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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
JPC
3451
Jackson Park Capital
Alpine,
Utah
| $115M | -$7.71M | -6% | 9.76% | – | 38 | 31.58% | 0.5 |
|
| 3452 |
NLVP
3452
New Leaf Venture Partners
New York
| $115M | -$35.6M | -24% | 15.4% | 17.1% | 15 | 20% | 0.6 |
|
| 3453 |
WAM
3453
Westport Asset Management
Southport,
Connecticut
| $115M | -$18M | -14% | 9.81% | 63.9% | 42 | 19.05% | 2.1 |
|
| 3454 |
SEC
3454
Seven Eight Capital
New York
| $115M | +$30.4M | +36% | 12.5% | 13.6% | 792 | 67.17% | 0.2 |
|
| 3455 |
HW
3455
Hedeker Wealth
Lincolnshire,
Illinois
| $115M | -$9.29M | -7% | 8.34% | 141% | 188 | 54.79% | 0.6 |
|
| 3456 |
FC
3456
Financial Consulate
Hunt Valley,
Maryland
| $115M | -$20.6M | -15% | 6.94% | 53.3% | 65 | 21.54% | 0.6 |
|
| 3457 |
SAMH
3457
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $115M | -$106M | -48% | 20.7% | 125% | 37 | 75.68% | 0.2 |
|
| 3458 |
PC
3458
Palo Capital
Newport Beach,
California
| $115M | -$12.9M | -10% | 6.94% | 34.6% | 157 | 33.76% | 0.5 |
|
| 3459 |
RAM
3459
RK Asset Management
Grosse Pointe Farms,
Michigan
| $115M | -$12.2M | -10% | 6.92% | 47.6% | 16 | 12.5% | 1.3 |
|
| 3460 |
AIM
3460
AMI Investment Management
Kendallville,
Indiana
| $115M | -$6.24M | -5% | 6.19% | 47.9% | 45 | 11.11% | 1.5 |
|
| 3461 |
PWS
3461
Peloton Wealth Strategists
Indianapolis,
Indiana
| $114M | -$11.1M | -9% | 9.64% | 51.3% | 79 | 13.92% | 1.4 |
|
| 3462 |
FIM
3462
Fernwood Investment Management
Quincy,
Massachusetts
| $114M | -$13.3M | -10% | 9.84% | 83.4% | 125 | 14.4% | 1.4 |
|
| 3463 |
MSFP
3463
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $114M | -$9.63M | -8% | 4.78% | 92.4% | 486 | 33.95% | 1 |
|
| 3464 |
CIA
3464
CSat Investment Advisory
Detroit,
Michigan
| $114M | -$100M | -47% | 1.09% | 87.4% | 22 | 13.64% | 0.6 |
|
| 3465 |
WAMC
3465
Western Asset Management Company
Pasadena,
California
| $114M | -$10.1M | -8% | 9.86% | 2.29% | 35 | 62.86% | 0.7 |
|
| 3466 |
AGPM
3466
ASA Gold & Precious Metals
Portland,
Maine
| $114M | -$34M | -23% | 22% | 7.34% | 21 | 4.76% | 1.9 |
|
| 3467 |
ACM
3467
Archon Capital Management
Seattle,
Washington
| $114M | +$11.6M | +11% | 16.3% | 222% | 30 | 63.33% | 0.6 |
|
| 3468 |
CAW
3468
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $114M | -$8.47M | -7% | 6.03% | 24.3% | 955 | 26.81% | 1.2 |
|
| 3469 |
BBCM
3469
Boardman Bay Capital Management
New York
| $113M | -$18.4M | -14% | 9.68% | 145% | 68 | 58.82% | 0.4 |
|
| 3470 |
TIC
3470
Trees Investment Counsel
Chicago,
Illinois
| $113M | -$12.3M | -10% | 8.38% | – | 55 | 0% | 2 |
|
| 3471 |
SPIO
3471
Seven Post Investment Office
San Francisco,
California
| $113M | -$13.7M | -11% | 15.8% | 52.6% | 8 | 12.5% | 1.9 |
|
| 3472 |
VCAM
3472
Valentine Capital Asset Management
Danville,
California
| $113M | -$35.5M | -24% | 12.4% | – | 92 | 33.7% | 0.9 |
|
| 3473 |
PAIA
3473
Park Avenue Institutional Advisers
New York
| $113M | -$11.2M | -9% | 5.76% | – | 518 | 5.21% | 0.2 |
|
| 3474 |
BOC
3474
Barbara Oil Co
Chicago,
Illinois
| $113M | -$7.22M | -6% | 7.15% | 76.9% | 84 | 8.33% | 1.5 |
|
| 3475 |
TNAM
3475
Terra Nova Asset Management
New York
| $113M | -$9.23M | -8% | 3.35% | 172% | 132 | 24.24% | 0.4 |
|