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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
MIM
3151
Midwest Investment Management
Cleveland,
Ohio
| $134M | +$15.1M | +13% | 10.5% | 26% | 68 | 14.71% | 0.4 |
|
| 3152 |
WI
3152
WrapManager Inc
Mill Valley,
California
| $134M | +$18.4M | +16% | 6.9% | 64.6% | 55 | 16.36% | 0.5 |
|
| 3153 |
VP
3153
Value Partners
Hong Kong
| $134M | – | – | 21.5% | – | 19 | – | 0 |
|
| 3154 |
KTC
3154
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $133M | +$9.48M | +8% | 8.24% | 52% | 602 | 5.81% | 0.5 |
|
| 3155 |
FPCP
3155
Fort Point Capital Partners
San Francisco,
California
| $133M | – | – | 5.61% | 62.2% | 39 | – | 0 |
|
| 3156 |
WCWM
3156
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $133M | -$2.19M | -2% | 4.88% | 39.1% | 24 | 16.67% | 0.5 |
|
| 3157 |
MAS
3157
Madden Advisory Services
Jacksonville,
Florida
| $133M | +$18.3M | +16% | 3.94% | 52.3% | 331 | 19.94% | 0.4 |
|
| 3158 |
BRA
3158
Bender Robert & Associates
Pasadena,
California
| $133M | +$5.47M | +4% | 10.2% | 116% | 57 | 3.51% | 0.5 |
|
| 3159 |
SCM
3159
Shah Capital Management
Raleigh,
North Carolina
| $133M | +$1.11M | +0.8% | 0.36% | 287% | 18 | 16.67% | 0.4 |
|
| 3160 |
HPA
3160
Hilltop Park Associates
New York
| $133M | +$6.11M | +5% | 18.6% | 293% | 101 | 71.29% | 0.1 |
|
| 3161 |
A
3161
Abingworth
London,
United Kingdom
| $133M | -$42.8M | -24% | 5.66% | 184% | 11 | 0% | 0.5 |
|
| 3162 |
SM
3162
Selkirk Management
Chatham,
New Jersey
| $133M | +$5.83M | +5% | 8.62% | 245% | 21 | 9.52% | 0.5 |
|
| 3163 |
SRA
3163
Summit Rock Advisors
New York
| $132M | +$46.6M | +54% | 5.62% | – | 3 | 0% | 0.5 |
|
| 3164 |
ZF
3164
Zhang Financial
Portage,
Michigan
| $132M | +$8.41M | +7% | 5.66% | 67.9% | 52 | 3.85% | 0.5 |
|
| 3165 |
KFA
3165
Kays Financial Advisory
Atlanta,
Georgia
| $132M | – | – | 4.17% | 23.3% | 29 | – | 0 |
|
| 3166 |
TC
3166
Talkot Capital
Sausalito,
California
| $132M | +$2.8M | +2% | 2.28% | 13.2% | 33 | 51.52% | 0.3 |
|
| 3167 |
ICP
3167
IBIS Capital Partners
London,
United Kingdom
| $132M | – | – | 11% | 35.1% | 9 | – | 0 |
|
| 3168 |
CNC
3168
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $132M | +$8.31M | +7% | 8.75% | 73.3% | 77 | 3.9% | 0.5 |
|
| 3169 |
GIS
3169
Guardian Investor Services
New York
| $132M | +$11.8M | +10% | 10.6% | – | 506 | 2.37% | 0.5 |
|
| 3170 |
ST
3170
Somerset Trust
Somerset,
Pennsylvania
| $132M | – | – | 9.71% | 80.5% | 201 | – | 0 |
|
| 3171 |
AF
3171
Aristotle Fund
Portland,
Maine
| $131M | +$23.3M | +22% | 14.4% | 3.11% | 7 | 28.57% | 0.4 |
|
| 3172 |
ACM
3172
Artis Capital Management
San Francisco,
California
| $131M | +$85.1M | +185% | 23.8% | – | 12 | 8.33% | 0.5 |
|
| 3173 |
CAS
3173
CTC Alternative Strategies
Chicago,
Illinois
| $131M | +$65.8M | +101% | 7.23% | 111% | 197 | 81.73% | 0.1 |
|
| 3174 |
AC
3174
Aperimus Capital
Marina Del Rey,
California
| $131M | -$2.02M | -2% | 9.22% | 44% | 4 | 0% | 0.4 |
|
| 3175 |
TWM
3175
Torch Wealth Management
Cincinnati,
Ohio
| $131M | – | – | 8.04% | 48.8% | 261 | – | 0 |
|