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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%
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 |
PFSC
3551
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $179M | +$3.74M | +2% | 3.23% | 93% | 366 | 3.83% | 3.4 |
|
| 3552 |
BHA
3552
Beech Hill Advisors
New York
| $179M | -$11.5M | -6% | 1.61% | 105% | 80 | 17.5% | 2.3 |
|
| 3553 |
CWM
3553
Cedar Wealth Management
Walnut Creek,
California
| $178M | +$16.6M | +10% | 6.52% | 68.1% | 219 | 38.81% | 1 |
|
| 3554 |
GAAM
3554
Guinness Atkinson Asset Management
Pasadena,
California
| $178M | +$14.5M | +9% | 5.18% | 132% | 64 | 7.81% | 3.4 |
|
| 3555 |
WCWM
3555
Willow Creek Wealth Management
Sebastopol,
California
| $178M | -$8.98M | -5% | 0.45% | 36.5% | 74 | 13.51% | 0.9 |
|
| 3556 |
HCM
3556
Highlander Capital Management
Short Hills,
New Jersey
| $177M | +$9.41M | +6% | 3.13% | 34.4% | 817 | 11.63% | 3.1 |
|
| 3557 |
MUAMU
3557
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $177M | +$28.1M | +19% | 6.21% | 138% | 80 | 15% | 0.6 |
|
| 3558 |
KBFS
3558
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $177M | +$9.62M | +6% | 0.38% | 42.8% | 95 | 7.37% | 1.2 |
|
| 3559 |
MIC
3559
Meridian Investment Counsel
Lafayette,
California
| $177M | +$571K | +0.3% | 0.42% | 116% | 191 | 8.9% | 3.3 |
|
| 3560 |
NR
3560
Newfound Research
Wellesley Hills,
Massachusetts
| $177M | +$1.1M | +0.6% | 3% | 54.6% | 239 | 14.64% | 1.4 |
|
| 3561 |
HCM
3561
HMS Capital Management
Nashville,
Tennessee
| $177M | +$26.1M | +17% | 4.74% | 130% | 216 | 36.11% | 0.8 |
|
| 3562 |
MCM
3562
McMillion Capital Management
Greensboro,
North Carolina
| $176M | +$6.9M | +4% | 3.41% | 59.3% | 75 | 9.33% | 3.1 |
|
| 3563 |
TGI
3563
TRV GP II
Boston,
Massachusetts
| $176M | -$357M | -67% | 35.3% | 20.8% | 5 | 20% | 0.5 |
|
| 3564 |
MCM
3564
Moon Capital Management
New York
| $176M | -$30.6M | -15% | 8.94% | 76.3% | 33 | 57.58% | 1.8 |
|
| 3565 |
II
3565
Ibex Investors
Denver,
Colorado
| $176M | +$54.9M | +45% | 17.6% | 16.6% | 285 | 82.46% | 0.1 |
|
| 3566 |
MCP
3566
Maso Capital Partners
Hong Kong
| $176M | +$61.1M | +53% | 1.8% | 8.67% | 27 | 44.44% | 0.4 |
|
| 3567 |
VSWA
3567
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $176M | -$13.3M | -7% | 2.23% | 70.1% | 91 | 12.09% | 1.5 |
|
| 3568 |
SCM
3568
Sitrin Capital Management
Century City,
California
| $176M | +$21.1M | +14% | 8.38% | 128% | 41 | 17.07% | 1.6 |
|
| 3569 |
DPI
3569
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $175M | +$1.43M | +0.8% | 2.65% | 38.2% | 50 | 8% | 2.6 |
|
| 3570 |
HM
3570
Heronetta Management
New York
| $175M | +$9.39M | +6% | 11.8% | 59.7% | 33 | 6.06% | 3.5 |
|
| 3571 |
A
3571
Abingworth
London,
United Kingdom
| $175M | +$14.2M | +9% | 40.8% | 184% | 17 | 11.76% | 1.9 |
|
| 3572 |
PCI
3572
Pacifica Capital Investments
Leander,
Texas
| $175M | -$11.9M | -6% | 0.51% | 70.4% | 21 | 19.05% | 3.4 |
|
| 3573 |
CWM
3573
CMH Wealth Management
Portsmouth,
New Hampshire
| $175M | +$26.6M | +18% | 3.13% | 76.6% | 60 | 16.67% | 1 |
|
| 3574 |
FVCM
3574
F&V Capital Management
Boca Raton,
Florida
| $174M | -$8.91M | -5% | 5.26% | 107% | 61 | 6.56% | 3.2 |
|
| 3575 |
S
3575
SimplyRich
Carlsbad,
California
| $174M | -$4.83M | -3% | 1.72% | 98.3% | 175 | 10.29% | 0.5 |
|