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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
RHDIC
3701
R.H. Dinel Investment Counsel
Los Angeles,
California
| $106M | -$5.92M | -5% | 0.39% | 34.1% | 60 | 0% | 4.7 |
|
| 3702 |
LCM
3702
Lafitte Capital Management
Austin,
Texas
| $106M | -$4.96M | -4% | 6.45% | 55.2% | 25 | 28% | 3.1 |
|
| 3703 |
LRM
3703
Lime Rock Management
Westport,
Connecticut
| $106M | +$24.7M | +30% | 4.35% | 40.2% | 3 | 0% | 5.3 |
|
| 3704 |
CG
3704
Cleary Gull
Milwaukee,
Wisconsin
| $106M | – | – | 2.5% | – | 75 | – | 0 |
|
| 3705 |
GCM
3705
Gibraltar Capital Management
Tulsa,
Oklahoma
| $106M | -$5.98M | -5% | 1.47% | 56.6% | 40 | 30% | 0.9 |
|
| 3706 |
HRCM
3706
Hawk Ridge Capital Management
Los Angeles,
California
| $106M | +$21.1M | +25% | 3.46% | 84.9% | 33 | 36.36% | 1.8 |
|
| 3707 |
GCA
3707
GSI Capital Advisors
Newport Beach,
California
| $105M | -$15.6M | -13% | 3.78% | 39.7% | 37 | 48.65% | 2.6 |
|
| 3708 |
AEC
3708
Advance Emerging Capital
London,
United Kingdom
| $105M | -$3.82M | -3% | 0% | – | 15 | 20% | 4.6 |
|
| 3709 |
SIC
3709
Shoker Investment Counsel
Oxford,
Ohio
| $105M | -$2.7M | -3% | 0.32% | 83.8% | 103 | 10.68% | 4.1 |
|
| 3710 |
PWPCM
3710
Perella Weinberg Partners Capital Management
New York
| $105M | -$416M | -80% | 6.02% | 1.52% | 103 | 74.76% | 1.2 |
|
| 3711 |
ABP
3711
Arthur B. Page
| $105M | -$150K | -0.1% | 0.46% | 40.4% | 74 | 10.81% | 4.3 |
|
| 3712 |
IRS
3712
Invictus RG (Singapore)
Singapore
| $105M | +$12.8M | +14% | 4.01% | – | 789 | 50.95% | 2.4 |
|
| 3713 |
BOCM
3713
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $105M | +$1.77M | +2% | 1.84% | 49.6% | 34 | 41.18% | 0.7 |
|
| 3714 |
CCPM
3714
Cooper Creek Partners Management
New York
| $105M | +$10M | +11% | 0.14% | 86.4% | 41 | 46.34% | 1.9 |
|
| 3715 |
LA
3715
Lau Associates
Greenville,
Delaware
| $105M | -$4.83M | -4% | 0.41% | 44.5% | 67 | 5.97% | 6.1 |
|
| 3716 |
SAM
3716
Security Asset Management
New York
| $105M | +$4.25M | +4% | 3.11% | 67.4% | 80 | 11.25% | 0.9 |
|
| 3717 |
AWM
3717
AllSquare Wealth Management
Albany,
New York
| $105M | +$2.24M | +2% | 1.49% | 62.4% | 348 | 11.49% | 0.9 |
|
| 3718 |
TBNY
3718
Trustco Bank (New York)
Albany,
New York
| $105M | -$5.87M | -5% | 1.77% | 131% | 67 | 2.99% | 6.6 |
|
| 3719 |
CCG
3719
Crescent Capital Group
Los Angeles,
California
| $104M | +$2.25M | +2% | 3.03% | 7.88% | 11 | 9.09% | 4.5 |
|
| 3720 |
IVMX
3720
Institutional Venture Management XIV
Menlo Park,
California
| $104M | -$5.96M | -5% | 5.4% | 18.1% | 2 | 0% | 1 |
|
| 3721 |
CCM
3721
Courage Capital Management
Nashville,
Tennessee
| $104M | +$15.3M | +17% | 1.18% | 86.5% | 36 | 52.78% | 2.4 |
|
| 3722 |
TCM
3722
Traynor Capital Management
Malvern,
Pennsylvania
| $104M | +$18.2M | +21% | 6.61% | 225% | 136 | 27.94% | 0.8 |
|
| 3723 |
DRS
3723
Deane Retirement Strategies
New Orleans,
Louisiana
| $104M | +$157K | +0.2% | 2.82% | 73.4% | 61 | 36.07% | 0.7 |
|
| 3724 |
JSA
3724
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $104M | +$1.18M | +1% | 5.02% | 70.3% | 36 | 22.22% | 0.8 |
|
| 3725 |
SC
3725
Scholtz & Company
Stamford,
Connecticut
| $104M | +$5.35M | +5% | 4.78% | 89.2% | 61 | 34.43% | 2.3 |
|