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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
PFM
3176
PacWest Financial Management
Phoenix,
Arizona
| $135M | -$113K | -0.1% | 0.85% | 19.2% | 88 | 4.55% | 1.1 |
|
| 3177 |
BAM
3177
Brave Asset Management
Summit,
New Jersey
| $134M | -$7.39M | -5% | 0.58% | 76.3% | 454 | 6.61% | 0.7 |
|
| 3178 |
WA
3178
Winfield Associates
Cleveland,
Ohio
| $134M | -$3.57M | -3% | 0.13% | 77.8% | 321 | 14.33% | 0.7 |
|
| 3179 |
LI
3179
LVZ Inc
Holland,
Michigan
| $134M | -$457K | -0.3% | 2.85% | 47.1% | 26 | 7.69% | 0.7 |
|
| 3180 |
MIM
3180
Midwest Investment Management
Cleveland,
Ohio
| $134M | -$2.95M | -2% | 0.99% | 26% | 58 | 5.17% | 1.1 |
|
| 3181 |
WGCA
3181
Wolf Group Capital Advisors
Fairfax,
Virginia
| $134M | -$3.55M | -3% | 3.68% | 28.2% | 100 | 9% | 0.7 |
|
| 3182 |
MIC
3182
Meridian Investment Counsel
Lafayette,
California
| $134M | +$4.2M | +3% | 0.83% | 116% | 149 | 2.01% | 0.7 |
|
| 3183 |
YCM
3183
Yakira Capital Management
Westport,
Connecticut
| $134M | +$1.74M | +1% | 1.71% | 74.1% | 148 | 51.35% | 0.4 |
|
| 3184 |
AEC
3184
Advance Emerging Capital
London,
United Kingdom
| $134M | -$9M | -6% | 0% | – | 13 | 15.38% | 1 |
|
| 3185 |
TF
3185
Trutina Financial
Bellevue,
Washington
| $134M | -$1.77M | -1% | 1.63% | 20.5% | 69 | 14.49% | 1.1 |
|
| 3186 |
AGM
3186
Alpine Global Management
New York
| $134M | -$215M | -62% | 2.71% | 149% | 273 | 84.62% | 0.1 |
|
| 3187 |
WOC
3187
West Oak Capital
Westlake Village,
California
| $134M | -$4.43M | -3% | 1.22% | 110% | 320 | 5.31% | 1.1 |
|
| 3188 |
GAG
3188
GM Advisory Group
Melville,
New York
| $133M | +$18.1M | +16% | 0.62% | 53.6% | 92 | 31.52% | 0.5 |
|
| 3189 |
GAM
3189
Garrison Asset Management
Fayetteville,
Arkansas
| $133M | -$5.12M | -4% | 2.63% | 52.1% | 87 | 2.3% | 1.1 |
|
| 3190 |
FPCP
3190
Fort Point Capital Partners
San Francisco,
California
| $133M | +$20.2M | +18% | 2.2% | 62.2% | 64 | 40.63% | 0.4 |
|
| 3191 |
NDSI
3191
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $133M | -$42.5M | -24% | 0.32% | 73.5% | 152 | 11.84% | 1 |
|
| 3192 |
CRCM
3192
Crystal Rock Capital Management
Bannockburn,
Illinois
| $133M | -$8.8M | -6% | 2.36% | 172% | 33 | 21.21% | 0.9 |
|
| 3193 |
LJHT
3193
Laurie J. Hall Trustee
| $133M | -$62K | -0% | 0.89% | 105% | 89 | 6.74% | 1.2 |
|
| 3194 |
COPM
3194
Charter Oak Partners Management
Westport,
Connecticut
| $133M | -$51.4M | -28% | 4.87% | – | 36 | 19.44% | 0.8 |
|
| 3195 |
SAM
3195
Sequent Asset Management
Houston,
Texas
| $133M | -$6.14M | -4% | 3.64% | 51.3% | 64 | 1.56% | 1 |
|
| 3196 |
DJC
3196
Daily Journal Corp
Los Angeles,
California
| $133M | +$2.65M | +2% | 2.34% | 108% | 4 | 0% | 0.8 |
|
| 3197 |
RWM
3197
Raffa Wealth Management
Washington,
District of Columbia
| $133M | +$1.69M | +1% | 1.25% | 35.8% | 762 | 65.62% | 0.3 |
|
| 3198 |
KFP
3198
Keystone Financial Planning
Cleveland,
Ohio
| $133M | -$266K | -0.2% | 0.03% | 46% | 49 | 12.24% | 0.7 |
|
| 3199 |
BREA
3199
Barings Real Estate Advisers
Hartford,
Connecticut
| $132M | -$4.12M | -3% | 3.43% | 44.2% | 49 | 10.2% | 1 |
|
| 3200 |
AWA
3200
Arete Wealth Advisors
Chicago,
Illinois
| $132M | +$4.01M | +3% | 1.09% | 85.3% | 153 | 28.76% | 0.5 |
|