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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
CFN
3251
Cordasco Financial Network
Naples,
Florida
| $130M | +$5.68M | +5% | 6.33% | 31.1% | 311 | 7.72% | 1.8 |
|
| 3252 |
RJA
3252
Robshaw & Julian Associates
Williamsville,
New York
| $130M | +$634K | +0.5% | 5.06% | 19.3% | 42 | 14.29% | 3.3 |
|
| 3253 |
CP
3253
Corbenic Partners
Bethlehem,
Pennsylvania
| $130M | +$4.45M | +4% | 5.13% | – | 122 | 13.93% | 2.9 |
|
| 3254 |
GIS
3254
Guardian Investor Services
New York
| $130M | +$1.21M | +0.9% | 5.29% | – | 509 | 2.75% | 3.9 |
|
| 3255 |
MSWM
3255
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $130M | – | – | 5.29% | 53.1% | 27 | – | 0 |
|
| 3256 |
SAM
3256
Summit Asset Management
Memphis,
Tennessee
| $130M | +$5.03M | +4% | 3.5% | 48.9% | 85 | 2.35% | 3.8 |
|
| 3257 |
DJC
3257
Daily Journal Corp
Los Angeles,
California
| $130M | +$669K | +0.5% | 1.07% | 108% | 4 | 0% | 2 |
|
| 3258 |
CC
3258
Caxton Corporation
Princeton,
New Jersey
| $130M | -$1.3M | -1% | 4.95% | 512% | 4 | 25% | 1.8 |
|
| 3259 |
MIC
3259
Meridian Investment Counsel
Lafayette,
California
| $130M | +$12.1M | +10% | 5.64% | 103% | 149 | 6.04% | 1.9 |
|
| 3260 |
FAM
3260
Foothills Asset Management
Scottsdale,
Arizona
| $129M | +$6.58M | +5% | 4.66% | 8.84% | 57 | 17.54% | 1.7 |
|
| 3261 |
GWM
3261
Graybill Wealth Management
Elmhurst,
Illinois
| $129M | +$7.82M | +6% | 4.73% | – | 53 | 11.32% | 3.5 |
|
| 3262 |
ACS
3262
Archford Capital Strategies
Swansea,
Illinois
| $129M | +$9.4M | +8% | 4.29% | 76.2% | 1,000 | 20.4% | 0.9 |
|
| 3263 |
TCMV
3263
Technology Crossover Management V
Menlo Park,
California
| $129M | -$40.9M | -24% | 23% | 2.5% | 3 | 33.33% | 4 |
|
| 3264 |
ACM
3264
Altalis Capital Management
New York
| $129M | +$8.28M | +7% | 6.2% | 3.82% | 23 | 26.09% | 1.6 |
|
| 3265 |
TWS
3265
Thomas W. Smith
| $129M | -$1.03M | -0.8% | 2.33% | – | 16 | 12.5% | 3.6 |
|
| 3266 |
TCM
3266
Trafelet Capital Management
New York
| $128M | +$11.2M | +10% | 2.61% | 101% | 18 | 33.33% | 2.4 |
|
| 3267 |
NA
3267
NS Advisors
Westport,
Connecticut
| $128M | +$2.32M | +2% | 8.39% | 16.3% | 16 | 12.5% | 3.1 |
|
| 3268 |
AWA
3268
Arete Wealth Advisors
Chicago,
Illinois
| $128M | +$20.7M | +19% | 6.16% | 85.3% | 137 | 25.55% | 1.4 |
|
| 3269 |
RPM
3269
Ridgemont Partners Management
Charlotte,
North Carolina
| $128M | -$4.19M | -3% | 2.69% | 45.6% | 4 | 0% | 4 |
|
| 3270 |
TM
3270
TigerShark Management
New York
| $128M | -$16.3M | -11% | 5.05% | – | 74 | 41.89% | 2.4 |
|
| 3271 |
SG
3271
StepStone Group
La Jolla,
California
| $128M | +$19.7M | +18% | 4.83% | 103% | 14 | 28.57% | 2.2 |
|
| 3272 |
PTA
3272
Pear Tree Advisors
Lincoln,
Massachusetts
| $128M | +$5.9M | +5% | 1.55% | 45.8% | 54 | 11.11% | 3.1 |
|
| 3273 |
WAM
3273
Wilsey Asset Management
San Diego,
California
| $128M | +$4.34M | +4% | 6.44% | 55% | 29 | 27.59% | 1.8 |
|
| 3274 |
BA
3274
Bennicas & Associates
Portola Valley,
California
| $128M | +$2.77M | +2% | 4.22% | 40.3% | 86 | 9.3% | 3.7 |
|
| 3275 |
FWM
3275
Focused Wealth Management
Newburgh,
New York
| $128M | +$8.27M | +7% | 3.84% | 73.9% | 736 | 12.23% | 2.6 |
|