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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
TCCM
3301
Timber Creek Capital Management
Boston,
Massachusetts
| $119M | -$579K | -0.5% | 0.42% | 139% | 95 | 1.05% | 1 |
|
| 3302 |
GI
3302
Greenwood Investments
Boston,
Massachusetts
| $119M | -$30M | -20% | 8.04% | 1.64% | 18 | 11.11% | 1.1 |
|
| 3303 |
PCTC
3303
Perkins Coie Trust Company
Seattle,
Washington
| $119M | +$11.9M | +11% | 0.22% | 70.8% | 253 | 16.21% | 0.6 |
|
| 3304 |
CL
3304
CFS LLC
Oklahoma City,
Oklahoma
| $119M | -$13.5M | -10% | 4.29% | 12.5% | 125 | 13.6% | 1 |
|
| 3305 |
QCM
3305
QFR Capital Management
New York
| $119M | -$167M | -58% | 3.69% | – | 6 | 50% | 0.3 |
|
| 3306 |
NA
3306
NSB Advisors
Fishkill,
New York
| $119M | -$24.7M | -17% | 2.98% | – | 28 | 7.14% | 1.2 |
|
| 3307 |
LA
3307
LBN Advisers
Central,
Hong Kong
| $118M | – | – | 2.18% | – | 7 | – | 0 |
|
| 3308 |
FPC
3308
Falcon Point Capital
San Francisco,
California
| $118M | +$19M | +19% | 1.33% | 119% | 129 | 24.81% | 0.8 |
|
| 3309 |
TAM
3309
Target Asset Management
Singapore
| $118M | $0 | 0% | 5.64% | – | 3 | 0% | 0.8 |
|
| 3310 |
PCM
3310
Perkins Capital Management
Wayzata,
Minnesota
| $118M | -$23.8M | -17% | 6.81% | 303% | 154 | 18.83% | 0.9 |
|
| 3311 |
BOC
3311
Barbara Oil Co
Chicago,
Illinois
| $118M | +$682K | +0.6% | 0.71% | 76.9% | 80 | 2.5% | 0.7 |
|
| 3312 |
WFG
3312
Wills Financial Group
Richmond,
Virginia
| $118M | -$2.47M | -2% | 0.62% | 57.5% | 83 | 9.64% | 0.7 |
|
| 3313 |
LFG
3313
LifePlan Financial Group
Dayton,
Ohio
| $118M | -$22.2M | -16% | 2.35% | 20.2% | 70 | 10% | 1.1 |
|
| 3314 |
ARMT
3314
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $118M | -$3.21M | -3% | 0.27% | – | 398 | 9.05% | 0.7 |
|
| 3315 |
AI
3315
ArchPoint Investors
Coral Gables,
Florida
| $118M | -$611K | -0.5% | 5.63% | 111% | 136 | 24.26% | 0.8 |
|
| 3316 |
AMM
3316
American Money Management
Rancho Santa Fe,
California
| $118M | -$4.21M | -3% | 0.74% | 65% | 99 | 10.1% | 0.6 |
|
| 3317 |
PVWM
3317
Point View Wealth Management
Summit,
New Jersey
| $118M | +$2.48M | +2% | 0.44% | 27% | 193 | 9.33% | 0.7 |
|
| 3318 |
AGCJ
3318
Alden Global Capital (Jersey)
St. Helier,
Jersey
| $118M | -$65.8M | -36% | 10.7% | – | 18 | 27.78% | 0.6 |
|
| 3319 |
FF
3319
Friedenthal Financial
Marlton,
New Jersey
| $118M | -$5.79M | -5% | 0.71% | 111% | 46 | 30.43% | 0.5 |
|
| 3320 |
AWM
3320
Avior Wealth Management
Omaha,
Nebraska
| $118M | -$1.59M | -1% | 1.36% | 71.4% | 349 | 6.02% | 0.5 |
|
| 3321 |
IACCA
3321
IDG-Accel China Capital Associates
Central,
Hong Kong
| $117M | +$1.89M | +2% | 1.63% | 43% | 1 | 0% | 0.8 |
|
| 3322 |
TMC
3322
Trellus Management Company
Delray Beach,
Florida
| $117M | -$1.21M | -1% | 9.33% | 268% | 154 | 51.95% | 0.5 |
|
| 3323 |
AIM
3323
AMI Investment Management
Kendallville,
Indiana
| $117M | +$773K | +0.7% | 1.38% | 47.9% | 37 | 29.73% | 0.9 |
|
| 3324 |
PFA
3324
Paradigm Financial Advisors
Des Peres,
Missouri
| $117M | -$99K | -0.1% | 0.13% | 114% | 82 | 7.32% | 0.7 |
|
| 3325 |
RWM
3325
Rench Wealth Management
Denton,
Texas
| $117M | +$2.48M | +2% | 0.46% | 106% | 46 | 6.52% | 0.6 |
|