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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
AIM
3526
AMI Investment Management
Kendallville,
Indiana
| $121M | -$4.97M | -4% | 0.29% | 47.9% | 41 | 9.76% | 5.4 |
|
| 3527 |
LOT
3527
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
| $121M | -$7.64M | -6% | 0.53% | – | 123 | 11.38% | 1.8 |
|
| 3528 |
PMLI
3528
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $121M | -$42K | -0% | 6.96% | 1.64% | 22 | 18.18% | 2.7 |
|
| 3529 |
AP
3529
Agilis Partners
Waltham,
Massachusetts
| $121M | -$442K | -0.4% | 1.06% | 8.47% | 15 | 20% | 1.8 |
|
| 3530 |
HWA
3530
Heritage Wealth Advisors
Richmond,
Virginia
| $120M | -$737K | -0.6% | 1.24% | 65% | 94 | 13.83% | 4.5 |
|
| 3531 |
OC
3531
Oppenheimer & Close
New York
| $120M | +$1.56M | +1% | 0.75% | 149% | 55 | 12.73% | 6 |
|
| 3532 |
BWM
3532
Biltmore Wealth Management
Tempe,
Arizona
| $120M | +$1.67M | +1% | 0.75% | 59.8% | 46 | 15.22% | 1.7 |
|
| 3533 |
BOC
3533
Barbara Oil Co
Chicago,
Illinois
| $120M | -$2.02M | -2% | 0.75% | 76.9% | 80 | 1.25% | 5.6 |
|
| 3534 |
LCP
3534
LeVasseur Capital Partners
Newport Beach,
California
| $120M | +$21.4M | +22% | 6.51% | 38.8% | 8 | 37.5% | 3.3 |
|
| 3535 |
SC
3535
Searle & Co
Greenwich,
Connecticut
| $120M | +$3.69M | +3% | 0.71% | 93.8% | 357 | 7% | 1.9 |
|
| 3536 |
C
3536
CFO4Life
Coppell,
Texas
| $120M | -$178K | -0.1% | 0.18% | – | 90 | 14.44% | 1.7 |
|
| 3537 |
TCM
3537
Traynor Capital Management
Malvern,
Pennsylvania
| $120M | +$15.6M | +15% | 1.18% | 225% | 154 | 27.92% | 1.4 |
|
| 3538 |
SJL
3538
Shayne & Jacobs LLC
Nashville,
Tennessee
| $120M | -$9.18M | -7% | 3.51% | 73.4% | 25 | 16% | 6.9 |
|
| 3539 |
MCM
3539
Mengis Capital Management
Portland,
Oregon
| $120M | +$5.05M | +4% | 0.67% | 91.8% | 121 | 6.61% | 1.8 |
|
| 3540 |
HM
3540
HCSF Management
San Francisco,
California
| $120M | +$7.09M | +6% | 16.4% | 58.8% | 10 | 10% | 1.9 |
|
| 3541 |
BKA
3541
Brick & Kyle Associates
Newtown,
Pennsylvania
| $119M | +$2.5M | +2% | 0.53% | 97.4% | 474 | 7.17% | 1.8 |
|
| 3542 |
BPAMSD
3542
BTG Pactual Asset Management SA DTVM
Sao Paulo,
Brazil
| $119M | – | – | 1.12% | – | 12 | – | 0 |
|
| 3543 |
AIM
3543
Aspen Investment Management
Grand Rapids,
Michigan
| $119M | -$5.92M | -5% | 4.29% | 84.9% | 130 | 8.46% | 6.7 |
|
| 3544 |
SAM
3544
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $119M | -$2.22M | -2% | 1.05% | – | 51 | 1.96% | 7.3 |
|
| 3545 |
PLP
3545
Pleasant Lake Partners
Rincon,
Puerto Rico
| $119M | +$9.35M | +9% | 4.62% | – | 18 | 50% | 1.1 |
|
| 3546 |
HCA
3546
Horan Capital Advisors
Cincinnati,
Ohio
| $119M | -$1.04M | -0.9% | 0.35% | 26.6% | 59 | 18.64% | 5.5 |
|
| 3547 |
LC
3547
Lincoln Capital
Lincoln,
Nebraska
| $119M | +$1.96M | +2% | 0.26% | 67.1% | 58 | 3.45% | 1.9 |
|
| 3548 |
AF
3548
Aldebaran Financial
| $119M | +$1.99M | +2% | 0.78% | 89.7% | 114 | 13.16% | 4.7 |
|
| 3549 |
RC
3549
Rinet Company
Boston,
Massachusetts
| $118M | – | – | 0.39% | 33.1% | 20 | – | 0 |
|
| 3550 |
CIP
3550
Capital Insight Partners
Scottsdale,
Arizona
| $118M | – | – | 1.92% | 51.7% | 58 | – | 0 |
|