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 |
KCMRT
3201
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $161M | +$1.92M | +1% | 1.67% | 21.9% | 98 | 11.22% | 2.2 |
|
| 3202 |
CVM
3202
Cheviot Value Management
Beverly Hills,
California
| $161M | -$6.25M | -4% | 1.04% | 77.8% | 43 | 18.6% | 2.3 |
|
| 3203 |
MCA
3203
Morris Capital Advisors
Malvern,
Pennsylvania
| $161M | -$7.28M | -4% | 4.86% | 72.9% | 73 | 12.33% | 0.6 |
|
| 3204 |
GAAM
3204
Guinness Atkinson Asset Management
Pasadena,
California
| $161M | +$1.29M | +0.8% | 8.45% | 132% | 69 | 2.9% | 2.5 |
|
| 3205 |
SAM
3205
Selway Asset Management
| $161M | +$5.07M | +3% | 5.55% | 36.5% | 81 | 11.11% | 1.9 |
|
| 3206 |
KKAMG
3206
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
| $161M | +$52.6M | +49% | 1.94% | – | 354 | 21.19% | 0.6 |
|
| 3207 |
PFSC
3207
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $161M | -$1.18M | -0.7% | 2.5% | 93% | 344 | 15.7% | 2.2 |
|
| 3208 |
DCM
3208
Dialectic Capital Management
Norwalk,
Connecticut
| $161M | -$142M | -47% | 24.6% | 91.5% | 141 | 72.34% | 0.4 |
|
| 3209 |
SRC
3209
Stone Run Capital
New York
| $161M | +$7.24M | +5% | 6% | 77.8% | 71 | 7.04% | 2.6 |
|
| 3210 |
DM
3210
Delphi Management
Brookline,
Massachusetts
| $161M | +$4.66M | +3% | 6.71% | 111% | 98 | 20.41% | 1.7 |
|
| 3211 |
I2I
3211
Insight 2811 Inc
Chicago,
Illinois
| $161M | -$99.3M | -38% | 2.6% | 30.8% | 117 | 26.5% | 2.1 |
|
| 3212 |
ACI
3212
AB CarVal Investors
Minneapolis,
Minnesota
| $160M | +$19.8M | +14% | 0.19% | 24% | 3 | 0% | 0.2 |
|
| 3213 |
DPI
3213
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $160M | -$456K | -0.3% | 2.66% | 38.2% | 55 | 20% | 1.5 |
|
| 3214 |
HCA
3214
Harbour Capital Advisors
Tysons Corner,
Virginia
| $160M | -$18.3M | -10% | 5.11% | 168% | 294 | 40.82% | 1.4 |
|
| 3215 |
MA
3215
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $160M | +$12.3M | +8% | 13.5% | 166% | 72 | 5.56% | 2.6 |
|
| 3216 |
TI
3216
Telemetry Investments
New York
| $159M | -$26.5M | -14% | 8.54% | 77.4% | 159 | 59.12% | 0.5 |
|
| 3217 |
CPA
3217
Columbia Pacific Advisors
Seattle,
Washington
| $159M | -$4.77M | -3% | 11.9% | 5.27% | 40 | 40% | 0.9 |
|
| 3218 |
HPIA
3218
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $159M | +$6.17M | +4% | 3.07% | 79.3% | 76 | 7.89% | 2.1 |
|
| 3219 |
NDSI
3219
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $159M | -$940K | -0.6% | 3.41% | 73.5% | 151 | 10.6% | 2.4 |
|
| 3220 |
WA
3220
Winfield Associates
Cleveland,
Ohio
| $159M | +$5.6M | +4% | 4.46% | 77.8% | 774 | 10.34% | 1.1 |
|
| 3221 |
HCM
3221
Horrell Capital Management
Little Rock,
Arkansas
| $159M | +$4.6M | +3% | 3.49% | 55.6% | 200 | 19.5% | 2.4 |
|
| 3222 |
LCP
3222
Legacy Capital Partners
Milwaukee,
Wisconsin
| $159M | -$1.78M | -1% | 2.01% | 85.6% | 117 | 7.69% | 2.4 |
|
| 3223 |
PAA
3223
Peregrine Asset Advisers
Portland,
Oregon
| $159M | +$8.14M | +5% | 8.22% | 182% | 126 | 37.3% | 1.6 |
|
| 3224 |
SIA
3224
Spruce Investment Advisors
Stamford,
Connecticut
| $159M | -$17M | -10% | 3.51% | 23.5% | 29 | 17.24% | 1.7 |
|
| 3225 |
BB
3225
Bell Bank
Fargo,
North Dakota
| $159M | -$15.1M | -9% | 0.17% | 64.3% | 136 | 21.32% | 1.9 |
|