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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
SI
3676
Shaker Investments
Cleveland,
Ohio
| $162M | +$951K | +0.6% | 11.2% | 205% | 87 | 27.59% | 1.7 |
|
| 3677 |
EHWM
3677
Eads & Heald Wealth Management
Atlanta,
Georgia
| $162M | +$4.47M | +3% | 3.07% | 84.4% | 127 | 4.72% | 4 |
|
| 3678 |
PA
3678
Perennial Advisors
New York
| $162M | +$3.76M | +2% | 1.92% | – | 225 | 15.56% | 1.2 |
|
| 3679 |
AEM
3679
ACON Equity Management
Washington,
District of Columbia
| $162M | +$56.1M | +53% | 52.9% | 32.1% | 1 | 0% | 0.5 |
|
| 3680 |
MC
3680
Miles Capital
West Des Moines,
Iowa
| $162M | -$18.9M | -10% | 2.95% | 15.4% | 223 | 21.08% | 1.5 |
|
| 3681 |
SM
3681
Saya Management
New York
| $162M | +$3.04M | +2% | 0.84% | 34.8% | 11 | 27.27% | 0.5 |
|
| 3682 |
DM
3682
Delphi Management
Brookline,
Massachusetts
| $162M | -$2.25M | -1% | 0.3% | 111% | 97 | 25.77% | 2 |
|
| 3683 |
EVC
3683
Eidelman Virant Capital
Saint Louis,
Missouri
| $162M | +$9.08M | +6% | 7.95% | 46.2% | 118 | 16.1% | 2.7 |
|
| 3684 |
LPIC
3684
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $162M | -$1.14M | -0.7% | 1.99% | 64.1% | 169 | 17.75% | 1.2 |
|
| 3685 |
CPI
3685
Crestview Partners II
New York
| $161M | -$24M | -13% | 9.65% | 157% | 3 | 33.33% | 1.3 |
|
| 3686 |
RHAM
3686
Round Hill Asset Management
Pasadena,
California
| $161M | -$4.15M | -3% | 4.02% | 43.2% | 64 | 9.38% | 1.4 |
|
| 3687 |
FM
3687
Family Management
New York
| $161M | +$28.3M | +21% | 7.32% | 69% | 84 | 33.33% | 1.8 |
|
| 3688 |
LFA
3688
Landmark Financial Advisors
Bowling Green,
Kentucky
| $161M | +$1.92M | +1% | 0.95% | 11.8% | 55 | 7.27% | 2.9 |
|
| 3689 |
JA
3689
JVL Advisors
Houston,
Texas
| $161M | -$48.8M | -23% | 21.4% | 89.4% | 9 | 22.22% | 2.4 |
|
| 3690 |
LWA
3690
Lowe Wealth Advisors
Columbia,
Maryland
| $161M | +$1.8M | +1% | 1.95% | 63.3% | 277 | 7.58% | 2.5 |
|
| 3691 |
FRGX
3691
First Reserve GP XIII
Stamford,
Connecticut
| $161M | +$10.3M | +7% | 6.86% | 5.56% | 1 | 0% | 0.5 |
|
| 3692 |
KAM
3692
Knightsbridge Asset Management
Newport Beach,
California
| $161M | +$40K | +0% | 5.27% | 150% | 30 | 23.33% | 2 |
|
| 3693 |
DJC
3693
Daily Journal Corp
Los Angeles,
California
| $161M | +$569K | +0.4% | 0.68% | 108% | 4 | 0% | 4.5 |
|
| 3694 |
BW
3694
Biegel & Waller
Columbia,
Maryland
| $161M | +$3.11M | +2% | 1.68% | 28.2% | 73 | 24.66% | 1 |
|
| 3695 |
LAM
3695
Lingohr Asset Management
Duesseldorf,
Germany
| $160M | +$286K | +0.2% | 0.17% | 141% | 143 | 45.45% | 1.3 |
|
| 3696 |
CA
3696
Cumberland Advisors
Sarasota,
Florida
| $160M | -$3.36M | -2% | 0.01% | 73.5% | 47 | 23.4% | 1.6 |
|
| 3697 |
TF
3697
TLWM Financial
San Antonio,
Texas
| $160M | +$9.68M | +6% | 1.23% | 53.9% | 55 | 12.73% | 0.4 |
|
| 3698 |
CCCPI
3698
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $160M | +$47.8M | +43% | 8.29% | 47.7% | 4 | 25% | 2.6 |
|
| 3699 |
FNBOH
3699
First National Bank of Hutchinson
Hutchinson,
Kansas
| $160M | +$903K | +0.6% | 5.03% | 121% | 81 | 13.58% | 2.6 |
|
| 3700 |
P3I
3700
Progeny 3 Inc
Kirkland,
Washington
| $160M | -$8.89M | -5% | 0.67% | 96.8% | 36 | 41.67% | 1.1 |
|