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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
SXL
3401
Summit X LLC
Chesterfield,
Missouri
| $204M | +$24.3M | +14% | 6.6% | 62.9% | 236 | 14.83% | 0.8 |
|
| 3402 |
HC
3402
Hendley & Co
Zanesville,
Ohio
| $203M | +$16.9M | +9% | 10.6% | 54.8% | 58 | 10.34% | 3.4 |
|
| 3403 |
GCM
3403
Grisanti Capital Management
New York
| $203M | -$26.2M | -11% | 3.95% | 17.9% | 71 | 12.68% | 2.2 |
|
| 3404 |
ACM
3404
Arlington Capital Management
Arlington Heights,
Illinois
| $203M | +$83.1M | +69% | 6.64% | 154% | 18 | 44.44% | 0.3 |
|
| 3405 |
SSI
3405
Scott & Selber Inc
Houston,
Texas
| $203M | +$16.9M | +9% | 11.2% | 187% | 75 | 20% | 2.2 |
|
| 3406 |
WCWM
3406
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $203M | +$13.1M | +7% | 4.41% | 39.1% | 34 | 2.94% | 2.9 |
|
| 3407 |
LA
3407
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $203M | +$69.2M | +52% | 4.64% | – | 520 | 31.35% | 0.9 |
|
| 3408 |
BCH
3408
Berkshire Capital Holdings
San Jose,
California
| $203M | +$48.3M | +31% | 28.5% | 2,748% | 35 | 20% | 0.4 |
|
| 3409 |
WA
3409
Winfield Associates
Cleveland,
Ohio
| $203M | +$16.1M | +9% | 6.81% | 77.8% | 129 | 6.98% | 3.5 |
|
| 3410 |
RCS
3410
Retirement Capital Strategies
San Jose,
California
| $203M | +$13.1M | +7% | 2.92% | 59% | 47 | 38.3% | 1.3 |
|
| 3411 |
PWMAG
3411
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $203M | +$16.6M | +9% | 4.67% | 80.5% | 166 | 18.07% | 2.2 |
|
| 3412 |
KBFS
3412
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $203M | +$25.3M | +14% | 2.32% | 42.8% | 98 | 7.14% | 1.4 |
|
| 3413 |
ACM
3413
Aubrey Capital Management
Edinburgh,
United Kingdom
| $202M | -$11.6M | -5% | 0.29% | 264% | 38 | 23.68% | 0.4 |
|
| 3414 |
ST
3414
Somerset Trust
Somerset,
Pennsylvania
| $202M | +$16.1M | +9% | 9.42% | 80.5% | 174 | 31.03% | 2.7 |
|
| 3415 |
HP
3415
Hartree Partners
New York
| $202M | +$91.9M | +83% | 2.94% | 138% | 48 | 58.33% | 0.3 |
|
| 3416 |
SCM
3416
Sorin Capital Management
Stamford,
Connecticut
| $202M | -$826M | -80% | 0.48% | 28% | 18 | 5.56% | 1 |
|
| 3417 |
AG
3417
AlphaSimPlex Group
Boston,
Massachusetts
| $202M | +$2.06M | +1% | 4.5% | 35.5% | 99 | 24.24% | 0.5 |
|
| 3418 |
LC
3418
Lincoln Capital
Lincoln,
Nebraska
| $202M | +$15M | +8% | 8.68% | 67.1% | 75 | 6.67% | 2.7 |
|
| 3419 |
BFC
3419
Blue Fin Capital
Warren,
Rhode Island
| $202M | +$14.7M | +8% | 8.08% | 125% | 126 | 5.56% | 3.8 |
|
| 3420 |
KCPG
3420
Kavar Capital Partners Group
Leawood,
Kansas
| $202M | +$2.85M | +1% | 6.45% | 77.2% | 458 | 77.07% | 3.1 |
|
| 3421 |
HCM
3421
Horrell Capital Management
Little Rock,
Arkansas
| $202M | +$2.19M | +1% | 4.94% | 55.6% | 194 | 9.79% | 3.5 |
|
| 3422 |
GAM
3422
Garrison Asset Management
Fayetteville,
Arkansas
| $202M | +$3.19M | +2% | 6.93% | 52.1% | 112 | 8.93% | 3.5 |
|
| 3423 |
HCM
3423
HMS Capital Management
Nashville,
Tennessee
| $202M | +$25M | +14% | 10.1% | 130% | 220 | 21.36% | 0.9 |
|
| 3424 |
PCP
3424
Polunin Capital Partners
London,
United Kingdom
| $202M | -$24.2M | -11% | 12% | 252% | 10 | 0% | 0.7 |
|
| 3425 |
NFGCM
3425
Norman Fields Gottscho Capital Management
New York
| $201M | +$14.9M | +8% | 8.65% | 96.9% | 80 | 13.75% | 2.8 |
|