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 |
NV
3351
Nair Vinay
| $144M | +$61.7M | +75% | 3.33% | – | 503 | 79.52% | 0.1 |
|
| 3352 |
TWS
3352
Thomas W. Smith
| $144M | +$7.02M | +5% | 13.6% | – | 14 | 0% | 1.6 |
|
| 3353 |
SAM
3353
Summit Asset Management
Memphis,
Tennessee
| $144M | +$5.26M | +4% | 1.28% | 48.9% | 93 | 7.53% | 1.5 |
|
| 3354 |
CPA
3354
Capital Planning Advisors
Roseville,
California
| $143M | +$28.3M | +25% | 2.4% | 64.2% | 105 | 19.05% | 0.2 |
|
| 3355 |
PMFA
3355
Plante Moran Financial Advisors
Southfield,
Michigan
| $143M | +$7.51M | +6% | 0.93% | 62.8% | 864 | 19.91% | 1.2 |
|
| 3356 |
FDS
3356
First Dallas Securities
Dallas,
Texas
| $143M | -$10.3M | -7% | 2.7% | 163% | 116 | 22.41% | 1.3 |
|
| 3357 |
QCI
3357
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $143M | +$17.5M | +14% | 5.39% | 107% | 35 | 17.14% | 0.2 |
|
| 3358 |
HCA
3358
Harbour Capital Advisors
Tysons Corner,
Virginia
| $143M | +$3.77M | +3% | 3.34% | 168% | 224 | 30.36% | 1 |
|
| 3359 |
WCWM
3359
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $143M | +$10.1M | +8% | 3.96% | 39.1% | 23 | 21.74% | 1.4 |
|
| 3360 |
RCA
3360
Restructuring Capital Associates
Stamford,
Connecticut
| $143M | -$33.8M | -19% | 1.83% | 71.2% | 17 | 11.76% | 1.1 |
|
| 3361 |
LWM
3361
Lenox Wealth Management
Cincinnati,
Ohio
| $143M | -$10.4M | -7% | 3.55% | 24.7% | 160 | 3.13% | 1.2 |
|
| 3362 |
NCM
3362
Newgate Capital Management
Greenwich,
Connecticut
| $143M | -$8.41M | -6% | 1.02% | 7.68% | 126 | 37.3% | 0.8 |
|
| 3363 |
ACM
3363
Axel Capital Management
New York
| $143M | +$40.7M | +40% | 0.82% | 194% | 39 | 10.26% | 1.1 |
|
| 3364 |
TI
3364
TT International
London,
United Kingdom
| $143M | -$17.5M | -11% | 3.85% | – | 24 | 75% | 0.3 |
|
| 3365 |
CRAM
3365
Claren Road Asset Management
New York
| $143M | +$5.99M | +4% | 1.4% | – | 11 | 81.82% | 0.5 |
|
| 3366 |
WA
3366
Winfield Associates
Cleveland,
Ohio
| $143M | +$6.66M | +5% | 4.81% | 77.8% | 317 | 11.04% | 1 |
|
| 3367 |
BAM
3367
Brave Asset Management
Summit,
New Jersey
| $143M | +$3.11M | +2% | 0.1% | 76.3% | 456 | 8.55% | 1.1 |
|
| 3368 |
ACM
3368
Alpha Capital Management
Austin,
Texas
| $143M | $0 | 0% | 1.49% | 88% | 86 | 0% | 1.2 |
|
| 3369 |
BB
3369
Bell Bank
Fargo,
North Dakota
| $142M | -$2.98M | -2% | 0.92% | 64.3% | 156 | 3.85% | 1.6 |
|
| 3370 |
CCP
3370
Cryder Capital Partners
London,
United Kingdom
| $142M | +$9.38M | +7% | 4.13% | 55.7% | 12 | 8.33% | 0.2 |
|
| 3371 |
AAM
3371
Augustine Asset Management
Jacksonville,
Florida
| $142M | -$12.7M | -8% | 1.21% | 316% | 71 | 28.17% | 1.2 |
|
| 3372 |
ANB
3372
Amarillo National Bank
Amarillo,
Texas
| $142M | -$8.1M | -5% | 0.91% | 56.3% | 133 | 6.02% | 1.5 |
|
| 3373 |
CI
3373
CAZ Investments
Houston,
Texas
| $142M | +$1.68M | +1% | 1.22% | 263% | 132 | 13.64% | 0.2 |
|
| 3374 |
PFM
3374
PacWest Financial Management
Phoenix,
Arizona
| $142M | +$492K | +0.3% | 1.19% | 19.2% | 93 | 12.9% | 1.4 |
|
| 3375 |
SIM
3375
Sterling Investment Management
Tucson,
Arizona
| $142M | -$3.51M | -2% | 2.67% | 44.1% | 73 | 5.48% | 1.3 |
|