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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
AIC
3351
Aurora Investment Counsel
Atlanta,
Georgia
| $210M | +$4.62M | +2% | 4.99% | 31.7% | 131 | 23.66% | 0.7 |
|
| 3352 |
IFA
3352
Interactive Financial Advisors
New Lenox,
Illinois
| $210M | -$1.04M | -0.5% | 3.48% | 47.6% | 128 | 19.53% | 3.2 |
|
| 3353 |
IBT
3353
International Biotechnology Trust
London,
United Kingdom
| $210M | -$50M | -19% | 9.76% | 11.1% | 57 | 15.79% | 1.1 |
|
| 3354 |
TFM
3354
Trimaran Fund Management
New York
| $210M | +$19.3M | +10% | 10.1% | 82.8% | 1 | 0% | 3.8 |
|
| 3355 |
CT
3355
CPF Texas
Plano,
Texas
| $210M | +$21.5M | +11% | 4.82% | – | 281 | 22.42% | 0.5 |
|
| 3356 |
BFO
3356
Biltmore Family Office
Charlotte,
North Carolina
| $210M | +$9.01M | +4% | 5.08% | 78.1% | 148 | 4.73% | 0.7 |
|
| 3357 |
FBT
3357
First Bankers Trust
Louisville,
Kentucky
| $210M | +$17.3M | +9% | 8.35% | 78.9% | 140 | 7.14% | 3.9 |
|
| 3358 |
BLAM
3358
Bourne Lent Asset Management
Pawling,
New York
| $210M | +$20.1M | +11% | 12% | 76.1% | 59 | 6.78% | 2.8 |
|
| 3359 |
ZF
3359
Zhang Financial
Portage,
Michigan
| $210M | +$13.1M | +7% | 4.12% | 67.9% | 81 | 9.88% | 3.6 |
|
| 3360 |
CC
3360
Covalis Capital
London,
United Kingdom
| $209M | +$16.3M | +8% | 1.48% | 37.9% | 42 | 71.43% | 0.2 |
|
| 3361 |
WA
3361
WealthTrust-Arizona
Scottsdale,
Arizona
| $209M | +$14.7M | +8% | 5.7% | 20.2% | 743 | 11.04% | 2.9 |
|
| 3362 |
CWM
3362
Catamount Wealth Management
Westport,
Connecticut
| $209M | +$1.94M | +0.9% | 5.85% | 70.7% | 196 | 12.76% | 1.9 |
|
| 3363 |
WPIC
3363
White Pine Investment Company
Livonia,
Michigan
| $209M | +$15.8M | +8% | 8.46% | 73.3% | 55 | 14.55% | 3.5 |
|
| 3364 |
NWP
3364
Northstar Wealth Partners
West Hartford,
Connecticut
| $209M | +$8.88M | +4% | 7.28% | 36.2% | 196 | 17.86% | 0.9 |
|
| 3365 |
SA
3365
Sicart Associates
New York
| $208M | +$17.8M | +9% | 4.45% | 99.1% | 89 | 4.49% | 1.3 |
|
| 3366 |
WCM
3366
Weik Capital Management
Wyomissing,
Pennsylvania
| $208M | +$5.1M | +3% | 6.44% | 66.9% | 129 | 6.2% | 3.5 |
|
| 3367 |
SFS
3367
Shaker Financial Services
Arlington,
Virginia
| $208M | +$5.6M | +3% | 0.72% | 12.9% | 144 | 41.67% | 0.8 |
|
| 3368 |
LFM
3368
Lumina Fund Management
New York
| $208M | -$794M | -79% | 7.1% | 28.1% | 52 | 53.85% | 1.6 |
|
| 3369 |
VM
3369
VPR Management
Houston,
Texas
| $208M | +$9.69M | +5% | 1.69% | 54.5% | 17 | 17.65% | 1 |
|
| 3370 |
DCM
3370
Dimension Capital Management
Coral Gables,
Florida
| $208M | +$26M | +14% | 3.35% | 65.5% | 88 | 13.64% | 1 |
|
| 3371 |
TC
3371
Truvestments Capital
Sarasota,
Florida
| $208M | +$48.7M | +31% | 6.42% | 131% | 889 | 80.54% | 0 |
|
| 3372 |
HWM
3372
Holloway Wealth Management
Gainesville,
Florida
| $208M | +$12M | +6% | 5.57% | 50.7% | 182 | 0% | 1.2 |
|
| 3373 |
ACM
3373
Aquamarine Capital Management
New York
| $208M | -$4.75M | -2% | 2.24% | 23% | 17 | 11.76% | 3.1 |
|
| 3374 |
PCA
3374
Peddock Capital Advisors
Braintree,
Massachusetts
| $208M | +$7.7M | +4% | 6.16% | 104% | 268 | 2.24% | 2.4 |
|
| 3375 |
BPM
3375
Blue Pool Management
Causeway Bay,
Hong Kong
| $207M | -$37.3M | -15% | 8.73% | 72.8% | 39 | 25.64% | 0.6 |
|