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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 |
GCA
3426
GSI Capital Advisors
Newport Beach,
California
| $165M | -$2.81M | -2% | 0.13% | 39.7% | 41 | 43.9% | 0.4 |
|
| 3427 |
FNB
3427
Farmers National Bank
Danville,
Kentucky
| $165M | -$4.23M | -2% | 2.65% | – | 153 | 5.88% | 2 |
|
| 3428 |
SIA
3428
Starfire Investment Advisers
Southfield,
Michigan
| $165M | -$5.91M | -3% | 4.09% | 19.2% | 130 | 13.85% | 2.1 |
|
| 3429 |
RHFI
3429
Reilly Herbert Faulkner III
| $165M | +$4.39M | +3% | 5.5% | 80.6% | 44 | 4.55% | 3.1 |
|
| 3430 |
PCM
3430
Punch Card Management
Winter Park,
Florida
| $165M | +$7.23M | +5% | 14.1% | 41% | 3 | 0% | 2.5 |
|
| 3431 |
FWCM
3431
First Western Capital Management
Los Angeles,
California
| $165M | -$1.07M | -0.6% | 5.95% | 43% | 79 | 8.86% | 2.7 |
|
| 3432 |
WIM
3432
Wilen Investment Management
Bonita Springs,
Florida
| $164M | -$1.44M | -0.9% | 6.58% | 79.9% | 64 | 7.81% | 3.4 |
|
| 3433 |
MFT
3433
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $164M | +$17.3M | +12% | 3.56% | 51.1% | 329 | 78.42% | 0.3 |
|
| 3434 |
PO
3434
Private Ocean
San Rafael,
California
| $164M | +$9.68M | +6% | 1.53% | 2.82% | 203 | 22.17% | 2.6 |
|
| 3435 |
SMV
3435
Sofinnova Management VIII
Menlo Park,
California
| $164M | -$14.4M | -8% | 18.1% | – | 10 | 30% | 0.6 |
|
| 3436 |
VSWA
3436
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $164M | +$6.71M | +4% | 4.22% | 70.1% | 78 | 21.79% | 1.4 |
|
| 3437 |
CAM
3437
Covenant Asset Management
Chester,
New Jersey
| $164M | +$7.66M | +5% | 6.6% | 177% | 145 | 9.66% | 0.6 |
|
| 3438 |
IWA
3438
Intercontinental Wealth Advisors
San Antonio,
Texas
| $164M | +$8.18M | +5% | 5.18% | 46.7% | 141 | 15.6% | 1 |
|
| 3439 |
TC
3439
Travelers Companies
Saint Paul,
Minnesota
| $164M | -$106M | -39% | 0.57% | – | 21 | 52.38% | 2.4 |
|
| 3440 |
TA
3440
Tamarack Advisers
Carlsbad,
California
| $163M | -$7.99M | -5% | 6.43% | 46.5% | 47 | 59.57% | 0.5 |
|
| 3441 |
CA
3441
Cumberland Advisors
Sarasota,
Florida
| $163M | -$6.88M | -4% | 5.15% | 73.5% | 47 | 12.77% | 1.3 |
|
| 3442 |
AWM
3442
Affinity Wealth Management
Wilmington,
Delaware
| $163M | +$5.41M | +3% | 3.88% | 116% | 83 | 28.92% | 1.5 |
|
| 3443 |
BFC
3443
Blue Fin Capital
Warren,
Rhode Island
| $163M | +$7.69M | +5% | 4.75% | 125% | 133 | 6.77% | 3 |
|
| 3444 |
AAM
3444
American Asset Management
Boca Raton,
Florida
| $163M | -$15.9M | -9% | 2.31% | 42.5% | 100 | 15% | 0.9 |
|
| 3445 |
CIAS
3445
Capital Investment Advisory Services
Raleigh,
North Carolina
| $163M | +$11M | +7% | 3.44% | 69.3% | 180 | 12.22% | 0.6 |
|
| 3446 |
AHC
3446
Anderson Hoagland & Co
St Louis,
Missouri
| $163M | +$6.09M | +4% | 7.54% | 95.1% | 98 | 10.2% | 2.5 |
|
| 3447 |
HCA
3447
Horan Capital Advisors
Cincinnati,
Ohio
| $163M | +$15.6M | +11% | 5.02% | 26.6% | 318 | 75.16% | 0.5 |
|
| 3448 |
BA
3448
BCM Advisors
Lafayette,
Louisiana
| $163M | +$3.86M | +2% | 1.3% | 59.3% | 32 | 3.13% | 0.7 |
|
| 3449 |
MFP
3449
Mosaic Financial Partners
San Francisco,
California
| $162M | +$2.2M | +1% | 2.1% | 6.05% | 47 | 8.51% | 3.2 |
|
| 3450 |
AW
3450
Alpha Windward
Westwood,
Massachusetts
| $162M | +$6.54M | +4% | 5.61% | 33.6% | 448 | 17.86% | 2.2 |
|