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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 |
PHAM
3476
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $194M | +$8.09M | +4% | 5.48% | 66.8% | 114 | 4.39% | 3.7 |
|
| 3477 |
OPTFSNA
3477
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $194M | +$11.2M | +6% | 6.63% | 72.6% | 72 | 2.78% | 4.4 |
|
| 3478 |
PFP
3478
Patriot Financial Partners
Radnor,
Pennsylvania
| $194M | -$6.08M | -3% | 1.06% | 16.6% | 10 | 20% | 2 |
|
| 3479 |
AC
3479
Athanor Capital
New York
| $193M | -$58.8M | -23% | 7.36% | 171% | 63 | 66.67% | 0.2 |
|
| 3480 |
CA
3480
CastleArk Alternatives
Chicago,
Illinois
| $193M | +$6.81M | +4% | 5.11% | – | 46 | 13.04% | 0.5 |
|
| 3481 |
CWM
3481
Confluence Wealth Management
Portland,
Oregon
| $193M | +$4.09M | +2% | 5.13% | 31.9% | 125 | 9.6% | 2.9 |
|
| 3482 |
BHA
3482
Beech Hill Advisors
New York
| $193M | +$14.3M | +8% | 5.48% | 105% | 82 | 21.95% | 2.3 |
|
| 3483 |
TCM
3483
Talara Capital Management
Montclair,
New Jersey
| $193M | +$12.9M | +7% | 0.56% | 17.4% | 17 | 5.88% | 2 |
|
| 3484 |
AIM
3484
AMI Investment Management
Kendallville,
Indiana
| $193M | +$3.67M | +2% | 5.94% | 47.9% | 65 | 10.77% | 2.9 |
|
| 3485 |
GCA
3485
GSI Capital Advisors
Newport Beach,
California
| $192M | +$892K | +0.5% | 0.15% | 39.7% | 36 | 41.67% | 0.7 |
|
| 3486 |
SC
3486
Spitfire Capital
Mill Valley,
California
| $192M | -$15.5M | -7% | 0.66% | 25.9% | 19 | 5.26% | 3.6 |
|
| 3487 |
ACM
3487
Ailanthus Capital Management
New York
| $192M | -$12.7M | -6% | 4.03% | – | 20 | 55% | 0.4 |
|
| 3488 |
CCC
3488
Chelsea Counsel Company
Los Angeles,
California
| $192M | +$23.9M | +14% | 8.72% | 106% | 80 | 10% | 3.6 |
|
| 3489 |
CCM
3489
Crestwood Capital Management
New York
| $192M | +$6.4M | +3% | 7.47% | 203% | 27 | 25.93% | 1.6 |
|
| 3490 |
KA
3490
Kaizen Advisory
Wheaton,
Illinois
| $192M | -$5.2M | -3% | 6.11% | – | 633 | 18.48% | 0.7 |
|
| 3491 |
LK
3491
Lumbard & Kellner
Hollis,
New Hampshire
| $192M | +$20.6M | +12% | 4.83% | 137% | 85 | 10.59% | 2.9 |
|
| 3492 |
LCM
3492
Liberty Capital Management
Birmingham,
Michigan
| $191M | +$20.5M | +12% | 8.4% | – | 115 | 14.78% | 3.6 |
|
| 3493 |
BCM
3493
Blume Capital Management
Berkeley,
California
| $191M | +$8.08M | +4% | 6.62% | 96.9% | 206 | 7.77% | 3.2 |
|
| 3494 |
HIS
3494
Horizon Investment Services
Hammond,
Indiana
| $191M | -$9.82M | -5% | 6.04% | 250% | 113 | 30.97% | 1.7 |
|
| 3495 |
SHJ
3495
Sharkey, Howes & Javer
Denver,
Colorado
| $191M | +$11M | +6% | 4.53% | 54.6% | 239 | 8.79% | 2.4 |
|
| 3496 |
JWM
3496
Janiczek Wealth Management
Denver,
Colorado
| $191M | +$1.59M | +0.8% | 1.86% | 16.4% | 180 | 18.33% | 0.5 |
|
| 3497 |
JWS
3497
Juncture Wealth Strategies
Scottsdale,
Arizona
| $191M | +$4.33M | +2% | 2.1% | 76.5% | 114 | 11.4% | 1.9 |
|
| 3498 |
DAM
3498
Doheny Asset Management
Los Angeles,
California
| $191M | +$6.63M | +4% | 4.56% | 135% | 106 | 11.32% | 3.7 |
|
| 3499 |
PCI
3499
Pacifica Capital Investments
Leander,
Texas
| $191M | +$16M | +9% | 11.1% | 70.4% | 21 | 4.76% | 3.4 |
|
| 3500 |
CWM
3500
CMH Wealth Management
Portsmouth,
New Hampshire
| $191M | +$16M | +9% | 6.02% | 76.6% | 64 | 21.88% | 1.1 |
|