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 |
BCCM
3101
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $169M | -$3.42M | -2% | 3.7% | 76.5% | 85 | 17.65% | 0.5 |
|
| 3102 |
VCM
3102
Versant Capital Management
Phoenix,
Arizona
| $169M | +$4.02M | +2% | 3.57% | 97.3% | 1,539 | 4.55% | 0.5 |
|
| 3103 |
NEIRG
3103
New England Investment & Retirement Group
North Andover,
Massachusetts
| $169M | -$13.4M | -7% | 4.15% | 72.5% | 58 | 15.52% | 1.3 |
|
| 3104 |
FCT
3104
Family Capital Trust
Peabody,
Massachusetts
| $169M | -$3.83M | -2% | 2.47% | 32.3% | 69 | 8.7% | 2.3 |
|
| 3105 |
VSWA
3105
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $169M | -$19.5M | -10% | 0.78% | 70.1% | 82 | 28.05% | 0.8 |
|
| 3106 |
FNB
3106
Farmers National Bank
Danville,
Kentucky
| $168M | +$16.9M | +11% | 5.39% | – | 138 | 27.54% | 1 |
|
| 3107 |
MCA
3107
Morris Capital Advisors
Malvern,
Pennsylvania
| $168M | +$20.6M | +14% | 0.49% | 72.9% | 70 | 12.86% | 0.4 |
|
| 3108 |
FI
3108
FCM Investments
Dallas,
Texas
| $168M | -$19.2M | -10% | 1.56% | 40.1% | 95 | 10.53% | 2.5 |
|
| 3109 |
WRTC
3109
Wind River Trust Company
Jackson,
Wyoming
| $168M | +$2.49M | +2% | 1.54% | 62.1% | 8 | 0% | 2.7 |
|
| 3110 |
CC
3110
Cambrian Capital
San Francisco,
California
| $168M | +$66.3M | +65% | 21% | 17.3% | 48 | 22.92% | 1.4 |
|
| 3111 |
GF
3111
Goodman Financial
Houston,
Texas
| $168M | +$3.64M | +2% | 2.72% | 52.5% | 47 | 19.15% | 1.4 |
|
| 3112 |
HFBOT
3112
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $167M | +$8.14M | +5% | 3.66% | 65.2% | 63 | 3.17% | 0.5 |
|
| 3113 |
CVM
3113
Cheviot Value Management
Beverly Hills,
California
| $167M | +$10.9M | +7% | 12.1% | 77.8% | 40 | 5% | 2.2 |
|
| 3114 |
WCM
3114
Weik Capital Management
Wyomissing,
Pennsylvania
| $167M | +$1.21M | +0.7% | 1.69% | 66.9% | 111 | 8.11% | 2.4 |
|
| 3115 |
BCM
3115
Bayesian Capital Management
Brooklyn,
New York
| $167M | +$61M | +58% | 7.5% | 107% | 643 | 86.94% | 0.1 |
|
| 3116 |
LBC
3116
Lawrence B. Cohen
| $167M | +$14.4M | +9% | 2.62% | 41.8% | 93 | 27.96% | 2 |
|
| 3117 |
OCM
3117
Oskie Capital Management
New York
| $167M | -$4.78M | -3% | 1.35% | 69.3% | 26 | 11.54% | 0.8 |
|
| 3118 |
SRP
3118
Saddle Road Partners
Omaha,
Nebraska
| $167M | +$9.41M | +6% | 0.98% | – | 132 | 12.12% | 0.5 |
|
| 3119 |
WPIC
3119
White Pine Investment Company
Livonia,
Michigan
| $167M | +$2.51M | +2% | 2.49% | 66.3% | 59 | 6.78% | 2.3 |
|
| 3120 |
TCM
3120
TCS Capital Management
New York
| $167M | -$24.1M | -13% | 2.95% | 271% | 36 | 75% | 0.4 |
|
| 3121 |
LGC
3121
Laurel Grove Capital
Los Angeles,
California
| $166M | -$9.65M | -5% | 0.13% | 59.2% | 104 | 12.5% | 2.2 |
|
| 3122 |
EDRIA
3122
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| $166M | +$16.2M | +11% | 3.9% | 12.8% | 98 | 5.1% | 0.5 |
|
| 3123 |
BW
3123
Bison Wealth
Atlanta,
Georgia
| $166M | +$10.8M | +7% | 4.6% | 37.4% | 213 | 21.6% | 1 |
|
| 3124 |
HFM
3124
Hartford Financial Management
Hartford,
Connecticut
| $166M | +$5.38M | +3% | 3.75% | 79.6% | 331 | 16.01% | 1.4 |
|
| 3125 |
IC
3125
Intersect Capital
San Ramon,
California
| $166M | +$7.02M | +4% | 3.11% | 57.2% | 111 | 2.7% | 1.2 |
|