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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
ARMT
3326
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $117M | +$2.15M | +2% | 3.63% | – | 394 | 5.84% | 1 |
|
| 3327 |
SGC
3327
South Georgia Capital
Naperville,
Illinois
| $117M | -$44.5M | -28% | 0.33% | – | 232 | 34.91% | 0.9 |
|
| 3328 |
CFA
3328
Cahill Financial Advisors
Edina,
Minnesota
| $117M | +$1.56M | +1% | 1.36% | 55.9% | 124 | 23.39% | 0.9 |
|
| 3329 |
PCM
3329
Potomac Capital Management
New York
| $117M | -$745K | -0.6% | 3.82% | – | 85 | 50.59% | 0.6 |
|
| 3330 |
LWI
3330
Long Wharf Investors
Boston,
Massachusetts
| $117M | +$6.31M | +6% | 1.67% | – | 162 | 32.72% | 2 |
|
| 3331 |
IFWM
3331
Institute for Wealth Management
Denver,
Colorado
| $117M | -$22M | -16% | 1.65% | 137% | 84 | 22.62% | 2.3 |
|
| 3332 |
LK
3332
Lumbard & Kellner
Hollis,
New Hampshire
| $117M | $0 | 0% | 0.98% | 137% | 68 | 0% | 1 |
|
| 3333 |
GL
3333
Globe Life
Mckinney,
Texas
| $117M | +$1.63M | +1% | 0.58% | 60.1% | 26 | 15.38% | 2.4 |
|
| 3334 |
SFM
3334
Signature Financial Management
Norfolk,
Virginia
| $117M | -$11.7M | -9% | 2.63% | 20.8% | 82 | 23.17% | 2.5 |
|
| 3335 |
CI
3335
Capital Innovations
Pewaukee,
Wisconsin
| $116M | +$6.4M | +6% | 1.13% | – | 85 | 10.59% | 0.9 |
|
| 3336 |
DCM
3336
DAFNA Capital Management
Los Angeles,
California
| $116M | +$19.2M | +20% | 10.1% | 313% | 56 | 32.14% | 2.2 |
|
| 3337 |
AGM
3337
Alpine Global Management
New York
| $116M | +$54.5M | +88% | 1.13% | 149% | 205 | 87.8% | 0.2 |
|
| 3338 |
PHAM
3338
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $116M | -$3.35M | -3% | 0.67% | 66.8% | 74 | 9.46% | 2.6 |
|
| 3339 |
CCM
3339
Cortex Capital Management
Fort Worth,
Texas
| $116M | -$46.7M | -29% | 3.81% | – | 42 | 47.62% | 0.7 |
|
| 3340 |
NIS
3340
National Investment Services
Milwaukee,
Wisconsin
| $116M | -$12M | -9% | 1.9% | 47.2% | 68 | 29.41% | 2.5 |
|
| 3341 |
DFIM
3341
Detwiler Fenton Investment Management
Boston,
Massachusetts
| $116M | +$4.39M | +4% | 6.19% | – | 130 | 46.15% | 1.8 |
|
| 3342 |
SEC
3342
Seven Eight Capital
New York
| $116M | +$25.9M | +29% | 3.77% | 13.6% | 681 | 78.41% | 0.6 |
|
| 3343 |
ILM
3343
Indigo Latam Management
Phoenix,
Arizona
| $116M | -$73.2M | -39% | 38.7% | 39.3% | 1 | 0% | 1 |
|
| 3344 |
ZCA
3344
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $116M | +$6.46M | +6% | 2.24% | 41% | 64 | 14.06% | 2.5 |
|
| 3345 |
FA
3345
Fagan Associates
Troy,
New York
| $115M | – | – | 0.4% | 110% | 85 | – | 0 |
|
| 3346 |
WA
3346
WESPAC Advisors
Orinda,
California
| $115M | -$4.74M | -4% | 3.72% | 112% | 161 | 27.33% | 2 |
|
| 3347 |
WIL
3347
Winifred I. Li
| $115M | -$898K | -0.8% | 2.58% | – | 417 | 9.11% | 2.6 |
|
| 3348 |
CRM
3348
Capital Returns Management
Rye,
New York
| $115M | +$6.3M | +6% | 0.52% | 4.39% | 22 | 18.18% | 0.9 |
|
| 3349 |
PSC
3349
Piper Sandler & Co
Minneapolis,
Minnesota
| $115M | -$3.77M | -3% | 0.45% | 0.04% | 155 | 76.77% | 0.3 |
|
| 3350 |
B
3350
Bellecapital
Zurich,
Switzerland
| $115M | +$10.9M | +10% | 2.6% | 128% | 79 | 13.92% | 0.9 |
|