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 |
ACI
3251
Advance Capital I
Southfield,
Michigan
| $152M | -$9.7M | -6% | 2.48% | 34.1% | 294 | 75.17% | 0.2 |
|
| 3252 |
AC
3252
Argentiere Capital
Zug,
Switzerland
| $151M | -$90.9M | -38% | 0.27% | 1.96% | 68 | 61.76% | 0.3 |
|
| 3253 |
WRM
3253
Weybosset Research & Management
Province,
Rhode Island
| $151M | -$6.83M | -4% | 1.28% | 73.4% | 56 | 8.93% | 1.6 |
|
| 3254 |
FPTW
3254
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $151M | +$2.16M | +1% | 1.14% | 41.6% | 45 | 6.67% | 1.8 |
|
| 3255 |
SIA
3255
Starfire Investment Advisers
Southfield,
Michigan
| $151M | -$1.51M | -1% | 1.68% | 19.2% | 131 | 6.87% | 0.2 |
|
| 3256 |
DPA
3256
Devon Park Associates
| $151M | +$15.1M | +11% | 20.9% | – | 4 | 50% | 0.4 |
|
| 3257 |
NLVP
3257
New Leaf Venture Partners
New York
| $151M | +$3.58M | +2% | 19.4% | 17.1% | 16 | 31.25% | 0.4 |
|
| 3258 |
HCM
3258
Hawkeye Capital Management
Miami Beach,
Florida
| $150M | -$69.3M | -32% | 12.2% | – | 11 | 54.55% | 0.7 |
|
| 3259 |
CFMC
3259
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $150M | +$1.9M | +1% | 0.15% | 63.3% | 170 | 8.82% | 1 |
|
| 3260 |
DOA
3260
D'Orazio & Associates
Falls Church,
Virginia
| $150M | +$23.6M | +19% | 5.68% | 61.2% | 284 | 17.96% | 1.2 |
|
| 3261 |
WGCA
3261
Wolf Group Capital Advisors
Fairfax,
Virginia
| $150M | +$5.1M | +4% | 0.64% | 28.2% | 111 | 27.93% | 1.1 |
|
| 3262 |
FA
3262
Fagan Associates
Troy,
New York
| $150M | +$15M | +11% | 3.23% | 127% | 102 | 19.61% | 0.9 |
|
| 3263 |
DA
3263
Doliver Advisors
Houston,
Texas
| $150M | -$5.67M | -4% | 5.91% | 92.3% | 342 | 46.2% | 0.6 |
|
| 3264 |
SCM
3264
Simcoe Capital Management
New York
| $150M | +$11.1M | +8% | 0.84% | 48.7% | 28 | 42.86% | 0.3 |
|
| 3265 |
SCA
3265
Samson Capital Advisors
New York
| $150M | +$19.4M | +15% | 1.46% | – | 44 | 29.55% | 0.4 |
|
| 3266 |
PFSC
3266
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $150M | -$1.67M | -1% | 1.72% | 93% | 342 | 8.48% | 1.4 |
|
| 3267 |
MHS
3267
M Holdings Securities
Portland,
Oregon
| $150M | -$3.54M | -2% | 1.61% | 83.9% | 204 | 13.73% | 1 |
|
| 3268 |
SAIG
3268
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| $149M | -$4.39M | -3% | 2.36% | 95.4% | 32 | 6.25% | 1.8 |
|
| 3269 |
VSWA
3269
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $149M | +$2.29M | +2% | 1.33% | 70.1% | 44 | 13.64% | 0.5 |
|
| 3270 |
ACM
3270
Arlington Capital Management
Arlington Heights,
Illinois
| $149M | +$9.62M | +7% | 0.39% | 154% | 33 | 27.27% | 0.4 |
|
| 3271 |
LFG
3271
LifePlan Financial Group
Dayton,
Ohio
| $149M | -$1.35M | -0.9% | 1.07% | 20.2% | 103 | 31.07% | 1.2 |
|
| 3272 |
LCM
3272
Liberty Capital Management
Birmingham,
Michigan
| $149M | -$885K | -0.6% | 0.61% | – | 106 | 7.55% | 1.7 |
|
| 3273 |
PIM
3273
Parasol Investment Management
Westmont,
Illinois
| $149M | -$10.1M | -6% | 1.74% | 20.9% | 280 | 9.64% | 1.3 |
|
| 3274 |
GAM
3274
Garrison Asset Management
Fayetteville,
Arkansas
| $149M | -$2.02M | -1% | 0.81% | 52.1% | 91 | 10.99% | 1.6 |
|
| 3275 |
WIM
3275
Wilen Investment Management
Bonita Springs,
Florida
| $149M | +$2.89M | +2% | 1.69% | 79.9% | 73 | 5.48% | 1.7 |
|