
|
| 3053 |
SA
3053
Strategic Advisors
New York
| $178M | +$5.15M | +3% | 2.54% | 105% | 132 | 16.67% | 2 |
|
| 3054 |
FI
3054
FCM Investments
Dallas,
Texas
| $178M | +$10.1M | +6% | 5.42% | 40.1% | 95 | 7.37% | 2.6 |
|
| 3055 |
DAC
3055
Dymon Asia Capital
Singapore
| $178M | +$22.8M | +15% | 14.2% | – | 13 | 38.46% | 0.4 |
|
| 3056 |
FBT
3056
First Bankers Trust
Louisville,
Kentucky
| $178M | -$1.5M | -0.8% | 0.7% | 78.9% | 128 | 7.03% | 2.9 |
|
| 3057 |
OPPM
3057
Opus Point Partners Management
New York
| $178M | +$74.8M | +72% | 13.7% | 85.2% | 53 | 24.53% | 0.9 |
|
| 3058 |
GSBTD
3058
Glenview State Bank Trust Department
Glenview,
Illinois
| $178M | +$5.53M | +3% | 3.41% | 76.6% | 95 | 7.37% | 2.3 |
|
| 3059 |
FNBOMD
3059
First National Bank of Mount Dora
Mount Dora,
Florida
| $178M | +$3.63M | +2% | 3.57% | 84.5% | 85 | 11.76% | 2.7 |
|
| 3060 |
SCM
3060
Schnieders Capital Management
Pasadena,
California
| $178M | -$1.13M | -0.6% | 0.82% | 103% | 149 | 7.38% | 1.9 |
|
| 3061 |
ACM
3061
Amber Capital Management
Grand Cayman,
Cayman Islands
| $177M | -$71.2M | -29% | 8.44% | 45% | 7 | 57.14% | 1.2 |
|
| 3062 |
BSWMG
3062
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $177M | +$2.72M | +2% | 1.63% | 17.9% | 103 | 7.77% | 2.4 |
|
| 3063 |
LWM
3063
LBA Wealth Management
Jacksonville,
Florida
| $177M | -$873K | -0.5% | 3.42% | 19.2% | 492 | 16.26% | 1.6 |
|
| 3064 |
RMAM
3064
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $177M | +$1.3M | +0.7% | 1.68% | 75% | 144 | 13.89% | 1.9 |
|
| 3065 |
RHI
3065
Richmond Hill Investments
New York
| $177M | +$20M | +13% | 14.4% | 55.2% | 9 | 22.22% | 1.6 |
|
| 3066 |
FM
3066
Family Management
New York
| $177M | +$188K | +0.1% | 4.37% | 69% | 90 | 25.56% | 1.6 |
|
| 3067 |
KFA
3067
Kelleher Financial Advisors
New York
| $177M | +$11.8M | +7% | 8.45% | 72.4% | 157 | 17.2% | 2.1 |
|
| 3068 |
IP
3068
Investment Partners
New Philadelphia,
Ohio
| $177M | +$76.3M | +76% | 1.74% | 74.1% | 183 | 42.62% | 0.8 |
|
| 3069 |
EFSCE
3069
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $177M | +$6.83M | +4% | 3.82% | 100% | 1,063 | 7.9% | 2.5 |
|
| 3070 |
FCT
3070
Family Capital Trust
Peabody,
Massachusetts
| $177M | +$7.91M | +5% | 7.12% | 32.3% | 66 | 1.52% | 2.5 |
|
| 3071 |
HI
3071
Hudock Inc
Williamsport,
Pennsylvania
| $177M | -$6.78M | -4% | 1.91% | 69.7% | 641 | 9.52% | 2.4 |
|
| 3072 |
NGA
3072
New Generation Advisors
Manchester,
Massachusetts
| $177M | +$18.3M | +12% | 16.1% | 45.1% | 38 | 10.53% | 2.3 |
|
| 3073 |
CAM
3073
Crestone Asset Management
Boulder,
Colorado
| $177M | +$30.1M | +21% | 3.92% | 6.65% | 23 | 8.7% | 0.6 |
|
| 3074 |
ACH
3074
Axis Capital Holdings
Pembroke,
| $176M | -$62.8M | -26% | 3.35% | 67% | 5 | 60% | 1.9 |
|
| 3075 |
KLI
3075
Kelman-Lazarov Inc
Memphis,
Tennessee
| $176M | +$1.33M | +0.8% | 2.34% | 46.6% | 418 | 13.88% | 0.4 |
|