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 |
FFC
3076
First Financial Corp
Terre Haute,
Indiana
| $172M | -$19.4M | -10% | 4.48% | 95.3% | 487 | 17.45% | 2.4 |
|
| 3077 |
SAM
3077
Shamrock Asset Management
Dallas,
Texas
| $172M | +$3.39M | +2% | 4.11% | 31% | 292 | 23.29% | 1.5 |
|
| 3078 |
AP
3078
Advisors Preferred
Rockville,
Maryland
| $172M | -$29.3M | -15% | 3.54% | 102% | 340 | 75% | 0.3 |
|
| 3079 |
ADMI
3079
Albert D. Mason Inc
Boston,
Massachusetts
| $172M | +$8.85M | +5% | 5.84% | 82% | 132 | 8.33% | 2.4 |
|
| 3080 |
GCA
3080
Gideon Capital Advisors
New York
| $172M | +$91.8M | +115% | 0.58% | 37.6% | 272 | 82.72% | 0.1 |
|
| 3081 |
CP
3081
Camelot Portfolios
Maumee,
Ohio
| $172M | +$8.55M | +5% | 4.48% | 41.3% | 179 | 16.76% | 1.7 |
|
| 3082 |
CRIM
3082
Castle Ridge Investment Management
Greenwich,
Connecticut
| $171M | +$12.9M | +8% | 6.41% | – | 56 | 67.86% | 0.2 |
|
| 3083 |
MC
3083
Mathes Company
New York
| $171M | +$4.86M | +3% | 2.36% | 121% | 139 | 14.39% | 2 |
|
| 3084 |
WCM
3084
Windsor Capital Management
Phoenix,
Arizona
| $171M | +$10.4M | +6% | 3.38% | 49.1% | 111 | 6.31% | 2.3 |
|
| 3085 |
ACM
3085
Arlington Capital Management
Arlington Heights,
Illinois
| $171M | +$58.1M | +51% | 28.5% | 154% | 37 | 81.08% | 0.1 |
|
| 3086 |
IIC
3086
Ironwood Investment Counsel
Scottsdale,
Arizona
| $171M | -$20.1M | -10% | 4.17% | 64% | 144 | 20.14% | 2.5 |
|
| 3087 |
CI
3087
Cavalier Investments
Alpharetta,
Georgia
| $171M | -$3.26M | -2% | 5.82% | 171% | 145 | 51.03% | 0.3 |
|
| 3088 |
DCCA
3088
D.C. Capital Advisors
New York
| $171M | +$24.2M | +16% | 9.98% | 59.9% | 31 | 29.03% | 1.3 |
|
| 3089 |
TM
3089
Tikvah Management
Charlotte,
North Carolina
| $171M | -$9.11M | -5% | 0.43% | 169% | 18 | 16.67% | 1.6 |
|
| 3090 |
BFA
3090
Benedict Financial Advisors
Atlanta,
Georgia
| $171M | +$6.35M | +4% | 4.38% | 72.4% | 99 | 5.05% | 1.4 |
|
| 3091 |
VNA
3091
VNBTrust National Association
Charlottesville,
Virginia
| $171M | -$1.36M | -0.8% | 1.17% | 42.9% | 142 | 14.79% | 2 |
|
| 3092 |
SFG
3092
StrategIQ Financial Group
Merrillville,
Indiana
| $171M | +$63.5M | +59% | 2.37% | 12.6% | 103 | 46.6% | 0.3 |
|
| 3093 |
MFS
3093
McNamara Financial Services
Marshfield,
Massachusetts
| $171M | +$6.44M | +4% | 1.26% | 42.6% | 36 | 8.33% | 0.3 |
|
| 3094 |
EIAM
3094
Equinox Institutional Asset Management
Princeton,
New Jersey
| $170M | +$1.44M | +0.9% | 0.87% | – | 4 | 0% | 0.5 |
|
| 3095 |
WCA
3095
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $170M | +$19.5M | +13% | 39.1% | 282% | 27 | 51.85% | 1 |
|
| 3096 |
RCS
3096
Retirement Capital Strategies
San Jose,
California
| $170M | -$2.03M | -1% | 1.89% | 59% | 17 | 17.65% | 1.8 |
|
| 3097 |
SXM
3097
SC XII Management
Menlo Park,
California
| $170M | +$5.89M | +4% | 9.39% | 73.4% | 3 | 0% | 1.8 |
|
| 3098 |
EFSCE
3098
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $170M | +$3.98M | +2% | 3.5% | 100% | 1,114 | 12.57% | 2.4 |
|
| 3099 |
CIM
3099
Cetera Investment Management
El Segundo,
California
| $170M | -$23.6M | -12% | 1.65% | – | 131 | 17.56% | 0.5 |
|
| 3100 |
AA
3100
AlphaMark Advisors
Ft. Wright,
Kentucky
| $170M | -$18.6M | -10% | 3.3% | 26.4% | 351 | 15.1% | 1.8 |
|