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 |
AAM
3201
Alken Asset Management
London,
United Kingdom
| $158M | -$617M | -80% | 2.27% | 0.22% | 8 | 87.5% | 1.5 |
|
| 3202 |
VAS
3202
Valicenti Advisory Services
Elmira,
New York
| $158M | +$5.6M | +4% | 3.61% | 119% | 53 | 16.98% | 2.2 |
|
| 3203 |
MCM
3203
Matterhorn Capital Management
San Antonio,
Texas
| $158M | +$3.49M | +2% | 3.9% | 38.8% | 63 | 22.22% | 1.7 |
|
| 3204 |
VW
3204
Vantage Wealth
Pasadena,
California
| $157M | -$589K | -0.4% | 1.15% | 56.1% | 22 | 13.64% | 2.5 |
|
| 3205 |
SAM
3205
Summit Asset Management
Memphis,
Tennessee
| $157M | +$4.21M | +3% | 2.26% | 48.9% | 96 | 6.25% | 2.3 |
|
| 3206 |
RHI
3206
Richmond Hill Investments
New York
| $157M | -$5.54M | -3% | 7.48% | 55.2% | 8 | 12.5% | 1.8 |
|
| 3207 |
BCM
3207
Beck Capital Management
Austin,
Texas
| $157M | +$12M | +8% | 5.3% | 291% | 128 | 53.13% | 0.8 |
|
| 3208 |
PCA
3208
Peddock Capital Advisors
Braintree,
Massachusetts
| $157M | +$24.5M | +19% | 7.7% | 104% | 93 | 6.45% | 1.9 |
|
| 3209 |
SRCM
3209
Swift Run Capital Management
Charlottesville,
Virginia
| $157M | -$4.65M | -3% | 2.54% | 9.9% | 65 | 35.38% | 1.2 |
|
| 3210 |
CWM
3210
Cedar Wealth Management
Walnut Creek,
California
| $157M | +$11.5M | +8% | 5.57% | 68.1% | 152 | 42.11% | 0.2 |
|
| 3211 |
BPCA
3211
Bank Pictet & Cie (Asia)
Singapore
| $156M | -$12.5M | -7% | 0.89% | 30.4% | 63 | 22.22% | 0.6 |
|
| 3212 |
IFB
3212
iAB Financial Bank
Fort Wayne,
Indiana
| $156M | +$8.01M | +5% | 1.84% | 22.5% | 125 | 15.2% | 2.1 |
|
| 3213 |
DM
3213
Delphi Management
Brookline,
Massachusetts
| $156M | -$10.3M | -6% | 1.81% | 111% | 99 | 16.16% | 1.6 |
|
| 3214 |
SAM
3214
Selway Asset Management
| $156M | +$11M | +8% | 0.41% | 36.5% | 77 | 10.39% | 1.7 |
|
| 3215 |
KCM
3215
Kempner Capital Management
Galveston,
Texas
| $156M | -$10.6M | -6% | 3.89% | 60.9% | 75 | 9.33% | 2.1 |
|
| 3216 |
VHMC
3216
Value Holdings Management Company
Hampton Bays,
New York
| $156M | +$3.65M | +2% | 4.95% | 125% | 41 | 7.32% | 1.8 |
|
| 3217 |
FA
3217
Fagan Associates
Troy,
New York
| $156M | +$4.81M | +3% | 1.4% | 127% | 105 | 24.76% | 1.5 |
|
| 3218 |
DAC
3218
Dymon Asia Capital
Singapore
| $156M | +$22M | +16% | 6.5% | – | 15 | 46.67% | 0.3 |
|
| 3219 |
LC
3219
Lightyear Capital
New York
| $156M | +$9.37M | +6% | 7.76% | – | 3 | 0% | 1.5 |
|
| 3220 |
AACA
3220
American Assets Capital Advisers
San Diego,
California
| $155M | +$26.8M | +21% | 8.93% | 73.5% | 33 | 3.03% | 1 |
|
| 3221 |
KCPG
3221
Kavar Capital Partners Group
Leawood,
Kansas
| $155M | +$4.13M | +3% | 2.33% | 77.2% | 103 | 6.8% | 1.9 |
|
| 3222 |
BBPWM
3222
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $155M | +$8.44M | +6% | 1.66% | 62.5% | 447 | 4.7% | 2.2 |
|
| 3223 |
HIM
3223
HughesLittle Investment Management
Vancouver,
| $155M | -$1.15M | -0.7% | 1.87% | 106% | 14 | 7.14% | 2.3 |
|
| 3224 |
AFA
3224
Abacus FCF Advisors
Orlando,
Florida
| $155M | -$19.9M | -11% | 0.12% | 197% | 129 | 44.96% | 0.5 |
|
| 3225 |
MG
3225
Magnolia Group
Omaha,
Nebraska
| $155M | +$29.3M | +23% | 14.7% | 9.52% | 11 | 27.27% | 0.4 |
|