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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
EFIC
3776
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $157M | +$8.99M | +6% | 7.55% | 88.9% | 40 | 10% | 2 |
|
| 3777 |
HA
3777
Hays Advisory
Franklin,
Tennessee
| $157M | -$23.9M | -13% | 3.37% | 31.8% | 87 | 25.29% | 1.8 |
|
| 3778 |
JC
3778
JCSD Capital
Walnut Creek,
California
| $157M | +$15.7M | +11% | 1.22% | – | 51 | 11.76% | 1.5 |
|
| 3779 |
KCMRT
3779
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $157M | +$9.81M | +7% | 4.33% | 21.9% | 41 | 4.88% | 4.5 |
|
| 3780 |
TWS
3780
Thomas W. Smith
| $157M | +$4.58M | +3% | 13.9% | – | 10 | 0% | 4.5 |
|
| 3781 |
PWSG
3781
Pacific Wealth Strategies Group
Santa Barbara,
California
| $156M | +$11.5M | +8% | 6.12% | 75.5% | 82 | 4.88% | 1.6 |
|
| 3782 |
EIA
3782
Eldridge Investment Advisors
Manchester,
New Hampshire
| $156M | +$15M | +11% | 5.28% | 50.9% | 72 | 16.67% | 0.6 |
|
| 3783 |
HKIM
3783
Hayek Kallen Investment Management
Fairhope,
Alabama
| $156M | +$11.4M | +8% | 9.69% | 71.9% | 68 | 4.41% | 3.8 |
|
| 3784 |
VFPI
3784
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $156M | +$5.05M | +3% | 5.01% | 13.1% | 85 | 12.94% | 1 |
|
| 3785 |
KCM
3785
Kempner Capital Management
Galveston,
Texas
| $156M | +$3.96M | +3% | 2.67% | 60.9% | 66 | 30.3% | 3.3 |
|
| 3786 |
CAM
3786
Capco Asset Management
Tampa,
Florida
| $156M | +$14.9M | +11% | 15.8% | 46.1% | 23 | 8.7% | 1.4 |
|
| 3787 |
SCM
3787
Stellar Capital Management
Phoenix,
Arizona
| $156M | +$3.41M | +2% | 3.42% | 23.4% | 84 | 5.95% | 3.1 |
|
| 3788 |
GAAM
3788
Guinness Atkinson Asset Management
Pasadena,
California
| $156M | -$22.3M | -13% | 0.24% | 132% | 63 | 6.35% | 3.6 |
|
| 3789 |
DM
3789
Delphi Management
Brookline,
Massachusetts
| $156M | -$6.44M | -4% | 1.52% | 111% | 92 | 11.96% | 2.2 |
|
| 3790 |
HAM
3790
Hillswick Asset Management
Stamford,
Connecticut
| $155M | +$10.6M | +7% | 7.4% | 40.2% | 13 | 0% | 3.6 |
|
| 3791 |
AIA
3791
AIMZ Investment Advisors
Los Altos,
California
| $155M | +$14.2M | +10% | 9.44% | 81.3% | 104 | 4.81% | 3 |
|
| 3792 |
JA
3792
JVL Advisors
Houston,
Texas
| $155M | -$5.89M | -4% | 2.74% | 89.4% | 9 | 22.22% | 2 |
|
| 3793 |
HCA
3793
Horan Capital Advisors
Cincinnati,
Ohio
| $155M | -$567K | -0.4% | 7.68% | 26.6% | 78 | 10.26% | 2.6 |
|
| 3794 |
VST
3794
Van Strum & Towne
San Francisco,
California
| $155M | +$10.5M | +7% | 7.6% | 62.2% | 70 | 5.71% | 3.8 |
|
| 3795 |
TCCM
3795
Timber Creek Capital Management
Boston,
Massachusetts
| $155M | +$1.5M | +1% | 8.39% | 139% | 124 | 3.23% | 3.7 |
|
| 3796 |
CCPM
3796
Cooper Creek Partners Management
New York
| $155M | -$18M | -10% | 0.95% | 86.4% | 49 | 69.39% | 0.3 |
|
| 3797 |
BC
3797
Birchview Capital
Burlington,
Vermont
| $155M | +$7.79M | +5% | 9.58% | 327% | 58 | 15.52% | 1.8 |
|
| 3798 |
ODG
3798
O'Dell Group
Cincinnati,
Ohio
| $155M | +$8.03M | +5% | 5.85% | 72.2% | 43 | 20.93% | 1.4 |
|
| 3799 |
PCR
3799
Potrero Capital Research
San Francisco,
California
| $155M | +$20.5M | +15% | 9.99% | 226% | 53 | 41.51% | 0.9 |
|
| 3800 |
BSG
3800
Black Swift Group
Boulder,
Colorado
| $155M | -$65.7M | -30% | 10.8% | 139% | 101 | 67.33% | 0.3 |
|