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 |
FEG
3151
Financial Enhancement Group
Anderson,
Indiana
| $163M | +$9.76M | +6% | 2.43% | 62.2% | 49 | 24.49% | 0.7 |
|
| 3152 |
SA
3152
Steadfast Advisors
New York
| $163M | -$5.55M | -3% | 7.99% | 81.4% | 68 | 52.94% | 0.8 |
|
| 3153 |
SUT
3153
SC US (TTGP)
Menlo Park,
California
| $163M | +$84.5M | +108% | 1.15% | 65.2% | 12 | 58.33% | 0.5 |
|
| 3154 |
FNYS
3154
First New York Securities
New York
| $163M | +$17.6M | +12% | 25.5% | 119% | 366 | 73.5% | 0.2 |
|
| 3155 |
AHC
3155
Anderson Hoagland & Co
St Louis,
Missouri
| $163M | +$1.51M | +0.9% | 2.35% | 95.1% | 119 | 21.01% | 1.9 |
|
| 3156 |
HC
3156
Hendley & Co
Zanesville,
Ohio
| $163M | +$1.75M | +1% | 2.5% | 54.8% | 65 | 10.77% | 2.2 |
|
| 3157 |
EVC
3157
Eidelman Virant Capital
Saint Louis,
Missouri
| $163M | +$14.9M | +10% | 1.78% | 46.2% | 154 | 26.62% | 1.5 |
|
| 3158 |
SFSIG
3158
San Francisco Sentry Investment Group
San Francisco,
California
| $163M | -$4.02M | -2% | 2.03% | 436% | 170 | 15.29% | 2.3 |
|
| 3159 |
WA
3159
WealthTrust-Arizona
Scottsdale,
Arizona
| $163M | +$5.78M | +4% | 3.03% | 20.2% | 642 | 14.02% | 2 |
|
| 3160 |
CFA
3160
CT Financial Advisors
Chadds Ford,
Pennsylvania
| $162M | -$15.1M | -8% | 3.16% | – | 678 | 9% | 1.8 |
|
| 3161 |
CA
3161
Cumberland Advisors
Sarasota,
Florida
| $162M | +$17M | +12% | 1.11% | 73.5% | 59 | 27.12% | 1 |
|
| 3162 |
MFP
3162
Mosaic Financial Partners
San Francisco,
California
| $162M | +$5.62M | +4% | 4.67% | 6.05% | 45 | 4.44% | 2.5 |
|
| 3163 |
CCI
3163
Cevian Capital II
St. Helier,
Jersey
| $162M | +$5.11M | +3% | 3.26% | 105% | 1 | 0% | 0.5 |
|
| 3164 |
PFSC
3164
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $162M | +$3.23M | +2% | 4.25% | 93% | 309 | 3.24% | 2.3 |
|
| 3165 |
ST
3165
Somerset Trust
Somerset,
Pennsylvania
| $162M | +$11.2M | +7% | 2.75% | 80.5% | 155 | 9.68% | 2 |
|
| 3166 |
MAS
3166
Madden Advisory Services
Jacksonville,
Florida
| $162M | +$8.21M | +5% | 2.61% | 52.3% | 98 | 8.16% | 2.4 |
|
| 3167 |
CCM
3167
Cribstone Capital Management
Augusta,
Maine
| $162M | +$37.6M | +30% | 1.83% | 22.4% | 754 | 86.07% | 0.1 |
|
| 3168 |
LCM
3168
Lionstone Capital Management
New York
| $162M | -$3.83M | -2% | 1.26% | 74.1% | 13 | 7.69% | 2.4 |
|
| 3169 |
DVM
3169
Dreman Value Management
West Palm Beach,
Florida
| $162M | -$715M | -82% | 2.25% | 36.6% | 602 | 33.55% | 0.7 |
|
| 3170 |
TSS
3170
Thomas Story & Son
Culver,
Indiana
| $161M | -$2.56M | -2% | 2.59% | 101% | 49 | 8.16% | 2.6 |
|
| 3171 |
SC
3171
Schulhoff & Co
Cincinnati,
Ohio
| $161M | +$8.87M | +6% | 4.96% | 51.8% | 108 | 6.48% | 2.5 |
|
| 3172 |
CCM
3172
Concourse Capital Management
Atlanta,
Georgia
| $161M | -$5.34M | -3% | 0.65% | 107% | 74 | 28.38% | 0.6 |
|
| 3173 |
WSC
3173
Wellington Shields & Co
New York
| $161M | +$11M | +7% | 6.2% | 109% | 126 | 17.46% | 2 |
|
| 3174 |
BCA
3174
Bray Capital Advisors
Naples,
Florida
| $161M | +$45.4M | +39% | 1.85% | 36.6% | 128 | 39.06% | 0.8 |
|
| 3175 |
OPTFSNA
3175
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $161M | +$1.11M | +0.7% | 5.1% | 72.6% | 74 | 5.41% | 2.7 |
|