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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
YCM
3401
Yakira Capital Management
Westport,
Connecticut
| $138M | +$7.6M | +6% | 4.1% | 74.1% | 122 | 44.26% | 0.6 |
|
| 3402 |
VIG
3402
Vienna Insurance Group
Warsaw,
Poland
| $137M | +$40.1M | +41% | 1.12% | 188% | 15 | 26.67% | 0.4 |
|
| 3403 |
LJHT
3403
Laurie J. Hall Trustee
| $137M | -$2.93M | -2% | 1.05% | 105% | 90 | 2.22% | 1.6 |
|
| 3404 |
WOC
3404
West Oak Capital
Westlake Village,
California
| $136M | -$1.15M | -0.8% | 0.8% | 110% | 337 | 8.01% | 1.6 |
|
| 3405 |
PO
3405
Private Ocean
San Rafael,
California
| $136M | +$2.3M | +2% | 1.39% | 2.82% | 207 | 21.26% | 1.1 |
|
| 3406 |
HIM
3406
Harbour Investment Management
Edmonds,
Washington
| $136M | -$22.8M | -14% | 1.54% | 58.8% | 82 | 4.88% | 1.6 |
|
| 3407 |
BPCA
3407
Bank Pictet & Cie (Asia)
Singapore
| $136M | +$6.69M | +5% | 3.07% | 30.4% | 90 | 52.22% | 0.5 |
|
| 3408 |
DPA
3408
Devon Park Associates
| $136M | +$4.63M | +4% | 0.09% | – | 5 | 40% | 0.2 |
|
| 3409 |
BI
3409
Boulegeris Investments
Sandy Springs,
Georgia
| $136M | +$10.1M | +8% | 4.49% | 39.1% | 51 | 17.65% | 0.4 |
|
| 3410 |
CAM
3410
Chesapeake Asset Management
New York
| $136M | -$23.7M | -15% | 1.87% | 153% | 89 | 26.97% | 1.4 |
|
| 3411 |
HKIM
3411
Hayek Kallen Investment Management
Fairhope,
Alabama
| $136M | +$270K | +0.2% | 0.71% | 71.9% | 63 | 9.52% | 1.6 |
|
| 3412 |
SGA
3412
Strategic Global Advisors
Newport Beach,
California
| $135M | +$22.9M | +20% | 5.55% | 137% | 147 | 21.77% | 0.2 |
|
| 3413 |
WA
3413
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $135M | +$40.6M | +43% | 1.6% | 89.9% | 9 | 33.33% | 0.2 |
|
| 3414 |
TCM
3414
Tradewinds Capital Management
Bellingham,
Washington
| $135M | -$3.37M | -2% | 0.13% | 85.2% | 690 | 13.19% | 1 |
|
| 3415 |
FA
3415
Fagan Associates
Troy,
New York
| $135M | +$9.05M | +7% | 4.15% | 127% | 95 | 13.68% | 0.8 |
|
| 3416 |
HRC
3416
Hoertkorn Richard Charles
| $134M | -$6.71M | -5% | 0.14% | 172% | 101 | 4.95% | 1.1 |
|
| 3417 |
CD
3417
Carl Domino
West Palm Beach,
Florida
| $134M | -$51.6M | -28% | 0.26% | 38.3% | 198 | 24.75% | 1.3 |
|
| 3418 |
VIMU
3418
Veritas Investment Management (UK)
London,
United Kingdom
| $134M | +$9.23M | +7% | 0.26% | 151% | 49 | 18.37% | 1.5 |
|
| 3419 |
EC
3419
Engaged Capital
Newport Beach,
California
| $134M | +$11.4M | +9% | 4.07% | 26.2% | 19 | 47.37% | 0.5 |
|
| 3420 |
WAM
3420
Wilsey Asset Management
San Diego,
California
| $134M | -$8.85M | -6% | 4.26% | 55% | 25 | 24% | 1.1 |
|
| 3421 |
ATC
3421
Adirondack Trust Company
Saratoga Springs,
New York
| $134M | +$100K | +0.1% | 0.59% | 96.8% | 375 | 14.13% | 1.4 |
|
| 3422 |
CMP
3422
Courage Miller Partners
Norfolk,
Virginia
| $134M | +$12.7M | +10% | 1.99% | 40.3% | 59 | 11.86% | 1.3 |
|
| 3423 |
SSG
3423
Summit Securities Group
New York
| $133M | -$215M | -62% | 6.26% | 136% | 838 | 70.53% | 0.6 |
|
| 3424 |
DGA
3424
DST Global Advisors
Road Town, Tortola,
British Virgin Islands
| $133M | -$12.5M | -9% | 14.4% | – | 2 | 50% | 0.1 |
|
| 3425 |
TCM
3425
Tieton Capital Management
Yakima,
Washington
| $133M | +$12M | +10% | 22.5% | 172% | 27 | 3.7% | 1.3 |
|