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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
TNAM
3551
Terra Nova Asset Management
New York
| $121M | – | – | 2.87% | 158% | 117 | – | 0 |
|
| 3552 |
PMLI
3552
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $121M | +$36.5M | +43% | 2.38% | 1.64% | 19 | 10.53% | 2.1 |
|
| 3553 |
HW
3553
Hedeker Wealth
Lincolnshire,
Illinois
| $120M | -$3.38M | -3% | 1.8% | 141% | 174 | 53.45% | 0.9 |
|
| 3554 |
WWM
3554
Willingdon Wealth Management
Huntersville,
North Carolina
| $120M | -$38.5M | -24% | 0.17% | 15.3% | 95 | 25.26% | 3.7 |
|
| 3555 |
TSBJ
3555
Trevor, Stewart, Burton & Jacobsen
New York
| $120M | -$4.96M | -4% | 0.28% | – | 60 | 56.67% | 4 |
|
| 3556 |
JAM
3556
Jolley Asset Management
Rocky Mount,
North Carolina
| $120M | -$369K | -0.3% | 2.56% | 3.47% | 129 | 13.95% | 6 |
|
| 3557 |
GWA
3557
Genesis Wealth Advisors
Braintree,
Massachusetts
| $120M | -$5.73M | -5% | 1.67% | – | 516 | 10.85% | 1 |
|
| 3558 |
NMM
3558
NGP MR Management
Dallas,
Texas
| $120M | -$2.21M | -2% | 1.8% | 21.9% | 2 | 0% | 3.5 |
|
| 3559 |
C
3559
CFO4Life
Coppell,
Texas
| $120M | -$1.1M | -0.9% | 1.87% | – | 94 | 25.53% | 0.8 |
|
| 3560 |
PVMCI
3560
Polaris Venture Management Co IV
Boston,
Massachusetts
| $120M | -$6.98M | -5% | 1.83% | 52.2% | 3 | 0% | 4.3 |
|
| 3561 |
MSFP
3561
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $120M | +$6.83M | +6% | 3.2% | 92.4% | 364 | 12.36% | 3.5 |
|
| 3562 |
CK
3562
Carnick & Kubik
Colorado Springs,
Colorado
| $120M | +$2.39M | +2% | 3.8% | 45.1% | 124 | 11.29% | 4.4 |
|
| 3563 |
HCA
3563
Horan Capital Advisors
Cincinnati,
Ohio
| $120M | -$1.25M | -1% | 1.65% | 26.6% | 62 | 19.35% | 5.1 |
|
| 3564 |
OPPM
3564
Opus Point Partners Management
New York
| $119M | +$18.2M | +18% | 16.5% | 85.2% | 75 | 36% | 0.7 |
|
| 3565 |
RCM
3565
Rotella Capital Management
Bellevue,
Washington
| $119M | +$3.99M | +3% | 7.12% | 26.6% | 696 | 75.43% | 0.7 |
|
| 3566 |
PCM
3566
Perkins Capital Management
Wayzata,
Minnesota
| $119M | +$2.77M | +2% | 6.63% | 303% | 144 | 13.89% | 4.7 |
|
| 3567 |
CMC
3567
Catterton Management Company
Greenwich,
Connecticut
| $119M | -$60.9M | -34% | 33.8% | 32.9% | 1 | 0% | 7 |
|
| 3568 |
BA
3568
Bennicas & Associates
Portola Valley,
California
| $119M | -$6.32M | -5% | 2% | 40.3% | 90 | 5.56% | 5.9 |
|
| 3569 |
MG
3569
Meditor Group
Hamilton,
Bermuda
| $119M | +$22.8M | +24% | 33.6% | 41.1% | 3 | 0% | 7 |
|
| 3570 |
TAG
3570
Tactical Allocation Group
Birmingham,
Michigan
| $119M | -$38.6M | -25% | 3.39% | 15.2% | 22 | 22.73% | 3.6 |
|
| 3571 |
ACP
3571
Acuta Capital Partners
Redwood City,
California
| $119M | -$29.2M | -20% | 16% | 7,269% | 88 | 69.32% | 0.5 |
|
| 3572 |
OC
3572
Oppenheimer & Close
New York
| $119M | -$551K | -0.5% | 0.07% | 149% | 55 | 12.73% | 5.6 |
|
| 3573 |
FC
3573
Financial Consulate
Hunt Valley,
Maryland
| $119M | -$33.2M | -22% | 1.03% | 53.3% | 70 | 27.14% | 0.9 |
|
| 3574 |
ARMT
3574
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $119M | -$5.21M | -4% | 0.81% | – | 396 | 12.37% | 4.4 |
|
| 3575 |
JCM
3575
JD Capital Management
Darien,
Connecticut
| $119M | -$474M | -80% | 0.25% | 47.8% | 153 | 92.16% | 3.5 |
|