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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
PC
3201
Peavine Capital
Reno,
Nevada
| $155M | +$5.88M | +4% | 1.71% | 30.8% | 16 | 18.75% | 0.8 |
|
| 3202 |
AAM
3202
Augustine Asset Management
Jacksonville,
Florida
| $155M | -$3.9M | -2% | 3.73% | 316% | 64 | 9.38% | 1.1 |
|
| 3203 |
SAM
3203
Solaris Asset Management
New York
| $155M | +$5.24M | +4% | 3.66% | 74% | 248 | 27.02% | 1.1 |
|
| 3204 |
TCGI
3204
Three Corner Global Investors
New York
| $155M | -$5.36M | -3% | 8.07% | 57.5% | 33 | 54.55% | 0.4 |
|
| 3205 |
CPA
3205
Court Place Advisors
Ellicott City,
Maryland
| $154M | +$7.61M | +5% | 4.47% | 92% | 136 | 10.29% | 0.9 |
|
| 3206 |
FPA
3206
Fieldpoint Private Advisors
New York
| $154M | +$48K | +0% | 7.28% | 34% | 68 | 7.35% | 1.3 |
|
| 3207 |
HC
3207
Hendley & Co
Zanesville,
Ohio
| $154M | -$1.51M | -1% | 5.33% | 54.8% | 69 | 11.59% | 1.2 |
|
| 3208 |
CS
3208
Credential Securities
Vancouver,
| $154M | +$5.35M | +4% | 0.87% | 32.5% | 226 | 15.49% | 0.6 |
|
| 3209 |
AGPM
3209
ASA Gold & Precious Metals
Portland,
Maine
| $154M | -$27.8M | -15% | 13.4% | 7.34% | 18 | 0% | 1.4 |
|
| 3210 |
CPM
3210
Crescent Park Management
East Palo Alto,
California
| $154M | – | – | 8.92% | 87% | 11 | – | 0 |
|
| 3211 |
MHS
3211
M Holdings Securities
Portland,
Oregon
| $154M | -$24.9M | -14% | 4.41% | 83.9% | 559 | 70.3% | 0.7 |
|
| 3212 |
BCA
3212
Bray Capital Advisors
Naples,
Florida
| $154M | – | – | 2.65% | 36.6% | 134 | – | 0 |
|
| 3213 |
EWM
3213
Evermay Wealth Management
Arlington,
Virginia
| $154M | +$37.6M | +32% | 3.68% | 56.2% | 90 | 13.33% | 0.7 |
|
| 3214 |
EGA
3214
E&G Advisors
Houston,
Texas
| $154M | -$1.61M | -1% | 2.9% | 97.7% | 100 | 15% | 0.8 |
|
| 3215 |
HA
3215
Hamel Associates
Chatham,
New Jersey
| $154M | +$3.94M | +3% | 3.92% | 50.6% | 98 | 10.2% | 0.9 |
|
| 3216 |
PFG
3216
Piershale Financial Group
Barrington,
Illinois
| $154M | +$29M | +23% | 2.92% | 82% | 194 | 29.38% | 0.8 |
|
| 3217 |
ZF
3217
Zhang Financial
Portage,
Michigan
| $154M | +$7.38M | +5% | 3.05% | 67.9% | 66 | 4.55% | 1.2 |
|
| 3218 |
FDS
3218
First Dallas Securities
Dallas,
Texas
| $154M | -$14.7M | -9% | 1.45% | 163% | 117 | 14.53% | 1.1 |
|
| 3219 |
LWM
3219
Lenox Wealth Management
Cincinnati,
Ohio
| $154M | +$6.09M | +4% | 6.8% | 24.7% | 163 | 3.68% | 1 |
|
| 3220 |
GCM
3220
Garland Capital Management
Bellevue,
Washington
| $154M | +$14M | +10% | 5.53% | 55.7% | 39 | 0% | 1.4 |
|
| 3221 |
RWM
3221
RKL Wealth Management
Lancaster,
Pennsylvania
| $153M | +$10.2M | +7% | 4.96% | 70.2% | 61 | 8.2% | 0.7 |
|
| 3222 |
SA
3222
Strategic Advisors
New York
| $153M | +$1.14M | +0.7% | 3.01% | 105% | 141 | 17.73% | 1.2 |
|
| 3223 |
NCM
3223
Neumann Capital Management
Foster City,
California
| $153M | – | – | 3.66% | 79.4% | 86 | – | 0 |
|
| 3224 |
ZC
3224
Zelman Capital
Beachwood,
Ohio
| $153M | – | – | 8.62% | – | 28 | – | 0 |
|
| 3225 |
PFSC
3225
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $153M | +$5.23M | +4% | 4.64% | 93% | 351 | 6.84% | 0.9 |
|