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 |
GVT
3176
Genesee Valley Trust
Pittsford,
New York
| $163M | +$8.96M | +6% | 4.34% | 30.2% | 284 | 23.59% | 1.7 |
|
| 3177 |
MM
3177
Midas Management
New York
| $163M | -$13.5M | -8% | 5.79% | 43.3% | 162 | 19.75% | 1.5 |
|
| 3178 |
LCM
3178
Lionstone Capital Management
New York
| $163M | +$1.16M | +0.7% | 2.32% | 74.1% | 13 | 0% | 2.7 |
|
| 3179 |
AWW
3179
Alan W. Weber
| $163M | +$21.1M | +15% | 19.8% | 192% | 61 | 6.56% | 1.4 |
|
| 3180 |
TSS
3180
Thomas Story & Son
Culver,
Indiana
| $163M | +$1.45M | +0.9% | 2.7% | 101% | 48 | 4.17% | 2.8 |
|
| 3181 |
SM
3181
Selkirk Management
Chatham,
New Jersey
| $163M | -$2.83M | -2% | 14.4% | 245% | 19 | 10.53% | 2.9 |
|
| 3182 |
SAM
3182
Summit Asset Management
Memphis,
Tennessee
| $163M | +$5.76M | +4% | 2.78% | 48.9% | 98 | 4.08% | 2.5 |
|
| 3183 |
MAS
3183
Madden Advisory Services
Jacksonville,
Florida
| $163M | +$1.02M | +0.6% | 3.34% | 52.3% | 99 | 9.09% | 2.6 |
|
| 3184 |
CFG
3184
Cambridge Financial Group
Columbus,
Ohio
| $163M | -$641K | -0.4% | 5.17% | – | 33 | 12.12% | 1.4 |
|
| 3185 |
NC
3185
Nexthera Capital
New York
| $163M | +$47.2M | +41% | 33.4% | 161% | 47 | 55.32% | 0.3 |
|
| 3186 |
CV
3186
Clarus Ventures
Cambridge,
Massachusetts
| $163M | +$48.4M | +42% | 46.5% | 70.3% | 6 | 0% | 1.8 |
|
| 3187 |
PCA
3187
Peddock Capital Advisors
Braintree,
Massachusetts
| $163M | +$5.92M | +4% | 0.9% | 104% | 245 | 63.27% | 0.8 |
|
| 3188 |
CCM
3188
Cribstone Capital Management
Augusta,
Maine
| $163M | +$805K | +0.5% | 1.68% | 22.4% | 799 | 15.89% | 0.3 |
|
| 3189 |
OPTFSNA
3189
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $162M | +$1.68M | +1% | 2.57% | 72.6% | 74 | 5.41% | 2.8 |
|
| 3190 |
GWA
3190
Guidant Wealth Advisors
Palatine,
Illinois
| $162M | – | – | 3.16% | 17.8% | 206 | – | 0 |
|
| 3191 |
EVC
3191
Eidelman Virant Capital
Saint Louis,
Missouri
| $162M | -$181K | -0.1% | 4.39% | 46.2% | 141 | 16.31% | 1.7 |
|
| 3192 |
SC
3192
Schulhoff & Co
Cincinnati,
Ohio
| $162M | +$1.14M | +0.7% | 1.11% | 51.8% | 109 | 1.83% | 2.7 |
|
| 3193 |
HT
3193
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $162M | +$9.14M | +6% | 5.5% | 40% | 24 | 0% | 1.8 |
|
| 3194 |
PIMJS
3194
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $162M | +$20.5M | +14% | 13.9% | 125% | 50 | 16% | 1.6 |
|
| 3195 |
RWA
3195
RGT Wealth Advisors
Dallas,
Texas
| $162M | – | – | 4.22% | 9.35% | 118 | – | 0 |
|
| 3196 |
PBO
3196
Peoples Bank (Ohio)
Marietta,
Ohio
| $162M | +$2.51M | +2% | 4.65% | 71.7% | 101 | 9.9% | 0.7 |
|
| 3197 |
QAM
3197
Quantres Asset Management
Cayman,
Cayman Islands
| $162M | +$777K | +0.5% | 0.67% | 11% | 281 | 78.29% | 0.1 |
|
| 3198 |
ACM
3198
Armbruster Capital Management
Pittsford,
New York
| $161M | +$6.97M | +5% | 3.59% | 64.3% | 294 | 9.86% | 0.7 |
|
| 3199 |
SWM
3199
Stockman Wealth Management
Billings,
Montana
| $161M | +$33.6M | +26% | 2.99% | 73.5% | 131 | 51.91% | 0.8 |
|
| 3200 |
MMEA
3200
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $161M | +$970K | +0.6% | 0.74% | 18.2% | 14 | 0% | 0.7 |
|