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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
CAW
3801
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $154M | +$7.91M | +5% | 6.5% | 24.3% | 1,270 | 9.06% | 2.6 |
|
| 3802 |
BP
3802
Bandera Partners
New York
| $154M | +$19.3M | +14% | 3.45% | 55.4% | 18 | 16.67% | 2 |
|
| 3803 |
ECM
3803
Elgethun Capital Management
Sioux Falls,
South Dakota
| $154M | +$12.9M | +9% | 7.01% | 61.5% | 87 | 5.75% | 1.5 |
|
| 3804 |
AF
3804
Aldebaran Financial
| $154M | +$8.4M | +6% | 10.3% | 89.7% | 100 | 9% | 3.3 |
|
| 3805 |
WWM
3805
Windsor Wealth Management
Indianapolis,
Indiana
| $154M | +$26.1M | +20% | 5.67% | 37.3% | 139 | 15.83% | 0.6 |
|
| 3806 |
NPGCU
3806
Napier Park Global Capital (US)
New York
| $154M | +$135M | +708% | 3.57% | 237% | 25 | 80% | 0.2 |
|
| 3807 |
MAS
3807
Managed Account Services
Coconut Grove,
Florida
| $154M | +$1.08M | +0.7% | 2.65% | 32.4% | 75 | 16% | 1.3 |
|
| 3808 |
OBWP
3808
O'Brien Wealth Partners
Waltham,
Massachusetts
| $154M | +$19.9M | +15% | 5.08% | 56.7% | 223 | 58.74% | 0.4 |
|
| 3809 |
AIM
3809
Advantage Investment Management
Cedar Rapids,
Iowa
| $154M | +$17.2M | +13% | 4.69% | 28.6% | 1,116 | 21.42% | 2.2 |
|
| 3810 |
NERM
3810
New England Research & Management
Chicago,
Illinois
| $154M | +$2.49M | +2% | 5.84% | 56.4% | 195 | 33.85% | 2 |
|
| 3811 |
1CM
3811
1492 Capital Management
Milwaukee,
Wisconsin
| $154M | +$13.6M | +10% | 16.6% | 332% | 102 | 23.53% | 1.6 |
|
| 3812 |
CA
3812
Corrado Advisors
Ramsey,
New Jersey
| $154M | -$11.5M | -7% | 4.56% | 64% | 110 | 11.82% | 2.1 |
|
| 3813 |
PC
3813
Premise Capital
Naperville,
Illinois
| $154M | -$79.2M | -34% | 4.72% | 43% | 17 | 0% | 1.9 |
|
| 3814 |
IGGA
3814
Iron Gate Global Advisors
Nsl,
Utah
| $154M | +$17M | +12% | 8.97% | 106% | 277 | 34.66% | 0.4 |
|
| 3815 |
NIM
3815
Nicollet Investment Management
Minneapolis,
Minnesota
| $153M | +$14.7M | +11% | 10.2% | 104% | 69 | 2.9% | 0.7 |
|
| 3816 |
FPGK
3816
Financial Partners Group (Kansas)
Overland Park,
Kansas
| $153M | +$17.1M | +13% | 5.57% | 70.7% | 82 | 13.41% | 0.6 |
|
| 3817 |
SICM
3817
Sustainable Insight Capital Management
New York
| $153M | -$109M | -42% | 8.21% | 150% | 96 | 51.04% | 0.7 |
|
| 3818 |
PCA
3818
Providence Capital Advisors
Charlotte,
North Carolina
| $153M | +$10.6M | +7% | 5.07% | 47.4% | 272 | 11.03% | 0.7 |
|
| 3819 |
CWA
3819
Clarus Wealth Advisors
Peoria,
Arizona
| $153M | +$20.9M | +16% | 5.75% | 89.7% | 802 | 19.83% | 0.3 |
|
| 3820 |
WGCA
3820
Wolf Group Capital Advisors
Fairfax,
Virginia
| $153M | -$417K | -0.3% | 5.42% | 28.2% | 101 | 17.82% | 1.8 |
|
| 3821 |
CCM
3821
Consolidated Capital Management
Burbank,
California
| $153M | +$19.1M | +14% | 8.38% | 166% | 42 | 4.76% | 1.4 |
|
| 3822 |
IDBONY
3822
Israel Discount Bank of New York
New York
| $153M | +$1.39M | +0.9% | 3.75% | 40.8% | 456 | 15.79% | 1.4 |
|
| 3823 |
MWVC
3823
Morgens Waterfall Vintiadis & Co
New York
| $153M | +$11.8M | +8% | 22.4% | 594% | 71 | 45.07% | 0.7 |
|
| 3824 |
BE
3824
Bonness Enterprises
Washington,
District of Columbia
| $153M | +$11.4M | +8% | 11% | 98.6% | 45 | 4.44% | 4.6 |
|
| 3825 |
BW
3825
Bison Wealth
Atlanta,
Georgia
| $153M | +$18.6M | +14% | 6.55% | 37.4% | 232 | 13.36% | 2.1 |
|