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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
MKC
3376
M. Kraus & Co
Shelburne,
Vermont
| $124M | -$13.7M | -10% | 7.37% | 51.8% | 51 | 9.8% | 1.6 |
|
| 3377 |
WOC
3377
West Oak Capital
Westlake Village,
California
| $124M | -$10.4M | -8% | 7.69% | 110% | 331 | 11.78% | 1.9 |
|
| 3378 |
KFP
3378
Keystone Financial Planning
Cleveland,
Ohio
| $124M | -$6.89M | -5% | 5.11% | 46% | 45 | 11.11% | 1.4 |
|
| 3379 |
DJC
3379
Daily Journal Corp
Los Angeles,
California
| $124M | -$11.6M | -9% | 8.53% | 108% | 4 | 0% | 1.8 |
|
| 3380 |
SONJCPFE
3380
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $124M | +$157K | +0.1% | 3.57% | 26.4% | 2 | 50% | 0.6 |
|
| 3381 |
TCM
3381
TCS Capital Management
New York
| $123M | -$73.6M | -37% | 8.6% | 271% | 45 | 64.44% | 0.6 |
|
| 3382 |
JWS
3382
Juncture Wealth Strategies
Scottsdale,
Arizona
| $123M | +$581K | +0.5% | 4.42% | 76.5% | 90 | 12.22% | 0.6 |
|
| 3383 |
LSGA
3383
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $123M | -$123M | -50% | 3.07% | 380% | 1 | 0% | 1.5 |
|
| 3384 |
BCM
3384
Blume Capital Management
Berkeley,
California
| $123M | -$8.9M | -7% | 11.1% | 96.9% | 263 | 14.07% | 1.3 |
|
| 3385 |
MPAM
3385
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $123M | -$9.73M | -7% | 7.38% | 75.1% | 93 | 10.75% | 1.9 |
|
| 3386 |
CFA
3386
Cahill Financial Advisors
Edina,
Minnesota
| $123M | -$10.6M | -8% | 7.4% | 55.9% | 115 | 16.52% | 1.4 |
|
| 3387 |
GA
3387
Gagnon Advisors
New York
| $123M | -$23.1M | -16% | 14.3% | 129% | 24 | 8.33% | 1.5 |
|
| 3388 |
SL
3388
SIB LLC
New York,
New York
| $123M | -$15.4M | -11% | 5.37% | 29.2% | 27 | 3.7% | 2.1 |
|
| 3389 |
BCA
3389
Benchmark Capital Advisors
New York
| $123M | -$19.6M | -14% | 8.66% | 29.5% | 140 | 14.29% | 1.5 |
|
| 3390 |
LWM
3390
Lenox Wealth Management
Cincinnati,
Ohio
| $122M | -$12.8M | -9% | 9.29% | 24.7% | 153 | 3.92% | 1.7 |
|
| 3391 |
OAJ
3391
Ogorek Anthony Joseph
Williamsville,
New York
| $122M | -$7.95M | -6% | 6.61% | 61.1% | 70 | 25.71% | 0.6 |
|
| 3392 |
SM
3392
Salzhauer Michael
| $122M | -$9.39M | -7% | 7.49% | 107% | 160 | 15.63% | 1.2 |
|
| 3393 |
NG
3393
Northstar Group
New York
| $122M | -$8.71M | -7% | 3.04% | 63.9% | 115 | 11.3% | 0.7 |
|
| 3394 |
MI
3394
Mercer Investments
Boston,
Massachusetts
| $122M | -$29.7M | -20% | 9.67% | 33.1% | 11 | 18.18% | 1.3 |
|
| 3395 |
WPEP
3395
Walnut Private Equity Partners
Omaha,
Nebraska
| $122M | -$44.7M | -27% | 26% | 48% | 25 | 8% | 1.6 |
|
| 3396 |
ACI
3396
Advance Capital I
Southfield,
Michigan
| $122M | -$29.6M | -20% | 5.26% | 34.1% | 270 | 58.15% | 0.3 |
|
| 3397 |
MIC
3397
Meridian Investment Counsel
Lafayette,
California
| $122M | -$17.3M | -12% | 8.37% | 116% | 154 | 5.84% | 1.6 |
|
| 3398 |
GWM
3398
Graybill Wealth Management
Elmhurst,
Illinois
| $122M | -$13.1M | -10% | 7.95% | – | 55 | 12.73% | 1.8 |
|
| 3399 |
ACI
3399
AB CarVal Investors
Minneapolis,
Minnesota
| $122M | -$43.4M | -26% | 8.59% | 24% | 8 | 50% | 1.6 |
|
| 3400 |
PHIMC
3400
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $122M | -$19.3M | -14% | 8.18% | 82.6% | 84 | 9.52% | 1.9 |
|