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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
AIM
3851
Aspen Investment Management
Grand Rapids,
Michigan
| $151M | +$6.57M | +5% | 4.98% | 84.9% | 153 | 7.19% | 3.6 |
|
| 3852 |
CAM
3852
CenterStar Asset Management
Chicago,
Illinois
| $151M | +$5.98M | +4% | 5.75% | 104% | 1,061 | 0% | 0.4 |
|
| 3853 |
XSC
3853
X-Square Capital
Guaynabo,
Puerto Rico
| $151M | +$17.6M | +13% | 12.7% | 158% | 75 | 9.33% | 0.6 |
|
| 3854 |
WAM
3854
WIM Asset Management
Hong Kong
| $151M | -$64.1M | -30% | 8.38% | – | 17 | 52.94% | 0.5 |
|
| 3855 |
RW
3855
REDW Wealth
Albuquerque,
New Mexico
| $151M | +$11.4M | +8% | 3.37% | 54.1% | 85 | 4.71% | 1.4 |
|
| 3856 |
CL
3856
Chubb Ltd
Zurich,
Switzerland
| $151M | -$87.1M | -37% | 7% | 64.2% | 21 | 33.33% | 2.2 |
|
| 3857 |
FCFC
3857
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $151M | +$53.6M | +55% | 7.81% | 72.9% | 163 | 36.2% | 2.1 |
|
| 3858 |
BWM
3858
Bernicke Wealth Management
Altoona,
Wisconsin
| $151M | +$7.74M | +5% | 2.39% | – | 48 | 0% | 2.1 |
|
| 3859 |
LRIC
3859
Long Road Investment Counsel
Kalamazoo,
Michigan
| $151M | +$9.53M | +7% | 8.12% | 53.8% | 70 | 2.86% | 3.3 |
|
| 3860 |
FCCM
3860
First City Capital Management
Savannah,
Georgia
| $150M | +$10.6M | +8% | 7.57% | 76.5% | 150 | 10.67% | 3.6 |
|
| 3861 |
CA
3861
Continuum Advisory
Eagle,
Idaho
| $150M | +$13.9M | +10% | 3.91% | 77% | 168 | 14.88% | 0.9 |
|
| 3862 |
UWPG
3862
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $150M | +$5.76M | +4% | 4.8% | 62.2% | 59 | 8.47% | 1.1 |
|
| 3863 |
VIG
3863
Vienna Insurance Group
Warsaw,
Poland
| $150M | +$5.98M | +4% | 4.95% | 188% | 69 | 4.35% | 0.9 |
|
| 3864 |
PCM
3864
Proxima Capital Management
New York
| $150M | -$18.5M | -11% | 4.4% | 20.7% | 37 | 21.62% | 1.8 |
|
| 3865 |
FF
3865
Fluent Financial
Dallas,
Texas
| $150M | -$1.23M | -0.8% | 3.9% | 46.9% | 80 | 16.25% | 0.5 |
|
| 3866 |
BOCM
3866
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $150M | +$22.6M | +18% | 5% | 49.6% | 33 | 12.12% | 2.3 |
|
| 3867 |
WWMSC
3867
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $150M | +$11.5M | +8% | 4% | 36.9% | 759 | 12.52% | 0.6 |
|
| 3868 |
RWM
3868
Rench Wealth Management
Denton,
Texas
| $150M | +$11.5M | +8% | 8.92% | 106% | 51 | 5.88% | 3.4 |
|
| 3869 |
MCA
3869
Mercer Capital Advisers
Little Silver,
New Jersey
| $150M | +$11.3M | +8% | 8.74% | 59.6% | 248 | 6.45% | 3.2 |
|
| 3870 |
FSA
3870
Financial Services Advisory
Rockville,
Maryland
| $150M | +$34.1M | +29% | 6.54% | 75.8% | 22 | 40.91% | 0.4 |
|
| 3871 |
BFC
3871
Bedel Financial Consulting
Indianapolis,
Indiana
| $150M | +$13.9M | +10% | 12.1% | 104% | 747 | 8.7% | 0.5 |
|
| 3872 |
JIC
3872
JRM Investment Counsel
Omaha,
Nebraska
| $150M | +$22.3M | +17% | 6.9% | 65.5% | 35 | 8.57% | 2.4 |
|
| 3873 |
PA
3873
Parkside Advisors
Berkeley,
California
| $150M | +$8.44M | +6% | 2.59% | 36.7% | 45 | 8.89% | 2.9 |
|
| 3874 |
CAGAS
3874
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $150M | +$11.5M | +8% | 5.1% | 54.8% | 392 | 7.65% | 0.4 |
|
| 3875 |
SJL
3875
Shayne & Jacobs LLC
Nashville,
Tennessee
| $150M | +$10.2M | +7% | 9.5% | 73.4% | 27 | 11.11% | 3.6 |
|