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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
TCM
3351
Talara Capital Management
Montclair,
New Jersey
| $112M | +$6.85M | +7% | 13.8% | 17.4% | 26 | 42.31% | 0.6 |
|
| 3352 |
AF
3352
Aldebaran Financial
| $112M | -$15.2M | -12% | 0.93% | 89.7% | 129 | 22.48% | 0.6 |
|
| 3353 |
IFB
3353
iAB Financial Bank
Fort Wayne,
Indiana
| $112M | -$3.56M | -3% | 2.81% | 22.5% | 96 | 13.54% | 1.1 |
|
| 3354 |
GP
3354
Grow Partners
San Diego,
California
| $112M | -$26M | -19% | 3.42% | – | 41 | 41.46% | 0.4 |
|
| 3355 |
WCM
3355
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $111M | +$1.95M | +2% | 0.3% | 33.6% | 91 | 13.19% | 0.6 |
|
| 3356 |
BE
3356
Bonness Enterprises
Washington,
District of Columbia
| $111M | +$913K | +0.8% | 1.56% | 98.6% | 49 | 2.04% | 1.2 |
|
| 3357 |
AM
3357
Account Management
Boxford,
Massachusetts
| $111M | +$7.96M | +8% | 0.52% | 87.4% | 30 | 10% | 1.1 |
|
| 3358 |
MCM
3358
Marathon Capital Management
Hunt Valley,
Maryland
| $111M | -$13.3M | -11% | 4.75% | 70.9% | 97 | 13.4% | 0.9 |
|
| 3359 |
EWM
3359
Elite Wealth Management
Kirkland,
Washington
| $111M | +$10.6M | +11% | 1.59% | 142% | 772 | 53.24% | 0.4 |
|
| 3360 |
TFO
3360
Tarbox Family Office
Newport Beach,
California
| $111M | -$1.21M | -1% | 2.26% | 60.5% | 603 | 11.11% | 0.7 |
|
| 3361 |
DA
3361
Dunvegan Associates
Santa Barbara,
California
| $111M | -$9.07M | -8% | 0.15% | – | 203 | 8.87% | 0.7 |
|
| 3362 |
MCA
3362
Metropolitan Capital Advisors
New York
| $110M | -$20.3M | -16% | 8.7% | – | 48 | 39.58% | 0.7 |
|
| 3363 |
WCM
3363
Weyland Capital Management
Portsmouth,
New Hampshire
| $110M | -$3.47M | -3% | 2.17% | 25.7% | 13 | 0% | 1.1 |
|
| 3364 |
J
3364
JWest
Carmel,
Indiana
| $110M | -$32.2M | -23% | 1.1% | – | 29 | 55.17% | 0.5 |
|
| 3365 |
RHDIC
3365
R.H. Dinel Investment Counsel
Los Angeles,
California
| $110M | +$680K | +0.6% | 0.52% | 55.9% | 58 | 3.45% | 0.7 |
|
| 3366 |
RCS
3366
Retirement Capital Strategies
San Jose,
California
| $110M | -$3.02M | -3% | 3.43% | 59% | 9 | 0% | 0.8 |
|
| 3367 |
OP
3367
Omni Partners
London,
United Kingdom
| $110M | +$37M | +51% | 19.8% | 412% | 19 | 100% | 0 |
|
| 3368 |
PCM
3368
Prentice Capital Management
Greenwich,
Connecticut
| $110M | -$15.9M | -13% | 8.2% | 128% | 31 | 41.94% | 0.4 |
|
| 3369 |
ZCA
3369
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $110M | -$14.2M | -11% | 5.29% | 41% | 75 | 25.33% | 0.8 |
|
| 3370 |
PCM
3370
Princeton Capital Management
Red Bank,
New Jersey
| $110M | -$8.59M | -7% | 1.17% | 180% | 94 | 18.09% | 1.1 |
|
| 3371 |
CCM
3371
Cortex Capital Management
Fort Worth,
Texas
| $110M | -$28.5M | -21% | 3.58% | – | 46 | 45.65% | 0.5 |
|
| 3372 |
SM
3372
Salzhauer Michael
| $110M | +$2.7M | +3% | 1.08% | 107% | 147 | 21.09% | 0.6 |
|
| 3373 |
RRCM
3373
Raven Rock Capital Management
Chapel Hill,
North Carolina
| $109M | -$36.9M | -25% | 0% | – | 22 | 0% | 0.4 |
|
| 3374 |
FPCM
3374
Fox Point Capital Management
New York
| $109M | -$22.8M | -17% | 4.27% | 201% | 37 | 83.78% | 0.2 |
|
| 3375 |
RMSCM
3375
R.M. Sincerbeaux Capital Management
New York
| $109M | +$2.51M | +2% | 3.17% | 76.4% | 59 | 3.39% | 0.7 |
|