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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
CHJWM
3651
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $107M | +$7.03M | +7% | 0.65% | 58.2% | 71 | 12.68% | 4.9 |
|
| 3652 |
ABP
3652
Arthur B. Page
| $107M | +$1.92M | +2% | 0.56% | 40.4% | 74 | 8.11% | 5 |
|
| 3653 |
CCM
3653
Canal Capital Management
Richmond,
Virginia
| $107M | -$1.12M | -1% | 1.61% | 67.8% | 70 | 18.57% | 1.6 |
|
| 3654 |
BSWM
3654
Boston Standard Wealth Management
Winchester,
Massachusetts
| $107M | -$277K | -0.3% | 1% | 47.1% | 27 | 11.11% | 1.8 |
|
| 3655 |
EM
3655
Excalibur Management
Waltham,
Massachusetts
| $107M | +$3.48M | +3% | 1.75% | 81.7% | 71 | 12.68% | 6.1 |
|
| 3656 |
DLHL
3656
Donald L. Hagan LLC
Sarasota,
Florida
| $107M | +$6.3M | +6% | 0.52% | 47.9% | 87 | 29.89% | 1.7 |
|
| 3657 |
IMS
3657
Index Management Solutions
Philadelphia,
Pennsylvania
| $107M | -$26.4M | -20% | 16.1% | – | 843 | 19.45% | 4.6 |
|
| 3658 |
RHDIC
3658
R.H. Dinel Investment Counsel
Los Angeles,
California
| $107M | +$318K | +0.3% | 0.19% | 34.1% | 60 | 0% | 5.7 |
|
| 3659 |
ETM
3659
Euclidean Technologies Management
Seattle,
Washington
| $107M | -$3.34M | -3% | 0.77% | 124% | 57 | 21.05% | 3.1 |
|
| 3660 |
SIC
3660
Shoker Investment Counsel
Oxford,
Ohio
| $106M | +$1.24M | +1% | 0.49% | 83.8% | 98 | 2.04% | 5 |
|
| 3661 |
EA
3661
Elm Advisors
Burlingame,
California
| $106M | -$1.89M | -2% | 1.01% | 50.5% | 76 | 9.21% | 5.7 |
|
| 3662 |
CAS
3662
Cue Advisory Services
Phoenix,
Arizona
| $106M | +$6.88M | +7% | 1.35% | 52.3% | 155 | 11.61% | 1.8 |
|
| 3663 |
IF
3663
IRON Financial
Northbrook,
Illinois
| $106M | -$22M | -17% | 0.52% | 51.4% | 89 | 35.96% | 3.2 |
|
| 3664 |
UFA
3664
US Financial Advisors
Braintree,
Massachusetts
| $106M | -$4.05M | -4% | 1.29% | 12.6% | 618 | 49.03% | 1.1 |
|
| 3665 |
RVGI
3665
RRE Ventures GP III
New York
| $106M | -$85.8M | -45% | 44.2% | 74.5% | 3 | 0% | 5.7 |
|
| 3666 |
HIM
3666
Hutchens Investment Management
Concord,
New Hampshire
| $106M | -$3.06M | -3% | 3.21% | 56.8% | 73 | 26.03% | 1.7 |
|
| 3667 |
MFS
3667
McNamara Financial Services
Marshfield,
Massachusetts
| $106M | -$3.06M | -3% | 3.21% | 42.6% | 73 | 26.03% | 1.7 |
|
| 3668 |
MPA
3668
Marvin & Palmer Associates
Wilmington,
Delaware
| $106M | -$9.79M | -8% | 3.52% | 392% | 64 | 29.69% | 4 |
|
| 3669 |
NA
3669
NS Advisors
Westport,
Connecticut
| $105M | -$7.97M | -7% | 7.27% | 16.3% | 17 | 5.88% | 4.9 |
|
| 3670 |
SS
3670
Simplicity Solutions
Minneapolis,
Minnesota
| $105M | +$21M | +25% | 0.41% | 37.1% | 147 | 53.74% | 0.9 |
|
| 3671 |
SFA
3671
Staton Financial Advisors
Charlotte,
North Carolina
| $105M | -$4.09M | -4% | 3.41% | – | 40 | 7.5% | 1 |
|
| 3672 |
BDCM
3672
Black Diamond Capital Management
Stamford,
Connecticut
| $105M | -$43.8M | -29% | 2.2% | 28.3% | 5 | 60% | 4 |
|
| 3673 |
PM
3673
Penbrook Management
New York
| $105M | -$7.28M | -6% | 1.87% | 106% | 118 | 11.86% | 4.9 |
|
| 3674 |
FMB
3674
Field & Main Bank
Henderson,
Kentucky
| $105M | -$2.83M | -3% | 0.35% | 107% | 213 | 7.51% | 5 |
|
| 3675 |
IOOF
3675
Independent Order of Foresters
Toronto,
Ontario, Canada
| $105M | -$1.85M | -2% | 10.3% | 66.3% | 107 | 7.48% | 6.5 |
|