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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
AI
3326
ArchPoint Investors
Coral Gables,
Florida
| $147M | +$11.7M | +9% | 1.73% | 111% | 156 | 28.21% | 1 |
|
| 3327 |
SL
3327
SIB LLC
New York,
New York
| $147M | +$4.37M | +3% | 4.38% | 29.2% | 26 | 0% | 1.6 |
|
| 3328 |
MFP
3328
Mosaic Financial Partners
San Francisco,
California
| $146M | -$1.11M | -0.8% | 0.49% | 6.05% | 48 | 6.25% | 1.5 |
|
| 3329 |
YCM
3329
Yorkville Capital Management
New York
| $146M | +$3.08M | +2% | 1.39% | – | 52 | 23.08% | 1.3 |
|
| 3330 |
IFB
3330
iAB Financial Bank
Fort Wayne,
Indiana
| $146M | +$27.6M | +23% | 0.76% | 22.5% | 107 | 12.15% | 1.3 |
|
| 3331 |
NVIM
3331
New Vernon Investment Management
Highland Park,
Illinois
| $146M | -$2.12M | -1% | 2.82% | 83.1% | 61 | 21.31% | 0.6 |
|
| 3332 |
WIM
3332
Wilen Investment Management
Bonita Springs,
Florida
| $146M | -$6.07M | -4% | 5.27% | 79.9% | 78 | 14.1% | 1.5 |
|
| 3333 |
AMAL
3333
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $146M | -$1.28M | -0.9% | 2.2% | 124% | 33 | 18.18% | 0.8 |
|
| 3334 |
TC
3334
Talkot Capital
Sausalito,
California
| $146M | +$12.9M | +10% | 0.7% | 13.2% | 27 | 37.04% | 0.6 |
|
| 3335 |
OAJ
3335
Ogorek Anthony Joseph
Williamsville,
New York
| $146M | +$12.1M | +9% | 3.06% | 61.1% | 54 | 12.96% | 0.2 |
|
| 3336 |
TCAM
3336
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| $145M | -$17.5M | -11% | 0.95% | 2.37% | 9 | 22.22% | 0.4 |
|
| 3337 |
ACS
3337
Archford Capital Strategies
Swansea,
Illinois
| $145M | +$9.26M | +7% | 0.16% | 76.2% | 825 | 12.61% | 0.9 |
|
| 3338 |
LD
3338
Lipe & Dalton
Syracuse,
New York
| $145M | -$4.54M | -3% | 2.09% | 89.6% | 75 | 25.33% | 1.2 |
|
| 3339 |
WGCA
3339
Wolf Group Capital Advisors
Fairfax,
Virginia
| $145M | +$6.94M | +5% | 2.72% | 28.2% | 96 | 7.29% | 1.1 |
|
| 3340 |
TCM
3340
Tuttle Capital Management
Riverside,
Connecticut
| $145M | -$13.5M | -8% | 0.93% | 115% | 30 | 40% | 0.4 |
|
| 3341 |
PA
3341
Parkside Advisors
Berkeley,
California
| $145M | +$6.43M | +5% | 1.62% | 36.7% | 34 | 14.71% | 1.1 |
|
| 3342 |
RGC
3342
Roberts, Glore & Co
Deerfield,
Illinois
| $145M | -$5.09M | -3% | 0.54% | 72.3% | 141 | 5.67% | 1.6 |
|
| 3343 |
OC
3343
Oarsman Capital
Milwaukee,
Wisconsin
| $145M | +$6.05M | +4% | 1.07% | 70.6% | 175 | 4% | 1.5 |
|
| 3344 |
CIA
3344
Covington Investment Advisors
Ligonier,
Pennsylvania
| $145M | -$37.9M | -21% | 0.85% | 100% | 89 | 13.48% | 1.5 |
|
| 3345 |
FCCM
3345
First City Capital Management
Savannah,
Georgia
| $145M | -$347K | -0.2% | 1.28% | 76.5% | 652 | 17.33% | 1 |
|
| 3346 |
NME
3346
Notis-McConarty Edward
| $144M | -$1.7M | -1% | 0.35% | 91.2% | 115 | 1.74% | 1.2 |
|
| 3347 |
TSWM
3347
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $144M | +$3.91M | +3% | 0.52% | 83.6% | 142 | 7.75% | 1.4 |
|
| 3348 |
HP
3348
HealthInvest Partners
Stockholm,
Sweden
| $144M | +$23.4M | +19% | 11.2% | – | 16 | 6.25% | 0.9 |
|
| 3349 |
BCM
3349
Blume Capital Management
Berkeley,
California
| $144M | +$2.35M | +2% | 0.48% | 96.9% | 344 | 26.45% | 0.8 |
|
| 3350 |
MIC
3350
Meridian Investment Counsel
Lafayette,
California
| $144M | +$6M | +4% | 0.08% | 116% | 156 | 5.13% | 1.1 |
|