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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
JFA
3726
Johanson Financial Advisors
Campbell,
California
| $158M | +$6.78M | +4% | 2.58% | 101% | 87 | 6.9% | 1.2 |
|
| 3727 |
MAS
3727
Madden Advisory Services
Jacksonville,
Florida
| $158M | -$7.36M | -4% | 2.61% | 52.3% | 84 | 9.52% | 4.1 |
|
| 3728 |
AF
3728
AMG Funds
Stamford,
Connecticut
| $157M | -$15.1M | -9% | 2.37% | 6.28% | 114 | 8.77% | 1.5 |
|
| 3729 |
OLA
3729
Oliver Luxxe Assets
Gladstone,
New Jersey
| $157M | -$4.49M | -3% | 0.41% | 137% | 90 | 5.56% | 1.4 |
|
| 3730 |
HM
3730
Harvest Management
New York
| $157M | -$44.2M | -22% | 9.59% | 610% | 152 | 69.74% | 0.4 |
|
| 3731 |
DIM
3731
DC Investments Management
Mclean,
Virginia
| $157M | +$8.18M | +5% | 3.69% | 56.3% | 424 | 73.82% | 0.2 |
|
| 3732 |
SNB
3732
Security National Bank
Omaha,
Nebraska
| $157M | +$7.76M | +5% | 4.8% | 113% | 65 | 4.62% | 1.1 |
|
| 3733 |
SHIM
3733
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $157M | +$3.1M | +2% | 0% | 53.1% | 50 | 20% | 1 |
|
| 3734 |
AC
3734
AMS Capital
Sao Paulo,
Brazil
| $157M | +$45.3M | +41% | 10.4% | 63.1% | 49 | 93.88% | 0 |
|
| 3735 |
JAM
3735
JW Asset Management
Miami Beach,
Florida
| $157M | +$55.4M | +55% | 16.6% | 251% | 23 | 17.39% | 2 |
|
| 3736 |
BIA
3736
BMT Investment Advisors
Berwyn,
Pennsylvania
| $157M | +$8.4M | +6% | 5.91% | – | 82 | 4.88% | 0.7 |
|
| 3737 |
IAM
3737
Integre Asset Management
New York
| $157M | +$3.7M | +2% | 3.15% | 74.1% | 116 | 37.93% | 2 |
|
| 3738 |
SAM
3738
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $156M | +$5.46M | +4% | 2.9% | – | 75 | 5.33% | 3.1 |
|
| 3739 |
FDS
3739
First Dallas Securities
Dallas,
Texas
| $156M | +$3.27M | +2% | 5.28% | 163% | 116 | 18.1% | 2.7 |
|
| 3740 |
FRA
3740
Front Row Advisors
Tiburon,
California
| $156M | +$13.5M | +9% | 3.99% | 142% | 1,067 | 14.53% | 0.4 |
|
| 3741 |
KAM
3741
Kassirer Asset Management
Toronto,
Ontario, Canada
| $156M | -$16.4M | -10% | 19.6% | 577% | 98 | 53.06% | 0.6 |
|
| 3742 |
V
3742
ValueWorks
New York
| $156M | +$24.9M | +19% | 5.53% | 190% | 30 | 13.33% | 2.7 |
|
| 3743 |
HCA
3743
Horan Capital Advisors
Cincinnati,
Ohio
| $156M | +$3.23M | +2% | 1.65% | 26.6% | 74 | 10.81% | 2.5 |
|
| 3744 |
CGI
3744
Cougar Global Investments
Toronto,
Ontario, Canada
| $156M | -$359K | -0.2% | 1.97% | 17.4% | 17 | 17.65% | 1 |
|
| 3745 |
AGPM
3745
ASA Gold & Precious Metals
Portland,
Maine
| $156M | +$4.12M | +3% | 2.08% | 7.34% | 17 | 5.88% | 4 |
|
| 3746 |
WIM
3746
Wilen Investment Management
Bonita Springs,
Florida
| $156M | +$9.46M | +6% | 7.44% | 79.9% | 63 | 6.35% | 3.8 |
|
| 3747 |
BOC
3747
Barbara Oil Co
Chicago,
Illinois
| $156M | +$1.66M | +1% | 1.64% | 76.9% | 86 | 2.33% | 3.4 |
|
| 3748 |
CHJWM
3748
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $155M | +$6.48M | +4% | 3.48% | 58.2% | 90 | 7.78% | 2.8 |
|
| 3749 |
UCI
3749
Uncommon Cents Investing
Janesville,
Wisconsin
| $155M | +$13.7M | +10% | 2.65% | 83.8% | 86 | 9.3% | 0.5 |
|
| 3750 |
SL
3750
SOF Ltd
George Town,
Cayman Islands
| $155M | -$2.44M | -2% | 1.55% | 42.3% | 1 | 0% | 1.5 |
|