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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 |
BAM
3376
BOCHK Asset Management
Hong Kong
| $634M | +$151M | +31% | 41% | – | 183 | 57.38% | 0.4 |
|
| 3377 |
AF
3377
Aegis Financial
Mc Lean,
Virginia
| $633M | +$52.7M | +9% | 0.07% | 266% | 39 | 5.13% | 2.3 |
|
| 3378 |
NHFG
3378
New Harbor Financial Group
Worcester,
Massachusetts
| $633M | +$65.4M | +12% | 4.23% | 80.6% | 74 | 25.68% | 2.1 |
|
| 3379 |
KBG
3379
Kahn Brothers Group
New York
| $633M | +$68.6M | +12% | 13.1% | 53.4% | 49 | 4.08% | 5.4 |
|
| 3380 |
DW30
3380
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| $632M | +$59.5M | +10% | 14.2% | – | 308 | 19.81% | 1.1 |
|
| 3381 |
DCM
3381
Delaney Capital Management
Toronto,
| $632M | +$9.77M | +2% | 9.1% | – | 55 | 7.27% | 0.5 |
|
| 3382 |
JF
3382
JSF Financial
Los Angeles,
California
| $632M | +$122M | +24% | 16.1% | 79% | 155 | 27.1% | 2.9 |
|
| 3383 |
GWI
3383
Grace & White Inc
Ny,
New York
| $632M | +$65.8M | +12% | 18.9% | 61.5% | 138 | 5.07% | 7.8 |
|
| 3384 |
PRP
3384
Peak Retirement Planning
Columbus,
Ohio
| $632M | +$130M | +26% | 13.8% | – | 201 | 27.86% | 0.8 |
|
| 3385 |
KNW
3385
Kesler Norman & Wride
Ogden,
Utah
| $631M | +$50.7M | +9% | 19.6% | 76% | 291 | 22.68% | 2.5 |
|
| 3386 |
GPTE
3386
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $631M | +$65.5M | +12% | 28.6% | 140% | 30 | 23.33% | 2.3 |
|
| 3387 |
MC
3387
Machina Capital
Paris,
France
| $631M | +$123M | +24% | 9.69% | 34.8% | 500 | 55.8% | 0.5 |
|
| 3388 |
ACGA
3388
Atlanta Consulting Group Advisors
Atlanta,
Georgia
| $631M | +$166M | +36% | 11.7% | – | 190 | 27.37% | 1.3 |
|
| 3389 |
TECP
3389
Trails Edge Capital Partners
Atlanta,
Georgia
| $630M | +$193M | +44% | 16.8% | – | 40 | 45% | 0.2 |
|
| 3390 |
SJIC
3390
St. James Investment Company
Southlake,
Texas
| $630M | -$8.64M | -1% | 0.86% | 43.8% | 25 | 16% | 3.9 |
|
| 3391 |
SFO
3391
Stenger Family Office
Naperville,
Illinois
| $629M | +$63.2M | +11% | 16.5% | – | 137 | 18.25% | 0.9 |
|
| 3392 |
PPC
3392
Park Place Capital
Homewood,
Alabama
| $629M | +$131M | +26% | 11.9% | 60% | 1,128 | 28.01% | 1.9 |
|
| 3393 |
FAM
3393
Formidable Asset Management
Cincinnati,
Ohio
| $629M | -$18.9M | -3% | 9.35% | 52.2% | 420 | 17.14% | 3.3 |
|
| 3394 |
DLCIG
3394
D.L. Carlson Investment Group
Concord,
New Hampshire
| $628M | +$46.4M | +8% | 15.2% | 113% | 149 | 20.13% | 4.4 |
|
| 3395 |
RC
3395
RBO & Co
Saint Helena,
California
| $628M | +$8.52M | +1% | 1.96% | 27.9% | 58 | 5.17% | 7.8 |
|
| 3396 |
MSA
3396
Marino Stram & Associates
Braintree,
Massachusetts
| $628M | +$71.2M | +13% | 12.1% | 63.6% | 204 | 10.29% | 4.1 |
|
| 3397 |
ERWM
3397
Elk River Wealth Management
Denver,
Colorado
| $628M | +$25.5M | +4% | 16.9% | 81.8% | 105 | 7.62% | 3.9 |
|
| 3398 |
FSG
3398
Financial Strategies Group
Okemos,
Michigan
| $628M | +$29.8M | +5% | 7.98% | 44.9% | 103 | 4.85% | 3.4 |
|
| 3399 |
SAM
3399
Satovsky Asset Management
New York
| $627M | +$60.7M | +11% | 9.14% | 53.6% | 76 | 6.58% | 2.8 |
|
| 3400 |
PAS
3400
PKS Advisory Services
Albany,
New York
| $627M | +$196M | +46% | 15.4% | – | 388 | 43.3% | 0.8 |
|