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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 |
LP
3301
LGL Partners
Philadelphia,
Pennsylvania
| $212M | +$3.02M | +1% | 0.97% | 68.9% | 60 | 6.67% | 1.9 |
|
| 3302 |
UIM
3302
Underhill Investment Management
Greenbrae,
California
| $212M | +$5.53M | +3% | 0.01% | 59.8% | 20 | 5% | 2.3 |
|
| 3303 |
DBRC
3303
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $212M | +$22.5M | +12% | 3.25% | 57.3% | 212 | 15.57% | 0.3 |
|
| 3304 |
PCM
3304
Pennant Capital Management
Summit,
New Jersey
| $212M | -$6.23M | -3% | 6.3% | 35.2% | 26 | 38.46% | 1.3 |
|
| 3305 |
DCM
3305
DeGreen Capital Management
Scottsdale,
Arizona
| $212M | -$292K | -0.1% | 0.02% | 28.5% | 16 | 0% | 1.7 |
|
| 3306 |
BWM
3306
Buckley Wealth Management
Las Vegas,
Nevada
| $212M | +$9.21M | +5% | 3.77% | 88% | 168 | 12.5% | 0.5 |
|
| 3307 |
IFA
3307
Interactive Financial Advisors
New Lenox,
Illinois
| $211M | +$2M | +1% | 2.13% | 47.6% | 115 | 13.04% | 3.3 |
|
| 3308 |
MA
3308
Marshwinds Advisory
St Simons Island,
Georgia
| $211M | +$1.08M | +0.5% | 2.65% | 32.9% | 136 | 5.88% | 4.2 |
|
| 3309 |
SFPM
3309
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $211M | +$1.2M | +0.6% | 0.4% | 24.5% | 31 | 3.23% | 2.7 |
|
| 3310 |
KIC
3310
Keating Investment Counselors
Delray Beach,
Florida
| $211M | -$5.96M | -3% | 1.22% | 50% | 69 | 14.49% | 3.9 |
|
| 3311 |
BO
3311
Bach Option
Wanchai,
Hong Kong
| $211M | +$32M | +18% | 1.64% | 30.6% | 122 | 67.21% | 0.5 |
|
| 3312 |
CNHF
3312
Conrad N. Hilton Foundation
Agoura Hills,
California
| $210M | -$66.5M | -24% | 0.5% | – | 6 | 0% | 0.5 |
|
| 3313 |
MM
3313
Midas Management
New York
| $210M | -$2.85M | -1% | 0.61% | 43.3% | 127 | 14.96% | 2 |
|
| 3314 |
AMG
3314
Advisors Management Group
La Crosse,
Wisconsin
| $210M | +$15.4M | +8% | 2.69% | 125% | 83 | 4.82% | 1.9 |
|
| 3315 |
TL
3315
TrueWealth LLC
Atlanta,
Georgia
| $210M | +$11.8M | +6% | 1.56% | – | 897 | 12.04% | 0.5 |
|
| 3316 |
ITIM
3316
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $210M | -$5.33M | -2% | 1.31% | 104% | 138 | 7.97% | 3.8 |
|
| 3317 |
SAM
3317
SignalPoint Asset Management
Springfield,
Missouri
| $210M | +$1.75M | +0.8% | 2.93% | 36% | 217 | 11.52% | 2.4 |
|
| 3318 |
MC
3318
Mathes Company
New York
| $210M | -$4.5M | -2% | 3.08% | 121% | 140 | 8.57% | 3.1 |
|
| 3319 |
FC
3319
Fulcrum Capital
Seattle,
Washington
| $209M | -$97.7M | -32% | 0.14% | 102% | 71 | 28.17% | 0.5 |
|
| 3320 |
RMAM
3320
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $209M | +$6.38M | +3% | 2.28% | 75% | 170 | 10% | 2.8 |
|
| 3321 |
SAM
3321
Summit Asset Management
Memphis,
Tennessee
| $209M | +$60K | +0% | 1.64% | 48.9% | 114 | 7.89% | 3.4 |
|
| 3322 |
ISB
3322
Iowa State Bank
Urbandale,
Iowa
| $209M | +$3.71M | +2% | 1.38% | 85.7% | 103 | 5.83% | 3.2 |
|
| 3323 |
CWM
3323
Connecticut Wealth Management
Farmington,
Connecticut
| $209M | +$32.6M | +18% | 3.04% | 70.2% | 68 | 10.29% | 1.4 |
|
| 3324 |
ANRIA
3324
American National Registered Investment Advisor
Galveston,
Texas
| $209M | +$7.32M | +4% | 4.54% | 95.8% | 245 | 2.86% | 3.8 |
|
| 3325 |
BWA
3325
Burt Wealth Advisors
North Bethesda,
Maryland
| $209M | +$12.2M | +6% | 0.53% | 57.3% | 409 | 10.27% | 2.5 |
|