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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
SJL
3826
Shayne & Jacobs LLC
Nashville,
Tennessee
| $146M | +$13.2M | +10% | 9.28% | 73.4% | 26 | 3.85% | 3.3 |
|
| 3827 |
FPB
3827
First PREMIER Bank
Sioux Falls,
South Dakota
| $145M | +$2.45M | +2% | 4.47% | 63% | 265 | 15.47% | 1.5 |
|
| 3828 |
KCMH
3828
Kontiki Capital Management (HK)
Hong Kong
| $145M | – | – | 12.6% | 90.6% | 4 | – | 0 |
|
| 3829 |
AWMS
3829
Advocacy Wealth Management Services
Atlanta,
Georgia
| $145M | -$105M | -42% | 0.08% | 48.3% | 306 | 27.78% | 2 |
|
| 3830 |
PS
3830
Portfolio Strategies
Monsey,
New York
| $145M | – | – | 6.66% | 120% | 262 | – | 0 |
|
| 3831 |
LSCM
3831
LaSalle Street Capital Management
Chicago,
Illinois
| $145M | +$9.09M | +7% | 4.78% | 30.5% | 108 | 14.81% | 1.8 |
|
| 3832 |
AFS
3832
Access Financial Services
Minneapolis,
Minnesota
| $145M | +$14.2M | +11% | 3.73% | 44.8% | 77 | 22.08% | 0.8 |
|
| 3833 |
PCM
3833
Puissance Capital Management
New York
| $145M | – | – | 62.5% | 116% | 4 | – | 0 |
|
| 3834 |
NQWM
3834
Northwest Quadrant Wealth Management
Bend,
Oregon
| $145M | +$11M | +8% | 3.66% | 45.6% | 59 | 5.08% | 0.9 |
|
| 3835 |
MMPW
3835
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $145M | +$8.96M | +7% | 7.31% | 90.7% | 176 | 1.7% | 2.5 |
|
| 3836 |
LD
3836
Lipe & Dalton
Syracuse,
New York
| $145M | +$2.44M | +2% | 7.53% | 101% | 79 | 3.8% | 2.3 |
|
| 3837 |
LRIC
3837
Long Road Investment Counsel
Kalamazoo,
Michigan
| $145M | +$4.16M | +3% | 5.47% | 53.8% | 74 | 5.41% | 2.7 |
|
| 3838 |
EOCM
3838
Energy Opportunities Capital Management
Austin,
Texas
| $145M | -$9.09M | -6% | 8.14% | 211% | 63 | 14.29% | 2.2 |
|
| 3839 |
KAM
3839
Kavi Asset Management
New York
| $145M | -$64.4M | -31% | 7.27% | 144% | 46 | 63.04% | 0.5 |
|
| 3840 |
WCM
3840
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $144M | +$10.3M | +8% | 5.62% | 33.6% | 96 | 11.46% | 2.6 |
|
| 3841 |
PC
3841
PhiloSmith Capital
Stamford,
Connecticut
| $144M | -$177K | -0.1% | 4.62% | 54% | 41 | 14.63% | 0.8 |
|
| 3842 |
RC
3842
Raine Capital
New York
| $144M | -$1.8M | -1% | 4.44% | 119% | 16 | 18.75% | 1.4 |
|
| 3843 |
HAM
3843
Hillswick Asset Management
Stamford,
Connecticut
| $144M | +$7.99M | +6% | 5.96% | 40.2% | 14 | 0% | 2.9 |
|
| 3844 |
TG
3844
TLP Group
Evanston,
Illinois
| $144M | -$14.9M | -9% | 18.1% | 42.7% | 794 | 51.76% | 0.3 |
|
| 3845 |
IDBONY
3845
Israel Discount Bank of New York
New York
| $144M | +$10.4M | +8% | 5.62% | 40.8% | 435 | 8.05% | 0.9 |
|
| 3846 |
IF
3846
IRON Financial
Northbrook,
Illinois
| $144M | +$12.8M | +10% | 3.81% | 51.4% | 89 | 23.6% | 1.5 |
|
| 3847 |
SG
3847
StepStone Group
La Jolla,
California
| $143M | -$7.8M | -5% | 1.74% | 103% | 8 | 37.5% | 2.4 |
|
| 3848 |
WFG
3848
Wills Financial Group
Richmond,
Virginia
| $143M | +$7.37M | +5% | 6.37% | 57.5% | 74 | 14.86% | 2.4 |
|
| 3849 |
SCGM
3849
Starwood Capital Group Management
Miami Beach,
Florida
| $143M | +$942K | +0.7% | 5.24% | 16.2% | 2 | 0% | 2.3 |
|
| 3850 |
ACM
3850
AidennLair Capital Management
New York
| $143M | +$31.7M | +28% | 5.67% | – | 38 | 84.21% | 0.1 |
|