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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
LGWM
3426
Litman Gregory Wealth Management
Larkspur,
California
| $161M | +$12.7M | +9% | 7.8% | 55.5% | 48 | 20.83% | 1.3 |
|
| 3427 |
WAS
3427
WESPAC Advisors SoCal
Pasadena,
California
| $161M | +$6.8M | +4% | 4.76% | 135% | 270 | 12.22% | 1 |
|
| 3428 |
HCM
3428
Horrell Capital Management
Little Rock,
Arkansas
| $161M | +$173K | +0.1% | 0% | 55.6% | 174 | 4.02% | 2.9 |
|
| 3429 |
CCM
3429
Crossvault Capital Management
San Antonio,
Texas
| $161M | +$12.7M | +9% | 6.09% | 56.4% | 69 | 11.59% | 2.4 |
|
| 3430 |
KFP
3430
Keystone Financial Planning
Cleveland,
Ohio
| $161M | +$7.88M | +5% | 5.03% | 46% | 47 | 2.13% | 2.3 |
|
| 3431 |
SAM
3431
Shamrock Asset Management
Dallas,
Texas
| $161M | -$3.11M | -2% | 4.77% | 31% | 303 | 22.11% | 1.7 |
|
| 3432 |
AAM
3432
American Asset Management
Boca Raton,
Florida
| $161M | +$70.3M | +78% | 5.47% | 42.5% | 93 | 19.35% | 0.5 |
|
| 3433 |
GC
3433
Greencape Capital
Melbourne,
Australia
| $161M | +$30.2M | +23% | 23.4% | 98.1% | 4 | 0% | 0.3 |
|
| 3434 |
SCM
3434
Stanley Capital Management
Houston,
Texas
| $161M | +$14.6M | +10% | 6.84% | 158% | 36 | 2.78% | 1.6 |
|
| 3435 |
SVCP
3435
Silicon Valley Capital Partners
San Jose,
California
| $160M | +$12.1M | +8% | 6.32% | 103% | 32 | 37.5% | 0.6 |
|
| 3436 |
AAM
3436
Augustine Asset Management
Jacksonville,
Florida
| $160M | +$27.1M | +20% | 8.07% | 316% | 75 | 24% | 1.8 |
|
| 3437 |
BCM
3437
Bourgeon Capital Management
Darien,
Connecticut
| $160M | +$926K | +0.6% | 5.89% | 117% | 105 | 28.57% | 2 |
|
| 3438 |
TA
3438
Tamarack Advisers
Carlsbad,
California
| $160M | +$18.7M | +13% | 21.8% | 46.5% | 38 | 50% | 0.4 |
|
| 3439 |
BOIA
3439
Bush ODonnell Investment Advisors
St Louis,
Missouri
| $160M | +$10.2M | +7% | 4.79% | 45.9% | 51 | 7.84% | 2.9 |
|
| 3440 |
TCP
3440
ThornTree Capital Partners
Boston,
Massachusetts
| $160M | +$49.9M | +45% | 14.3% | 217% | 15 | 46.67% | 0.1 |
|
| 3441 |
SFA
3441
Stewardship Financial Advisors
Stockbridge,
Georgia
| $160M | +$597K | +0.4% | 4.78% | 39.1% | 46 | 13.04% | 1.1 |
|
| 3442 |
BM
3442
Bislett Management
Palo Alto,
California
| $160M | +$5.3M | +3% | 6.39% | 19.8% | 28 | 14.29% | 2.4 |
|
| 3443 |
CA
3443
Cumberland Advisors
Sarasota,
Florida
| $160M | +$19.3M | +14% | 6.02% | 73.5% | 57 | 38.6% | 1.2 |
|
| 3444 |
FAM
3444
Flaharty Asset Management
Clearwater,
Florida
| $160M | +$128M | +407% | 4.05% | 33.4% | 58 | 84.48% | 0 |
|
| 3445 |
OFG
3445
OTA Financial Group
Purchase,
New York
| $159M | -$31.8M | -17% | 11.9% | 320% | 94 | 80.85% | 0.2 |
|
| 3446 |
WA
3446
WP Advisors
San Francisco,
California
| $159M | +$16M | +11% | 3.61% | 95.5% | 69 | 13.04% | 0.2 |
|
| 3447 |
RHI
3447
Richmond Hill Investments
New York
| $159M | -$11.2M | -7% | 1.95% | 55.2% | 9 | 0% | 1.9 |
|
| 3448 |
PCC
3448
Park Circle Company
Baltimore,
Maryland
| $159M | +$6.04M | +4% | 6.94% | 70.5% | 101 | 23.76% | 1.8 |
|
| 3449 |
TCM
3449
Tradewinds Capital Management
Bellingham,
Washington
| $159M | +$7.07M | +5% | 5.44% | 85.2% | 772 | 22.02% | 2 |
|
| 3450 |
MIS
3450
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $159M | -$13.7M | -8% | 0.04% | 0.23% | 59 | 5.08% | 1.6 |
|