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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
CCG
3376
Crescent Capital Group
Los Angeles,
California
| $109M | +$5.35M | +5% | 7.91% | 7.88% | 22 | 22.73% | 0.5 |
|
| 3377 |
CCM
3377
Courage Capital Management
Nashville,
Tennessee
| $109M | -$47M | -30% | 4.12% | 86.5% | 27 | 29.63% | 0.8 |
|
| 3378 |
CK
3378
Carnick & Kubik
Colorado Springs,
Colorado
| $109M | +$8.4M | +8% | 0.51% | 45.1% | 129 | 28.68% | 0.7 |
|
| 3379 |
TBNY
3379
Trustco Bank (New York)
Albany,
New York
| $109M | +$1.61M | +2% | 0.04% | 131% | 71 | 11.27% | 1.1 |
|
| 3380 |
LA
3380
Lau Associates
Greenville,
Delaware
| $109M | -$2.5M | -2% | 0.11% | 44.5% | 66 | 9.09% | 1.1 |
|
| 3381 |
PM
3381
Penbrook Management
New York
| $108M | -$4.78M | -4% | 3.6% | 106% | 131 | 16.03% | 0.6 |
|
| 3382 |
CI
3382
Capital Innovations
Pewaukee,
Wisconsin
| $108M | -$12.6M | -10% | 5.54% | – | 90 | 14.44% | 0.6 |
|
| 3383 |
SG
3383
Somerset Group
Wayzata,
Minnesota
| $108M | -$1.66M | -2% | 0.35% | 84.6% | 76 | 2.63% | 1.1 |
|
| 3384 |
TWA
3384
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $108M | -$16.5M | -13% | 0.56% | 27.4% | 48 | 18.75% | 0.6 |
|
| 3385 |
SIC
3385
Shoker Investment Counsel
Oxford,
Ohio
| $108M | -$4.76M | -4% | 2.56% | 83.8% | 91 | 7.69% | 0.7 |
|
| 3386 |
LCP
3386
Longbow Capital Partners
New York
| $108M | -$27.7M | -20% | 2.55% | 179% | 45 | 57.78% | 0.4 |
|
| 3387 |
PVMCI
3387
Polaris Venture Management Co IV
Boston,
Massachusetts
| $108M | -$14.5M | -12% | 11.6% | 52.2% | 3 | 0% | 0.6 |
|
| 3388 |
RIM
3388
Reliant Investment Management
Memphis,
Tennessee
| $108M | -$1.94M | -2% | 0.52% | 122% | 67 | 16.42% | 0.7 |
|
| 3389 |
PTCG
3389
Pring Turner Capital Group
Alamo,
California
| $108M | -$7.75M | -7% | 4.58% | 70.8% | 53 | 13.21% | 0.7 |
|
| 3390 |
PPF
3390
PartnerRe Principal Finance
Greenwich,
Connecticut
| $108M | +$6.64M | +7% | 6.57% | – | 1 | 0% | 0.8 |
|
| 3391 |
CIP
3391
Centerline Investment Partners
New York
| $108M | -$7.83M | -7% | 0.93% | – | 40 | 62.5% | 0.3 |
|
| 3392 |
HPIA
3392
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $108M | -$82K | -0.1% | 0.92% | 79.3% | 65 | 6.15% | 0.7 |
|
| 3393 |
ETM
3393
Euclidean Technologies Management
Seattle,
Washington
| $107M | -$5.9M | -5% | 5.82% | 124% | 47 | 23.4% | 0.5 |
|
| 3394 |
SCM
3394
Shah Capital Management
Raleigh,
North Carolina
| $107M | -$27.8M | -21% | 8.63% | 287% | 15 | 13.33% | 1.1 |
|
| 3395 |
SEM
3395
Suncoast Equity Management
Tampa,
Florida
| $107M | +$3.92M | +4% | 5.76% | 82.9% | 21 | 9.52% | 1 |
|
| 3396 |
PAWC
3396
P.A.W. Capital
Greenwich,
Connecticut
| $107M | +$6.91M | +7% | 0.43% | 54.6% | 71 | 21.13% | 0.9 |
|
| 3397 |
FHC
3397
First Houston Capital
Houston,
Texas
| $107M | +$2.38M | +2% | 1.91% | 39.2% | 87 | 11.49% | 0.7 |
|
| 3398 |
HM
3398
Harvest Management
New York
| $107M | +$7.19M | +7% | 12.1% | 610% | 114 | 67.54% | 0.3 |
|
| 3399 |
EI
3399
EDMP Inc
Lutz,
Florida
| $107M | -$7K | -0% | 0.88% | 71.6% | 61 | 8.2% | 1 |
|
| 3400 |
PCC
3400
Punch Card Capital
Winter Park,
Florida
| $107M | +$4.25M | +4% | 4.65% | – | 2 | 0% | 0.8 |
|