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 |
YP
3201
YG Partners
New York
| $154M | +$18.6M | +14% | 2.48% | – | 29 | 34.48% | 0.2 |
|
| 3202 |
BB
3202
Bell Bank
Fargo,
North Dakota
| $154M | +$14.2M | +10% | 3.81% | 64.3% | 144 | 33.33% | 1.6 |
|
| 3203 |
MAS
3203
Madden Advisory Services
Jacksonville,
Florida
| $154M | +$1.74M | +1% | 1.75% | 52.3% | 93 | 5.38% | 2.3 |
|
| 3204 |
CRCM
3204
Crystal Rock Capital Management
Bannockburn,
Illinois
| $153M | +$16.7M | +12% | 2.06% | 172% | 36 | 41.67% | 1.1 |
|
| 3205 |
DDC
3205
Daniel Devine & Co
Parkland,
Florida
| $153M | +$2.04M | +1% | 0.38% | 34.2% | 69 | 17.39% | 1.1 |
|
| 3206 |
IP
3206
Investment Partners
New Philadelphia,
Ohio
| $153M | +$70.4M | +85% | 2.29% | 74.1% | 167 | 41.32% | 0.7 |
|
| 3207 |
FEG
3207
Financial Enhancement Group
Anderson,
Indiana
| $153M | -$9.72M | -6% | 1.81% | 62.2% | 50 | 24% | 0.6 |
|
| 3208 |
EGA
3208
E&G Advisors
Houston,
Texas
| $153M | -$13.4M | -8% | 0.61% | 97.7% | 109 | 26.61% | 1.4 |
|
| 3209 |
TSWM
3209
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $153M | +$4.07M | +3% | 3.05% | 83.6% | 149 | 28.86% | 1.8 |
|
| 3210 |
JAM
3210
JW Asset Management
Miami Beach,
Florida
| $153M | -$115M | -43% | 22% | 251% | 47 | 23.4% | 0.9 |
|
| 3211 |
SAM
3211
Summit Asset Management
Memphis,
Tennessee
| $153M | +$5.42M | +4% | 1.69% | 48.9% | 93 | 8.6% | 2.2 |
|
| 3212 |
LBC
3212
Lawrence B. Cohen
| $153M | +$5.6M | +4% | 4.19% | 41.8% | 72 | 2.78% | 2.3 |
|
| 3213 |
IIM
3213
Ironwood Investment Management
Boston,
Massachusetts
| $153M | -$89.7M | -37% | 2.72% | 164% | 176 | 13.07% | 2.1 |
|
| 3214 |
RA
3214
Rational Advisors
Huntington,
New York
| $153M | – | – | 7.1% | 37.7% | 208 | – | 0.9 |
|
| 3215 |
SC
3215
Schulhoff & Co
Cincinnati,
Ohio
| $152M | +$4.82M | +3% | 3.63% | 51.8% | 104 | 5.77% | 2.4 |
|
| 3216 |
SIA
3216
Starfire Investment Advisers
Southfield,
Michigan
| $152M | +$6.58M | +5% | 1.7% | 19.2% | 137 | 8.03% | 0.9 |
|
| 3217 |
VHMC
3217
Value Holdings Management Company
Hampton Bays,
New York
| $152M | +$14.9M | +11% | 10.4% | 125% | 40 | 15% | 1.7 |
|
| 3218 |
VAS
3218
Valicenti Advisory Services
Elmira,
New York
| $152M | +$4.02M | +3% | 1.56% | 119% | 51 | 7.84% | 2.1 |
|
| 3219 |
VMI
3219
VHCP Management II
New York
| $152M | +$30.3M | +25% | 12.8% | 2,334% | 22 | 31.82% | 0.2 |
|
| 3220 |
GECH
3220
Garnet Equity Capital Holdings
New York
| $152M | +$64.4M | +73% | 1.4% | 302% | 27 | 44.44% | 1.4 |
|
| 3221 |
NCM
3221
Neumann Capital Management
Foster City,
California
| $152M | +$8.04M | +6% | 2.21% | 79.4% | 78 | 2.56% | 1.2 |
|
| 3222 |
CM
3222
Capula Management
Grand Cayman,
Cayman Islands
| $152M | -$254M | -63% | 0.32% | 90.7% | 12 | 75% | 0.2 |
|
| 3223 |
FNB
3223
Farmers National Bank
Danville,
Kentucky
| $152M | +$13.7M | +10% | 5.27% | – | 106 | 10.38% | 1.1 |
|
| 3224 |
KCPG
3224
Kavar Capital Partners Group
Leawood,
Kansas
| $151M | -$4.41M | -3% | 1.83% | 77.2% | 518 | 80.89% | 1.7 |
|
| 3225 |
VST
3225
Van Strum & Towne
San Francisco,
California
| $151M | -$3.32M | -2% | 1.45% | 62.2% | 77 | 11.69% | 2 |
|