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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
BWM
3751
BigSur Wealth Management
Miami,
Florida
| $160M | +$22.5M | +16% | 6.65% | 94.8% | 111 | 18.02% | 1.3 |
|
| 3752 |
BRA
3752
Biechele Royce Advisors
Fishers,
Indiana
| $160M | +$10.6M | +7% | 6.79% | 39.2% | 51 | 11.76% | 0.7 |
|
| 3753 |
PCC
3753
Park Circle Company
Baltimore,
Maryland
| $160M | +$6.53M | +4% | 1.61% | 70.5% | 86 | 15.12% | 2.1 |
|
| 3754 |
CH
3754
Canton Hathaway
Providence,
Rhode Island
| $160M | – | – | 11% | 84.7% | 184 | – | 0 |
|
| 3755 |
FUBT
3755
First United Bank & Trust
Oakland,
Maryland
| $160M | +$8.71M | +6% | 6.49% | 69.2% | 121 | 8.26% | 3.2 |
|
| 3756 |
JGIA
3756
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $160M | +$14.2M | +10% | 6.38% | 54.3% | 231 | 14.29% | 2.1 |
|
| 3757 |
DJC
3757
Daily Journal Corp
Los Angeles,
California
| $159M | -$1.35M | -0.8% | 0.6% | 108% | 4 | 0% | 4.8 |
|
| 3758 |
UCI
3758
Uncommon Cents Investing
Janesville,
Wisconsin
| $159M | +$4.2M | +3% | 4.74% | 83.8% | 84 | 5.95% | 0.7 |
|
| 3759 |
PC
3759
PhiloSmith Capital
Stamford,
Connecticut
| $159M | +$13M | +9% | 6.57% | 54% | 38 | 2.63% | 1.5 |
|
| 3760 |
GC
3760
Gratia Capital
Los Angeles,
California
| $159M | -$58.1M | -27% | 9.68% | 42.4% | 46 | 63.04% | 0.4 |
|
| 3761 |
WC
3761
Westwind Capital
Las Cruces,
New Mexico
| $159M | +$26.7M | +20% | 17% | 87.6% | 49 | 22.45% | 0.6 |
|
| 3762 |
RP
3762
Rice Partnership
Honolulu,
Hawaii
| $159M | +$6.66M | +4% | 7.6% | 123% | 82 | 21.95% | 0.6 |
|
| 3763 |
SC
3763
Scholtz & Company
Stamford,
Connecticut
| $158M | +$15.6M | +11% | 12.3% | 89.2% | 61 | 27.87% | 1 |
|
| 3764 |
BF
3764
Blankinship & Foster
Solana Beach,
California
| $158M | +$7.7M | +5% | 4.12% | 60.4% | 42 | 11.9% | 1.3 |
|
| 3765 |
SAM
3765
Shamrock Asset Management
Dallas,
Texas
| $158M | -$6.18M | -4% | 3.23% | 31% | 299 | 18.73% | 2.6 |
|
| 3766 |
CSUI
3766
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $158M | +$9.85M | +7% | 5.48% | 115% | 33 | 3.03% | 3.6 |
|
| 3767 |
MCM
3767
Mainstay Capital Management
Grand Blanc,
Michigan
| $158M | +$31.4M | +25% | 4.18% | 131% | 476 | 17.02% | 0.6 |
|
| 3768 |
NL
3768
NVWM LLC
Yardley,
Pennsylvania
| $158M | +$14.2M | +10% | 9.28% | 119% | 406 | 22.91% | 0.6 |
|
| 3769 |
MIC
3769
MU Investments Company
Tokyo,
Japan
| $158M | +$15M | +10% | 10.4% | 40.4% | 25 | 0% | 3.7 |
|
| 3770 |
SCA
3770
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $158M | +$9.53M | +6% | 6.64% | 58.6% | 137 | 2.92% | 1.2 |
|
| 3771 |
V
3771
ValueWorks
New York
| $158M | +$1.96M | +1% | 8.42% | 190% | 34 | 20.59% | 2.6 |
|
| 3772 |
SDWMA
3772
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $158M | +$7.35M | +5% | 3.79% | 55% | 60 | 18.33% | 1.4 |
|
| 3773 |
QCM
3773
Quadrant Capital Management
Fairfield,
New Jersey
| $158M | +$17.1M | +12% | 6.2% | 50.3% | 73 | 10.96% | 3 |
|
| 3774 |
CW
3774
Cabot-Wellington
Boston,
Massachusetts
| $158M | +$11.5M | +8% | 3.01% | 65% | 10 | 10% | 4.6 |
|
| 3775 |
SP
3775
SWS Partners
Columbus,
Ohio
| $158M | +$15.2M | +11% | 4.89% | 112% | 107 | 11.21% | 0.6 |
|