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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 |
OAM
3826
Oak Asset Management
Westlake Village,
California
| $146M | +$17.1M | +13% | 4.08% | 91.8% | 95 | 9.47% | 0.5 |
|
| 3827 |
CAW
3827
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $146M | -$366K | -0.2% | 1.54% | 24.3% | 1,301 | 15.68% | 2.4 |
|
| 3828 |
BIA
3828
Bigelow Investment Advisors
Portland,
Maine
| $146M | -$791K | -0.5% | 1.97% | 75.7% | 155 | 9.03% | 0.4 |
|
| 3829 |
VCM
3829
Venator Capital Management
Toronto,
Ontario, Canada
| $146M | +$26.3M | +22% | 20% | 154% | 40 | 37.5% | 0.6 |
|
| 3830 |
ECM
3830
Engine Capital Management
New York
| $146M | -$27.2M | -16% | 0.48% | 21.1% | 59 | 35.59% | 0.6 |
|
| 3831 |
LA
3831
Lau Associates
Greenville,
Delaware
| $146M | +$17.3M | +13% | 2.4% | 44.5% | 77 | 1.3% | 3.4 |
|
| 3832 |
CW
3832
Cabot-Wellington
Boston,
Massachusetts
| $146M | +$10.3M | +8% | 1.89% | 65% | 10 | 10% | 3.9 |
|
| 3833 |
YEPV
3833
Yorktown Energy Partners VII
New York
| $146M | +$10.3M | +8% | 13.6% | 22.4% | 4 | 0% | 2.1 |
|
| 3834 |
PC
3834
PhiloSmith Capital
Stamford,
Connecticut
| $146M | +$3.14M | +2% | 1.75% | 54% | 37 | 0% | 1.3 |
|
| 3835 |
AF
3835
Aldebaran Financial
| $146M | -$3.42M | -2% | 3.69% | 89.7% | 97 | 4.12% | 3.3 |
|
| 3836 |
ZB
3836
Zions Bancorporation
Salt Lake City,
Utah
| $146M | -$312M | -68% | 6.28% | 22.9% | 763 | 68.28% | 0.7 |
|
| 3837 |
JGIA
3837
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $145M | +$2.4M | +2% | 2.22% | 54.3% | 226 | 11.06% | 1.8 |
|
| 3838 |
WFWM
3838
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| $145M | +$3.85M | +3% | 3.57% | 53.8% | 36 | 19.44% | 1 |
|
| 3839 |
CAM
3839
CenterStar Asset Management
Chicago,
Illinois
| $145M | -$127M | -47% | 3.31% | 104% | 1,198 | 0% | 0.3 |
|
| 3840 |
PWSG
3840
Pacific Wealth Strategies Group
Santa Barbara,
California
| $145M | +$4.39M | +3% | 3.22% | 75.5% | 83 | 4.82% | 1.3 |
|
| 3841 |
HAM
3841
Hillswick Asset Management
Stamford,
Connecticut
| $145M | +$2.18M | +2% | 1.74% | 40.2% | 13 | 0% | 3.4 |
|
| 3842 |
HGWM
3842
Harvest Group Wealth Management
Waltham,
Massachusetts
| $145M | -$3.34M | -2% | 1.23% | 28.1% | 47 | 34.04% | 0.4 |
|
| 3843 |
CPIA
3843
Cornell Pochily Investment Advisors
Ithaca,
New York
| $145M | +$3.62M | +3% | 2.8% | 83.7% | 128 | 4.69% | 0.5 |
|
| 3844 |
RA
3844
Resource America
New York
| $145M | +$5.05M | +4% | 7.97% | 12.2% | 47 | 23.4% | 0.4 |
|
| 3845 |
HKIM
3845
Hayek Kallen Investment Management
Fairhope,
Alabama
| $145M | +$565K | +0.4% | 0.51% | 71.9% | 69 | 8.7% | 3.5 |
|
| 3846 |
AIM
3846
Aspen Investment Management
Grand Rapids,
Michigan
| $145M | +$5.2M | +4% | 2.17% | 84.9% | 150 | 8% | 3.4 |
|
| 3847 |
VST
3847
Van Strum & Towne
San Francisco,
California
| $145M | +$2.27M | +2% | 4.34% | 62.2% | 70 | 7.14% | 3.7 |
|
| 3848 |
UWPG
3848
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $145M | +$3.04M | +2% | 2.08% | 62.2% | 65 | 33.85% | 0.9 |
|
| 3849 |
SCM
3849
Sterneck Capital Management
Kansas City,
Missouri
| $145M | -$25.5M | -15% | 2.44% | 61.5% | 123 | 19.51% | 2.5 |
|
| 3850 |
I2I
3850
Insight 2811 Inc
Chicago,
Illinois
| $144M | +$4.97M | +4% | 0.01% | 30.8% | 83 | 8.43% | 2.6 |
|