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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
PAA
3501
Peregrine Asset Advisers
Portland,
Oregon
| $157M | -$29.2M | -16% | 9.22% | 182% | 107 | 42.06% | 1.8 |
|
| 3502 |
KM
3502
Kora Management
Brooklyn,
New York
| $157M | -$12.1M | -7% | 14.5% | 307% | 13 | 30.77% | 1 |
|
| 3503 |
AHC
3503
Anderson Hoagland & Co
St Louis,
Missouri
| $156M | -$29.1M | -16% | 4.2% | 95.1% | 110 | 20% | 2.4 |
|
| 3504 |
LJHT
3504
Laurie J. Hall Trustee
| $156M | -$640K | -0.4% | 2.81% | 105% | 315 | 7.62% | 1.9 |
|
| 3505 |
LBC
3505
Lawrence B. Cohen
| $156M | -$5.9M | -4% | 3.97% | 41.8% | 77 | 9.09% | 2.9 |
|
| 3506 |
WAS
3506
WESPAC Advisors SoCal
Pasadena,
California
| $156M | -$4.77M | -3% | 2.98% | 135% | 268 | 10.45% | 1.2 |
|
| 3507 |
SR
3507
Sloane Robinson
London,
United Kingdom
| $156M | -$14.4M | -8% | 12.2% | 175% | 23 | 34.78% | 1 |
|
| 3508 |
APSP
3508
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $156M | +$7.64M | +5% | 2.34% | 62.1% | 325 | 14.77% | 1.4 |
|
| 3509 |
GBT
3509
Grove Bank & Trust
Miami,
Florida
| $156M | +$34.5M | +28% | 2.51% | 80.5% | 679 | 21.35% | 0.7 |
|
| 3510 |
CFD
3510
Creative Financial Designs
Kokomo,
Indiana
| $156M | +$17.1M | +12% | 2.4% | 56.2% | 886 | 16.37% | 0.4 |
|
| 3511 |
CAM
3511
Covenant Asset Management
Chester,
New Jersey
| $156M | +$7.94M | +5% | 3.03% | 177% | 137 | 5.84% | 0.4 |
|
| 3512 |
RHI
3512
Richmond Hill Investments
New York
| $156M | -$2.98M | -2% | 4.54% | 55.2% | 9 | 0% | 2.1 |
|
| 3513 |
BWL
3513
Bogart Wealth LLC
Mclean,
Virginia
| $156M | +$5.63M | +4% | 2.48% | 60.5% | 68 | 17.65% | 0.4 |
|
| 3514 |
EHWM
3514
Eads & Heald Wealth Management
Atlanta,
Georgia
| $156M | +$749K | +0.5% | 3.12% | 84.4% | 135 | 7.41% | 3.2 |
|
| 3515 |
CAAS
3515
Capital Asset Advisory Services
Williamston,
Michigan
| $156M | +$17.3M | +13% | 2.14% | 51% | 133 | 34.59% | 0.7 |
|
| 3516 |
IWA
3516
Intercontinental Wealth Advisors
San Antonio,
Texas
| $156M | -$11.1M | -7% | 2.07% | 46.7% | 183 | 46.45% | 0.8 |
|
| 3517 |
IF
3517
Ironwood Financial
Tucson,
Arizona
| $156M | +$4.68M | +3% | 1.5% | 48.8% | 287 | 3.48% | 2.2 |
|
| 3518 |
AW
3518
Alpha Windward
Westwood,
Massachusetts
| $156M | +$2.11M | +1% | 2.87% | 33.6% | 488 | 31.76% | 2.1 |
|
| 3519 |
PFG
3519
Piershale Financial Group
Barrington,
Illinois
| $155M | $0 | 0% | 1.52% | 82% | 22 | 0% | 1.6 |
|
| 3520 |
BFC
3520
Blue Fin Capital
Warren,
Rhode Island
| $155M | -$7.79M | -5% | 2.91% | 125% | 138 | 9.42% | 2.8 |
|
| 3521 |
NCM
3521
Neumann Capital Management
Foster City,
California
| $155M | +$1.17M | +0.8% | 2.07% | 79.4% | 73 | 6.85% | 2.3 |
|
| 3522 |
WRM
3522
Weybosset Research & Management
Province,
Rhode Island
| $155M | +$7.59M | +5% | 4.39% | 73.4% | 61 | 8.2% | 2.8 |
|
| 3523 |
MIS
3523
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| $155M | -$3.49M | -2% | 0.06% | 0.23% | 61 | 1.64% | 1.8 |
|
| 3524 |
CRCM
3524
Crystal Rock Capital Management
Bannockburn,
Illinois
| $155M | -$1.83M | -1% | 7.66% | 172% | 33 | 12.12% | 1.8 |
|
| 3525 |
NME
3525
Notis-McConarty Edward
| $155M | +$2.21M | +1% | 3.69% | 91.2% | 96 | 7.29% | 3 |
|