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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 |
MCAI
3651
Meritech Capital Associates III
Palo Alto,
California
| $113M | -$6.59M | -6% | 23.6% | 135% | 4 | 25% | 10 |
|
| 3652 |
BWM
3652
Biltmore Wealth Management
Tempe,
Arizona
| $113M | -$6.21M | -5% | 0.13% | 59.8% | 28 | 14.29% | 4.3 |
|
| 3653 |
SBA
3653
Seven Bridges Advisors
New York
| $113M | -$3.87M | -3% | 6.14% | – | 156 | 21.15% | 2.2 |
|
| 3654 |
V
3654
ValueWorks
New York
| $112M | -$4.98M | -4% | 10.2% | 190% | 33 | 15.15% | 10.3 |
|
| 3655 |
TCM
3655
Towercrest Capital Management
Newtown,
Pennsylvania
| $112M | +$8.43M | +8% | 3.17% | 39.1% | 23 | 0% | 6.7 |
|
| 3656 |
RCI
3656
Redwood Capital Investments
Hanover,
Maryland
| $112M | -$35.5M | -24% | 4.51% | – | 2 | 0% | 3 |
|
| 3657 |
FC
3657
Financial Consulate
Hunt Valley,
Maryland
| $112M | -$18.3M | -14% | 3.59% | 53.3% | 74 | 13.51% | 5 |
|
| 3658 |
CJA
3658
C-J Advisory
San Jose,
California
| $112M | – | – | 5.56% | 39.2% | 125 | – | 0 |
|
| 3659 |
RCG
3659
Ruggie Capital Group
Tavares,
Florida
| $112M | +$3.21M | +3% | 3.74% | 22% | 243 | 26.75% | 1.7 |
|
| 3660 |
MSE
3660
MUFG Securities EMEA
London,
United Kingdom
| $112M | -$212M | -65% | 9.85% | 114% | 37 | 37.84% | 2.9 |
|
| 3661 |
AIA
3661
AIMZ Investment Advisors
Los Altos,
California
| $112M | +$2.77M | +3% | 4.14% | 81.3% | 96 | 7.29% | 6.1 |
|
| 3662 |
SAM
3662
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $112M | +$4.09M | +4% | 2.38% | – | 55 | 3.64% | 10.5 |
|
| 3663 |
HCM
3663
Highlander Capital Management
Short Hills,
New Jersey
| $112M | +$2.24M | +2% | 4.12% | 34.4% | 830 | 9.4% | 9.8 |
|
| 3664 |
EFIC
3664
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $111M | -$975K | -0.9% | 2.08% | 88.9% | 34 | 17.65% | 2.7 |
|
| 3665 |
RAM
3665
RK Asset Management
Grosse Pointe Farms,
Michigan
| $111M | -$701K | -0.6% | 5.07% | 47.6% | 15 | 0% | 7.3 |
|
| 3666 |
WA1
3666
Wimmer Associates 1
Pasadena,
California
| $111M | -$972K | -0.9% | 2.18% | 78.9% | 113 | 6.19% | 2.7 |
|
| 3667 |
TC
3667
Toews Corporation
Northfield,
New Jersey
| $111M | -$127M | -53% | 3.05% | 22% | 110 | 94.55% | 2.1 |
|
| 3668 |
LAM
3668
Lingohr Asset Management
Duesseldorf,
Germany
| $111M | +$11.5M | +12% | 8.67% | 141% | 104 | 42.31% | 4.9 |
|
| 3669 |
CAM
3669
Chesapeake Asset Management
New York
| $110M | -$12.5M | -10% | 2.74% | 153% | 92 | 32.61% | 8.7 |
|
| 3670 |
BHBT
3670
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $110M | +$335K | +0.3% | 1.47% | 67.8% | 138 | 13.04% | 9.2 |
|
| 3671 |
OFG
3671
OTA Financial Group
Purchase,
New York
| $110M | -$20.6M | -16% | 10.8% | 320% | 100 | 83% | 0.7 |
|
| 3672 |
RWG
3672
Regal Wealth Group
Seal Beach,
California
| $110M | +$4.04M | +4% | 2.7% | 17% | 228 | 10.96% | 2.7 |
|
| 3673 |
BA
3673
Bennicas & Associates
Portola Valley,
California
| $110M | -$1.42M | -1% | 1.39% | 40.3% | 86 | 3.49% | 11.4 |
|
| 3674 |
DRS
3674
Deane Retirement Strategies
New Orleans,
Louisiana
| $110M | +$674K | +0.6% | 1.99% | 73.4% | 59 | 47.46% | 4 |
|
| 3675 |
TCA
3675
Teewinot Capital Advisers
New York
| $110M | -$12.5M | -10% | 11.2% | 149% | 58 | 32.76% | 7.6 |
|