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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%
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
TCM
3276
Tegean Capital Management
New York
| $134M | +$2.83M | +2% | 11.4% | – | 30 | 43.33% | 0.5 |
|
| 3277 |
WA
3277
Winfield Associates
Cleveland,
Ohio
| $134M | -$12.3M | -8% | 4.71% | 77.8% | 328 | 18.29% | 1.3 |
|
| 3278 |
NME
3278
Notis-McConarty Edward
| $134M | -$14.1M | -10% | 6.88% | 91.2% | 117 | 9.4% | 1.6 |
|
| 3279 |
ACS
3279
Archford Capital Strategies
Swansea,
Illinois
| $134M | -$6.54M | -5% | 6.05% | 76.2% | 789 | 8.62% | 1.3 |
|
| 3280 |
CGH
3280
Cleary Gull Holdings
Milwaukee,
Wisconsin
| $134M | +$1.71M | +1% | 8.2% | – | 95 | 25.26% | 0.2 |
|
| 3281 |
LCP
3281
Lamond Capital Partners
San Francisco,
California
| $134M | +$35.1M | +36% | 21.9% | 54.3% | 18 | 83.33% | 0.2 |
|
| 3282 |
SFS
3282
Shaker Financial Services
Arlington,
Virginia
| $133M | -$27M | -17% | 12.1% | 12.9% | 144 | 54.17% | 0.8 |
|
| 3283 |
WCWM
3283
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $133M | -$8.42M | -6% | 7.47% | 39.1% | 21 | 14.29% | 1.8 |
|
| 3284 |
KL
3284
KWMG LLC
Overland Park,
Kansas
| $133M | -$3.81M | -3% | 6.72% | 76.2% | 137 | 10.95% | 0.6 |
|
| 3285 |
CRCM
3285
Crystal Rock Capital Management
Bannockburn,
Illinois
| $133M | +$388K | +0.3% | 3.44% | 172% | 31 | 22.58% | 1.4 |
|
| 3286 |
KAS
3286
Kemnay Advisory Services
New York
| $133M | -$1.3M | -1% | 5.13% | 167% | 47 | 21.28% | 1.3 |
|
| 3287 |
TSWM
3287
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $132M | -$9.28M | -7% | 8.72% | 83.6% | 139 | 9.35% | 1.8 |
|
| 3288 |
WSC
3288
Wellington Shields & Co
New York
| $132M | -$168M | -56% | 12.4% | 109% | 114 | 19.3% | 2 |
|
| 3289 |
SAM
3289
Sequent Asset Management
Houston,
Texas
| $132M | -$11.6M | -8% | 7.62% | 51.3% | 72 | 6.94% | 1.6 |
|
| 3290 |
LWA
3290
Lowe Wealth Advisors
Columbia,
Maryland
| $132M | -$15.6M | -11% | 4.95% | 63.3% | 267 | 21.35% | 0.6 |
|
| 3291 |
CM
3291
Cornerstone Management
Duluth,
Georgia
| $132M | -$7.92M | -6% | 5.2% | 40% | 42 | 4.76% | 0.8 |
|
| 3292 |
TFMS
3292
Trust & Fiduciary Management Services
Boston,
Massachusetts
| $132M | -$75.7M | -36% | 9.18% | – | 46 | 19.57% | 1.5 |
|
| 3293 |
DCM
3293
Delta Capital Management
Red Bank,
New Jersey
| $132M | -$14.5M | -10% | 8.5% | 125% | 63 | 12.7% | 1.9 |
|
| 3294 |
WCM
3294
Waterstone Capital Management
St. Louis Park,
Minnesota
| $132M | -$75.4M | -36% | 2.71% | 23.4% | 20 | 35% | 0.8 |
|
| 3295 |
OWIM
3295
Old West Investment Management
Los Angeles,
California
| $132M | -$12.2M | -8% | 13.3% | 242% | 79 | 12.66% | 1.6 |
|
| 3296 |
PFG
3296
Piershale Financial Group
Barrington,
Illinois
| $131M | -$1.42M | -1% | 5.83% | 82% | 192 | 57.29% | 0.9 |
|
| 3297 |
NCM
3297
Northside Capital Management
Hood River,
Oregon
| $131M | -$17.2M | -12% | 5.15% | 99.6% | 50 | 12% | 0.7 |
|
| 3298 |
MFM
3298
Mohican Financial Management
Wilton,
Connecticut
| $131M | -$29.8M | -19% | 0.02% | 0% | 43 | 30.23% | 1.2 |
|
| 3299 |
IFB
3299
iAB Financial Bank
Fort Wayne,
Indiana
| $131M | -$15M | -10% | 8.82% | 22.5% | 111 | 9.01% | 1.8 |
|
| 3300 |
CPI
3300
Crestview Partners II
New York
| $131M | -$79.6M | -38% | 19.3% | 157% | 2 | 0% | 2.3 |
|