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 |
ACM
3401
Alpha Capital Management
Austin,
Texas
| $138M | -$1.32M | -1% | 3.72% | 88% | 92 | 28.26% | 1.4 |
|
| 3402 |
PCA
3402
Prospect Capital Advisors
Sausalito,
California
| $138M | +$24.7M | +22% | 9.7% | 202% | 27 | 18.52% | 0.6 |
|
| 3403 |
PCM
3403
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $138M | +$131K | +0.1% | 2.75% | 62.6% | 153 | 6.54% | 1.2 |
|
| 3404 |
LGWM
3404
Litman Gregory Wealth Management
Larkspur,
California
| $137M | +$11.6M | +9% | 5.4% | 55.5% | 37 | 16.22% | 1.1 |
|
| 3405 |
OWIM
3405
Old West Investment Management
Los Angeles,
California
| $137M | +$507K | +0.4% | 5.55% | 242% | 61 | 24.59% | 2 |
|
| 3406 |
TWM
3406
Torch Wealth Management
Cincinnati,
Ohio
| $137M | +$380K | +0.3% | 3.29% | 48.8% | 102 | 11.76% | 1.8 |
|
| 3407 |
SFG
3407
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $137M | -$5.44M | -4% | 4.53% | 81.7% | 800 | 22.88% | 0.3 |
|
| 3408 |
ACP
3408
Arcus Capital Partners
Atlanta,
Georgia
| $137M | +$32.9M | +32% | 2.69% | 69.2% | 73 | 17.81% | 0.6 |
|
| 3409 |
PMLI
3409
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $137M | -$1.4M | -1% | 4.7% | 1.64% | 29 | 20.69% | 1.3 |
|
| 3410 |
DCM
3410
Delta Capital Management
Red Bank,
New Jersey
| $137M | +$6.62M | +5% | 5.5% | 125% | 70 | 11.43% | 2.2 |
|
| 3411 |
MP
3411
Marlowe Partners
New York
| $137M | +$12.8M | +10% | 6.88% | 16.3% | 12 | 50% | 0.6 |
|
| 3412 |
SCM
3412
Stonerise Capital Management
San Francisco,
California
| $137M | -$38.4M | -22% | 9.33% | 0.77% | 13 | 30.77% | 0.7 |
|
| 3413 |
BT
3413
Brandywine Trust
Hockessin,
Delaware
| $137M | -$13M | -9% | 7.82% | 32.7% | 24 | 4.17% | 2.6 |
|
| 3414 |
MIC
3414
MU Investments Company
Tokyo,
Japan
| $136M | -$11.2M | -8% | 3.67% | 40.4% | 206 | 29.13% | 2 |
|
| 3415 |
ROC
3415
Robertson Opportunity Capital
Dallas,
Texas
| $136M | +$11.8M | +10% | 15.7% | 93.4% | 29 | 6.9% | 2.1 |
|
| 3416 |
SVCP
3416
Silicon Valley Capital Partners
San Jose,
California
| $136M | +$6.35M | +5% | 3.67% | 103% | 24 | 16.67% | 0.4 |
|
| 3417 |
AAM
3417
Augustine Asset Management
Jacksonville,
Florida
| $136M | +$10.8M | +9% | 6.56% | 316% | 63 | 7.94% | 1.9 |
|
| 3418 |
BLAM
3418
Bourne Lent Asset Management
Pawling,
New York
| $136M | +$8.48M | +7% | 9.37% | 76.1% | 51 | 7.84% | 1.4 |
|
| 3419 |
DCM
3419
DeGreen Capital Management
Scottsdale,
Arizona
| $136M | +$9.64M | +8% | 3.06% | 28.5% | 15 | 0% | 0.5 |
|
| 3420 |
PA
3420
Parkside Advisors
Berkeley,
California
| $135M | -$5.87M | -4% | 3.76% | 36.7% | 29 | 6.9% | 2.5 |
|
| 3421 |
LC
3421
Lincoln Capital
Lincoln,
Nebraska
| $135M | +$1.67M | +1% | 1.55% | 67.1% | 63 | 1.59% | 1.5 |
|
| 3422 |
RCM
3422
Ratan Capital Management
Miami Beach,
Florida
| $135M | -$65.8M | -33% | 19.1% | 616% | 15 | 80% | 0.7 |
|
| 3423 |
AIM
3423
Act II Management
New York
| $135M | +$9.28M | +7% | 11.8% | 43.6% | 25 | 44% | 0.9 |
|
| 3424 |
TAM
3424
Toscafund Asset Management
London,
United Kingdom
| $135M | -$48.5M | -26% | 22.2% | 80.9% | 8 | 37.5% | 1.6 |
|
| 3425 |
GIM
3425
Groesbeck Investment Management
Paramus,
New Jersey
| $135M | -$2.06M | -2% | 2.17% | 147% | 113 | 35.4% | 1.3 |
|