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 |
JAM
3626
Jolley Asset Management
Rocky Mount,
North Carolina
| $143M | +$3.54M | +3% | 1.03% | 3.47% | 171 | 14.62% | 2.4 |
|
| 3627 |
TA
3627
TRB Advisors
New York
| $142M | +$76.8M | +117% | 5.68% | 64% | 12 | 33.33% | 0.7 |
|
| 3628 |
NLVP
3628
New Leaf Venture Partners
New York
| $142M | -$52.8M | -27% | 10.4% | 17.1% | 16 | 6.25% | 1.3 |
|
| 3629 |
JSL
3629
JT Stratford LLC
Gainesville,
Georgia
| $142M | +$7.48M | +6% | 1.93% | 103% | 116 | 18.97% | 0.4 |
|
| 3630 |
RWMH
3630
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $142M | +$10M | +8% | 3.44% | 53.6% | 47 | 12.77% | 0.4 |
|
| 3631 |
MCA
3631
Morris Capital Advisors
Malvern,
Pennsylvania
| $142M | +$3.9M | +3% | 6.77% | 72.9% | 79 | 11.39% | 1.2 |
|
| 3632 |
SCGM
3632
Starwood Capital Group Management
Miami Beach,
Florida
| $142M | -$20.2M | -13% | 15.8% | 16.2% | 3 | 33.33% | 1.8 |
|
| 3633 |
BCM
3633
Breithorn Capital Management
New York
| $141M | +$4M | +3% | 9.06% | 43.9% | 48 | 14.58% | 1.7 |
|
| 3634 |
VFPI
3634
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $141M | +$1.31M | +0.9% | 2.89% | 13.1% | 80 | 63.75% | 0.2 |
|
| 3635 |
OCM
3635
Orleans Capital Management
Mandeville,
Louisiana
| $141M | -$2.3M | -2% | 0.27% | 94.6% | 83 | 7.23% | 3.3 |
|
| 3636 |
MCM
3636
Mengis Capital Management
Portland,
Oregon
| $141M | +$4.61M | +3% | 1.82% | 104% | 125 | 7.2% | 1.9 |
|
| 3637 |
MAS
3637
Managed Account Services
Coconut Grove,
Florida
| $141M | +$5.7M | +4% | 2.73% | 32.4% | 67 | 11.94% | 0.5 |
|
| 3638 |
DI
3638
Diligent Investors
Redlands,
California
| $141M | +$10.3M | +8% | 1.87% | 71.9% | 200 | 26.5% | 1.5 |
|
| 3639 |
VFCM
3639
Valley Forge Capital Management
Miami,
Florida
| $141M | +$12.1M | +9% | 9.24% | 49% | 8 | 0% | 0.5 |
|
| 3640 |
CCM
3640
Context Capital Management
Lajolla,
California
| $141M | +$15.5M | +12% | 0.05% | 3.38% | 42 | 19.05% | 0.6 |
|
| 3641 |
AMM
3641
American Money Management
Rancho Santa Fe,
California
| $141M | +$5.07M | +4% | 3.39% | 65% | 74 | 2.7% | 2.6 |
|
| 3642 |
QI
3642
Quotient Investors
New York
| $141M | -$25.3M | -15% | 1.88% | 24.9% | 209 | 48.33% | 1.5 |
|
| 3643 |
PA
3643
Parkside Advisors
Berkeley,
California
| $140M | +$2.38M | +2% | 2.12% | 36.7% | 39 | 10.26% | 2.5 |
|
| 3644 |
SXL
3644
Summit X LLC
Chesterfield,
Missouri
| $140M | – | – | 2.18% | 62.9% | 181 | – | 0 |
|
| 3645 |
DCM
3645
DAFNA Capital Management
Los Angeles,
California
| $140M | +$21.9M | +19% | 19.2% | 313% | 83 | 20.48% | 1.4 |
|
| 3646 |
HA
3646
Havens Advisors
New York
| $140M | -$12.9M | -8% | 23.8% | 460% | 47 | 65.96% | 0.5 |
|
| 3647 |
MIC
3647
MU Investments Company
Tokyo,
Japan
| $140M | -$1.4M | -1% | 2.56% | 40.4% | 191 | 21.47% | 2.2 |
|
| 3648 |
OAMA
3648
Oslo Asset Management AS
Oslo,
Norway
| $140M | +$12.3M | +10% | 13.9% | 82.7% | 14 | 35.71% | 1.7 |
|
| 3649 |
RJA
3649
Robshaw & Julian Associates
Williamsville,
New York
| $140M | +$953K | +0.7% | 0.64% | 19.3% | 45 | 6.67% | 2.9 |
|
| 3650 |
PCM
3650
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $139M | +$8.38M | +6% | 1.5% | 62.6% | 176 | 22.73% | 0.5 |
|