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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
WCA
3476
Woodbine Capital Advisors
New York
| $99.7M | +$16.4M | +20% | 5.72% | – | 36 | 88.89% | 0.2 |
|
| 3477 |
AWA
3477
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $99.6M | -$68.1M | -41% | 1.07% | – | 187 | 32.62% | 2.8 |
|
| 3478 |
TIA
3478
Trust Investment Advisors
Indianapolis,
Indiana
| $99.5M | +$2.6M | +3% | 0.69% | 167% | 105 | 14.29% | 0.9 |
|
| 3479 |
BA
3479
Bridgewater Advisors
New York
| $99.4M | +$2.15M | +2% | 2.34% | 61% | 98 | 18.37% | 0.9 |
|
| 3480 |
RAM
3480
Roumell Asset Management
Chevy Chase,
Maryland
| $99.4M | +$5.27M | +6% | 1.6% | 46.9% | 25 | 64% | 1.3 |
|
| 3481 |
MC
3481
McCarthy Capital
Omaha,
Nebraska
| $99.2M | -$1.74M | -2% | 1.73% | – | 1 | 0% | 3 |
|
| 3482 |
SRA
3482
Summit Rock Advisors
New York
| $99.1M | -$33.3M | -25% | 0.78% | – | 3 | 0% | 3 |
|
| 3483 |
GCA
3483
GSI Capital Advisors
Newport Beach,
California
| $99.1M | +$9.51M | +11% | 10.2% | 39.7% | 39 | 46.15% | 1.5 |
|
| 3484 |
SEM
3484
Suncoast Equity Management
Tampa,
Florida
| $99.1M | +$550K | +0.6% | 0.08% | 82.9% | 21 | 9.52% | 3 |
|
| 3485 |
VHAM
3485
Van Hulzen Asset Management
El Dorado Hills,
California
| $98.9M | -$16.8M | -15% | 2.5% | 86.3% | 111 | 34.23% | 0.9 |
|
| 3486 |
LC
3486
Lakeshore Capital
Birmingham,
Alabama
| $98.8M | -$3.38M | -3% | 7.75% | – | 28 | 0% | 3 |
|
| 3487 |
RCA
3487
Rex Capital Advisors
Providence,
Rhode Island
| $98.7M | +$7.96M | +9% | 2.47% | 7.31% | 56 | 12.5% | 2.8 |
|
| 3488 |
FIG
3488
Fusion Investment Group
Pittsburgh,
Pennsylvania
| $98.4M | -$36.8M | -27% | 0.96% | – | 263 | 23.57% | 0.9 |
|
| 3489 |
HA
3489
Havens Advisors
New York
| $98.1M | -$27.9M | -22% | 11.1% | 460% | 52 | 71.15% | 0.9 |
|
| 3490 |
NGPI
3490
N.G. Partners II
Palo Alto,
California
| $98.1M | -$67.6M | -41% | 30.3% | – | 1 | 0% | 1 |
|
| 3491 |
WA
3491
Wheatland Advisors
Lancaster,
Pennsylvania
| $97.9M | +$2.53M | +3% | 2.26% | 30.5% | 86 | 6.98% | 0.9 |
|
| 3492 |
VAM
3492
Verity Asset Management
Durham,
North Carolina
| $97.4M | +$5.89M | +6% | 4.89% | 79.7% | 75 | 44% | 0.7 |
|
| 3493 |
NIMC
3493
Nierenberg Investment Management Company
Camas,
Washington
| $97.2M | -$13.5M | -12% | 8.71% | 135% | 7 | 0% | 2.7 |
|
| 3494 |
FFA
3494
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $97M | -$14.9M | -13% | 4.55% | 65.5% | 67 | 13.43% | 0.9 |
|
| 3495 |
MWM
3495
Merriman Wealth Management
Seattle,
Washington
| $96.6M | -$139M | -59% | 2.12% | 18.3% | 111 | 86.49% | 0.7 |
|
| 3496 |
WRIP
3496
White River Investment Partners
San Francisco,
California
| $96.1M | +$3.85M | +4% | 3.19% | – | 23 | 56.52% | 0.7 |
|
| 3497 |
BC
3497
Banced Corp
Edwardsville,
Illinois
| $96.1M | -$3.24M | -3% | 2.64% | 27.5% | 227 | 34.8% | 2 |
|
| 3498 |
NMM
3498
NGP MR Management
Dallas,
Texas
| $95.9M | -$177K | -0.2% | 8.44% | 21.9% | 4 | 75% | 0.5 |
|
| 3499 |
GC
3499
Grace Capital
Quincy,
Massachusetts
| $95.3M | +$8.8M | +10% | 1.37% | 127% | 82 | 3.66% | 2.8 |
|
| 3500 |
MHS
3500
M Holdings Securities
Portland,
Oregon
| $95.3M | -$44.9M | -32% | 1.77% | 83.9% | 211 | 40.76% | 0.8 |
|