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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
HWP
3651
Hefty Wealth Partners
Auburn,
Indiana
| $137M | +$18.1M | +15% | 3.48% | – | 275 | 23.64% | 0.9 |
|
| 3652 |
MCP
3652
Mirador Capital Partners
Pleasanton,
California
| $137M | +$12.7M | +10% | 5.95% | 120% | 151 | 29.8% | 0.6 |
|
| 3653 |
AF
3653
Aristotle Fund
Portland,
Maine
| $137M | +$8.74M | +7% | 0.37% | 3.11% | 11 | 9.09% | 0.8 |
|
| 3654 |
SFS
3654
Summit Financial Strategies
Columbus,
Ohio
| $137M | -$9.63M | -7% | 5.04% | 59.4% | 47 | 27.66% | 1.7 |
|
| 3655 |
MCM
3655
Mengis Capital Management
Portland,
Oregon
| $137M | +$10.8M | +9% | 5.14% | 104% | 128 | 14.06% | 1.7 |
|
| 3656 |
CIAS
3656
Capital Investment Advisory Services
Raleigh,
North Carolina
| $136M | +$21M | +18% | 4.54% | 69.3% | 155 | 27.1% | 0.2 |
|
| 3657 |
BAM
3657
Boyar Asset Management
New York
| $136M | +$36M | +36% | 4.35% | 75.5% | 69 | 5.8% | 3.1 |
|
| 3658 |
FCCM
3658
First City Capital Management
Savannah,
Georgia
| $136M | +$2.6M | +2% | 3.87% | 76.5% | 144 | 7.64% | 3 |
|
| 3659 |
LRIC
3659
Long Road Investment Counsel
Kalamazoo,
Michigan
| $136M | +$5.64M | +4% | 5.22% | 53.8% | 70 | 1.43% | 2.1 |
|
| 3660 |
PC
3660
PhiloSmith Capital
Stamford,
Connecticut
| $136M | +$8.1M | +6% | 3.66% | 54% | 45 | 31.11% | 0.2 |
|
| 3661 |
BPI
3661
Battery Partners IX
Boston,
Massachusetts
| $136M | -$27.4M | -17% | 5.66% | 322% | 4 | 0% | 1.6 |
|
| 3662 |
AMM
3662
American Money Management
Rancho Santa Fe,
California
| $135M | +$11.2M | +9% | 5.41% | 65% | 79 | 15.19% | 2.4 |
|
| 3663 |
MPAM
3663
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $135M | -$2.77M | -2% | 3.56% | 75.1% | 94 | 15.96% | 2.9 |
|
| 3664 |
MAS
3664
Managed Account Services
Coconut Grove,
Florida
| $135M | +$5.01M | +4% | 4.73% | 32.4% | 62 | 6.45% | 0.2 |
|
| 3665 |
EPP
3665
ETF Portfolio Partners
Leawood,
Kansas
| $135M | +$8.09M | +6% | 3.9% | 44.3% | 20 | 5% | 1.8 |
|
| 3666 |
HIM
3666
Harbour Investment Management
Edmonds,
Washington
| $135M | +$3.34M | +3% | 5.1% | 58.8% | 70 | 8.57% | 3.3 |
|
| 3667 |
AIM
3667
Aspen Investment Management
Grand Rapids,
Michigan
| $135M | +$2.27M | +2% | 3.18% | 84.9% | 132 | 3.79% | 2.8 |
|
| 3668 |
LCM
3668
Lucas Capital Management
Red Bank,
New Jersey
| $135M | -$3.61M | -3% | 2.49% | 44.5% | 122 | 16.39% | 2.7 |
|
| 3669 |
BOC
3669
Barbara Oil Co
Chicago,
Illinois
| $135M | +$6.13M | +5% | 4.63% | 76.9% | 88 | 12.5% | 2.5 |
|
| 3670 |
RWM
3670
Rench Wealth Management
Denton,
Texas
| $135M | +$8.55M | +7% | 4.95% | 106% | 52 | 11.54% | 2 |
|
| 3671 |
OPPM
3671
Opus Point Partners Management
New York
| $135M | +$9.21M | +7% | 17.7% | 85.2% | 69 | 20.29% | 0.9 |
|
| 3672 |
JSL
3672
JT Stratford LLC
Gainesville,
Georgia
| $135M | +$15.6M | +13% | 5.2% | 103% | 123 | 31.71% | 0.2 |
|
| 3673 |
BCVI
3673
Bain Capital Venture Investors
Boston,
Massachusetts
| $135M | +$25.2M | +23% | 23.1% | 34.2% | 1 | 0% | 1.5 |
|
| 3674 |
GIM
3674
Groesbeck Investment Management
Paramus,
New Jersey
| $134M | +$6.45M | +5% | 5.32% | 147% | 89 | 7.87% | 1.9 |
|
| 3675 |
LFA
3675
Landmark Financial Advisors
Bowling Green,
Kentucky
| $134M | +$9.41M | +8% | 3.74% | 11.8% | 55 | 7.27% | 1.8 |
|