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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
PIM
3726
Progressive Investment Management
Lake Oswego,
Oregon
| $133M | +$4.11M | +3% | 3.57% | 126% | 46 | 4.35% | 9.7 |
|
| 3727 |
WPA
3727
West Paces Advisors
Atlanta,
Georgia
| $133M | +$6.66M | +5% | 2.96% | 57.7% | 517 | 11.03% | 2.9 |
|
| 3728 |
AIS
3728
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $133M | +$11M | +9% | 4.81% | 6.74% | 577 | 42.46% | 3.6 |
|
| 3729 |
WA
3729
WP Advisors
San Francisco,
California
| $132M | -$5.58M | -4% | 5.33% | 95.5% | 70 | 4.29% | 2.7 |
|
| 3730 |
SJL
3730
Shayne & Jacobs LLC
Nashville,
Tennessee
| $132M | +$6.6M | +5% | 5.64% | 73.4% | 26 | 0% | 12.3 |
|
| 3731 |
HCM
3731
Hutner Capital Management
Manchester,
Vermont
| $132M | +$2.37M | +2% | 1.94% | 52.2% | 43 | 2.33% | 3.9 |
|
| 3732 |
SIC
3732
Shoker Investment Counsel
Oxford,
Ohio
| $132M | +$4.78M | +4% | 4.88% | 83.8% | 109 | 8.26% | 11.3 |
|
| 3733 |
GA
3733
Gagnon Advisors
New York
| $132M | +$16M | +14% | 18% | 129% | 30 | 13.33% | 8.4 |
|
| 3734 |
SHI
3734
SV Health Investors
Boston,
Massachusetts
| $132M | +$39M | +42% | 13.5% | 97.4% | 7 | 14.29% | 7.9 |
|
| 3735 |
CWM
3735
Concentric Wealth Management
Lafayette,
California
| $132M | +$5.83M | +5% | 3.84% | 33.4% | 88 | 4.55% | 2.8 |
|
| 3736 |
PP
3736
Pension Partners
New York
| $132M | +$18.5M | +16% | 4.84% | – | 16 | 50% | 1.9 |
|
| 3737 |
DHRFI
3737
DCM Hybrid RMB Fund International
Menlo Park,
California
| $132M | +$9.49M | +8% | 13.3% | – | 3 | 0% | 4.3 |
|
| 3738 |
MA
3738
Menlo Advisors
Menlo Park,
California
| $132M | -$4.43M | -3% | 4.74% | 108% | 45 | 6.67% | 10.9 |
|
| 3739 |
VAM
3739
Verity Asset Management
Durham,
North Carolina
| $132M | -$1.87M | -1% | 3.13% | 79.7% | 144 | 31.25% | 3.2 |
|
| 3740 |
TWA
3740
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $132M | +$3.06M | +2% | 4.46% | 27.4% | 48 | 12.5% | 7.2 |
|
| 3741 |
VVM
3741
Versant Venture Management
San Francisco,
California
| $131M | +$4.25M | +3% | 12.6% | 409% | 8 | 0% | 6.6 |
|
| 3742 |
CNC
3742
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $131M | +$4.21M | +3% | 2.8% | 73.3% | 101 | 9.9% | 11.8 |
|
| 3743 |
CAIMH
3743
Central Asset Investments & Management Holdings
Hong Kong
| $131M | -$1.5M | -1% | 18.3% | 3,210% | 32 | 65.63% | 1.4 |
|
| 3744 |
4IG
3744
440 Investment Group
Overland Park,
Kansas
| $131M | +$5.77M | +5% | 3.72% | – | 102 | 25.49% | 1.5 |
|
| 3745 |
SLA
3745
Silver Lake Advisory
Cottonwood Heights,
Utah
| $131M | -$3.77M | -3% | 2.94% | 70.9% | 87 | 8.05% | 10.2 |
|
| 3746 |
BOIA
3746
Bush ODonnell Investment Advisors
St Louis,
Missouri
| $131M | -$30.8M | -19% | 1.98% | 45.9% | 52 | 5.77% | 13.2 |
|
| 3747 |
IF
3747
IRON Financial
Northbrook,
Illinois
| $131M | +$18.3M | +16% | 3% | 51.4% | 84 | 23.81% | 6.3 |
|
| 3748 |
SWA
3748
Sutton Wealth Advisors
Tampa,
Florida
| $131M | +$4.7M | +4% | 4.34% | 40.9% | 1,122 | 7.58% | 5.3 |
|
| 3749 |
DDC
3749
Daniel Devine & Co
Parkland,
Florida
| $131M | +$8.27M | +7% | 4.68% | 34.2% | 51 | 11.76% | 8.7 |
|
| 3750 |
AFS
3750
Access Financial Services
Minneapolis,
Minnesota
| $131M | +$8.71M | +7% | 3.04% | 44.8% | 74 | 10.81% | 2.5 |
|