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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
UFF
3101
USA Financial Formulas
Ada,
Michigan
| $154M | -$171M | -53% | 3.13% | 98.9% | 252 | 85.32% | 0.2 |
|
| 3102 |
SRCM
3102
Sterling Ridge Capital Management
New York
| $154M | -$247M | -62% | 3.25% | – | 100 | 76% | 0.2 |
|
| 3103 |
SIM
3103
Sigma Investment Management
Portland,
Oregon
| $153M | -$10.3M | -6% | 5.14% | 8.4% | 29 | 10.34% | 1.8 |
|
| 3104 |
SAC
3104
Smith Affiliated Capital
New York
| $153M | -$10.9M | -7% | 6.32% | 6.89% | 112 | 0.89% | 1.2 |
|
| 3105 |
WA
3105
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $153M | -$5.39M | -3% | 17% | 89.9% | 7 | 14.29% | 0.7 |
|
| 3106 |
TSS
3106
Thomas Story & Son
Culver,
Indiana
| $153M | -$6.12M | -4% | 2.71% | 101% | 53 | 7.55% | 2 |
|
| 3107 |
BMM
3107
Buffington Mohr McNeal
Boise,
Idaho
| $153M | -$27.1M | -15% | 1.47% | 29.3% | 101 | 22.77% | 1.4 |
|
| 3108 |
MAS
3108
Madden Advisory Services
Jacksonville,
Florida
| $152M | -$14.7M | -9% | 6.51% | 52.3% | 318 | 9.12% | 0.8 |
|
| 3109 |
MM
3109
Meridian Management
Little Rock,
Arkansas
| $152M | -$12.6M | -8% | 7.55% | 57.8% | 70 | 15.71% | 1.7 |
|
| 3110 |
MP
3110
Marlowe Partners
New York
| $152M | +$13.1M | +9% | 5.14% | 16.3% | 15 | 40% | 0.4 |
|
| 3111 |
CPA
3111
Capital Planning Advisors
Roseville,
California
| $152M | -$18.1M | -11% | 4.52% | 64.2% | 113 | 15.93% | 0.6 |
|
| 3112 |
SCM
3112
Sterneck Capital Management
Kansas City,
Missouri
| $152M | -$29.7M | -16% | 8.44% | 61.5% | 154 | 22.08% | 1.5 |
|
| 3113 |
SPM
3113
Sycamore Partners Management
New York
| $152M | – | – | 2.86% | 31.8% | 2 | – | 0.8 |
|
| 3114 |
FPTW
3114
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $152M | +$942K | +0.6% | 5% | 41.6% | 113 | 61.06% | 0.8 |
|
| 3115 |
AWM
3115
Altavista Wealth Management
Asheville,
North Carolina
| $152M | -$10.7M | -7% | 5.98% | 80.6% | 114 | 13.16% | 1.8 |
|
| 3116 |
BW
3116
Bison Wealth
Atlanta,
Georgia
| $152M | -$19.4M | -11% | 6.08% | 37.4% | 280 | 32.5% | 0.6 |
|
| 3117 |
ZCA
3117
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $152M | +$27.1M | +22% | 6.25% | 41% | 58 | 20.69% | 1.6 |
|
| 3118 |
BRM
3118
Boston Research & Management
Manchester,
Massachusetts
| $152M | -$6.07M | -4% | 6.89% | 53.2% | 101 | 6.93% | 2 |
|
| 3119 |
AF
3119
Aegis Financial
Mc Lean,
Virginia
| $152M | -$31.8M | -17% | 16.4% | 266% | 47 | 17.02% | 1.6 |
|
| 3120 |
PFA
3120
Paradigm Financial Advisors
Des Peres,
Missouri
| $152M | +$18.9M | +14% | 8.3% | 114% | 94 | 12.77% | 1.4 |
|
| 3121 |
FEG
3121
Financial Enhancement Group
Anderson,
Indiana
| $152M | -$7.23M | -5% | 3.33% | 62.2% | 42 | 11.9% | 0.2 |
|
| 3122 |
MRFOFM
3122
M&R Follow-On Fund Management
Dallas,
Texas
| $152M | +$60.5M | +66% | 23.9% | 48.8% | 1 | 0% | 0.8 |
|
| 3123 |
MC
3123
Mathes Company
New York
| $152M | -$35.6M | -19% | 5.43% | 121% | 151 | 17.88% | 1.8 |
|
| 3124 |
VAS
3124
Valicenti Advisory Services
Elmira,
New York
| $152M | -$4.85M | -3% | 7.91% | 119% | 62 | 19.35% | 1.7 |
|
| 3125 |
SCM
3125
Simcoe Capital Management
New York
| $151M | +$1.64M | +1% | 10.3% | 48.7% | 25 | 16% | 0.5 |
|