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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
EM
3301
EnTrustPermal Management
New York
| $165M | -$8.73M | -5% | 1.04% | 19.3% | 33 | 42.42% | 1.4 |
|
| 3302 |
PCTC
3302
Perkins Coie Trust Company
Seattle,
Washington
| $165M | +$7.12M | +5% | 3.69% | 83.2% | 305 | 18.03% | 2.1 |
|
| 3303 |
EP
3303
Elkhorn Partners
Omaha,
Nebraska
| $165M | -$1.83M | -1% | 2.24% | 32.2% | 43 | 6.98% | 3 |
|
| 3304 |
LBC
3304
Lawrence B. Cohen
| $165M | -$3.31M | -2% | 1.55% | 41.8% | 79 | 10.13% | 2.7 |
|
| 3305 |
FNBOH
3305
First National Bank of Hutchinson
Hutchinson,
Kansas
| $165M | +$6.51M | +4% | 4.81% | 121% | 90 | 18.89% | 1.9 |
|
| 3306 |
BI
3306
Boulegeris Investments
Sandy Springs,
Georgia
| $164M | +$6.58M | +4% | 5.69% | 39.1% | 50 | 10% | 1.7 |
|
| 3307 |
CCM
3307
CWH Capital Management
Spokane,
Washington
| $164M | +$19.9M | +14% | 5.86% | 29.9% | 51 | 17.65% | 1.7 |
|
| 3308 |
SWM
3308
Stockman Wealth Management
Billings,
Montana
| $164M | +$2.96M | +2% | 3.26% | 73.5% | 138 | 13.04% | 1 |
|
| 3309 |
CFA
3309
Cahill Financial Advisors
Edina,
Minnesota
| $164M | +$10.4M | +7% | 2.15% | 55.9% | 132 | 11.36% | 2 |
|
| 3310 |
BBPWM
3310
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $164M | -$7.57M | -4% | 1.07% | 62.5% | 434 | 39.17% | 2.5 |
|
| 3311 |
PSC
3311
Prentiss Smith & Co
Brattleboro,
Vermont
| $164M | -$14.9M | -8% | 1.04% | 63.9% | 290 | 22.07% | 2.1 |
|
| 3312 |
NDSI
3312
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $164M | +$4.9M | +3% | 3.18% | 73.5% | 151 | 10.6% | 2.6 |
|
| 3313 |
SAM
3313
Shamrock Asset Management
Dallas,
Texas
| $164M | -$10.3M | -6% | 3.15% | 31% | 304 | 27.96% | 1.7 |
|
| 3314 |
JCM
3314
Jacobi Capital Management
Pittston,
Pennsylvania
| $164M | -$47.7M | -23% | 2.29% | 76.6% | 781 | 23.56% | 0.5 |
|
| 3315 |
GA
3315
GRS Advisors
Chicago,
Illinois
| $164M | -$250M | -60% | 0.54% | 54.3% | 31 | 51.61% | 0.7 |
|
| 3316 |
MC
3316
Miles Capital
West Des Moines,
Iowa
| $164M | +$16M | +11% | 3.43% | 15.4% | 205 | 37.56% | 0.7 |
|
| 3317 |
OWIM
3317
Old West Investment Management
Los Angeles,
California
| $164M | +$26.2M | +19% | 5.65% | 242% | 61 | 27.87% | 1.8 |
|
| 3318 |
CCM
3318
Cribstone Capital Management
Augusta,
Maine
| $164M | +$1.03M | +0.6% | 0.58% | 22.4% | 771 | 14.01% | 0.5 |
|
| 3319 |
LAM
3319
Lingohr Asset Management
Duesseldorf,
Germany
| $164M | +$52.9M | +48% | 9.01% | 141% | 120 | 50.83% | 0.8 |
|
| 3320 |
SCM
3320
Southport Capital Management
Chattanooga,
Tennessee
| $164M | +$20M | +14% | 5.42% | 80% | 180 | 12.78% | 2.3 |
|
| 3321 |
G
3321
Gainplan
Bloomfield Hills,
Michigan
| $163M | – | – | 2.24% | 103% | 11 | – | 0 |
|
| 3322 |
PFA
3322
Pinnacle Family Advisors
Springfield,
Missouri
| $163M | – | – | 4.08% | 85.8% | 58 | – | 0 |
|
| 3323 |
PHAM
3323
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $163M | +$32.5M | +25% | 4.27% | 66.8% | 96 | 6.25% | 2.6 |
|
| 3324 |
ABFS
3324
Appropriate Balance Financial Services
Bellevue,
Washington
| $163M | +$7.35M | +5% | 5.13% | – | 33 | 6.06% | 0.8 |
|
| 3325 |
SAM
3325
Sequent Asset Management
Houston,
Texas
| $163M | +$7.66M | +5% | 2.27% | 51.3% | 57 | 5.26% | 2.5 |
|