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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
BWAM
3576
Boyd Watterson Asset Management
Cleveland,
Ohio
| $174M | -$27.2M | -14% | 1.81% | 101% | 142 | 14.08% | 3.4 |
|
| 3577 |
FA
3577
Fortis Advisors
Wayne,
Pennsylvania
| $174M | -$7.37M | -4% | 5.92% | 72.8% | 342 | 16.96% | 0.7 |
|
| 3578 |
LJHT
3578
Laurie J. Hall Trustee
| $174M | +$9.94M | +6% | 1.92% | 105% | 372 | 10.22% | 2.3 |
|
| 3579 |
CM
3579
Cornerstone Management
Duluth,
Georgia
| $174M | -$1.3M | -0.7% | 1.29% | 43.6% | 54 | 14.81% | 1.8 |
|
| 3580 |
WAS
3580
WESPAC Advisors SoCal
Pasadena,
California
| $174M | +$1.02M | +0.6% | 3.3% | 135% | 295 | 70.17% | 1.9 |
|
| 3581 |
SR
3581
Sloane Robinson
London,
United Kingdom
| $173M | +$22.8M | +15% | 3.42% | 175% | 24 | 29.17% | 1.2 |
|
| 3582 |
CCPM
3582
Cooper Creek Partners Management
New York
| $173M | -$3.78M | -2% | 0.47% | 86.4% | 48 | 70.83% | 0.3 |
|
| 3583 |
QAM
3583
Quantres Asset Management
Cayman,
Cayman Islands
| $173M | +$8.2M | +5% | 3.06% | 11% | 263 | 74.14% | 0.2 |
|
| 3584 |
IF
3584
Ironwood Financial
Tucson,
Arizona
| $173M | +$80.5M | +87% | 1.56% | 48.8% | 301 | 11.3% | 2.7 |
|
| 3585 |
AWMG
3585
Alliance Wealth Management Group
Flemington,
New Jersey
| $173M | -$40.6M | -19% | 0.04% | – | 71 | 16.9% | 1.4 |
|
| 3586 |
NGA
3586
New Generation Advisors
Manchester,
Massachusetts
| $173M | +$11.5M | +7% | 37.6% | 45.1% | 33 | 27.27% | 1.6 |
|
| 3587 |
SWP
3587
Strategic Wealth Partners
Independence,
Ohio
| $173M | -$21.3M | -11% | 1.23% | – | 886 | 21.33% | 0.4 |
|
| 3588 |
TSS
3588
Thomas Story & Son
Culver,
Indiana
| $172M | +$1.98M | +1% | 2.4% | 101% | 55 | 1.82% | 3.6 |
|
| 3589 |
IRC
3589
Investors Research Corp
Atlanta,
Georgia
| $172M | +$7.96M | +5% | 6.05% | 62.1% | 360 | 12.5% | 0.4 |
|
| 3590 |
EP
3590
Elkhorn Partners
Omaha,
Nebraska
| $172M | +$14.8M | +9% | 12.6% | 32.2% | 35 | 8.57% | 4 |
|
| 3591 |
NCM
3591
Niemann Capital Management
Stateline,
Nevada
| $172M | +$18.5M | +12% | 8.3% | 103% | 25 | 72% | 0.2 |
|
| 3592 |
SXM
3592
SC XII Management
Menlo Park,
California
| $172M | +$70.7M | +70% | 85.6% | 73.4% | 2 | 0% | 3.4 |
|
| 3593 |
BAM
3593
Brave Asset Management
Summit,
New Jersey
| $172M | +$6.06M | +4% | 2.16% | 76.3% | 172 | 20.93% | 2.8 |
|
| 3594 |
MFT
3594
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $172M | +$3.58M | +2% | 2.75% | 51.1% | 335 | 14.03% | 1 |
|
| 3595 |
PBO
3595
Peoples Bank (Ohio)
Marietta,
Ohio
| $172M | +$1.92M | +1% | 3.42% | 71.7% | 101 | 5.94% | 2.1 |
|
| 3596 |
SIS
3596
Sound Income Strategies
Ft Lauderdale,
Florida
| $172M | +$20M | +13% | 0.64% | 31.4% | 861 | 25.2% | 0.4 |
|
| 3597 |
AFA
3597
Arlington Financial Advisors
Santa Barbara,
California
| $172M | +$19.6M | +13% | 3.34% | 60.7% | 64 | 20.31% | 0.4 |
|
| 3598 |
HWCM
3598
Hudson Way Capital Management
Dallas,
Texas
| $172M | -$3.87M | -2% | 3.03% | 51.3% | 15 | 20% | 0.9 |
|
| 3599 |
CB
3599
CNB Bank
Clearfield,
Pennsylvania
| $172M | +$514K | +0.3% | 0.22% | 91.6% | 311 | 10.93% | 0.5 |
|
| 3600 |
BC
3600
Burleson & Co
Petaluma,
California
| $172M | +$18.4M | +12% | 3.33% | 49.1% | 110 | 9.09% | 0.5 |
|