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 |
BRM
3201
Boston Research & Management
Manchester,
Massachusetts
| $158M | +$316K | +0.2% | 0.83% | 53.2% | 100 | 4% | 1.9 |
|
| 3202 |
SIMM
3202
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| $158M | +$2.37M | +2% | 0.88% | 72.3% | 72 | 6.94% | 1.4 |
|
| 3203 |
BWP
3203
BSW Wealth Partners
Boulder,
Colorado
| $157M | +$207K | +0.1% | 0.52% | 75.4% | 61 | 18.03% | 1.5 |
|
| 3204 |
BCM
3204
Breithorn Capital Management
New York
| $157M | -$2.93M | -2% | 3.78% | 43.9% | 48 | 16.67% | 1.2 |
|
| 3205 |
RWA
3205
River Wealth Advisors
Camp Hill,
Pennsylvania
| $157M | -$4.22M | -3% | 0.58% | 80.3% | 142 | 4.93% | 0.2 |
|
| 3206 |
QCG
3206
Quadrant Capital Group
Cincinnati,
Ohio
| $157M | – | – | 0.32% | 105% | 1,299 | – | 0 |
|
| 3207 |
MCTP
3207
MPAM Credit Trading Partners
Cleveland,
Ohio
| $157M | +$15.8M | +11% | 5.84% | – | 36 | 75% | 0.2 |
|
| 3208 |
SC
3208
Saybrook Capital
Winston Salem,
North Carolina
| $157M | +$4.97M | +3% | 0.13% | 67.1% | 48 | 2.08% | 1.8 |
|
| 3209 |
CPA
3209
Court Place Advisors
Ellicott City,
Maryland
| $157M | -$332K | -0.2% | 0.32% | 92% | 136 | 2.21% | 1.3 |
|
| 3210 |
SA
3210
Strategic Advisors
New York
| $157M | +$781K | +0.5% | 0.55% | 105% | 155 | 36.13% | 1.4 |
|
| 3211 |
FAM
3211
Formidable Asset Management
Cincinnati,
Ohio
| $157M | +$4.79M | +3% | 0.39% | 52.2% | 556 | 5.04% | 1.4 |
|
| 3212 |
NCM
3212
Neumann Capital Management
Foster City,
California
| $157M | -$106K | -0.1% | 0.27% | 79.4% | 84 | 5.95% | 0.5 |
|
| 3213 |
SC
3213
Schulhoff & Co
Cincinnati,
Ohio
| $157M | -$4.81M | -3% | 0.57% | 51.8% | 109 | 1.83% | 1.8 |
|
| 3214 |
VAS
3214
Valicenti Advisory Services
Elmira,
New York
| $156M | -$3.69M | -2% | 1.35% | 119% | 58 | 5.17% | 1.5 |
|
| 3215 |
AA
3215
Advisory Alpha
Holland,
Michigan
| $156M | +$2.24M | +1% | 1.48% | 50.3% | 45 | 24.44% | 1.1 |
|
| 3216 |
BCP
3216
Blue Chip Partners
Farmington Hills,
Michigan
| $156M | +$8.75M | +6% | 0.95% | 81.2% | 117 | 10.26% | 0.5 |
|
| 3217 |
PC
3217
Pomelo Capital
New York
| $156M | -$28M | -15% | 2.99% | 4.35% | 99 | 22.22% | 0.7 |
|
| 3218 |
ECM
3218
EagleClaw Capital Management
Boston,
Massachusetts
| $156M | +$1.62M | +1% | 1.06% | 104% | 107 | 4.67% | 1.1 |
|
| 3219 |
ZF
3219
Zhang Financial
Portage,
Michigan
| $156M | -$4.32M | -3% | 0.54% | 67.9% | 68 | 2.94% | 1.7 |
|
| 3220 |
FPCM
3220
Fox Point Capital Management
New York
| $155M | +$2.47M | +2% | 10.1% | 201% | 28 | 60.71% | 0.3 |
|
| 3221 |
FNBOH
3221
First National Bank of Hutchinson
Hutchinson,
Kansas
| $155M | -$25.1M | -14% | 0.49% | 121% | 77 | 16.88% | 1.6 |
|
| 3222 |
LIM
3222
Lorem Ipsum Management
New York
| $155M | +$3.84M | +3% | 8.08% | – | 34 | 58.82% | 0.3 |
|
| 3223 |
GVT
3223
Genesee Valley Trust
Pittsford,
New York
| $155M | -$6.17M | -4% | 1.38% | 30.2% | 319 | 27.59% | 1.2 |
|
| 3224 |
MJP
3224
Michael J. Puzo
| $155M | -$1.36M | -0.9% | 0.05% | 90.3% | 130 | 9.23% | 1.2 |
|
| 3225 |
NFG
3225
NewFocus Financial Group
Vancouver,
Washington
| $155M | -$5.21M | -3% | 1.28% | 55.4% | 57 | 0% | 1.1 |
|