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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
SAM
3226
Solaris Asset Management
New York
| $159M | +$20.1M | +14% | 3.14% | 74% | 500 | 60.2% | 0.7 |
|
| 3227 |
SSI
3227
Scott & Selber Inc
Houston,
Texas
| $159M | +$9.47M | +6% | 6.11% | 187% | 80 | 36.25% | 1.3 |
|
| 3228 |
HC
3228
Hendley & Co
Zanesville,
Ohio
| $159M | -$4.11M | -3% | 1.96% | 54.8% | 63 | 7.94% | 2.5 |
|
| 3229 |
BCVI
3229
Bain Capital Venture Investors
Boston,
Massachusetts
| $159M | +$22.7M | +17% | 40.3% | 34.2% | 3 | 66.67% | 1 |
|
| 3230 |
ADL
3230
Asset Dedication LLC
San Francisco,
California
| $158M | +$14.5M | +10% | 3.44% | 67.8% | 425 | 20.71% | 0.6 |
|
| 3231 |
FNBOH
3231
First National Bank of Hutchinson
Hutchinson,
Kansas
| $158M | +$6.13M | +4% | 2.51% | 121% | 89 | 32.58% | 1.8 |
|
| 3232 |
BI
3232
Boulegeris Investments
Sandy Springs,
Georgia
| $158M | +$10.9M | +7% | 5.89% | 39.1% | 48 | 8.33% | 1.5 |
|
| 3233 |
PCTC
3233
Perkins Coie Trust Company
Seattle,
Washington
| $158M | +$6.1M | +4% | 3.69% | 70.8% | 266 | 4.14% | 2.2 |
|
| 3234 |
NO
3234
Ninety One
Cape Town,
South Africa
| $157M | +$41.4M | +36% | 1.55% | 193% | 93 | 38.71% | 0.4 |
|
| 3235 |
PL
3235
Plancorp LLC
Saint Louis,
Missouri
| $157M | +$44.6M | +40% | 0.78% | 67.3% | 69 | 39.13% | 0.8 |
|
| 3236 |
BPGAM
3236
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $157M | +$64.5M | +70% | 7.56% | 88.9% | 70 | 62.86% | 0.4 |
|
| 3237 |
EML
3237
Eos Management LP
New York
| $157M | +$105M | +201% | 33.9% | 152% | 29 | 10.34% | 2.6 |
|
| 3238 |
CA
3238
Corrado Advisors
Ramsey,
New Jersey
| $157M | +$2.68M | +2% | 6.58% | 64% | 115 | 14.78% | 1.4 |
|
| 3239 |
RCA
3239
Rowland Carmichael Advisors
Scottsdale,
Arizona
| $157M | -$2.07M | -1% | 1.77% | 39% | 308 | 10.71% | 0.4 |
|
| 3240 |
SC
3240
Saybrook Capital
Winston Salem,
North Carolina
| $157M | +$2.01M | +1% | 2.48% | 67.1% | 48 | 4.17% | 2.6 |
|
| 3241 |
ECM
3241
EagleClaw Capital Management
Boston,
Massachusetts
| $156M | +$6.1M | +4% | 4.72% | 104% | 109 | 8.26% | 2.1 |
|
| 3242 |
KCM
3242
Karp Capital Management
Sausalito,
California
| $156M | +$5.96M | +4% | 2.7% | 21.3% | 90 | 27.78% | 1.2 |
|
| 3243 |
BRF
3243
B. Riley Financial
Los Angeles,
California
| $156M | -$16.8M | -10% | 6.58% | 682% | 164 | 25% | 0.5 |
|
| 3244 |
MCO
3244
MAK Capital One
New York
| $156M | +$30M | +24% | 28.1% | 200% | 7 | 14.29% | 1 |
|
| 3245 |
BCM
3245
Bourgeon Capital Management
Darien,
Connecticut
| $156M | +$2.02M | +1% | 6.81% | 117% | 104 | 25% | 1.7 |
|
| 3246 |
MFS
3246
Monetta Financial Services
Wheaton,
Illinois
| $156M | -$2.29M | -1% | 8.81% | 275% | 86 | 36.05% | 1.1 |
|
| 3247 |
SFA
3247
Stewardship Financial Advisors
Stockbridge,
Georgia
| $156M | +$9.46M | +6% | 1.81% | 39.1% | 45 | 13.33% | 0.6 |
|
| 3248 |
BAM
3248
Brave Asset Management
Summit,
New Jersey
| $156M | +$6.48M | +4% | 4.32% | 76.3% | 426 | 11.27% | 2.2 |
|
| 3249 |
GAM
3249
Garrison Asset Management
Fayetteville,
Arkansas
| $156M | +$6.37M | +4% | 2.96% | 52.1% | 101 | 10.89% | 2.4 |
|
| 3250 |
ABFS
3250
Appropriate Balance Financial Services
Bellevue,
Washington
| $156M | +$4.75M | +3% | 5.22% | – | 35 | 17.14% | 0.6 |
|