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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
HA
3501
Havens Advisors
New York
| $125M | -$35.7M | -22% | 13.8% | 460% | 60 | 75% | 1.9 |
|
| 3502 |
KL
3502
KWMG LLC
Overland Park,
Kansas
| $125M | +$5.33M | +4% | 1.23% | 76.2% | 125 | 32% | 0.8 |
|
| 3503 |
KCP
3503
Kenmare Capital Partners
New York
| $125M | -$33.7M | -21% | 3.96% | 48.8% | 18 | 22.22% | 4.6 |
|
| 3504 |
KC
3504
Kepos Capital
New York
| $125M | +$67.2M | +116% | 8.87% | 21.1% | 9 | 44.44% | 3.9 |
|
| 3505 |
FIG
3505
Fusion Investment Group
Pittsburgh,
Pennsylvania
| $125M | +$6.71M | +6% | 1.23% | – | 115 | 14.78% | 3.7 |
|
| 3506 |
CCM
3506
Crossvault Capital Management
San Antonio,
Texas
| $125M | +$10.8M | +9% | 4.85% | 56.4% | 67 | 10.45% | 4.1 |
|
| 3507 |
ICM
3507
Invicta Capital Management
New York
| $125M | -$19.2M | -13% | 9.67% | – | 29 | 44.83% | 3 |
|
| 3508 |
AIM
3508
Aspen Investment Management
Grand Rapids,
Michigan
| $125M | +$5.93M | +5% | 0.92% | 84.9% | 129 | 6.2% | 5.7 |
|
| 3509 |
SONJCPFE
3509
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $125M | +$2.83M | +2% | 2.32% | 26.4% | 1 | 0% | 3 |
|
| 3510 |
FCM
3510
Forester Capital Management
Lake Forest,
Illinois
| $125M | -$7.91M | -6% | 3.38% | 33.4% | 59 | 0% | 5.8 |
|
| 3511 |
P3I
3511
Progeny 3 Inc
Kirkland,
Washington
| $125M | +$16.2M | +15% | 6.69% | 96.8% | 9 | 11.11% | 2.9 |
|
| 3512 |
PAM
3512
Peninsula Asset Management
Bradenton,
Florida
| $125M | +$2.16M | +2% | 1.87% | 44.1% | 48 | 8.33% | 6.5 |
|
| 3513 |
GWS
3513
Glassman Wealth Services
Vienna,
Virginia
| $125M | -$13.4M | -10% | 0.46% | 62.6% | 521 | 23.22% | 0.9 |
|
| 3514 |
IWA
3514
Inspirion Wealth Advisors
Libertyville,
Illinois
| $124M | +$16.4M | +15% | 0.81% | 52.5% | 64 | 21.88% | 0.9 |
|
| 3515 |
SLA
3515
Silver Lake Advisory
Cottonwood Heights,
Utah
| $124M | +$1.08M | +0.9% | 1.09% | 70.9% | 81 | 16.05% | 4.2 |
|
| 3516 |
SFS
3516
Summit Financial Strategies
Columbus,
Ohio
| $124M | +$633K | +0.5% | 2.58% | 57.8% | 44 | 13.64% | 0.9 |
|
| 3517 |
CP
3517
Corbenic Partners
Bethlehem,
Pennsylvania
| $124M | -$12M | -9% | 0.32% | – | 242 | 37.6% | 3.9 |
|
| 3518 |
REMPR
3518
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $124M | +$5.38M | +5% | 2.26% | 55.5% | 100 | 19% | 0.9 |
|
| 3519 |
WCA
3519
Westover Capital Advisors
Wilmington,
Delaware
| $124M | +$7.05M | +6% | 5.42% | 133% | 97 | 19.59% | 4.7 |
|
| 3520 |
ACM
3520
Avalon Capital Management
Port Of Redwood City,
California
| $124M | -$6.37M | -5% | 5.37% | 151% | 89 | 60.67% | 2.8 |
|
| 3521 |
TIC
3521
Trees Investment Counsel
Chicago,
Illinois
| $124M | -$507K | -0.4% | 2.1% | – | 55 | 5.45% | 6.2 |
|
| 3522 |
PTA
3522
Pear Tree Advisors
Lincoln,
Massachusetts
| $124M | -$4.43M | -3% | 8.48% | 45.8% | 50 | 4% | 5.9 |
|
| 3523 |
SPC
3523
Standard Pacific Capital
San Francisco,
California
| $123M | -$128M | -51% | 7.65% | – | 34 | 50% | 1.7 |
|
| 3524 |
FAM
3524
Foothills Asset Management
Scottsdale,
Arizona
| $123M | +$1.59M | +1% | 1.78% | 8.84% | 63 | 26.98% | 3.5 |
|
| 3525 |
VWM
3525
Vector Wealth Management
Minneapolis,
Minnesota
| $123M | -$9.72M | -7% | 0.73% | 2.13% | 77 | 10.39% | 4.7 |
|