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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
PWMAG
3451
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $162M | +$17M | +12% | 2.62% | 80.5% | 142 | 14.08% | 1.7 |
|
| 3452 |
AGPM
3452
ASA Gold & Precious Metals
Portland,
Maine
| $161M | -$7.24M | -4% | 1.42% | 7.34% | 18 | 5.56% | 3.4 |
|
| 3453 |
OA
3453
Opes Advisors
Cupertino,
California
| $161M | +$19.6M | +14% | 2.72% | – | 68 | 23.53% | 0.3 |
|
| 3454 |
MP
3454
Marlowe Partners
New York
| $161M | -$75.5M | -32% | 6.52% | 16.3% | 14 | 57.14% | 0.7 |
|
| 3455 |
KCMRT
3455
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $161M | +$7.51M | +5% | 4.01% | 21.9% | 94 | 3.19% | 2.9 |
|
| 3456 |
AAM
3456
Augustine Asset Management
Jacksonville,
Florida
| $161M | +$498K | +0.3% | 1.6% | 316% | 75 | 16% | 1.9 |
|
| 3457 |
PI
3457
Parkside Investments
Deerfield,
Illinois
| $161M | +$18.9M | +13% | 2.63% | 70% | 62 | 20.97% | 0.2 |
|
| 3458 |
RA
3458
Rational Advisors
Huntington,
New York
| $161M | +$8.3M | +5% | 1.53% | 37.7% | 391 | 60.36% | 0.3 |
|
| 3459 |
RHFI
3459
Reilly Herbert Faulkner III
| $160M | +$4.52M | +3% | 1.56% | 80.6% | 45 | 4.44% | 2.8 |
|
| 3460 |
OFM
3460
Omega Fund Management
Boston,
Massachusetts
| $160M | +$6.4M | +4% | 20.5% | 106% | 11 | 0% | 1.8 |
|
| 3461 |
MFP
3461
Mosaic Financial Partners
San Francisco,
California
| $160M | +$1.68M | +1% | 0.42% | 6.05% | 44 | 4.55% | 3.3 |
|
| 3462 |
PMFA
3462
Plante Moran Financial Advisors
Southfield,
Michigan
| $160M | -$5.99M | -4% | 2.65% | 62.8% | 947 | 15.84% | 2.4 |
|
| 3463 |
SAM
3463
Shamrock Asset Management
Dallas,
Texas
| $160M | -$1.01M | -0.6% | 3.18% | 31% | 311 | 18.65% | 1.8 |
|
| 3464 |
NGA
3464
New Generation Advisors
Manchester,
Massachusetts
| $160M | +$21.4M | +15% | 12.4% | 45.1% | 40 | 37.5% | 1.4 |
|
| 3465 |
SFPM
3465
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $160M | +$4.4M | +3% | 1.05% | 24.5% | 28 | 14.29% | 2.3 |
|
| 3466 |
NFGCM
3466
Norman Fields Gottscho Capital Management
New York
| $160M | +$1.58M | +1% | 2.38% | 96.9% | 79 | 10.13% | 2.1 |
|
| 3467 |
BCM
3467
Bourgeon Capital Management
Darien,
Connecticut
| $160M | -$465K | -0.3% | 4.63% | 117% | 100 | 30% | 2.1 |
|
| 3468 |
NSRI
3468
New Silk Road Investment
Singapore
| $160M | +$26.7M | +20% | 26.3% | 21.2% | 7 | 14.29% | 0.4 |
|
| 3469 |
CMI
3469
Cider Mill Investments
Greenwich,
Connecticut
| $159M | +$2.58M | +2% | 0.83% | – | 26 | 38.46% | 0.3 |
|
| 3470 |
HWM
3470
Holloway Wealth Management
Gainesville,
Florida
| $159M | +$1.34M | +0.8% | 0.73% | 50.7% | 228 | 0% | 0.5 |
|
| 3471 |
LC
3471
Lincoln Capital
Lincoln,
Nebraska
| $159M | +$11.3M | +8% | 3.69% | 67.1% | 71 | 7.04% | 1.9 |
|
| 3472 |
RMPT
3472
Raytheon Master Pension Trust
Waltham,
Massachusetts
| $159M | -$158M | -50% | 2.22% | 36.3% | 8 | 37.5% | 1.5 |
|
| 3473 |
SRSA
3473
S.R. Schill & Associates
Mercer Island,
Washington
| $159M | +$2.38M | +2% | 2.09% | 36.7% | 74 | 9.46% | 1.8 |
|
| 3474 |
GIC
3474
GFI Investment Counsel
Toronto,
Ontario, Canada
| $159M | +$1.84M | +1% | 5.1% | 41.8% | 28 | 17.86% | 0.4 |
|
| 3475 |
WAS
3475
Winch Advisory Services
Appleton,
Wisconsin
| $159M | +$1.33M | +0.8% | 1.7% | 80.8% | 346 | 17.63% | 1.3 |
|