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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
AIM
3451
AMI Investment Management
Kendallville,
Indiana
| $129M | +$1.93M | +2% | 2.05% | 47.9% | 48 | 20.83% | 7.3 |
|
| 3452 |
OBWP
3452
O'Brien Wealth Partners
Waltham,
Massachusetts
| $129M | +$26.4M | +26% | 2.09% | 56.7% | 32 | 18.75% | 0.9 |
|
| 3453 |
HCA
3453
Horan Capital Advisors
Cincinnati,
Ohio
| $129M | +$8.91M | +7% | 2.01% | 26.6% | 66 | 27.27% | 6.2 |
|
| 3454 |
AACA
3454
American Assets Capital Advisers
San Diego,
California
| $129M | -$15.3M | -11% | 3.93% | 73.5% | 39 | 38.46% | 3.3 |
|
| 3455 |
LS
3455
Lattice Strategies
Wayne,
Pennsylvania
| $129M | +$1.83M | +1% | 4.31% | 19.9% | 75 | 14.67% | 8.4 |
|
| 3456 |
RC
3456
Rinet Company
Boston,
Massachusetts
| $129M | -$17.1M | -12% | 1.38% | 33.1% | 21 | 0% | 3 |
|
| 3457 |
GCP
3457
Garelick Capital Partners
Boston,
Massachusetts
| $128M | +$14.8M | +13% | 3.57% | 195% | 34 | 52.94% | 0.7 |
|
| 3458 |
RA
3458
RFG Advisory
Birmingham,
Alabama
| $128M | -$7.87M | -6% | 3.33% | 52.3% | 98 | 53.06% | 1.3 |
|
| 3459 |
BHA
3459
Beech Hill Advisors
New York
| $128M | -$30.3M | -19% | 2.09% | 105% | 91 | 34.07% | 6.4 |
|
| 3460 |
KAM
3460
Kavi Asset Management
New York
| $128M | +$6.51M | +5% | 4.53% | 144% | 46 | 65.22% | 0.4 |
|
| 3461 |
ACM
3461
Altalis Capital Management
New York
| $128M | -$2.93M | -2% | 0.49% | 3.82% | 17 | 29.41% | 4.9 |
|
| 3462 |
HWA
3462
Heritage Wealth Advisors
Richmond,
Virginia
| $128M | +$8.91M | +8% | 1.27% | 65% | 83 | 6.02% | 6.4 |
|
| 3463 |
HM
3463
HCSF Management
San Francisco,
California
| $128M | +$19.8M | +18% | 8.23% | 58.8% | 9 | 0% | 3.8 |
|
| 3464 |
BAM
3464
Boyar Asset Management
New York
| $127M | +$1.66M | +1% | 0.97% | 75.5% | 65 | 3.08% | 9 |
|
| 3465 |
LRIC
3465
Long Road Investment Counsel
Kalamazoo,
Michigan
| $127M | +$5.67M | +5% | 4.43% | 53.8% | 72 | 4.17% | 4.5 |
|
| 3466 |
LD
3466
Lipe & Dalton
Syracuse,
New York
| $127M | +$3.7M | +3% | 0.56% | 89.6% | 76 | 10.53% | 6.4 |
|
| 3467 |
PHAM
3467
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $127M | +$8.6M | +7% | 1.57% | 66.8% | 101 | 8.91% | 7.6 |
|
| 3468 |
FVCM
3468
F&V Capital Management
Boca Raton,
Florida
| $127M | -$10.2M | -7% | 4.99% | 107% | 64 | 18.75% | 7.7 |
|
| 3469 |
PC
3469
Palo Capital
Newport Beach,
California
| $127M | +$16.5M | +15% | 3.61% | 34.6% | 200 | 56.5% | 1.9 |
|
| 3470 |
CNC
3470
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $127M | +$4.07M | +3% | 0.56% | 73.3% | 112 | 8.04% | 8 |
|
| 3471 |
PCM
3471
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $127M | -$11.4M | -8% | 2.02% | 62.6% | 148 | 8.11% | 3.6 |
|
| 3472 |
MVM
3472
McClain Value Management
New Canaan,
Connecticut
| $127M | -$153M | -55% | 3.11% | 2.83% | 39 | 28.21% | 5.9 |
|
| 3473 |
SM
3473
Sciencast Management
Princeton,
New Jersey
| $127M | +$29.7M | +31% | 1.43% | 72.5% | 311 | 81.03% | 0.3 |
|
| 3474 |
LGWM
3474
Litman Gregory Wealth Management
Larkspur,
California
| $127M | -$12.3M | -9% | 1.19% | 55.5% | 37 | 35.14% | 2.9 |
|
| 3475 |
SBA
3475
Seven Bridges Advisors
New York
| $126M | +$26.6M | +27% | 3.38% | – | 162 | 25.31% | 0.9 |
|