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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 |
CW
3376
Cabot-Wellington
Boston,
Massachusetts
| $172M | -$1.54M | -0.9% | 5.18% | 65% | 15 | 6.67% | 3.6 |
|
| 3377 |
CMI
3377
Cider Mill Investments
Greenwich,
Connecticut
| $172M | +$12.6M | +8% | 8.57% | – | 27 | 33.33% | 0.4 |
|
| 3378 |
PWMAG
3378
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $172M | +$10.3M | +6% | 4.4% | 80.5% | 142 | 4.23% | 1.9 |
|
| 3379 |
CWM
3379
Catamount Wealth Management
Westport,
Connecticut
| $172M | +$7.57M | +5% | 8.64% | 70.7% | 215 | 30.7% | 1.4 |
|
| 3380 |
2L
3380
22NW LP
Seattle,
Washington
| $171M | -$5.74M | -3% | 4.97% | 138% | 97 | 27.84% | 0.6 |
|
| 3381 |
SAM
3381
Sequent Asset Management
Houston,
Texas
| $171M | +$7.35M | +4% | 2.54% | 51.3% | 63 | 4.76% | 2.7 |
|
| 3382 |
FA
3382
FMA Advisory
Harrisburg,
Pennsylvania
| $171M | -$23.6M | -12% | 2.58% | 46.7% | 141 | 27.66% | 0.4 |
|
| 3383 |
SAM
3383
Solaris Asset Management
New York
| $171M | +$8.95M | +6% | 5.14% | 74% | 330 | 23.64% | 1.8 |
|
| 3384 |
FVCM
3384
F&V Capital Management
Boca Raton,
Florida
| $171M | -$5.27M | -3% | 5.22% | 107% | 66 | 7.58% | 2.5 |
|
| 3385 |
MCP
3385
Mirador Capital Partners
Pleasanton,
California
| $171M | +$7.31M | +4% | 4.08% | 120% | 147 | 7.48% | 1 |
|
| 3386 |
CWM
3386
Connecticut Wealth Management
Farmington,
Connecticut
| $170M | +$5.7M | +3% | 3.8% | 70.2% | 67 | 10.45% | 0.9 |
|
| 3387 |
WCA
3387
Westover Capital Advisors
Wilmington,
Delaware
| $170M | +$18M | +12% | 5.54% | 133% | 132 | 29.55% | 1.4 |
|
| 3388 |
DR
3388
Davis Rea
Toronto,
Ontario, Canada
| $170M | +$12M | +8% | 6.01% | 66.9% | 42 | 4.76% | 3 |
|
| 3389 |
BCM
3389
Bourgeon Capital Management
Darien,
Connecticut
| $170M | +$10.1M | +6% | 4.93% | 117% | 99 | 27.27% | 1.9 |
|
| 3390 |
BGMBH
3390
Burda Gesellschaft mit beschrankter Haftung
Offenburg,
Germany
| $170M | +$11.8M | +7% | 0% | – | 1 | 0% | 0.5 |
|
| 3391 |
SCM
3391
Stonepine Capital Management
Bend,
Oregon
| $170M | -$15.5M | -8% | 2.81% | 231% | 32 | 46.88% | 0.6 |
|
| 3392 |
SCPM
3392
Sagard Capital Partners Management
New York
| $170M | +$17.2M | +11% | 12.5% | 37.4% | 3 | 0% | 2.9 |
|
| 3393 |
CCM
3393
Canal Capital Management
Richmond,
Virginia
| $170M | +$7.6M | +5% | 4.34% | 67.8% | 121 | 12.4% | 1.4 |
|
| 3394 |
EM
3394
Endicott Management
New York
| $169M | -$5.53M | -3% | 6% | 229% | 12 | 16.67% | 2.2 |
|
| 3395 |
FCC
3395
Florin Court Capital
London,
United Kingdom
| $169M | -$316K | -0.2% | 2.43% | 108% | 28 | 17.86% | 0.5 |
|
| 3396 |
CCM
3396
Cloverdale Capital Management
Dallas,
Texas
| $169M | +$72.7M | +75% | 2.18% | 20.8% | 24 | 75% | 0.1 |
|
| 3397 |
VAS
3397
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $169M | +$1.42M | +0.8% | 4.82% | 89.7% | 18 | 5.56% | 1.1 |
|
| 3398 |
LMAM
3398
Legg Mason Asset Management
Tokyo,
Japan
| $169M | +$47.5M | +39% | 4.3% | – | 135 | 15.56% | 1.1 |
|
| 3399 |
PC
3399
Permit Capital
West Conshohocken,
Pennsylvania
| $169M | -$787K | -0.5% | 3.85% | 121% | 27 | 3.7% | 3.5 |
|
| 3400 |
PAG
3400
Private Advisory Group
Redmond,
Washington
| $169M | +$868K | +0.5% | 5.37% | 177% | 143 | 29.37% | 0.5 |
|