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 |
AMG
3301
Advisors Management Group
La Crosse,
Wisconsin
| $150M | +$6.51M | +5% | 0.58% | 125% | 62 | 1.61% | 0.7 |
|
| 3302 |
FPA
3302
Fieldpoint Private Advisors
New York
| $150M | +$3.1M | +2% | 5.04% | 34% | 66 | 6.06% | 2 |
|
| 3303 |
BOIA
3303
Bush ODonnell Investment Advisors
St Louis,
Missouri
| $150M | -$405K | -0.3% | 1.9% | 45.9% | 48 | 2.08% | 2.6 |
|
| 3304 |
LD
3304
Lipe & Dalton
Syracuse,
New York
| $149M | +$4.57M | +3% | 6.43% | 89.6% | 100 | 21% | 1.6 |
|
| 3305 |
DDC
3305
Daniel Devine & Co
Parkland,
Florida
| $149M | +$2.34M | +2% | 5.25% | 34.2% | 52 | 9.62% | 1.6 |
|
| 3306 |
MIC
3306
Meridian Investment Counsel
Lafayette,
California
| $149M | +$1.57M | +1% | 3.65% | 103% | 179 | 9.5% | 2.2 |
|
| 3307 |
CRCM
3307
Crystal Rock Capital Management
Bannockburn,
Illinois
| $148M | +$13.3M | +10% | 8.52% | 172% | 35 | 20% | 1.4 |
|
| 3308 |
JWS
3308
Juncture Wealth Strategies
Scottsdale,
Arizona
| $148M | +$8.01M | +6% | 2.02% | 76.5% | 84 | 20.24% | 1.1 |
|
| 3309 |
PMFA
3309
Plante Moran Financial Advisors
Southfield,
Michigan
| $148M | +$10.2M | +7% | 2.62% | 62.8% | 1,052 | 21.77% | 1.7 |
|
| 3310 |
WAS
3310
WESPAC Advisors SoCal
Pasadena,
California
| $148M | -$5.48M | -4% | 1.54% | 135% | 312 | 20.83% | 0.6 |
|
| 3311 |
RCP
3311
Rho Capital Partners
New York
| $148M | +$23M | +18% | 40% | – | 8 | 25% | 1.9 |
|
| 3312 |
CCI
3312
Cevian Capital II
St. Helier,
Jersey
| $148M | -$14M | -9% | 8.67% | 105% | 1 | 0% | 0.8 |
|
| 3313 |
PC
3313
Permit Capital
West Conshohocken,
Pennsylvania
| $148M | +$7.45M | +5% | 7.89% | 121% | 33 | 6.06% | 2.3 |
|
| 3314 |
MC
3314
Miles Capital
West Des Moines,
Iowa
| $148M | +$1.02M | +0.7% | 3.59% | 15.4% | 234 | 59.83% | 0.8 |
|
| 3315 |
LWA
3315
Lowe Wealth Advisors
Columbia,
Maryland
| $148M | -$1.12M | -0.8% | 1.63% | 63.3% | 264 | 6.06% | 1.4 |
|
| 3316 |
JRM
3316
John R. Muse
| $147M | -$17M | -10% | 7.21% | – | 1 | 0% | 1.8 |
|
| 3317 |
MBA
3317
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| $147M | +$5.85M | +4% | 5.34% | 53.6% | 110 | 9.09% | 0.7 |
|
| 3318 |
KC
3318
Kellner Capital
New York
| $146M | +$2.22M | +2% | 11.7% | 390% | 66 | 59.09% | 0.5 |
|
| 3319 |
NME
3319
Notis-McConarty Edward
| $146M | +$3.69M | +3% | 3.61% | 91.2% | 98 | 7.14% | 2.4 |
|
| 3320 |
IVMX
3320
Institutional Venture Management XIII
Menlo Park,
California
| $146M | +$13.6M | +10% | 12.7% | – | 6 | 0% | 2.1 |
|
| 3321 |
VWM
3321
Vector Wealth Management
Minneapolis,
Minnesota
| $146M | -$759K | -0.5% | 3.87% | 2.13% | 82 | 4.88% | 2.3 |
|
| 3322 |
CWM
3322
Cedar Wealth Management
Walnut Creek,
California
| $146M | -$10.9M | -7% | 2.01% | 68.1% | 141 | 19.86% | 0.5 |
|
| 3323 |
LFG
3323
LifePlan Financial Group
Dayton,
Ohio
| $146M | +$101K | +0.1% | 2.76% | 20.2% | 112 | 14.29% | 2 |
|
| 3324 |
LK
3324
Lumbard & Kellner
Hollis,
New Hampshire
| $146M | +$9.61M | +7% | 5.07% | 137% | 86 | 9.3% | 1.8 |
|
| 3325 |
UAM
3325
UAS Asset Management
New York
| $146M | -$26.9M | -16% | 2.43% | 98% | 27 | 22.22% | 2 |
|