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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
MPAM
3401
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $134M | +$1.17M | +0.9% | 2.58% | 75.1% | 100 | 9% | 9.2 |
|
| 3402 |
RAA
3402
RWC Asset Advisors
Miami,
Florida
| $134M | -$7.12M | -5% | 15.5% | 268% | 19 | 15.79% | 3.9 |
|
| 3403 |
FVCM
3403
F&V Capital Management
Boca Raton,
Florida
| $134M | +$7.23M | +6% | 4.05% | 107% | 60 | 15% | 7.9 |
|
| 3404 |
SLA
3404
Silver Lake Advisory
Cottonwood Heights,
Utah
| $134M | +$16.7M | +14% | 5.22% | 70.9% | 80 | 21.25% | 7 |
|
| 3405 |
SFPIA
3405
Stevens First Principles Investment Advisors
Newport Beach,
California
| $134M | +$10.2M | +8% | 3.57% | 44% | 158 | 18.99% | 6.8 |
|
| 3406 |
TSWM
3406
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $134M | -$19.3M | -13% | 2.74% | 80% | 140 | 15.71% | 8.2 |
|
| 3407 |
IF
3407
Ironwood Financial
Tucson,
Arizona
| $134M | +$4.68M | +4% | 1.06% | 48.8% | 310 | 7.74% | 5.4 |
|
| 3408 |
MSFP
3408
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $134M | +$10.8M | +9% | 4.86% | 92.4% | 397 | 18.39% | 6.3 |
|
| 3409 |
LC
3409
Lincoln Capital
Lincoln,
Nebraska
| $134M | +$387K | +0.3% | 1.86% | 67.1% | 63 | 6.35% | 5 |
|
| 3410 |
SF
3410
Schooner Foundation
Boston,
Massachusetts
| $134M | +$19.2M | +17% | 17.5% | 13.8% | 1 | 0% | 7 |
|
| 3411 |
IIM
3411
Ironwood Investment Management
Boston,
Massachusetts
| $134M | -$19.2M | -13% | 8.56% | 164% | 176 | 10.23% | 9 |
|
| 3412 |
AG
3412
Ashmore Group
London,
United Kingdom
| $133M | -$31.3M | -19% | 13.2% | 103% | 50 | 46% | 5.7 |
|
| 3413 |
NCM
3413
Niemann Capital Management
Stateline,
Nevada
| $133M | +$24.8M | +23% | 11.5% | 103% | 18 | 55.56% | 0.8 |
|
| 3414 |
CWP
3414
Capital Wealth Planning
Naples,
Florida
| $133M | -$6.39M | -5% | 1.18% | 73.9% | 114 | 35.96% | 5.9 |
|
| 3415 |
IVMX
3415
Institutional Venture Management XIII
Menlo Park,
California
| $133M | +$11M | +9% | 22.8% | – | 6 | 0% | 7.3 |
|
| 3416 |
HM
3416
Harvest Management
New York
| $132M | +$26M | +24% | 27.1% | 610% | 114 | 74.56% | 1.2 |
|
| 3417 |
B
3417
Brightworth
Atlanta,
Georgia
| $132M | +$1.62M | +1% | 1.48% | 21.7% | 13 | 38.46% | 1.3 |
|
| 3418 |
FTS
3418
Fifth Third Securities
Cincinnati,
Ohio
| $132M | +$21.1M | +19% | 2.35% | 58.9% | 71 | 12.68% | 0.9 |
|
| 3419 |
FCCM
3419
First City Capital Management
Savannah,
Georgia
| $132M | -$14M | -10% | 5.8% | 76.5% | 668 | 79.34% | 10 |
|
| 3420 |
RGC
3420
Roberts, Glore & Co
Deerfield,
Illinois
| $132M | -$232K | -0.2% | 3.18% | 72.3% | 149 | 16.11% | 9 |
|
| 3421 |
HA
3421
Havens Advisors
New York
| $132M | -$64.5M | -33% | 20% | 460% | 65 | 73.85% | 1.4 |
|
| 3422 |
WRM
3422
Weybosset Research & Management
Province,
Rhode Island
| $131M | +$13.2M | +11% | 4.62% | 73.4% | 57 | 5.26% | 8.2 |
|
| 3423 |
FPB
3423
First PREMIER Bank
Sioux Falls,
South Dakota
| $131M | +$5.99M | +5% | 5.38% | 63% | 201 | 5.47% | 1.9 |
|
| 3424 |
RJA
3424
Robshaw & Julian Associates
Williamsville,
New York
| $131M | -$1.63M | -1% | 2.67% | 19.3% | 47 | 2.13% | 8.4 |
|
| 3425 |
OFG
3425
OTA Financial Group
Purchase,
New York
| $131M | +$73.3M | +127% | 5.55% | 320% | 107 | 82.24% | 0.4 |
|