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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
NFM
3526
North Forty Management
Seattle,
Washington
| $124M | +$5.83M | +5% | 2.8% | 9.62% | 19 | 73.68% | 0.7 |
|
| 3527 |
FWM
3527
FFT Wealth Management
Philadelphia,
Pennsylvania
| $124M | – | – | 0.14% | 65.6% | 62 | – | 0 |
|
| 3528 |
SWM
3528
Stockman Wealth Management
Billings,
Montana
| $124M | +$7.65M | +7% | 7.5% | 73.5% | 81 | 3.7% | 0.9 |
|
| 3529 |
LD
3529
Lipe & Dalton
Syracuse,
New York
| $124M | +$2.85M | +2% | 6.73% | 89.6% | 79 | 27.85% | 1.4 |
|
| 3530 |
AWW
3530
Alan W. Weber
| $123M | +$12.2M | +11% | 7.88% | 192% | 54 | 7.41% | 0.9 |
|
| 3531 |
BSCM
3531
Baker Street Capital Management
Los Angeles,
California
| $123M | -$69.9M | -36% | 12.5% | 78.6% | 2 | 50% | 1.8 |
|
| 3532 |
MSFP
3532
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $123M | +$9.33M | +8% | 7.28% | 92.4% | 453 | 24.28% | 1.2 |
|
| 3533 |
QCM
3533
Quadrant Capital Management
Fairfield,
New Jersey
| $123M | +$5.45M | +5% | 5.9% | 50.3% | 68 | 7.35% | 1.3 |
|
| 3534 |
TFO
3534
Tarbox Family Office
Newport Beach,
California
| $123M | +$13.7M | +13% | 4.91% | 60.5% | 620 | 9.68% | 1.7 |
|
| 3535 |
BCP
3535
Berkeley Capital Partners
Milton,
Georgia
| $123M | – | – | 4.23% | 62.8% | 113 | – | 0 |
|
| 3536 |
APC
3536
Alta Park Capital
San Francisco,
California
| $123M | – | – | 12% | 1,071% | 31 | – | 0 |
|
| 3537 |
CNC
3537
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $123M | -$5.28M | -4% | 5.6% | 73.3% | 120 | 14.17% | 1.8 |
|
| 3538 |
LF
3538
Lannebo Fonder
Stockholm,
Sweden
| $123M | – | – | 10.4% | 49.8% | 19 | – | 0 |
|
| 3539 |
V
3539
ValueWorks
New York
| $122M | -$19.8M | -14% | 1.62% | 190% | 35 | 8.57% | 2.1 |
|
| 3540 |
CFA
3540
Cahill Financial Advisors
Edina,
Minnesota
| $122M | -$586K | -0.5% | 3.94% | 55.9% | 116 | 19.83% | 1.5 |
|
| 3541 |
WAM
3541
Water Asset Management
New York
| $122M | -$52.3M | -30% | 4.44% | 48.9% | 24 | 37.5% | 1.4 |
|
| 3542 |
FDS
3542
First Dallas Securities
Dallas,
Texas
| $122M | +$446K | +0.4% | 3.34% | 163% | 110 | 13.64% | 1.7 |
|
| 3543 |
AMG
3543
Advisors Management Group
La Crosse,
Wisconsin
| $122M | – | – | 3.49% | 125% | 62 | – | 0 |
|
| 3544 |
VMI
3544
VHCP Management II
New York
| $122M | – | – | 0.23% | 2,334% | 15 | – | 0 |
|
| 3545 |
CCM
3545
Cribstone Capital Management
Augusta,
Maine
| $122M | – | – | 4.11% | 22.4% | 106 | – | 0 |
|
| 3546 |
LRIC
3546
Long Road Investment Counsel
Kalamazoo,
Michigan
| $122M | +$4.38M | +4% | 5.63% | 53.8% | 71 | 5.63% | 0.9 |
|
| 3547 |
SRF
3547
Silver Rock Financial
Los Angeles,
California
| $121M | -$40.6M | -25% | 4.3% | 2.58% | 38 | 26.32% | 1.2 |
|
| 3548 |
NA
3548
NewEdge Advisors
New Orleans,
Louisiana
| $121M | +$28.4M | +30% | 5% | 88% | 65 | 32.31% | 0.7 |
|
| 3549 |
KAM
3549
Kavi Asset Management
New York
| $121M | – | – | 12.9% | 144% | 25 | – | 0 |
|
| 3550 |
PAM
3550
Pope Asset Management
Memphis,
Tennessee
| $121M | -$39.4M | -25% | 1.32% | – | 31 | 3.23% | 1.7 |
|