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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
BE
3426
Bonness Enterprises
Washington,
District of Columbia
| $110M | -$3.43M | -3% | 3.35% | 98.6% | 53 | 11.32% | 3.8 |
|
| 3427 |
CS
3427
Comerica Securities
Detroit,
Michigan
| $110M | +$4.86M | +5% | 3.85% | 25.6% | 133 | 19.55% | 2.6 |
|
| 3428 |
SG
3428
Somerset Group
Wayzata,
Minnesota
| $110M | +$5.35M | +5% | 6.22% | 84.6% | 79 | 7.59% | 3.4 |
|
| 3429 |
PI
3429
Pettee Investors
Rowayton,
Connecticut
| $110M | +$3.59M | +3% | 3.49% | 96.1% | 56 | 0% | 2 |
|
| 3430 |
WA
3430
Wheatland Advisors
Lancaster,
Pennsylvania
| $110M | +$12M | +12% | 3.41% | 30.5% | 87 | 5.75% | 1.9 |
|
| 3431 |
RIM
3431
Reliant Investment Management
Memphis,
Tennessee
| $110M | +$3.39M | +3% | 8.29% | 122% | 70 | 18.57% | 1.8 |
|
| 3432 |
RHDIC
3432
R.H. Dinel Investment Counsel
Los Angeles,
California
| $110M | -$3.51M | -3% | 4.21% | 34.1% | 57 | 3.51% | 2 |
|
| 3433 |
HCA
3433
Horan Capital Advisors
Cincinnati,
Ohio
| $109M | +$5.52M | +5% | 5.83% | 26.6% | 72 | 15.28% | 3.2 |
|
| 3434 |
WCM
3434
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $109M | +$3.36M | +3% | 3.85% | 33.6% | 93 | 18.28% | 1.6 |
|
| 3435 |
BHBT
3435
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $109M | +$7.4M | +7% | 8.25% | 67.8% | 107 | 1.87% | 3.8 |
|
| 3436 |
TC
3436
TradeLink Capital
Chicago,
Illinois
| $109M | +$39.6M | +57% | 6.16% | 73.7% | 439 | 73.8% | 0.9 |
|
| 3437 |
ZIM
3437
ZPR Investment Management
Orange City,
Florida
| $108M | +$14.3M | +15% | 6.36% | 14.7% | 90 | 71.11% | 0.8 |
|
| 3438 |
CMO
3438
Covenant Multifamily Offices
San Antonio,
Texas
| $108M | +$5.58M | +5% | 3.92% | 38.3% | 28 | 21.43% | 1.7 |
|
| 3439 |
KCM
3439
KeyPoint Capital Management
Dallas,
Texas
| $108M | -$13.2M | -11% | 2.25% | – | 33 | 69.7% | 0.7 |
|
| 3440 |
HPIA
3440
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $108M | +$488K | +0.5% | 4.02% | 79.3% | 64 | 7.81% | 1.8 |
|
| 3441 |
GBA
3441
Garrison Bradford & Associates
New York
| $107M | +$3.64M | +4% | 3.91% | 63.5% | 118 | 11.86% | 3.3 |
|
| 3442 |
PC
3442
Pecaut & Co
Sioux City,
Iowa
| $107M | +$6.14M | +6% | 6.08% | 67.6% | 51 | 17.65% | 1.7 |
|
| 3443 |
CCM
3443
Crossvault Capital Management
San Antonio,
Texas
| $107M | +$4.23M | +4% | 2.52% | 56.4% | 61 | 6.56% | 1.9 |
|
| 3444 |
EA
3444
Elm Advisors
Burlingame,
California
| $107M | +$3.46M | +3% | 4.31% | 50.5% | 74 | 1.35% | 1.9 |
|
| 3445 |
PCTC
3445
Perkins Coie Trust Company
Seattle,
Washington
| $107M | +$3.44M | +3% | 4.81% | 70.8% | 221 | 4.07% | 1.9 |
|
| 3446 |
KCM
3446
Keane Capital Management
Charlotte,
North Carolina
| $107M | -$24.1M | -18% | 1.33% | – | 95 | 42.11% | 2.3 |
|
| 3447 |
FMB
3447
Field & Main Bank
Henderson,
Kentucky
| $107M | +$3.52M | +3% | 5.01% | 107% | 199 | 12.56% | 1.8 |
|
| 3448 |
TBNY
3448
Trustco Bank (New York)
Albany,
New York
| $107M | +$303K | +0.3% | 3.36% | 131% | 69 | 7.25% | 3.8 |
|
| 3449 |
ABP
3449
Arthur B. Page
| $107M | +$3.11M | +3% | 4.61% | 40.4% | 83 | 3.61% | 1.9 |
|
| 3450 |
SM
3450
Salzhauer Michael
| $107M | +$1.76M | +2% | 1.06% | 107% | 145 | 22.76% | 1.7 |
|