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 |
MAP
3351
Moody Aldrich Partners
Marblehead,
Massachusetts
| $144M | +$22.6M | +19% | 14.2% | 336% | 108 | 30.56% | 0.4 |
|
| 3352 |
SCM
3352
Southport Capital Management
Chattanooga,
Tennessee
| $144M | -$35.8M | -20% | 2.77% | 80% | 561 | 71.48% | 2.2 |
|
| 3353 |
DCM
3353
DAFNA Capital Management
Los Angeles,
California
| $144M | +$17.4M | +14% | 38.7% | 313% | 104 | 36.54% | 1.3 |
|
| 3354 |
CCM
3354
Crossvault Capital Management
San Antonio,
Texas
| $144M | +$2.1M | +1% | 1.27% | 56.4% | 70 | 7.14% | 2 |
|
| 3355 |
KC
3355
Kingfisher Capital
Charlotte,
North Carolina
| $143M | -$8.08M | -5% | 3.59% | 58.5% | 134 | 27.61% | 1.7 |
|
| 3356 |
WGCA
3356
Wolf Group Capital Advisors
Fairfax,
Virginia
| $143M | +$7.97M | +6% | 2.47% | 28.2% | 110 | 15.45% | 1.2 |
|
| 3357 |
LFDLE
3357
La Financiere de L'Echiquier
Paris,
France
| $143M | -$1.09M | -0.8% | 2.02% | 27.9% | 44 | 9.09% | 0.4 |
|
| 3358 |
LBS
3358
Lawrence B. Seidman
| $143M | -$3.28M | -2% | 5.32% | 12.3% | 31 | 25.81% | 1.5 |
|
| 3359 |
TCM
3359
Tradewinds Capital Management
Bellingham,
Washington
| $143M | +$3.06M | +2% | 4.04% | 85.2% | 738 | 18.16% | 1.8 |
|
| 3360 |
SFS
3360
Summit Financial Strategies
Columbus,
Ohio
| $143M | +$7.83M | +6% | 3.97% | 57.8% | 46 | 13.04% | 1.4 |
|
| 3361 |
DI
3361
DGH Investments
Geneva,
Switzerland
| $142M | +$16.8M | +13% | 13.8% | – | 2 | 0% | 3.3 |
|
| 3362 |
AWMG
3362
Alliance Wealth Management Group
Flemington,
New Jersey
| $142M | +$46K | +0% | 1.17% | – | 34 | 35.29% | 0.5 |
|
| 3363 |
CAIMH
3363
Central Asset Investments & Management Holdings
Hong Kong
| $142M | +$41M | +41% | 14.3% | 3,210% | 49 | 46.94% | 0.4 |
|
| 3364 |
AAM
3364
Alken Asset Management
London,
United Kingdom
| $142M | -$16M | -10% | 2.69% | 0.22% | 2 | 0% | 1.8 |
|
| 3365 |
AIM
3365
AMI Investment Management
Kendallville,
Indiana
| $142M | +$6.58M | +5% | 2.83% | 47.9% | 49 | 8.16% | 2.1 |
|
| 3366 |
TCM
3366
Traynor Capital Management
Malvern,
Pennsylvania
| $141M | +$13.6M | +11% | 7.75% | 225% | 141 | 19.15% | 1.2 |
|
| 3367 |
NFG
3367
Noven Financial Group
Denver,
Colorado
| $141M | -$7.18M | -5% | 3.79% | 45.1% | 41 | 29.27% | 1.4 |
|
| 3368 |
KC
3368
Kepos Capital
New York
| $141M | +$60.1M | +74% | 2.06% | 21.1% | 12 | 16.67% | 1.6 |
|
| 3369 |
RFWA
3369
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $141M | -$87.3M | -38% | 4.4% | 117% | 287 | 26.83% | 0.5 |
|
| 3370 |
CGI
3370
Cougar Global Investments
Toronto,
Ontario, Canada
| $141M | +$2.28M | +2% | 1.42% | 17.4% | 9 | 11.11% | 0.4 |
|
| 3371 |
BGDI
3371
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $141M | +$53M | +60% | 4.53% | 95.1% | 55 | 16.36% | 1.3 |
|
| 3372 |
OIMU
3372
Orbis Investment Management (US)
San Francisco,
California
| $141M | +$21.6M | +18% | 17.1% | 48.8% | 27 | 29.63% | 1.3 |
|
| 3373 |
ACM
3373
ADI Capital Management
New York
| $140M | +$10.7M | +8% | 11% | 113% | 24 | 54.17% | 0.7 |
|
| 3374 |
IWA
3374
Intercontinental Wealth Advisors
San Antonio,
Texas
| $140M | +$4.61M | +3% | 2.71% | 46.7% | 126 | 9.52% | 0.7 |
|
| 3375 |
BCP
3375
Berkeley Capital Partners
Milton,
Georgia
| $140M | -$2.25M | -2% | 1.93% | 62.8% | 126 | 20.63% | 0.6 |
|