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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
GIM
3651
Greenwich Investment Management
Norwalk,
Connecticut
| $94.1M | -$15.2M | -14% | 10.8% | – | 53 | 16.98% | 1.1 |
|
| 3652 |
SAM
3652
Security Asset Management
New York
| $94M | -$14.2M | -13% | 6.95% | 67.4% | 80 | 10% | 0.7 |
|
| 3653 |
BCM
3653
Boltwood Capital Management
Walnut Creek,
California
| $93.8M | -$7.83M | -8% | 7.06% | 63% | 84 | 7.14% | 1.9 |
|
| 3654 |
BCFS
3654
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $93.7M | -$5.56M | -6% | 6.78% | 81% | 207 | 35.27% | 0.4 |
|
| 3655 |
PAPAIJV
3655
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $93.6M | -$22M | -19% | 6.18% | 168% | 25 | 32% | 0.9 |
|
| 3656 |
RCA
3656
Rex Capital Advisors
Providence,
Rhode Island
| $93.6M | -$6.76M | -7% | 10.8% | 7.31% | 46 | 47.83% | 1.1 |
|
| 3657 |
KCP
3657
Kortright Capital Partners
New York
| $93.6M | -$7.38M | -7% | 13.1% | – | 32 | 25% | 0.6 |
|
| 3658 |
RHIC
3658
Richmond Hill Investment Company
New York
| $93.6M | -$98.6M | -51% | 11% | 7.84% | 13 | 15.38% | 0.5 |
|
| 3659 |
PSC
3659
Piper Sandler & Co
Minneapolis,
Minnesota
| $93.5M | -$73.3M | -44% | 3.6% | 0.04% | 169 | 79.29% | 0.2 |
|
| 3660 |
SC
3660
Scholtz & Company
Stamford,
Connecticut
| $93.5M | -$8.23M | -8% | 3.1% | 89.2% | 58 | 37.93% | 0.8 |
|
| 3661 |
CSM
3661
Central Square Management
Naperville,
Illinois
| $93.4M | -$6.14M | -6% | 24.3% | 8.22% | 50 | 42% | 0.6 |
|
| 3662 |
DGA
3662
DST Global Advisors
Road Town, Tortola,
British Virgin Islands
| $93.3M | -$72.4M | -44% | 23% | – | 3 | 0% | 0.5 |
|
| 3663 |
DI
3663
Diligent Investors
Redlands,
California
| $93.2M | -$2.31M | -2% | 7.25% | 71.9% | 154 | 7.14% | 0.7 |
|
| 3664 |
NA
3664
NewEdge Advisors
New Orleans,
Louisiana
| $93M | -$24.9M | -21% | 2.26% | 88% | 74 | 40.54% | 0.6 |
|
| 3665 |
MAG
3665
Millrace Asset Group
Berwyn,
Pennsylvania
| $92.9M | -$2.85M | -3% | 6.66% | 113% | 68 | 39.71% | 0.5 |
|
| 3666 |
EDRI
3666
Edmond de Rothschild (Italia)
Milano,
Italy
| $92.9M | -$8.17M | -8% | 5.24% | – | 25 | 36% | 0.2 |
|
| 3667 |
SS
3667
Simplicity Solutions
Minneapolis,
Minnesota
| $92.8M | -$12.6M | -12% | 5.09% | 37.1% | 163 | 38.04% | 0.3 |
|
| 3668 |
MFS
3668
Madrona Financial Services
Everett,
Washington
| $92.6M | -$5.18M | -5% | 6.55% | 75.4% | 32 | 15.63% | 0.6 |
|
| 3669 |
TAG
3669
Tactical Allocation Group
Birmingham,
Michigan
| $92.5M | -$11.6M | -11% | 5.69% | 15.2% | 21 | 4.76% | 1.3 |
|
| 3670 |
OAMA
3670
Oslo Asset Management AS
Oslo,
Norway
| $92.2M | +$1.66M | +2% | 33.5% | 82.7% | 13 | 15.38% | 1 |
|
| 3671 |
WA
3671
Wheatland Advisors
Lancaster,
Pennsylvania
| $92.2M | -$11.9M | -11% | 7.3% | 30.5% | 91 | 10.99% | 1.6 |
|
| 3672 |
NHG
3672
NQ HCIF GP
Raleigh,
North Carolina
| $92.2M | -$6.88M | -7% | 6.94% | – | 1 | 0% | 0.8 |
|
| 3673 |
TF
3673
Trutina Financial
Bellevue,
Washington
| $92.1M | -$21.5M | -19% | 7.93% | 20.5% | 67 | 10.45% | 1.6 |
|
| 3674 |
LCM
3674
Leisure Capital Management
Costa Mesa,
California
| $92M | -$9.44M | -9% | 6.69% | 98% | 101 | 9.9% | 0.7 |
|
| 3675 |
SG
3675
Somerset Group
Wayzata,
Minnesota
| $91.9M | -$12.9M | -12% | 5.67% | 84.6% | 79 | 20.25% | 1.8 |
|