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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 |
BRA
3451
Bender Robert & Associates
Pasadena,
California
| $191M | +$10.6M | +6% | 9.15% | 116% | 48 | 2.08% | 4.2 |
|
| 3452 |
WF
3452
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $191M | +$4.09M | +2% | 2.23% | 80.3% | 80 | 6.25% | 0.5 |
|
| 3453 |
WCWM
3453
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $190M | +$2.5M | +1% | 0.85% | 39.1% | 35 | 5.71% | 2.7 |
|
| 3454 |
BLAM
3454
Bourne Lent Asset Management
Pawling,
New York
| $190M | +$5.59M | +3% | 6.27% | 76.1% | 58 | 6.9% | 2.6 |
|
| 3455 |
SRC
3455
Stone Run Capital
New York
| $190M | -$791K | -0.4% | 2.85% | 77.8% | 69 | 8.7% | 3.9 |
|
| 3456 |
JWM
3456
Janiczek Wealth Management
Denver,
Colorado
| $190M | +$13.1M | +7% | 1.32% | 16.4% | 177 | 75.14% | 0.3 |
|
| 3457 |
RCS
3457
Retirement Capital Strategies
San Jose,
California
| $190M | -$671K | -0.4% | 0.72% | 59% | 30 | 33.33% | 1.8 |
|
| 3458 |
UIA
3458
UG Investment Advisers
Taipei,
Taiwan
| $189M | +$16.3M | +9% | 1.16% | 172% | 7 | 28.57% | 0.5 |
|
| 3459 |
AIM
3459
AMI Investment Management
Kendallville,
Indiana
| $189M | +$24.4M | +15% | 2% | 47.9% | 64 | 21.88% | 2.7 |
|
| 3460 |
CWM
3460
Confluence Wealth Management
Portland,
Oregon
| $189M | -$6.82M | -3% | 2.54% | 31.9% | 125 | 7.2% | 2.7 |
|
| 3461 |
FFM
3461
Fullerton Fund Management
Singapore
| $189M | +$11.5M | +6% | 0.47% | 412% | 19 | 36.84% | 0.7 |
|
| 3462 |
CT
3462
CPF Texas
Plano,
Texas
| $189M | -$6.98M | -4% | 1.41% | – | 264 | 26.14% | 0.4 |
|
| 3463 |
LGC
3463
Laurel Grove Capital
Los Angeles,
California
| $188M | +$2.35M | +1% | 2.63% | 59.2% | 97 | 8.25% | 3.2 |
|
| 3464 |
PA
3464
Prism Advisors
Studio City,
California
| $188M | +$10.6M | +6% | 0.56% | 54.6% | 59 | 15.25% | 0.4 |
|
| 3465 |
PFA
3465
Pinnacle Family Advisors
Springfield,
Missouri
| $188M | +$12.7M | +7% | 2.03% | 85.8% | 75 | 29.33% | 0.9 |
|
| 3466 |
CCM
3466
Crossvault Capital Management
San Antonio,
Texas
| $188M | +$11.8M | +7% | 3.71% | 56.4% | 67 | 19.4% | 2.8 |
|
| 3467 |
CIA
3467
CSat Investment Advisory
Detroit,
Michigan
| $188M | – | – | 3.61% | 87.4% | 556 | – | 0.1 |
|
| 3468 |
SCP
3468
Steamboat Capital Partners
Rye,
New York
| $188M | -$68.6M | -27% | 5.56% | 280% | 29 | 37.93% | 1 |
|
| 3469 |
OAM
3469
Occidental Asset Management
Burlingame,
California
| $187M | +$1.9M | +1% | 3.94% | 82.5% | 154 | 10.39% | 2.2 |
|
| 3470 |
PE
3470
Point72 Europe
London,
United Kingdom
| $187M | +$60.4M | +48% | 2.39% | 95.4% | 31 | 67.74% | 0.4 |
|
| 3471 |
BFC
3471
Blue Fin Capital
Warren,
Rhode Island
| $187M | +$10.1M | +6% | 3.51% | 125% | 127 | 3.94% | 3.6 |
|
| 3472 |
LC
3472
Lincoln Capital
Lincoln,
Nebraska
| $187M | +$1.98M | +1% | 2.49% | 67.1% | 72 | 6.94% | 2.7 |
|
| 3473 |
MIM
3473
Mittleman Investment Management
Melville,
New York
| $187M | -$6.43M | -3% | 3.7% | 11.6% | 7 | 0% | 3.9 |
|
| 3474 |
JWS
3474
Juncture Wealth Strategies
Scottsdale,
Arizona
| $187M | +$7.44M | +4% | 0.87% | 76.5% | 109 | 18.35% | 1.8 |
|
| 3475 |
BCCM
3475
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $187M | -$79K | -0% | 3.11% | 76.5% | 82 | 1.22% | 2.2 |
|