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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 |
EPP
3651
ETF Portfolio Partners
Leawood,
Kansas
| $139M | +$4.08M | +3% | 2.11% | 44.3% | 20 | 5% | 7.6 |
|
| 3652 |
LFA
3652
Landmark Financial Advisors
Bowling Green,
Kentucky
| $139M | +$4.8M | +4% | 1.82% | 11.8% | 55 | 7.27% | 7.9 |
|
| 3653 |
SHIM
3653
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $139M | +$5.68M | +4% | 1.53% | 53.1% | 39 | 7.69% | 1.8 |
|
| 3654 |
PAM
3654
Pope Asset Management
Memphis,
Tennessee
| $139M | -$16M | -10% | 0.44% | – | 29 | 0% | 11.6 |
|
| 3655 |
CAS
3655
Cue Advisory Services
Phoenix,
Arizona
| $139M | +$6.97M | +5% | 2.43% | 52.3% | 170 | 14.71% | 6.4 |
|
| 3656 |
UWPG
3656
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $139M | +$18.4M | +15% | 2.52% | 62.2% | 170 | 21.76% | 1.1 |
|
| 3657 |
CVGPI
3657
Commonwealth Venture (GP) Partners IV
Woburn,
Massachusetts
| $139M | -$140M | -50% | 29.3% | – | 1 | 0% | 2 |
|
| 3658 |
BOC
3658
Barbara Oil Co
Chicago,
Illinois
| $139M | +$4.08M | +3% | 3.36% | 76.9% | 85 | 3.53% | 10.9 |
|
| 3659 |
SV
3659
Stilwell Value
New York
| $139M | -$1.73M | -1% | 0.03% | 87.9% | 45 | 17.78% | 6.3 |
|
| 3660 |
SL
3660
SOF Ltd
George Town,
Cayman Islands
| $138M | +$6.36M | +5% | 4.81% | 42.3% | 1 | 0% | 2 |
|
| 3661 |
HM
3661
HCSF Management
San Francisco,
California
| $138M | +$633K | +0.5% | 2.57% | 58.8% | 12 | 16.67% | 6.5 |
|
| 3662 |
KAM
3662
Kassirer Asset Management
Toronto,
Ontario, Canada
| $138M | -$5.54M | -4% | 17.9% | 577% | 123 | 74.8% | 1 |
|
| 3663 |
BCM
3663
Billings Capital Management
Arlington,
Virginia
| $138M | +$20.5M | +17% | 5.57% | – | 10 | 40% | 3.8 |
|
| 3664 |
IIM
3664
Ironwood Investment Management
Boston,
Massachusetts
| $138M | +$4.5M | +3% | 5.18% | 164% | 170 | 7.65% | 11.3 |
|
| 3665 |
LCM
3665
Lucas Capital Management
Red Bank,
New Jersey
| $138M | +$3.12M | +2% | 2.4% | 44.5% | 132 | 18.94% | 10.4 |
|
| 3666 |
YCM
3666
Yost Capital Management
Houston,
Texas
| $138M | -$25.5M | -16% | 3.49% | 125% | 13 | 30.77% | 3.8 |
|
| 3667 |
WA
3667
WP Advisors
San Francisco,
California
| $138M | -$21.3M | -13% | 0.44% | 95.5% | 74 | 14.86% | 1.7 |
|
| 3668 |
FCCM
3668
First City Capital Management
Savannah,
Georgia
| $138M | +$2.11M | +2% | 1.85% | 76.5% | 143 | 5.59% | 12.6 |
|
| 3669 |
FIM
3669
Fernwood Investment Management
Quincy,
Massachusetts
| $138M | +$12.2M | +10% | 6.93% | 83.4% | 149 | 16.78% | 9 |
|
| 3670 |
PA
3670
Perennial Advisors
New York
| $138M | +$7.89M | +6% | 3.32% | – | 206 | 17.48% | 1.7 |
|
| 3671 |
WAM
3671
Wilsey Asset Management
San Diego,
California
| $138M | -$5.08M | -4% | 0.22% | 55% | 19 | 5.26% | 11.2 |
|
| 3672 |
SA
3672
Sicart Associates
New York
| $138M | -$784K | -0.6% | 4.08% | 99.1% | 89 | 15.73% | 1.8 |
|
| 3673 |
SP
3673
Summit Partners
Boston,
Massachusetts
| $138M | -$95.9M | -41% | 15.9% | 13.7% | 7 | 14.29% | 9.3 |
|
| 3674 |
SCM
3674
Stellar Capital Management
Phoenix,
Arizona
| $137M | +$6.16M | +5% | 4.03% | 23.4% | 73 | 2.74% | 10.3 |
|
| 3675 |
SNB
3675
Security National Bank
Omaha,
Nebraska
| $137M | +$3.81M | +3% | 2.89% | 113% | 67 | 4.48% | 1 |
|