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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
ACS
3251
Archford Capital Strategies
Swansea,
Illinois
| $126M | -$3.45M | -3% | 0.53% | 76.2% | 938 | 18.98% | 0.5 |
|
| 3252 |
WAM
3252
Wilsey Asset Management
San Diego,
California
| $125M | -$3.05M | -2% | 0.75% | 55% | 23 | 4.35% | 0.7 |
|
| 3253 |
CFA
3253
Cahill Financial Advisors
Edina,
Minnesota
| $125M | -$2.49M | -2% | 1.59% | 55.9% | 114 | 13.16% | 0.7 |
|
| 3254 |
LFFS
3254
La Francaise Forum Securities
Old Greenwich,
Connecticut
| $125M | -$85.8M | -41% | 3.12% | 29.8% | 53 | 7.55% | 1.1 |
|
| 3255 |
TCM
3255
Trafelet Capital Management
New York
| $125M | -$3.55M | -3% | 5.06% | 101% | 20 | 40% | 0.6 |
|
| 3256 |
PFG
3256
Piershale Financial Group
Barrington,
Illinois
| $125M | +$2.54M | +2% | 1.59% | 82% | 240 | 51.25% | 0.7 |
|
| 3257 |
WA
3257
WESPAC Advisors
Orinda,
California
| $125M | +$36.9M | +42% | 0.29% | 112% | 144 | 34.03% | 0.7 |
|
| 3258 |
HH
3258
HWG Holdings
Houston,
Texas
| $125M | -$6.9M | -5% | 16.7% | – | 55 | 65.45% | 0.3 |
|
| 3259 |
MCC
3259
Malaga Cove Capital
Pv Estates,
California
| $124M | +$3.95M | +3% | 1% | 88.1% | 85 | 40% | 0.3 |
|
| 3260 |
GL
3260
Globe Life
Mckinney,
Texas
| $124M | +$1.67M | +1% | 0.72% | 60.1% | 26 | 11.54% | 1 |
|
| 3261 |
GIS
3261
Guardian Investor Services
New York
| $124M | -$5.89M | -5% | 1.33% | – | 510 | 3.14% | 1.2 |
|
| 3262 |
NFG
3262
NewFocus Financial Group
Vancouver,
Washington
| $124M | -$2.43M | -2% | 0.47% | 55.4% | 46 | 13.04% | 0.7 |
|
| 3263 |
JAM
3263
Jolley Asset Management
Rocky Mount,
North Carolina
| $124M | -$12.1M | -9% | 1.39% | 3.47% | 128 | 10.94% | 1.1 |
|
| 3264 |
LI
3264
Longer Investments
Fayetteville,
Arkansas
| $124M | -$8.48M | -6% | 0.49% | 20.4% | 49 | 36.73% | 0.9 |
|
| 3265 |
TIC
3265
Trees Investment Counsel
Chicago,
Illinois
| $124M | -$3.51M | -3% | 1.62% | – | 58 | 3.45% | 1.1 |
|
| 3266 |
PTA
3266
Pear Tree Advisors
Lincoln,
Massachusetts
| $124M | -$4.68M | -4% | 1.58% | 45.8% | 55 | 7.27% | 1 |
|
| 3267 |
QGM
3267
Quality Growth Management
Rancho Santa Fe,
California
| $124M | -$8.91M | -7% | 2.91% | – | 22 | 4.55% | 0.7 |
|
| 3268 |
CNC
3268
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $124M | -$751K | -0.6% | 0.57% | 73.3% | 81 | 1.23% | 1.1 |
|
| 3269 |
TM
3269
TigerShark Management
New York
| $123M | -$5.33M | -4% | 2.01% | – | 72 | 36.11% | 0.7 |
|
| 3270 |
SIS
3270
Sandell Investment Services
New York
| $123M | -$2.68M | -2% | 1.87% | – | 26 | 73.08% | 0.4 |
|
| 3271 |
FAM
3271
Foothills Asset Management
Scottsdale,
Arizona
| $123M | -$6.5M | -5% | 0.39% | 8.84% | 58 | 17.24% | 0.6 |
|
| 3272 |
PCA
3272
Peddock Capital Advisors
Braintree,
Massachusetts
| $123M | -$10.1M | -8% | 2.24% | 104% | 91 | 4.4% | 0.7 |
|
| 3273 |
NVIM
3273
New Vernon Investment Management
Highland Park,
Illinois
| $123M | -$22.2M | -15% | 1.38% | 83.1% | 59 | 40.68% | 0.6 |
|
| 3274 |
WCA
3274
Westover Capital Advisors
Wilmington,
Delaware
| $123M | +$4.14M | +3% | 1.01% | 133% | 96 | 19.79% | 0.9 |
|
| 3275 |
VIG
3275
Vienna Insurance Group
Warsaw,
Poland
| $123M | -$20.4M | -14% | 0.77% | 188% | 18 | 55.56% | 0.3 |
|