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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 |
ST
3276
Somerset Trust
Somerset,
Pennsylvania
| $178M | +$9.53M | +6% | 4.48% | 80.5% | 196 | 27.55% | 2 |
|
| 3277 |
SAM
3277
Selway Asset Management
| $178M | +$11.2M | +7% | 4.15% | 36.5% | 83 | 9.64% | 2.1 |
|
| 3278 |
ICRM
3278
Insight Capital Research & Management
Walnut Creek,
California
| $178M | -$10.4M | -6% | 22.7% | 287% | 140 | 70% | 0.4 |
|
| 3279 |
BCM
3279
Blockhouse Capital Management
New York
| $178M | +$17.8M | +11% | 11.3% | – | 28 | 78.57% | 0.1 |
|
| 3280 |
SCM
3280
Southport Capital Management
Chattanooga,
Tennessee
| $178M | +$14.2M | +9% | 4.58% | 80% | 181 | 15.47% | 2.5 |
|
| 3281 |
PBO
3281
Peoples Bank (Ohio)
Marietta,
Ohio
| $178M | +$4.59M | +3% | 2.39% | 71.7% | 107 | 12.15% | 1 |
|
| 3282 |
CVM
3282
Cheviot Value Management
Beverly Hills,
California
| $178M | +$10.5M | +6% | 5.37% | 77.8% | 52 | 5.77% | 2.2 |
|
| 3283 |
SCM
3283
Stonepine Capital Management
Bend,
Oregon
| $177M | +$9.56M | +6% | 5.68% | 231% | 26 | 30.77% | 0.5 |
|
| 3284 |
CFG
3284
Cambridge Financial Group
Columbus,
Ohio
| $177M | +$5.59M | +3% | 4.42% | – | 35 | 20% | 1.6 |
|
| 3285 |
KCM
3285
Karp Capital Management
Sausalito,
California
| $177M | +$25.3M | +17% | 6.92% | 21.3% | 90 | 28.89% | 1.1 |
|
| 3286 |
SAM
3286
Sequent Asset Management
Houston,
Texas
| $177M | +$13.7M | +8% | 0.67% | 51.3% | 80 | 40% | 1.9 |
|
| 3287 |
DAM
3287
Dorsey Asset Management
Chicago,
Illinois
| $177M | +$69.9M | +65% | 9.27% | 122% | 9 | 33.33% | 0.2 |
|
| 3288 |
IWA
3288
Inspirion Wealth Advisors
Libertyville,
Illinois
| $177M | +$19.1M | +12% | 5.23% | 52.5% | 67 | 10.45% | 1.7 |
|
| 3289 |
SM
3289
Selkirk Management
Chatham,
New Jersey
| $177M | +$19.4M | +12% | 11.2% | 245% | 21 | 19.05% | 2.7 |
|
| 3290 |
BCA
3290
Bray Capital Advisors
Naples,
Florida
| $177M | +$9.9M | +6% | 5.62% | 36.6% | 129 | 18.6% | 1.4 |
|
| 3291 |
TCM
3291
TCS Capital Management
New York
| $177M | -$5.56M | -3% | 9.42% | 271% | 38 | 73.68% | 0.5 |
|
| 3292 |
SCM
3292
Sanoor Capital Management
Greenwich,
Connecticut
| $177M | +$51.3M | +41% | 11.7% | – | 19 | 68.42% | 0.1 |
|
| 3293 |
PSC
3293
Prentiss Smith & Co
Brattleboro,
Vermont
| $176M | +$12.4M | +8% | 6.84% | 63.9% | 285 | 23.86% | 2.3 |
|
| 3294 |
RCS
3294
Retirement Capital Strategies
San Jose,
California
| $176M | +$3.23M | +2% | 3.58% | 59% | 16 | 6.25% | 2.3 |
|
| 3295 |
SFS
3295
Shaker Financial Services
Arlington,
Virginia
| $176M | +$7.36M | +4% | 4.1% | 12.9% | 143 | 47.55% | 0.7 |
|
| 3296 |
SA
3296
SL Advisors
Westfield,
New Jersey
| $176M | +$27M | +18% | 1.2% | 74.1% | 57 | 8.77% | 0.7 |
|
| 3297 |
MM
3297
Meridian Management
Little Rock,
Arkansas
| $176M | +$7.13M | +4% | 5.3% | 57.8% | 71 | 8.45% | 2.5 |
|
| 3298 |
SWM
3298
Stockman Wealth Management
Billings,
Montana
| $176M | +$11.6M | +7% | 3.43% | 73.5% | 143 | 15.38% | 1.2 |
|
| 3299 |
RHAM
3299
Round Hill Asset Management
Pasadena,
California
| $176M | +$6.39M | +4% | 8.95% | 43.2% | 66 | 9.09% | 0.2 |
|
| 3300 |
WA
3300
Winfield Associates
Cleveland,
Ohio
| $176M | +$12.9M | +8% | 6.45% | 77.8% | 825 | 14.06% | 1.4 |
|