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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 |
TCM
3201
TCS Capital Management
New York
| $193M | +$16M | +9% | 62.8% | 271% | 27 | 88.89% | 1.2 |
|
| 3202 |
FNBOMD
3202
First National Bank of Mount Dora
Mount Dora,
Florida
| $192M | +$6.65M | +4% | 2.21% | 84.5% | 81 | 6.17% | 3 |
|
| 3203 |
CCC
3203
Chelsea Counsel Company
Los Angeles,
California
| $192M | -$2.3M | -1% | 2.2% | 106% | 84 | 7.14% | 3.5 |
|
| 3204 |
FA
3204
Fagan Associates
Troy,
New York
| $192M | +$11.8M | +7% | 4% | 127% | 110 | 20.91% | 1.9 |
|
| 3205 |
BFA
3205
Benedict Financial Advisors
Atlanta,
Georgia
| $192M | +$8.34M | +5% | 2.06% | 72.4% | 105 | 3.81% | 2.2 |
|
| 3206 |
FSA
3206
Financial Sense Advisors
San Diego,
California
| $191M | +$24.7M | +15% | 2.67% | 152% | 98 | 33.67% | 1.1 |
|
| 3207 |
NOCM
3207
Night Owl Capital Management
Greenwich,
Connecticut
| $191M | +$1.29M | +0.7% | 11.4% | 162% | 24 | 12.5% | 2.1 |
|
| 3208 |
PSC
3208
Prentiss Smith & Co
Brattleboro,
Vermont
| $191M | +$14.8M | +8% | 6.38% | 63.9% | 271 | 18.45% | 2.3 |
|
| 3209 |
CCM
3209
CWH Capital Management
Spokane,
Washington
| $191M | -$1.1M | -0.6% | 5.25% | 29.9% | 61 | 26.23% | 1.6 |
|
| 3210 |
UAM
3210
UAS Asset Management
New York
| $190M | +$16.7M | +10% | 5.53% | 98% | 33 | 42.42% | 1.5 |
|
| 3211 |
BHTS
3211
Bar Harbor Trust Services
Ellsworth,
Maine
| $190M | -$5.92M | -3% | 0.72% | 86.4% | 79 | 8.86% | 2.1 |
|
| 3212 |
EML
3212
Eos Management LP
New York
| $190M | +$15.2M | +9% | 12.4% | 152% | 20 | 0% | 3.7 |
|
| 3213 |
TCM
3213
Tradewinds Capital Management
Bellingham,
Washington
| $190M | +$31.3M | +20% | 3.11% | 85.2% | 761 | 21.68% | 2.2 |
|
| 3214 |
MM
3214
Meridian Management
Little Rock,
Arkansas
| $190M | +$14M | +8% | 3.06% | 57.8% | 69 | 8.7% | 2.6 |
|
| 3215 |
WCM
3215
Weik Capital Management
Wyomissing,
Pennsylvania
| $190M | +$1.71M | +0.9% | 1.65% | 66.9% | 119 | 6.72% | 3 |
|
| 3216 |
OBWP
3216
O'Brien Wealth Partners
Waltham,
Massachusetts
| $189M | +$9.35M | +5% | 2.72% | 56.7% | 34 | 11.76% | 1.3 |
|
| 3217 |
BC
3217
Birchview Capital
Burlington,
Vermont
| $189M | +$9.21M | +5% | 6.4% | 327% | 44 | 13.64% | 1.7 |
|
| 3218 |
LGC
3218
Laurel Grove Capital
Los Angeles,
California
| $189M | -$858K | -0.5% | 3.92% | 59.2% | 100 | 9% | 2.8 |
|
| 3219 |
TAM
3219
Toscafund Asset Management
London,
United Kingdom
| $189M | +$34.4M | +22% | 3.88% | 80.9% | 7 | 14.29% | 1.4 |
|
| 3220 |
SAM
3220
Summit Asset Management
Memphis,
Tennessee
| $189M | +$15.8M | +9% | 2.18% | 48.9% | 106 | 7.55% | 3 |
|
| 3221 |
SCM
3221
Shah Capital Management
Raleigh,
North Carolina
| $189M | -$103K | -0.1% | 3.7% | 287% | 16 | 12.5% | 1.9 |
|
| 3222 |
HIC
3222
Holderness Investments Company
Greensboro,
North Carolina
| $189M | -$8.32M | -4% | 2.35% | 144% | 216 | 12.5% | 1.3 |
|
| 3223 |
MM
3223
Midas Management
New York
| $188M | -$1.98M | -1% | 2.28% | 43.3% | 139 | 12.95% | 1.7 |
|
| 3224 |
PCA
3224
Peddock Capital Advisors
Braintree,
Massachusetts
| $188M | +$15.3M | +9% | 2.36% | 104% | 264 | 13.64% | 1.4 |
|
| 3225 |
YWP
3225
YorkBridge Wealth Partners
New York
| $188M | -$2.81M | -1% | 3.45% | 36.5% | 948 | 11.18% | 0.4 |
|