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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
RA
3426
RFG Advisory
Birmingham,
Alabama
| $136M | +$105M | +338% | 3.35% | 52.3% | 76 | 52.63% | 0.4 |
|
| 3427 |
LK
3427
Lumbard & Kellner
Hollis,
New Hampshire
| $136M | +$9.98M | +8% | 4.78% | 137% | 92 | 27.17% | 1.2 |
|
| 3428 |
GFG
3428
Gray Financial Group
Atlanta,
Georgia
| $136M | -$107M | -44% | 2.19% | – | 54 | 14.81% | 0.7 |
|
| 3429 |
FO
3429
FT Options
Chicago,
Illinois
| $136M | – | – | 10.3% | – | 204 | – | 0 |
|
| 3430 |
CBCM
3430
Cook & Bynum Capital Management
Birmingham,
Alabama
| $135M | -$12.8M | -9% | 6.21% | 46.8% | 5 | 0% | 2.5 |
|
| 3431 |
SIA
3431
Spruce Investment Advisors
Stamford,
Connecticut
| $135M | -$190M | -58% | 3.56% | 23.5% | 34 | 8.82% | 1.5 |
|
| 3432 |
GA
3432
Gagnon Advisors
New York
| $135M | +$12.2M | +10% | 13% | 129% | 24 | 8.33% | 1.7 |
|
| 3433 |
GACM
3433
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $135M | +$9.91M | +8% | 5.02% | 80.4% | 40 | 25% | 1.1 |
|
| 3434 |
YP
3434
YG Partners
New York
| $135M | – | – | 14.7% | – | 24 | – | 0 |
|
| 3435 |
SM
3435
Salzhauer Michael
| $135M | +$12.7M | +10% | 8.3% | 107% | 168 | 17.26% | 1.3 |
|
| 3436 |
PC
3436
Permit Capital
West Conshohocken,
Pennsylvania
| $135M | -$14M | -9% | 9.62% | 121% | 67 | 55.22% | 1.9 |
|
| 3437 |
PA
3437
Parkside Advisors
Berkeley,
California
| $135M | -$224K | -0.2% | 1.97% | 36.7% | 30 | 0% | 1.8 |
|
| 3438 |
BGC
3438
Birch Grove Capital
New York
| $135M | – | – | 2.86% | 2.66% | 29 | – | 0 |
|
| 3439 |
KCM
3439
Keywise Capital Management
Grand Cayman,
Cayman Islands
| $134M | +$78.3M | +140% | 8.96% | 219% | 12 | 50% | 0.7 |
|
| 3440 |
NCM
3440
Newgate Capital Management
Greenwich,
Connecticut
| $134M | -$179K | -0.1% | 0.68% | 7.68% | 112 | 29.46% | 1 |
|
| 3441 |
WGCA
3441
Wolf Group Capital Advisors
Fairfax,
Virginia
| $134M | +$9.78M | +8% | 2.84% | 28.2% | 124 | 38.71% | 1.1 |
|
| 3442 |
KM
3442
Kalos Management
Alpharetta,
Georgia
| $134M | – | – | 3.86% | 48.5% | 667 | – | 0 |
|
| 3443 |
JWS
3443
Juncture Wealth Strategies
Scottsdale,
Arizona
| $134M | +$10.5M | +9% | 2.04% | 76.5% | 94 | 29.79% | 0.8 |
|
| 3444 |
RCI
3444
Redwood Capital Investments
Hanover,
Maryland
| $134M | – | – | 1.27% | – | 2 | – | 0 |
|
| 3445 |
MCM
3445
McMillion Capital Management
Greensboro,
North Carolina
| $134M | +$4.17M | +3% | 7.25% | 59.3% | 58 | 8.62% | 1.9 |
|
| 3446 |
PCTC
3446
Perkins Coie Trust Company
Seattle,
Washington
| $133M | +$9.21M | +7% | 5.83% | 70.8% | 254 | 2.76% | 1.7 |
|
| 3447 |
PMFA
3447
Plante Moran Financial Advisors
Southfield,
Michigan
| $133M | +$6.22M | +5% | 4.51% | 62.8% | 1,039 | 36.77% | 1.3 |
|
| 3448 |
HRC
3448
Hoertkorn Richard Charles
| $133M | +$6.37M | +5% | 9.43% | 172% | 101 | 8.91% | 1.6 |
|
| 3449 |
ECM
3449
Empire Capital Management
Westport,
Connecticut
| $133M | -$6.58M | -5% | 10.6% | 17.2% | 55 | 80% | 0.2 |
|
| 3450 |
MKC
3450
M. Kraus & Co
Shelburne,
Vermont
| $133M | +$9M | +7% | 7.58% | 51.8% | 51 | 7.84% | 1.7 |
|