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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
EGA
3226
E&G Advisors
Houston,
Texas
| $127M | +$20.1M | +19% | 2.16% | 92.3% | 86 | 13.95% | 0.9 |
|
| 3227 |
IWC
3227
Integrated Wealth Counsel
Carmel,
California
| $127M | -$9.49M | -7% | 1.91% | 8.52% | 196 | 17.86% | 2.6 |
|
| 3228 |
FVCM
3228
F&V Capital Management
Boca Raton,
Florida
| $126M | +$921K | +0.7% | 3.67% | 107% | 66 | 16.67% | 2.6 |
|
| 3229 |
MM
3229
Meridian Management
Little Rock,
Arkansas
| $126M | +$595K | +0.5% | 3.85% | 57.8% | 62 | 8.06% | 2.8 |
|
| 3230 |
NA
3230
NS Advisors
Westport,
Connecticut
| $126M | +$3.01M | +2% | 5.71% | 16.3% | 15 | 13.33% | 2.5 |
|
| 3231 |
SIS
3231
Sandell Investment Services
New York
| $126M | +$21M | +20% | 0.6% | – | 29 | 55.17% | 1.3 |
|
| 3232 |
BAM
3232
Brave Asset Management
Summit,
New Jersey
| $126M | +$1.11M | +0.9% | 1.81% | 76.3% | 446 | 7.17% | 1 |
|
| 3233 |
LI
3233
Longer Investments
Fayetteville,
Arkansas
| $126M | -$2.1M | -2% | 2.33% | 20.4% | 51 | 47.06% | 1.8 |
|
| 3234 |
SAM
3234
Sequent Asset Management
Houston,
Texas
| $126M | +$7.74M | +7% | 3.15% | 51.3% | 55 | 12.73% | 2.5 |
|
| 3235 |
BCM
3235
Blume Capital Management
Berkeley,
California
| $126M | +$5.06M | +4% | 2.11% | 96.9% | 296 | 31.76% | 0.9 |
|
| 3236 |
LFG
3236
LifePlan Financial Group
Dayton,
Ohio
| $126M | -$20.7M | -14% | 1.68% | 20.2% | 293 | 15.7% | 2.4 |
|
| 3237 |
CP
3237
Corbenic Partners
Bethlehem,
Pennsylvania
| $126M | +$20.7M | +20% | 0.99% | – | 126 | 28.57% | 2.2 |
|
| 3238 |
ATC
3238
Adirondack Trust Company
Saratoga Springs,
New York
| $125M | +$2.01M | +2% | 1.4% | 84.9% | 319 | 7.84% | 2.7 |
|
| 3239 |
SM
3239
SCFF Management
Menlo Park,
California
| $125M | -$43.4M | -26% | 16.8% | – | 4 | 0% | 2.5 |
|
| 3240 |
HKIM
3240
Hayek Kallen Investment Management
Fairhope,
Alabama
| $125M | -$3.12M | -2% | 1.8% | 71.9% | 60 | 6.67% | 2.9 |
|
| 3241 |
BA
3241
Bennicas & Associates
Portola Valley,
California
| $125M | -$5.8M | -4% | 3.22% | 40.3% | 86 | 4.65% | 2.9 |
|
| 3242 |
FAM
3242
Forty4 Asset Management
Chicago,
Illinois
| $125M | -$188M | -60% | 6.9% | – | 232 | 82.76% | 0.9 |
|
| 3243 |
SAM
3243
Summit Asset Management
Memphis,
Tennessee
| $125M | -$1.65M | -1% | 1.31% | 48.9% | 92 | 11.96% | 2.8 |
|
| 3244 |
LI
3244
LVZ Inc
Holland,
Michigan
| $125M | +$2.93M | +2% | 1.74% | 47.1% | 24 | 8.33% | 0.9 |
|
| 3245 |
SJL
3245
Shayne & Jacobs LLC
Nashville,
Tennessee
| $125M | +$4.94M | +4% | 5.24% | 73.4% | 23 | 0% | 2.7 |
|
| 3246 |
TIC
3246
Trees Investment Counsel
Chicago,
Illinois
| $125M | -$969K | -0.8% | 2.92% | – | 58 | 3.45% | 2.6 |
|
| 3247 |
FCMC
3247
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $125M | +$6.26M | +5% | 2.39% | 88.9% | 42 | 16.67% | 0.9 |
|
| 3248 |
CFN
3248
Cordasco Financial Network
Naples,
Florida
| $125M | -$10.6M | -8% | 3.14% | 31.1% | 320 | 21.25% | 0.9 |
|
| 3249 |
SCM
3249
Shah Capital Management
Raleigh,
North Carolina
| $125M | -$8.28M | -6% | 0.94% | 287% | 17 | 23.53% | 2.5 |
|
| 3250 |
BDCM
3250
Black Diamond Capital Management
Stamford,
Connecticut
| $125M | -$1.85M | -1% | 4.5% | 28.3% | 4 | 0% | 1 |
|