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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
APSP
3601
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $115M | +$5.12M | +5% | 2.24% | 62.1% | 302 | 11.92% | 3.2 |
|
| 3602 |
NPT
3602
Nixon Peabody Trust
Boston,
Massachusetts
| $115M | +$2.74M | +2% | 2.66% | 85.3% | 87 | 5.75% | 1.9 |
|
| 3603 |
SR
3603
Sloane Robinson
London,
United Kingdom
| $115M | +$32.5M | +39% | 28.2% | 175% | 20 | 45% | 2.6 |
|
| 3604 |
RA
3604
RFG Advisory
Birmingham,
Alabama
| $115M | -$13M | -10% | 2.55% | 52.3% | 96 | 20.83% | 2.1 |
|
| 3605 |
CW
3605
Cabot-Wellington
Boston,
Massachusetts
| $115M | -$20.7M | -15% | 3.73% | 65% | 23 | 26.09% | 9.8 |
|
| 3606 |
BSWM
3606
Boston Standard Wealth Management
Winchester,
Massachusetts
| $115M | +$5.82M | +5% | 2.07% | 47.1% | 24 | 0% | 4.7 |
|
| 3607 |
WA
3607
Wilshire Advisors
Santa Monica,
California
| $114M | -$82.3M | -42% | 2.29% | 118% | 25 | 44% | 1.4 |
|
| 3608 |
NVIM
3608
New Vernon Investment Management
Highland Park,
Illinois
| $114M | -$2.55M | -2% | 0.59% | 83.1% | 51 | 3.92% | 5.9 |
|
| 3609 |
HW
3609
Hedeker Wealth
Lincolnshire,
Illinois
| $114M | +$7.78M | +7% | 1.95% | 141% | 131 | 68.7% | 2.2 |
|
| 3610 |
OAM
3610
Occidental Asset Management
Burlingame,
California
| $114M | +$31.4M | +38% | 2.85% | 82.5% | 102 | 31.37% | 5.3 |
|
| 3611 |
LSC
3611
Lesa Sroufe & Co
Seattle,
Washington
| $114M | +$11.6M | +11% | 6.69% | – | 44 | 9.09% | 7.7 |
|
| 3612 |
CV
3612
Clarus Ventures
Cambridge,
Massachusetts
| $114M | -$18.9M | -14% | 6.21% | 70.3% | 6 | 0% | 6.3 |
|
| 3613 |
PFS
3613
Physicians Financial Services
Raleigh,
North Carolina
| $114M | +$3.75M | +3% | 3.2% | 100% | 312 | 6.41% | 1.9 |
|
| 3614 |
PVMCV
3614
Polaris Venture Management Co VI
Boston,
Massachusetts
| $114M | -$52.5M | -31% | 29.2% | – | 2 | 0% | 1 |
|
| 3615 |
EPP
3615
ETF Portfolio Partners
Leawood,
Kansas
| $114M | -$2.69M | -2% | 1.57% | 44.3% | 27 | 18.52% | 4.5 |
|
| 3616 |
HAM
3616
Hillswick Asset Management
Stamford,
Connecticut
| $114M | +$2.46M | +2% | 2.57% | 40.2% | 14 | 7.14% | 5.6 |
|
| 3617 |
JGIA
3617
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $113M | +$4M | +4% | 3.38% | 54.3% | 171 | 12.28% | 1.8 |
|
| 3618 |
MCM
3618
Mengis Capital Management
Portland,
Oregon
| $113M | +$5.18M | +5% | 1.85% | 91.8% | 109 | 10.09% | 5.1 |
|
| 3619 |
DSAM
3619
Dock Street Asset Management
Palm Beach,
Florida
| $113M | +$6.04M | +6% | 0.44% | 175% | 35 | 11.43% | 8.2 |
|
| 3620 |
TA
3620
TMD & Associates
Scottsdale,
Arizona
| $113M | +$12M | +12% | 0.83% | 20.5% | 32 | 21.88% | 1.6 |
|
| 3621 |
DSN
3621
D. Scott Neal
Lexington,
Kentucky
| $113M | +$6.22M | +6% | 2.61% | 105% | 187 | 9.09% | 2.9 |
|
| 3622 |
BC
3622
Boxer Capital
San Diego,
California
| $113M | +$10.6M | +10% | 10.8% | 262% | 28 | 39.29% | 1.3 |
|
| 3623 |
PCA
3623
Prospect Capital Advisors
Sausalito,
California
| $113M | +$28.3M | +34% | 10% | 202% | 26 | 26.92% | 1.5 |
|
| 3624 |
PL
3624
Plancorp LLC
Saint Louis,
Missouri
| $113M | +$29.3M | +35% | 9.77% | 67.3% | 62 | 61.29% | 4.3 |
|
| 3625 |
ACM
3625
Axel Capital Management
New York
| $113M | -$75.8M | -40% | 3.28% | 194% | 19 | 10.53% | 9.3 |
|