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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
SIAP
3626
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $139M | +$14.2M | +11% | 7.28% | 97.5% | 355 | 20.56% | 0.2 |
|
| 3627 |
SCM
3627
Sitrin Capital Management
Century City,
California
| $139M | +$9.87M | +8% | 8.83% | 128% | 38 | 10.53% | 1 |
|
| 3628 |
LWM
3628
Lenox Wealth Management
Cincinnati,
Ohio
| $139M | +$7.54M | +6% | 5.37% | 24.7% | 246 | 2.44% | 2.2 |
|
| 3629 |
HIH
3629
HRS Investment Holdings
New York
| $139M | +$15.2M | +12% | 3.76% | 21.5% | 96 | 23.96% | 0.9 |
|
| 3630 |
IF
3630
IRON Financial
Northbrook,
Illinois
| $139M | -$7.66M | -5% | 3.24% | 51.4% | 98 | 31.63% | 1.2 |
|
| 3631 |
BWA
3631
Burt Wealth Advisors
North Bethesda,
Maryland
| $139M | +$26.7M | +24% | 6.1% | 57.3% | 430 | 18.14% | 1.8 |
|
| 3632 |
KSCM
3632
Kamunting Street Capital Management
Miami Beach,
Florida
| $139M | +$16.6M | +14% | 9.58% | 7.47% | 25 | 36% | 0.6 |
|
| 3633 |
UIA
3633
UG Investment Advisers
Taipei,
Taiwan
| $139M | +$10.2M | +8% | 25.9% | 172% | 7 | 14.29% | 0.2 |
|
| 3634 |
KC
3634
Kingfisher Capital
Charlotte,
North Carolina
| $139M | +$5.99M | +5% | 5.8% | 58.5% | 124 | 15.32% | 1.8 |
|
| 3635 |
RJA
3635
Robshaw & Julian Associates
Williamsville,
New York
| $139M | +$3.27M | +2% | 5.61% | 19.3% | 46 | 8.7% | 2.7 |
|
| 3636 |
NGA
3636
New Generation Advisors
Manchester,
Massachusetts
| $138M | -$47.9M | -26% | 4.18% | 45.1% | 43 | 32.56% | 1.7 |
|
| 3637 |
SA
3637
Sicart Associates
New York
| $138M | -$6.49M | -4% | 5.64% | 99.1% | 111 | 31.53% | 0.2 |
|
| 3638 |
CAAS
3638
Capital Asset Advisory Services
Williamston,
Michigan
| $138M | +$20.6M | +17% | 3.74% | 51% | 101 | 21.78% | 0.7 |
|
| 3639 |
LD
3639
Lipe & Dalton
Syracuse,
New York
| $138M | -$2.4M | -2% | 4.56% | 101% | 83 | 13.25% | 1.9 |
|
| 3640 |
OHA
3640
Oak Hill Advisors
New York
| $138M | -$6.74M | -5% | 2.99% | 42.4% | 6 | 0% | 2.9 |
|
| 3641 |
PA
3641
Parkside Advisors
Berkeley,
California
| $138M | +$5.58M | +4% | 3.81% | 36.7% | 36 | 22.22% | 2.4 |
|
| 3642 |
MCA
3642
Morris Capital Advisors
Malvern,
Pennsylvania
| $138M | -$5.99M | -4% | 7.26% | 72.9% | 81 | 17.28% | 1 |
|
| 3643 |
YEPV
3643
Yorktown Energy Partners VII
New York
| $138M | -$6.57M | -5% | 4.48% | 22.4% | 3 | 0% | 1.3 |
|
| 3644 |
ACM
3644
Axel Capital Management
New York
| $138M | +$11.5M | +9% | 6.32% | 194% | 17 | 17.65% | 2.7 |
|
| 3645 |
HCIA
3645
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $138M | -$375K | -0.3% | 5.47% | 42.7% | 92 | 9.78% | 1 |
|
| 3646 |
HM
3646
HCSF Management
San Francisco,
California
| $138M | -$2.09M | -1% | 2.03% | 58.8% | 11 | 0% | 1.6 |
|
| 3647 |
MPA
3647
Marvin & Palmer Associates
Wilmington,
Delaware
| $138M | +$20.4M | +17% | 9.88% | 392% | 37 | 13.51% | 0.8 |
|
| 3648 |
AIM
3648
Act II Management
New York
| $138M | -$752K | -0.5% | 14.8% | 43.6% | 24 | 37.5% | 1.4 |
|
| 3649 |
VVM
3649
Versant Venture Management
San Francisco,
California
| $138M | +$34.8M | +34% | 36.3% | 409% | 9 | 33.33% | 1.2 |
|
| 3650 |
BCM
3650
Breithorn Capital Management
New York
| $137M | -$6M | -4% | 3.41% | 43.9% | 49 | 24.49% | 1.6 |
|