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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
RPG
3676
Risk Paradigm Group
Austin,
Texas
| $105M | +$2.47M | +2% | 1.18% | – | 370 | 16.22% | 0.9 |
|
| 3677 |
SG
3677
Somerset Group
Wayzata,
Minnesota
| $105M | -$6.92M | -6% | 1.77% | 84.6% | 75 | 6.67% | 6.7 |
|
| 3678 |
BWM
3678
Bernicke Wealth Management
Altoona,
Wisconsin
| $105M | +$11M | +12% | 1.76% | – | 43 | 4.65% | 1.8 |
|
| 3679 |
WI
3679
Wedgewood Investors
Erie,
Pennsylvania
| $105M | +$1.82M | +2% | 1.03% | – | 132 | 3.03% | 6.9 |
|
| 3680 |
EI
3680
EDMP Inc
Lutz,
Florida
| $105M | -$4.21M | -4% | 3.41% | 71.6% | 60 | 3.33% | 6.5 |
|
| 3681 |
SF
3681
Schooner Foundation
Boston,
Massachusetts
| $105M | -$18.5M | -15% | 15% | 13.8% | 1 | 0% | 3 |
|
| 3682 |
MTM
3682
Millennium TVP Management
New York
| $104M | -$8.37M | -7% | 3.29% | – | 9 | 0% | 3 |
|
| 3683 |
WWM
3683
Willingdon Wealth Management
Huntersville,
North Carolina
| $104M | -$16M | -13% | 1.62% | 15.3% | 100 | 34% | 3.8 |
|
| 3684 |
FA
3684
Financial Advantage
Columbia,
Maryland
| $104M | -$8.95M | -8% | 2.74% | 24.3% | 146 | 27.4% | 6.8 |
|
| 3685 |
GI
3685
Greenwood Investments
Boston,
Massachusetts
| $104M | +$8.72M | +9% | 3.98% | 1.64% | 13 | 0% | 7.4 |
|
| 3686 |
TAG
3686
Tactical Allocation Group
Birmingham,
Michigan
| $104M | -$14.7M | -12% | 1.42% | 15.2% | 20 | 0% | 4.6 |
|
| 3687 |
WA
3687
Wheatland Advisors
Lancaster,
Pennsylvania
| $104M | +$3.76M | +4% | 0.58% | 30.5% | 91 | 8.79% | 5.4 |
|
| 3688 |
SSCM
3688
Summit Street Capital Management
New York
| $104M | -$7.87M | -7% | 0.15% | 217% | 42 | 26.19% | 1.6 |
|
| 3689 |
NMM
3689
NGP MR Management
Dallas,
Texas
| $104M | -$16.3M | -14% | 13.1% | 21.9% | 2 | 0% | 4.5 |
|
| 3690 |
APSP
3690
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $104M | – | – | 0.9% | 62.1% | 252 | – | 0 |
|
| 3691 |
CI
3691
Capital Innovations
Pewaukee,
Wisconsin
| $104M | -$13.1M | -11% | 5.79% | – | 97 | 14.43% | 4.3 |
|
| 3692 |
PC
3692
Pecaut & Co
Sioux City,
Iowa
| $104M | +$1.52M | +1% | 0.09% | 67.6% | 49 | 6.12% | 5 |
|
| 3693 |
TBNY
3693
Trustco Bank (New York)
Albany,
New York
| $103M | -$1.27M | -1% | 0.36% | 131% | 66 | 1.52% | 7.5 |
|
| 3694 |
WCM
3694
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $103M | -$7.47M | -7% | 1.27% | 33.6% | 70 | 5.71% | 4.9 |
|
| 3695 |
BOCM
3695
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $103M | -$1.82M | -2% | 0.76% | 49.6% | 27 | 0% | 1.7 |
|
| 3696 |
RA
3696
Raffles Associates
New York
| $103M | +$7.75M | +8% | 3.14% | 50% | 59 | 16.95% | 5.5 |
|
| 3697 |
PI
3697
Pettee Investors
Rowayton,
Connecticut
| $103M | -$318K | -0.3% | 0.04% | 96.1% | 61 | 4.92% | 5.5 |
|
| 3698 |
PIA
3698
Phoenix Investment Adviser
New York
| $103M | -$73.6M | -42% | 2.08% | 25% | 45 | 31.11% | 3.5 |
|
| 3699 |
CMO
3699
Covenant Multifamily Offices
San Antonio,
Texas
| $103M | +$40.2M | +64% | 0.53% | 38.3% | 47 | 53.19% | 2.2 |
|
| 3700 |
LSCM
3700
LaSalle Street Capital Management
Chicago,
Illinois
| $103M | +$743K | +0.7% | 0.74% | 30.5% | 75 | 8% | 1.9 |
|