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 |
EAMA
3151
EFG Asset Management (Americas)
Miami,
Florida
| $163M | +$34.6M | +27% | 0.18% | 112% | 165 | 50.91% | 0.9 |
|
| 3152 |
AWM
3152
Altavista Wealth Management
Asheville,
North Carolina
| $163M | +$528K | +0.3% | 0.24% | 80.6% | 118 | 21.19% | 1.6 |
|
| 3153 |
DR
3153
Davis Rea
Toronto,
Ontario, Canada
| $163M | +$8.69M | +6% | 0.01% | 66.9% | 45 | 13.33% | 1.5 |
|
| 3154 |
PCI
3154
Pacifica Capital Investments
Leander,
Texas
| $163M | +$8.15M | +5% | 3.95% | 70.4% | 15 | 6.67% | 1.6 |
|
| 3155 |
RCM
3155
Riverpark Capital Management
New York
| $163M | +$1.95M | +1% | 1.57% | 152% | 48 | 4.17% | 0.9 |
|
| 3156 |
WA
3156
Waverly Advisors
Birmingham,
Alabama
| $163M | -$35.1M | -18% | 1.03% | 67.6% | 440 | 32.95% | 1.1 |
|
| 3157 |
RMAM
3157
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $163M | -$2.24M | -1% | 0.43% | 75% | 119 | 7.56% | 1.3 |
|
| 3158 |
VST
3158
Van Strum & Towne
San Francisco,
California
| $163M | +$1.89M | +1% | 1.06% | 62.2% | 76 | 6.58% | 1.5 |
|
| 3159 |
NIC
3159
Northwest Investment Counselors
Lake Oswego,
Oregon
| $162M | +$707K | +0.4% | 0.67% | 32.4% | 115 | 5.22% | 1.7 |
|
| 3160 |
PC
3160
Permit Capital
West Conshohocken,
Pennsylvania
| $162M | +$1.02M | +0.6% | 1.42% | 121% | 69 | 4.35% | 1.6 |
|
| 3161 |
TCAM
3161
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $162M | +$16.4M | +11% | 5.16% | 2.37% | 8 | 0% | 0.7 |
|
| 3162 |
ACP
3162
Acuta Capital Partners
Redwood City,
California
| $162M | +$43M | +36% | 9.38% | 7,269% | 71 | 56.34% | 0.2 |
|
| 3163 |
PRS
3163
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $162M | +$10.9M | +7% | 1.47% | 82.9% | 222 | 55.41% | 0.2 |
|
| 3164 |
FWM
3164
Focused Wealth Management
Newburgh,
New York
| $162M | -$1.17M | -0.7% | 0.21% | 73.9% | 764 | 11.78% | 1.4 |
|
| 3165 |
SFWA
3165
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $162M | +$13.9M | +9% | 2.12% | 61.5% | 279 | 20.79% | 0.4 |
|
| 3166 |
SAM
3166
Solaris Asset Management
New York
| $162M | -$211K | -0.1% | 1.63% | 74% | 238 | 15.97% | 1.3 |
|
| 3167 |
HC
3167
Hendley & Co
Zanesville,
Ohio
| $161M | -$4.6M | -3% | 0.13% | 54.8% | 71 | 14.08% | 1.5 |
|
| 3168 |
BGDI
3168
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $161M | -$19.8M | -11% | 0.2% | 95.1% | 93 | 15.05% | 0.8 |
|
| 3169 |
MFM
3169
Mohican Financial Management
Wilton,
Connecticut
| $161M | -$41M | -20% | 0.02% | 0% | 51 | 35.29% | 1 |
|
| 3170 |
AFG
3170
Arkansas Financial Group
Little Rock,
Arkansas
| $161M | +$1.64M | +1% | 1.23% | 39.1% | 22 | 4.55% | 1.4 |
|
| 3171 |
EEG
3171
E.E. Geduld
| $161M | +$11M | +7% | 6.08% | 59.9% | 361 | 38.23% | 0.9 |
|
| 3172 |
CCI
3172
Credit Capital Investments
Livingston,
New Jersey
| $161M | -$12.6M | -7% | 7.85% | 481% | 49 | 24.49% | 0.4 |
|
| 3173 |
MCM
3173
McMillion Capital Management
Greensboro,
North Carolina
| $161M | -$6.71M | -4% | 0.16% | 59.3% | 68 | 5.88% | 1.6 |
|
| 3174 |
SFS
3174
Shaker Financial Services
Arlington,
Virginia
| $160M | -$468K | -0.3% | 4.39% | 12.9% | 152 | 43.42% | 0.8 |
|
| 3175 |
NFGCM
3175
Norman Fields Gottscho Capital Management
New York
| $160M | +$2.1M | +1% | 0.34% | 96.9% | 76 | 15.79% | 1.3 |
|