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 |
BGC
3526
Blue Granite Capital
Charleston,
South Carolina
| $154M | +$1.61M | +1% | 1.39% | – | 118 | 14.41% | 0.4 |
|
| 3527 |
RP
3527
Ridgegate Proprietary
Sydney,
Australia
| $154M | +$10.8M | +8% | 7.54% | – | 1 | 0% | 2.5 |
|
| 3528 |
PO
3528
Private Ocean
San Rafael,
California
| $154M | +$3.12M | +2% | 1.21% | 2.82% | 171 | 3.51% | 2.9 |
|
| 3529 |
LD
3529
Lipe & Dalton
Syracuse,
New York
| $154M | +$16.2M | +12% | 3.37% | 89.6% | 83 | 4.82% | 2.1 |
|
| 3530 |
AIM
3530
AMI Investment Management
Kendallville,
Indiana
| $154M | -$1.44M | -0.9% | 1.88% | 47.9% | 47 | 4.26% | 2.7 |
|
| 3531 |
GAAM
3531
Guinness Atkinson Asset Management
Pasadena,
California
| $154M | +$4.03M | +3% | 4.91% | 132% | 63 | 3.17% | 3 |
|
| 3532 |
OLA
3532
Oliver Luxxe Assets
Gladstone,
New Jersey
| $154M | +$3.9M | +3% | 1.34% | 137% | 89 | 19.1% | 1 |
|
| 3533 |
NCM
3533
Niemann Capital Management
Stateline,
Nevada
| $154M | +$11.5M | +8% | 3.57% | 103% | 24 | 62.5% | 0.2 |
|
| 3534 |
QAM
3534
Quantres Asset Management
Cayman,
Cayman Islands
| $154M | -$1.48M | -1% | 0.33% | 11% | 278 | 76.62% | 0.2 |
|
| 3535 |
OP
3535
Osmium Partners
Greenbrae,
California
| $154M | +$8.03M | +6% | 3.09% | 28.4% | 23 | 34.78% | 2 |
|
| 3536 |
CWM
3536
Cedar Wealth Management
Walnut Creek,
California
| $154M | -$9.58M | -6% | 2.9% | 68.1% | 146 | 5.48% | 1 |
|
| 3537 |
VST
3537
Van Strum & Towne
San Francisco,
California
| $153M | -$1.66M | -1% | 0.16% | 62.2% | 78 | 5.13% | 2.8 |
|
| 3538 |
LFDLE
3538
La Financiere de L'Echiquier
Paris,
France
| $153M | +$8.6M | +6% | 5.08% | 27.9% | 36 | 11.11% | 1 |
|
| 3539 |
WIM
3539
Westside Investment Management
Santa Monica,
California
| $153M | -$56.2M | -27% | 3.23% | 114% | 844 | 13.15% | 0.4 |
|
| 3540 |
HIH
3540
HRS Investment Holdings
New York
| $153M | +$14.1M | +10% | 2.12% | 21.5% | 98 | 23.47% | 1.1 |
|
| 3541 |
LM
3541
Litespeed Management
New York
| $153M | -$51.1M | -25% | 6.26% | 73.7% | 20 | 75% | 0.1 |
|
| 3542 |
SCPM
3542
Sagard Capital Partners Management
New York
| $152M | +$9.03M | +6% | 6.54% | 37.4% | 3 | 0% | 2.7 |
|
| 3543 |
SDWMA
3543
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $152M | +$6.13M | +4% | 5.62% | 55% | 49 | 14.29% | 0.9 |
|
| 3544 |
FCB
3544
First Command Bank
Fort Worth,
Texas
| $152M | +$10M | +7% | 1.28% | 34.1% | 418 | 12.68% | 0.4 |
|
| 3545 |
FCFS
3545
First Command Financial Services
Fort Worth,
Texas
| $152M | +$10M | +7% | 1.28% | 34.4% | 418 | 12.68% | 0.4 |
|
| 3546 |
MBA
3546
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| $152M | -$30.5M | -17% | 0.12% | 53.6% | 107 | 6.54% | 1.3 |
|
| 3547 |
TI
3547
Turner Investments
Berwyn,
Pennsylvania
| $152M | -$1.92M | -1% | 10% | 6.36% | 311 | 55.63% | 0.6 |
|
| 3548 |
OFG
3548
OTA Financial Group
Purchase,
New York
| $152M | -$7.4M | -5% | 1.31% | 320% | 58 | 6.9% | 0.4 |
|
| 3549 |
KCM
3549
Kempner Capital Management
Galveston,
Texas
| $152M | +$1.9M | +1% | 0.23% | 60.9% | 69 | 13.04% | 2.7 |
|
| 3550 |
WCA
3550
Westover Capital Advisors
Wilmington,
Delaware
| $152M | +$1.91M | +1% | 5.09% | 133% | 123 | 27.64% | 1.4 |
|