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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
CCC
3801
Chelsea Counsel Company
Los Angeles,
California
| $166M | -$20.7M | -11% | 3.31% | 106% | 76 | 11.84% | 4.4 |
|
| 3802 |
DP
3802
Denver PWM
Denver,
Colorado
| $166M | +$9.18M | +6% | 0.39% | 44.8% | 225 | 70.22% | 0.4 |
|
| 3803 |
TS
3803
Twin Securities
New York
| $166M | -$111M | -40% | 2.19% | 506% | 15 | 46.67% | 0.6 |
|
| 3804 |
OAM
3804
Oak Asset Management
Westlake Village,
California
| $166M | +$4.76M | +3% | 3.57% | 91.8% | 98 | 4.08% | 1.4 |
|
| 3805 |
CC
3805
Chanos & Company
New York
| $166M | -$40.4M | -20% | 0.13% | – | 38 | 39.47% | 1.2 |
|
| 3806 |
JFM
3806
Jackson Financial Management
Costa Mesa,
California
| $166M | +$12.2M | +8% | 1.09% | – | 40 | 27.5% | 1.1 |
|
| 3807 |
FFG
3807
Frisch Financial Group
Melville,
New York
| $166M | +$16.1M | +11% | 1.4% | 66.6% | 111 | 21.62% | 0.6 |
|
| 3808 |
SWRP
3808
Summit Wealth & Retirement Planning
San Ramon,
California
| $165M | -$5.48M | -3% | 0.4% | 67.6% | 134 | 14.18% | 0.7 |
|
| 3809 |
HW
3809
Hedeker Wealth
Lincolnshire,
Illinois
| $165M | +$7.68M | +5% | 1.86% | 141% | 61 | 13.11% | 3.2 |
|
| 3810 |
CCM
3810
Cribstone Capital Management
Augusta,
Maine
| $165M | -$18.2M | -10% | 1.49% | 22.4% | 657 | 16.59% | 2.5 |
|
| 3811 |
AIC
3811
Archer Investment Corporation
Carmel,
Indiana
| $165M | +$8.33M | +5% | 1.78% | 68.2% | 588 | 22.79% | 0.6 |
|
| 3812 |
CFS
3812
CRA Financial Services
Northfield,
New Jersey
| $165M | -$1.14M | -0.7% | 1.61% | 91.9% | 143 | 4.2% | 0.7 |
|
| 3813 |
CAN
3813
Claraphi Advisory Network
Aliso Viejo,
United States
| $165M | -$5.45M | -3% | 0.48% | 88.3% | 446 | 54.04% | 0.6 |
|
| 3814 |
RFWA
3814
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $165M | -$3.39M | -2% | 0.26% | 117% | 307 | 14.66% | 1.6 |
|
| 3815 |
IGGA
3815
Iron Gate Global Advisors
Nsl,
Utah
| $165M | +$14.7M | +10% | 0.46% | 106% | 81 | 24.69% | 1.4 |
|
| 3816 |
QI
3816
Qtron Investments
Boston,
Massachusetts
| $165M | +$3.86M | +2% | 1.82% | 139% | 289 | 36.33% | 0.4 |
|
| 3817 |
ACM
3817
Arlington Capital Management
Arlington Heights,
Illinois
| $165M | -$15.4M | -9% | 4.23% | 154% | 65 | 44.62% | 0.3 |
|
| 3818 |
AF
3818
Affiance Financial
St. Louis Park,
Minnesota
| $165M | +$1.18M | +0.7% | 1.32% | 57.8% | 96 | 6.25% | 3.3 |
|
| 3819 |
AHC
3819
Anderson Hoagland & Co
St Louis,
Missouri
| $165M | +$3.28M | +2% | 0.24% | 95.1% | 91 | 8.79% | 3.7 |
|
| 3820 |
ACM
3820
Allred Capital Management
Dallas,
Texas
| $165M | -$10.9M | -6% | 1.88% | 73.5% | 184 | 14.67% | 0.7 |
|
| 3821 |
FA
3821
FC Advisory
West Chester,
Pennsylvania
| $164M | +$3.03M | +2% | 0.77% | 46.6% | 56 | 5.36% | 2.9 |
|
| 3822 |
MPAM
3822
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $164M | -$3.43M | -2% | 2.51% | 75.1% | 94 | 3.19% | 4.5 |
|
| 3823 |
CAM
3823
Chou Associates Management
Toronto,
Ontario, Canada
| $164M | -$50M | -23% | 8.18% | 66.4% | 24 | 8.33% | 3.6 |
|
| 3824 |
CHA
3824
Cooper/Haims Advisors
Victor,
New York
| $164M | +$2.88M | +2% | 0.21% | 53.1% | 54 | 12.96% | 1.4 |
|
| 3825 |
EA
3825
Evergreen Advisors
Chattanooga,
Tennessee
| $164M | +$4.32M | +3% | 0.12% | – | 17 | 5.88% | 0.6 |
|