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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
GI
3801
Greenwood Investments
Boston,
Massachusetts
| $95.4M | +$2.38M | +3% | 6.63% | 1.64% | 14 | 7.14% | 6.4 |
|
| 3802 |
LFA
3802
Landmark Financial Advisors
Bowling Green,
Kentucky
| $95.2M | -$1.68M | -2% | 1.23% | 11.8% | 55 | 9.09% | 1 |
|
| 3803 |
RA
3803
Raffles Associates
New York
| $95.2M | -$10.1M | -10% | 1.64% | 50% | 63 | 20.63% | 4.6 |
|
| 3804 |
IM
3804
ISF Management
New York
| $95M | -$4.89M | -5% | 2.34% | – | 21 | 4.76% | 1 |
|
| 3805 |
DFIM
3805
Detwiler Fenton Investment Management
Boston,
Massachusetts
| $95M | +$6.42M | +7% | 10.1% | – | 96 | 35.42% | 2.5 |
|
| 3806 |
MMA
3806
Miracle Mile Advisors
Los Angeles,
California
| $94.6M | +$1.56M | +2% | 5.48% | 56% | 41 | 53.66% | 1.3 |
|
| 3807 |
ASI
3807
All-Stars Investment
Hong Kong
| $94.1M | -$23.1M | -20% | 0.32% | 41.7% | 14 | 42.86% | 2.2 |
|
| 3808 |
AG
3808
Appleton Group
Appleton,
Wisconsin
| $94M | +$11.4M | +14% | 1.94% | 58.3% | 25 | 20% | 3.8 |
|
| 3809 |
BWM
3809
Bernicke Wealth Management
Altoona,
Wisconsin
| $93.8M | -$7.98M | -8% | 1.22% | – | 52 | 30.77% | 0.8 |
|
| 3810 |
GC
3810
Gruss & Co
West Palm Beach,
Florida
| $93.7M | +$23.3M | +33% | 4.49% | 163% | 52 | 50% | 3.5 |
|
| 3811 |
DMC
3811
Drexel Morgan & Co
Radnor,
Pennsylvania
| $93.6M | +$5M | +6% | 0.41% | 50.1% | 111 | 28.83% | 4.7 |
|
| 3812 |
OAM
3812
Orinda Asset Management
Lafayette,
California
| $93.5M | +$4.96M | +6% | 6.73% | 28.4% | 189 | 74.6% | 1.1 |
|
| 3813 |
PCM
3813
Potomac Capital Management
New York
| $93.2M | +$6.5M | +7% | 2.68% | – | 98 | 48.98% | 2.2 |
|
| 3814 |
SIS
3814
Sandell Investment Services
New York
| $93.1M | -$11.8M | -11% | 6.64% | – | 30 | 73.33% | 0.9 |
|
| 3815 |
HM
3815
Harvest Management
New York
| $93M | +$22.1M | +31% | 30.8% | 610% | 100 | 72% | 1.3 |
|
| 3816 |
SNBOSCI
3816
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $93M | +$3.67M | +4% | 0.12% | 61% | 83 | 10.84% | 5.6 |
|
| 3817 |
OFS
3817
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $92.9M | -$1.42M | -2% | 3.07% | – | 197 | 9.14% | 5.9 |
|
| 3818 |
BCM
3818
Brightfield Capital Management
New York
| $92.4M | -$2.01M | -2% | 1.66% | – | 49 | 40.82% | 2.7 |
|
| 3819 |
ODCM
3819
Old Dominion Capital Management
Charlottesville,
Virginia
| $92.4M | -$4.33M | -4% | 2.3% | 45.9% | 49 | 2.04% | 5.9 |
|
| 3820 |
MIM
3820
Merion Investment Management
Bay Harbor Islands,
Florida
| $92.3M | -$378M | -80% | 1.6% | 27.6% | 20 | 40% | 2.1 |
|
| 3821 |
LWM
3821
Lyons Wealth Management
Winter Park,
Florida
| $92.2M | -$3.22M | -3% | 1.79% | 40.1% | 75 | 42.67% | 2.9 |
|
| 3822 |
BHBT
3822
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $91.9M | -$8.03M | -8% | 0.01% | 67.8% | 111 | 11.71% | 6.2 |
|
| 3823 |
HVC
3823
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| $91.8M | +$37M | +68% | 8.4% | 19% | 39 | 38.46% | 2 |
|
| 3824 |
LCP
3824
Lamond Capital Partners
San Francisco,
California
| $91.5M | -$61.2M | -40% | 21.2% | 54.3% | 22 | 77.27% | 0.7 |
|
| 3825 |
IAM
3825
Ion Asset Management
Herzliya,
Israel
| $91.1M | -$6.77M | -7% | 8.09% | 125% | 22 | 45.45% | 0.7 |
|