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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
WA
3476
Winfield Associates
Cleveland,
Ohio
| $187M | +$962K | +0.5% | 3.37% | 77.8% | 129 | 12.4% | 3.5 |
|
| 3477 |
SCM
3477
Salem Capital Management
Woburn,
Massachusetts
| $187M | +$2.54M | +1% | 2.58% | 32.3% | 69 | 2.9% | 4 |
|
| 3478 |
HC
3478
Hendley & Co
Zanesville,
Ohio
| $186M | -$2.45M | -1% | 3.06% | 54.8% | 57 | 10.53% | 3.4 |
|
| 3479 |
NFGCM
3479
Norman Fields Gottscho Capital Management
New York
| $186M | +$3.24M | +2% | 3.29% | 96.9% | 83 | 13.25% | 2.7 |
|
| 3480 |
SSI
3480
Scott & Selber Inc
Houston,
Texas
| $186M | +$8.69M | +5% | 5.4% | 187% | 75 | 24% | 2.3 |
|
| 3481 |
KLI
3481
Kelman-Lazarov Inc
Memphis,
Tennessee
| $186M | +$271K | +0.1% | 2.14% | 46.6% | 114 | 9.65% | 2 |
|
| 3482 |
CA
3482
CastleArk Alternatives
Chicago,
Illinois
| $186M | +$15.9M | +9% | 21.9% | – | 60 | 55% | 0.3 |
|
| 3483 |
ST
3483
Somerset Trust
Somerset,
Pennsylvania
| $186M | -$7.33M | -4% | 3.09% | 80.5% | 135 | 11.85% | 3.6 |
|
| 3484 |
PGF
3484
Pelham Global Financials
London,
United Kingdom
| $186M | +$36.8M | +25% | 8.03% | 24.5% | 9 | 33.33% | 0.3 |
|
| 3485 |
CIC
3485
Chase Investment Counsel
Charlottesville,
Virginia
| $186M | -$6.7M | -3% | 6.86% | 350% | 100 | 26% | 1.4 |
|
| 3486 |
EM
3486
ELCO Management
New York
| $186M | +$16.2M | +10% | 7.85% | 98.4% | 151 | 15.89% | 1.3 |
|
| 3487 |
PWMAG
3487
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $186M | +$9.36M | +5% | 0.79% | 80.5% | 156 | 17.31% | 2.2 |
|
| 3488 |
BCM
3488
Bourgeon Capital Management
Darien,
Connecticut
| $186M | +$2.98M | +2% | 4.48% | 117% | 81 | 18.52% | 2.4 |
|
| 3489 |
PHAM
3489
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $186M | +$2.17M | +1% | 3.12% | 66.8% | 114 | 5.26% | 3.4 |
|
| 3490 |
NRC
3490
North Run Capital
Boston,
Massachusetts
| $186M | +$4.88M | +3% | 6.16% | 19.4% | 23 | 39.13% | 1 |
|
| 3491 |
WCA
3491
Westover Capital Advisors
Wilmington,
Delaware
| $186M | +$1.86M | +1% | 2.81% | 133% | 117 | 23.08% | 1.6 |
|
| 3492 |
WAS
3492
Winch Advisory Services
Appleton,
Wisconsin
| $186M | +$14.9M | +9% | 7.42% | 80.8% | 388 | 21.39% | 1.8 |
|
| 3493 |
NAH
3493
Neumann Advisory (HK)
Central,
Hong Kong
| $186M | +$15.1M | +9% | 11.6% | 77.3% | 11 | 0% | 0.5 |
|
| 3494 |
ECM
3494
EII Capital Management
New York
| $185M | +$14.2M | +8% | 7.73% | 46.9% | 241 | 7.47% | 1.1 |
|
| 3495 |
OPA
3495
Old Port Advisors
Portland,
Maine
| $185M | – | – | 1.66% | 106% | 167 | – | 0 |
|
| 3496 |
CCM
3496
Crestwood Capital Management
New York
| $185M | +$17.2M | +10% | 12% | 203% | 29 | 34.48% | 1.4 |
|
| 3497 |
FIM
3497
Fernwood Investment Management
Quincy,
Massachusetts
| $185M | +$6.05M | +3% | 4.39% | 83.4% | 163 | 14.72% | 2.5 |
|
| 3498 |
SCI
3498
SkyBridge Capital II
New York
| $185M | -$20.7M | -10% | 4.1% | – | 42 | 57.14% | 1.1 |
|
| 3499 |
FC
3499
Foundation Capital
Palo Alto,
California
| $185M | +$7.3M | +4% | 25.9% | – | 7 | 14.29% | 1.7 |
|
| 3500 |
CAM
3500
Covenant Asset Management
Chester,
New Jersey
| $185M | +$12M | +7% | 7.62% | 177% | 155 | 16.77% | 1.2 |
|