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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
SS
3876
Simplicity Solutions
Minneapolis,
Minnesota
| $84.3M | – | – | 5.37% | 37.1% | 89 | – | 0 |
|
| 3877 |
PMLI
3877
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $84.2M | +$74.8M | +795% | 1.58% | 1.64% | 17 | 76.47% | 1.4 |
|
| 3878 |
IWC
3878
Integrated Wealth Counsel
Carmel,
California
| $83.1M | -$14.3M | -15% | 5.19% | 8.52% | 81 | 3.7% | 5.4 |
|
| 3879 |
CFC
3879
Coyle Financial Counsel
Glenview,
Illinois
| $82.7M | +$2.71M | +3% | 2.31% | 62.4% | 44 | 13.64% | 3.5 |
|
| 3880 |
AG
3880
Appleton Group
Appleton,
Wisconsin
| $82.6M | +$3.43M | +4% | 4.67% | 58.3% | 29 | 41.38% | 3.3 |
|
| 3881 |
HMC
3881
Higher Moment Capital
Boston,
Massachusetts
| $82.6M | -$12.7M | -13% | 3.35% | 11.8% | 6 | 16.67% | 2.5 |
|
| 3882 |
NV
3882
Nair Vinay
| $82M | – | – | 4.58% | – | 229 | – | 0 |
|
| 3883 |
VNB
3883
Valley National Bancorp
New York
| $81.9M | -$4.3M | -5% | 1.62% | – | 245 | 28.57% | 3 |
|
| 3884 |
PSW
3884
Portfolio Strategies (Washington)
Tacoma,
Washington
| $81.6M | -$6.09M | -7% | 3.02% | – | 48 | 66.67% | 1.3 |
|
| 3885 |
LRM
3885
Lime Rock Management
Westport,
Connecticut
| $81.5M | -$81M | -50% | 47.1% | 40.2% | 3 | 0% | 4.3 |
|
| 3886 |
PCM
3886
Pyrrho Capital Management
New York
| $81.3M | – | – | 4.07% | – | 27 | – | 0 |
|
| 3887 |
RAM
3887
Ramsey Asset Management
Reston,
Virginia
| $81.2M | +$4.13M | +5% | 10.5% | 30.6% | 44 | 18.18% | 5.1 |
|
| 3888 |
SST
3888
S Squared Technology
New York
| $81.2M | +$955K | +1% | 8.02% | 223% | 54 | 20.37% | 4.1 |
|
| 3889 |
WAM
3889
Wavelength Asset Management
New York
| $80.9M | – | – | 3.9% | – | 14 | – | 0 |
|
| 3890 |
BCC
3890
Bain Capital Credit
Boston,
Massachusetts
| $80.7M | -$18.6M | -19% | 3.51% | 14.4% | 14 | 21.43% | 0.9 |
|
| 3891 |
MS
3891
Marshall & Sullivan
Seattle,
Washington
| $80.5M | +$9.31M | +13% | 9.51% | 82% | 58 | 22.41% | 4 |
|
| 3892 |
CCM
3892
Context Capital Management
Lajolla,
California
| $80.5M | – | – | 1.34% | 3.38% | 38 | – | 0 |
|
| 3893 |
WA
3893
Whippoorwill Associates
White Plains,
New York
| $80.3M | -$6.53M | -8% | 7.8% | – | 7 | 14.29% | 4 |
|
| 3894 |
AF
3894
Aristotle Fund
Portland,
Maine
| $80M | -$90.6M | -53% | 13.6% | 3.11% | 8 | 62.5% | 1.3 |
|
| 3895 |
MC
3895
McCarthy Capital
Omaha,
Nebraska
| $79.8M | -$9.37M | -11% | 10.5% | – | 1 | 0% | 6 |
|
| 3896 |
GCM
3896
Gator Capital Management
Tampa,
Florida
| $79.8M | – | – | 5.44% | 245% | 58 | – | 0 |
|
| 3897 |
CAM
3897
Concorde Asset Management
Ann Arbor,
Michigan
| $79.7M | – | – | 4.68% | – | 96 | – | 0 |
|
| 3898 |
AC
3898
Andromeda Capital
White Plains,
New York
| $79.6M | -$1.62B | -95% | 14.3% | – | 359 | 99.16% | 0.3 |
|
| 3899 |
RAM
3899
Roumell Asset Management
Chevy Chase,
Maryland
| $79.1M | -$9.96M | -11% | 4.57% | 46.9% | 19 | 15.79% | 3.1 |
|
| 3900 |
NHFG
3900
New Harbor Financial Group
Worcester,
Massachusetts
| $79M | +$2.69M | +4% | 3.54% | 80.6% | 142 | 85.21% | 0.6 |
|