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 |
VAS
3276
Valicenti Advisory Services
Elmira,
New York
| $153M | -$4.89M | -3% | 5.38% | 119% | 57 | 24.56% | 2.1 |
|
| 3277 |
SRSA
3277
S.R. Schill & Associates
Mercer Island,
Washington
| $153M | +$3.41M | +2% | 2.02% | 36.7% | 72 | 15.28% | 1.2 |
|
| 3278 |
SFS
3278
Shaker Financial Services
Arlington,
Virginia
| $152M | +$8.46M | +6% | 3.55% | 12.9% | 150 | 52% | 0.6 |
|
| 3279 |
NCM
3279
Niemann Capital Management
Stateline,
Nevada
| $152M | +$19.7M | +15% | 8.93% | 103% | 28 | 78.57% | 0.1 |
|
| 3280 |
BCM
3280
Bayesian Capital Management
Brooklyn,
New York
| $152M | -$14.8M | -9% | 15.8% | 107% | 627 | 85.01% | 0.1 |
|
| 3281 |
BP
3281
Bandera Partners
New York
| $152M | +$221K | +0.1% | 6.84% | 55.4% | 16 | 6.25% | 2 |
|
| 3282 |
KFP
3282
Keystone Financial Planning
Cleveland,
Ohio
| $152M | +$4.54M | +3% | 0.53% | 46% | 46 | 8.7% | 2 |
|
| 3283 |
VST
3283
Van Strum & Towne
San Francisco,
California
| $152M | +$1.53M | +1% | 3.65% | 62.2% | 77 | 6.49% | 2.4 |
|
| 3284 |
MC
3284
MRJ Capital
New York
| $152M | +$5.09M | +3% | 5.78% | 127% | 53 | 9.43% | 2.4 |
|
| 3285 |
RA
3285
Rational Advisors
Huntington,
New York
| $152M | +$7.77M | +5% | 2.48% | 37.7% | 330 | 59.7% | 0.3 |
|
| 3286 |
VCM
3286
Venator Capital Management
Toronto,
Ontario, Canada
| $152M | +$33.3M | +28% | 12% | 154% | 29 | 37.93% | 0.5 |
|
| 3287 |
RAA
3287
RWC Asset Advisors
Miami,
Florida
| $151M | +$17.3M | +13% | 19.1% | 268% | 17 | 11.76% | 1.1 |
|
| 3288 |
BRA
3288
Bender Robert & Associates
Pasadena,
California
| $151M | +$9.66M | +7% | 11.5% | 116% | 49 | 2.04% | 2.9 |
|
| 3289 |
WCWM
3289
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $151M | +$8.99M | +6% | 4.78% | 39.1% | 26 | 11.54% | 1.7 |
|
| 3290 |
NFGCM
3290
Norman Fields Gottscho Capital Management
New York
| $151M | +$8.32M | +6% | 2.27% | 96.9% | 84 | 23.81% | 1.7 |
|
| 3291 |
FNYS
3291
First New York Securities
New York
| $151M | -$11.5M | -7% | 18% | 119% | 370 | 73.24% | 0.2 |
|
| 3292 |
BM
3292
Bislett Management
Palo Alto,
California
| $151M | +$6.34M | +4% | 4.51% | 19.8% | 29 | 13.79% | 2 |
|
| 3293 |
PO
3293
Private Ocean
San Rafael,
California
| $151M | +$11.6M | +8% | 1.9% | 2.82% | 192 | 14.06% | 2.1 |
|
| 3294 |
WIM
3294
Wilen Investment Management
Bonita Springs,
Florida
| $151M | -$1.88M | -1% | 7.5% | 79.9% | 72 | 12.5% | 2.7 |
|
| 3295 |
MCM
3295
Matterhorn Capital Management
San Antonio,
Texas
| $151M | -$6.91M | -4% | 4.8% | 38.8% | 57 | 8.77% | 1.9 |
|
| 3296 |
NCM
3296
Neumann Capital Management
Foster City,
California
| $150M | -$181K | -0.1% | 2.86% | 79.4% | 74 | 1.35% | 1.7 |
|
| 3297 |
AIM
3297
Acrospire Investment Management
Chicago,
Illinois
| $150M | +$15.8M | +12% | 11.8% | – | 2,399 | 34.76% | 0.4 |
|
| 3298 |
LWIC
3298
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $150M | +$4.83M | +3% | 3.45% | 52.3% | 13 | 7.69% | 0.5 |
|
| 3299 |
SCM
3299
Sterneck Capital Management
Kansas City,
Missouri
| $150M | -$83K | -0.1% | 2.83% | 61.5% | 144 | 26.39% | 1.8 |
|
| 3300 |
LJAC
3300
L.J. Altfest & Co
New York
| $150M | +$6.59M | +5% | 3.29% | 90.3% | 127 | 9.45% | 1.3 |
|