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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
LD
3551
Lipe & Dalton
Syracuse,
New York
| $141M | -$8.84M | -6% | 4.36% | 89.6% | 78 | 23.08% | 1.8 |
|
| 3552 |
DCM
3552
Delta Capital Management
Red Bank,
New Jersey
| $141M | +$3.73M | +3% | 5.94% | 125% | 72 | 5.56% | 2.3 |
|
| 3553 |
SV
3553
Stilwell Value
New York
| $141M | -$25.2M | -15% | 13.3% | 87.9% | 49 | 30.61% | 1.4 |
|
| 3554 |
DR
3554
Davis Rea
Toronto,
Ontario, Canada
| $141M | +$6.43M | +5% | 1.68% | 66.9% | 38 | 10.53% | 2.7 |
|
| 3555 |
CMI
3555
Cider Mill Investments
Greenwich,
Connecticut
| $140M | – | – | 7.57% | – | 22 | – | 0 |
|
| 3556 |
DDC
3556
Daniel Devine & Co
Parkland,
Florida
| $140M | -$8.52M | -6% | 2.59% | 34.2% | 51 | 13.73% | 1.7 |
|
| 3557 |
LC
3557
Lincoln Capital
Lincoln,
Nebraska
| $140M | +$4.95M | +4% | 3.13% | 67.1% | 66 | 6.06% | 1.6 |
|
| 3558 |
DSN
3558
D. Scott Neal
Lexington,
Kentucky
| $140M | +$12.9M | +10% | 0% | 105% | 201 | 26.87% | 1 |
|
| 3559 |
CA
3559
Cumberland Advisors
Sarasota,
Florida
| $140M | -$39.2M | -22% | 2.76% | 73.5% | 64 | 28.13% | 1.2 |
|
| 3560 |
HWM
3560
Holloway Wealth Management
Gainesville,
Florida
| $140M | – | – | 3.32% | 50.7% | 247 | – | 0 |
|
| 3561 |
FM
3561
Fondren Management
Houston,
Texas
| $140M | – | – | 12.3% | 14.2% | 56 | – | 0 |
|
| 3562 |
MCM
3562
McMillion Capital Management
Greensboro,
North Carolina
| $140M | +$6.58M | +5% | 4.83% | 59.3% | 62 | 14.52% | 2.5 |
|
| 3563 |
KAS
3563
Kemnay Advisory Services
New York
| $140M | -$4.94M | -3% | 4.13% | 167% | 48 | 16.67% | 2.2 |
|
| 3564 |
ACM
3564
Astenbeck Capital Management
Southport,
Connecticut
| $140M | +$15M | +12% | 1.15% | 12.4% | 3 | 0% | 0.8 |
|
| 3565 |
WCA
3565
Westover Capital Advisors
Wilmington,
Delaware
| $140M | +$5.11M | +4% | 5.27% | 133% | 105 | 21.9% | 1.5 |
|
| 3566 |
OCM
3566
Orleans Capital Management
Mandeville,
Louisiana
| $140M | -$4.31M | -3% | 2.89% | 94.6% | 92 | 13.04% | 2.6 |
|
| 3567 |
HM
3567
HCSF Management
San Francisco,
California
| $140M | +$14M | +11% | 6.83% | 58.8% | 11 | 9.09% | 1.4 |
|
| 3568 |
NLVP
3568
New Leaf Venture Partners
New York
| $140M | +$712K | +0.5% | 7.48% | 17.1% | 16 | 18.75% | 1 |
|
| 3569 |
GCM
3569
Garland Capital Management
Bellevue,
Washington
| $140M | +$16.2M | +13% | 4.05% | 55.7% | 32 | 12.5% | 2.6 |
|
| 3570 |
HCA
3570
Harbour Capital Advisors
Tysons Corner,
Virginia
| $139M | -$20.2M | -13% | 4.69% | 168% | 280 | 48.57% | 1.8 |
|
| 3571 |
JAM
3571
Jolley Asset Management
Rocky Mount,
North Carolina
| $139M | +$15.8M | +13% | 8.97% | 3.47% | 163 | 14.72% | 2.1 |
|
| 3572 |
PWMAG
3572
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $139M | +$7.37M | +6% | 2.79% | 80.5% | 127 | 9.45% | 1.5 |
|
| 3573 |
OIMU
3573
Orbis Investment Management (US)
San Francisco,
California
| $139M | -$1.35M | -1% | 12.2% | 48.8% | 24 | 20.83% | 1.6 |
|
| 3574 |
OAM
3574
Occidental Asset Management
Burlingame,
California
| $139M | +$16.2M | +13% | 0% | 82.5% | 139 | 39.57% | 1.2 |
|
| 3575 |
DCM
3575
Divisar Capital Management
San Francisco,
California
| $139M | – | – | 14.9% | 194% | 27 | – | 0 |
|