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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
SIM
3826
Sigma Investment Management
Portland,
Oregon
| $115M | -$2.52M | -2% | 2.01% | 8.4% | 17 | 17.65% | 9.8 |
|
| 3827 |
FC
3827
Flaherty & Crumrine
Pasadena,
California
| $115M | +$40.7M | +55% | 1.63% | 0.12% | 10 | 0% | 5.9 |
|
| 3828 |
RWM
3828
Rezny Wealth Management
Fort Myers,
Florida
| $115M | +$8.3M | +8% | 2.43% | 91.9% | 17 | 23.53% | 5.1 |
|
| 3829 |
KDA
3829
KPCB DGF Associates
Menlo Park,
California
| $115M | -$48.7M | -30% | 12.8% | – | 4 | 25% | 8 |
|
| 3830 |
GS
3830
Girard Securities
San Diego,
California
| $115M | +$17.2M | +18% | 2.32% | – | 184 | 23.91% | 3 |
|
| 3831 |
SPL
3831
Smart Portfolios LLC
Seattle,
Washington
| $115M | +$27.2M | +31% | 1% | 41.3% | 43 | 27.91% | 2.1 |
|
| 3832 |
TCM
3832
Towercrest Capital Management
Newtown,
Pennsylvania
| $115M | +$2.31M | +2% | 0.21% | 39.1% | 26 | 15.38% | 6.8 |
|
| 3833 |
TG
3833
Threshold Group
Seattle,
Washington
| $115M | +$11.3M | +11% | 2.58% | – | 45 | 35.56% | 2.7 |
|
| 3834 |
LSC
3834
Lesa Sroufe & Co
Seattle,
Washington
| $115M | +$1.3M | +1% | 2.22% | – | 48 | 18.75% | 8.7 |
|
| 3835 |
ADMI
3835
Albert D. Mason Inc
Boston,
Massachusetts
| $115M | -$196M | -63% | 2.04% | 82% | 133 | 18.8% | 10.6 |
|
| 3836 |
WIA
3836
Westbourne Investment Advisors
Annapolis,
Maryland
| $114M | +$1.51M | +1% | 6.3% | 89.4% | 109 | 14.68% | 5.2 |
|
| 3837 |
WI
3837
Welch Investments
Birmingham,
Alabama
| $114M | – | – | 0.87% | – | 44 | – | 0 |
|
| 3838 |
CJA
3838
C-J Advisory
San Jose,
California
| $114M | +$1.99M | +2% | 0.64% | 39.2% | 128 | 4.69% | 1 |
|
| 3839 |
JC
3839
JCSD Capital
Walnut Creek,
California
| $114M | +$15.3M | +16% | 29.6% | – | 39 | 10.26% | 4.7 |
|
| 3840 |
CWM
3840
CMH Wealth Management
Portsmouth,
New Hampshire
| $114M | – | – | 1.84% | 76.6% | 50 | – | 0 |
|
| 3841 |
BGC
3841
Birch Grove Capital
New York
| $114M | +$7.39M | +7% | 0.34% | 2.66% | 22 | 27.27% | 2.2 |
|
| 3842 |
RCA
3842
Restructuring Capital Associates
Stamford,
Connecticut
| $114M | +$34.5M | +44% | 12% | 71.2% | 9 | 22.22% | 8.4 |
|
| 3843 |
DCM
3843
DAFNA Capital Management
Los Angeles,
California
| $114M | -$29.8M | -21% | 1.96% | 313% | 85 | 35.29% | 5.7 |
|
| 3844 |
CM
3844
CoreCommodity Management
Stamford,
Connecticut
| $114M | +$15.8M | +16% | 7.81% | 65.8% | 215 | 10.7% | 7.5 |
|
| 3845 |
GC
3845
Gratry & Company
Beachwood,
Ohio
| $114M | -$14.6M | -11% | 3.52% | 44.3% | 97 | 35.05% | 3.3 |
|
| 3846 |
AC
3846
Addison Capital
Conshohocken,
Pennsylvania
| $114M | -$593K | -0.5% | 2.22% | 59.7% | 102 | 10.78% | 7.5 |
|
| 3847 |
SAM
3847
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $113M | +$1.42M | +1% | 1.71% | – | 58 | 10.34% | 11 |
|
| 3848 |
CWP
3848
Capital Wealth Planning
Naples,
Florida
| $113M | -$16.4M | -13% | 6.86% | 73.9% | 134 | 29.85% | 5 |
|
| 3849 |
HIC
3849
Holderness Investments Company
Greensboro,
North Carolina
| $113M | +$13M | +13% | 5.56% | 144% | 126 | 11.9% | 6.8 |
|
| 3850 |
FIM
3850
FourPoints Investment Managers
Paris,
France
| $113M | -$18.7M | -14% | 3.51% | – | 76 | 36.84% | 8.2 |
|