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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
RBC
3076
Roble Belko & Company
Sewickley,
Pennsylvania
| $172M | +$1.69M | +1% | 1.71% | 53.3% | 271 | 19.56% | 0.2 |
|
| 3077 |
ECML
3077
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $172M | -$16.6M | -9% | 0.67% | 93.6% | 56 | 10.71% | 1.2 |
|
| 3078 |
GCM
3078
Gladius Capital Management
Chicago,
Illinois
| $172M | -$713K | -0.4% | 0.41% | 78% | 2 | 0% | 1.5 |
|
| 3079 |
WKWM
3079
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $172M | -$4.35M | -2% | 0.41% | 92% | 147 | 10.88% | 1.1 |
|
| 3080 |
VW
3080
Vantage Wealth
Pasadena,
California
| $172M | -$85K | -0% | 1.04% | 56.1% | 26 | 0% | 1.8 |
|
| 3081 |
LAM
3081
Lingohr Asset Management
Duesseldorf,
Germany
| $172M | -$740K | -0.4% | 0.31% | 141% | 105 | 16.19% | 1.4 |
|
| 3082 |
ZCM
3082
Zebra Capital Management
Stamford,
Connecticut
| $172M | -$22.4M | -12% | 0.16% | 142% | 254 | 26.77% | 1 |
|
| 3083 |
WCM
3083
Windsor Capital Management
Phoenix,
Arizona
| $172M | -$892K | -0.5% | 2.26% | 49.1% | 111 | 10.81% | 1.5 |
|
| 3084 |
CLA
3084
Cranberry Lake Advisors
Houston,
Texas
| $172M | -$11M | -6% | 2.03% | 31.5% | 13 | 7.69% | 1.5 |
|
| 3085 |
CCA
3085
Covey Capital Advisors
Atlanta,
Georgia
| $172M | +$7.92M | +5% | 1.8% | 118% | 48 | 16.67% | 0.8 |
|
| 3086 |
SV
3086
Stilwell Value
New York
| $172M | -$6.66M | -4% | 3.59% | 87.9% | 53 | 5.66% | 0.2 |
|
| 3087 |
CO
3087
Caldwell & Orkin
Norcross,
Georgia
| $172M | -$7.1M | -4% | 4.22% | 137% | 110 | 53.64% | 0.5 |
|
| 3088 |
SIM
3088
Strategic Income Management
Seattle,
Washington
| $172M | -$1.78M | -1% | 1.99% | – | 33 | 0% | 0.5 |
|
| 3089 |
AHC
3089
Anderson Hoagland & Co
St Louis,
Missouri
| $172M | -$1.03M | -0.6% | 2.7% | 95.1% | 107 | 7.48% | 1.5 |
|
| 3090 |
WPIC
3090
White Pine Investment Company
Livonia,
Michigan
| $172M | -$3.31M | -2% | 1.69% | 66.3% | 59 | 10.17% | 1.6 |
|
| 3091 |
GA
3091
Geller Advisors
New York
| $172M | -$1.21M | -0.7% | 0.5% | 20.4% | 40 | 20% | 1.4 |
|
| 3092 |
PG
3092
Proffitt & Goodson
Knoxville,
Tennessee
| $172M | -$25K | -0% | 0.09% | 48.5% | 40 | 0% | 1.9 |
|
| 3093 |
BW
3093
Bison Wealth
Atlanta,
Georgia
| $171M | +$6.77M | +4% | 0.6% | 37.4% | 271 | 25.09% | 0.4 |
|
| 3094 |
SGA
3094
Strategic Global Advisors
Newport Beach,
California
| $171M | +$36.2M | +27% | 6.97% | 137% | 149 | 18.12% | 0.4 |
|
| 3095 |
DAS
3095
Dynamic Advisor Solutions
Phoenix,
Arizona
| $171M | -$28.2M | -14% | 1.16% | 70.9% | 211 | 34.6% | 0.9 |
|
| 3096 |
HFM
3096
Hartford Financial Management
Hartford,
Connecticut
| $171M | +$8.42M | +5% | 0.5% | 79.6% | 278 | 62.23% | 0.7 |
|
| 3097 |
EGA
3097
E&G Advisors
Houston,
Texas
| $171M | +$1.61M | +1% | 1.25% | 97.7% | 93 | 4.3% | 1.2 |
|
| 3098 |
CWA
3098
Cypress Wealth Advisors
San Francisco,
California
| $171M | – | – | 0.81% | 29.3% | 148 | – | 0 |
|
| 3099 |
LC
3099
Lubar & Co
Milwaukee,
Wisconsin
| $170M | +$30M | +21% | 5.66% | – | 21 | 52.38% | 0.9 |
|
| 3100 |
CPA
3100
Capital Planning Advisors
Roseville,
California
| $170M | +$26.9M | +19% | 0.03% | 64.2% | 114 | 17.54% | 0.4 |
|