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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
ESL
3326
Endurance Services Ltd
Purchase,
New York
| $653M | +$59.2M | +10% | 9.49% | – | 8 | 0% | 1.4 |
|
| 3327 |
CFM
3327
Crawford Fund Management
Boston,
Massachusetts
| $653M | +$133M | +26% | 3.64% | – | 217 | 22.12% | 1.2 |
|
| 3328 |
SCP
3328
Stamos Capital Partners
Menlo Park,
California
| $653M | +$12.9M | +2% | 8.87% | 36.7% | 142 | 1.41% | 3.4 |
|
| 3329 |
NA
3329
Nordwand Advisors
Radnor,
Pennsylvania
| $652M | +$80.5M | +14% | 21.2% | 93% | 155 | 9.03% | 1.4 |
|
| 3330 |
TAWM
3330
Three Arch Wealth Management
Irvine,
California
| $652M | +$95.8M | +17% | 11% | – | 71 | 16.9% | 0.4 |
|
| 3331 |
PPW
3331
Presilium Private Wealth
Radnor,
Pennsylvania
| $651M | +$84.2M | +15% | 9.87% | 41.7% | 97 | 23.71% | 2.2 |
|
| 3332 |
GWAG
3332
Garrett Wealth Advisory Group
Weatherford,
Texas
| $651M | +$88.1M | +16% | 12.1% | 66.1% | 154 | 15.58% | 2.5 |
|
| 3333 |
BI
3333
BlueSpruce Investments
Chicago,
Illinois
| $650M | +$19.1M | +3% | 21.1% | 59.6% | 22 | 72.73% | 0.5 |
|
| 3334 |
GCM
3334
Gibraltar Capital Management
Tulsa,
Oklahoma
| $650M | +$69.6M | +12% | 12.5% | 56.6% | 131 | 9.16% | 2.5 |
|
| 3335 |
BRIM
3335
Broad Run Investment Management
Arlington,
Virginia
| $650M | +$81.9M | +14% | 24% | 202% | 24 | 0% | 7 |
|
| 3336 |
OCAM
3336
Onex Canada Asset Management
Toronto,
Ontario, Canada
| $649M | +$48.1M | +8% | 22.8% | 87.8% | 81 | 4.94% | 4.8 |
|
| 3337 |
PA
3337
Perennial Advisors
New York
| $649M | +$62M | +11% | 13.5% | – | 147 | 21.77% | 3.9 |
|
| 3338 |
AAS
3338
Asset Allocation Strategies
Farmington,
Michigan
| $649M | +$86M | +15% | 10% | 52.9% | 184 | 13.04% | 1.7 |
|
| 3339 |
GF
3339
Goodman Financial
Houston,
Texas
| $647M | +$65.1M | +11% | 6.86% | 52.5% | 84 | 21.43% | 2.5 |
|
| 3340 |
HIS
3340
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $647M | +$100M | +18% | 32.5% | 282% | 434 | 32.03% | 1.5 |
|
| 3341 |
JCP
3341
JB Capital Partners
Armonk,
New York
| $646M | +$65.9M | +11% | 14.6% | 142% | 86 | 2.33% | 3.7 |
|
| 3342 |
BCB
3342
Brian C. Broderick
| $646M | +$104M | +19% | 29.4% | 98.6% | 98 | 6.12% | 6.6 |
|
| 3343 |
CAMV
3343
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $646M | +$54M | +9% | 15.1% | 64.7% | 131 | 14.5% | 2.5 |
|
| 3344 |
LFS
3344
Legacy Financial Strategies
Overland Park,
Kansas
| $646M | +$91.5M | +17% | 15.7% | 76.7% | 159 | 16.35% | 3.1 |
|
| 3345 |
AP
3345
Advisors Preferred
Rockville,
Maryland
| $646M | -$33.3M | -5% | 16.7% | 102% | 320 | 64.06% | 0.7 |
|
| 3346 |
PSC
3346
Patient Square Capital
Menlo Park,
California
| $646M | +$81.9M | +15% | 24.9% | 329% | 35 | 51.43% | 0.8 |
|
| 3347 |
WW
3347
Waterfront Wealth
Overland Park,
Kansas
| $645M | +$101M | +19% | 15.8% | 71.8% | 308 | 11.36% | 3.2 |
|
| 3348 |
ML
3348
Mayport LLC
Newton,
Massachusetts
| $645M | +$107M | +20% | 12.2% | 57% | 142 | 14.08% | 2.1 |
|
| 3349 |
HA
3349
Harfst & Associates
Sheridan,
Wyoming
| $643M | +$83.2M | +15% | 17.6% | 82.5% | 129 | 10.08% | 3.6 |
|
| 3350 |
PJSIMP
3350
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $643M | +$48.7M | +8% | 12.2% | 65.9% | 226 | 11.06% | 5.1 |
|