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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
CAGAS
3901
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $137M | – | – | 0.84% | 54.8% | 351 | – | 0 |
|
| 3902 |
CAM
3902
Capco Asset Management
Tampa,
Florida
| $137M | +$3.36M | +3% | 1.8% | 46.1% | 21 | 0% | 1.1 |
|
| 3903 |
GCM
3903
GeoSphere Capital Management
Miami Beach,
Florida
| $137M | +$79.9M | +141% | 2.62% | 446% | 38 | 55.26% | 0.5 |
|
| 3904 |
PAM
3904
Peninsula Asset Management
Bradenton,
Florida
| $137M | +$1.68M | +1% | 0.36% | 44.1% | 47 | 8.51% | 3.7 |
|
| 3905 |
GI
3905
GS Investments
Minneapolis,
Minnesota
| $137M | +$5.43M | +4% | 4.47% | 94.1% | 121 | 14.88% | 0.7 |
|
| 3906 |
SCG
3906
Sonata Capital Group
Seattle,
Washington
| $136M | -$2.13M | -2% | 0.97% | 57.4% | 108 | 10.19% | 2.6 |
|
| 3907 |
HAFS
3907
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $136M | -$484K | -0.4% | 1.52% | 58.5% | 15 | 6.67% | 1.2 |
|
| 3908 |
OCM
3908
Orleans Capital Management
Mandeville,
Louisiana
| $136M | -$4.27M | -3% | 2.41% | 94.6% | 85 | 16.47% | 3.2 |
|
| 3909 |
FPB
3909
First PREMIER Bank
Sioux Falls,
South Dakota
| $136M | -$9.36M | -6% | 3.93% | 63% | 245 | 6.94% | 1.7 |
|
| 3910 |
AFS
3910
Access Financial Services
Minneapolis,
Minnesota
| $136M | -$9M | -6% | 2.53% | 44.8% | 68 | 10.29% | 1 |
|
| 3911 |
QCM
3911
Quadrant Capital Management
Fairfield,
New Jersey
| $136M | -$6.24M | -4% | 2.1% | 50.3% | 67 | 8.96% | 3 |
|
| 3912 |
SG
3912
StepStone Group
La Jolla,
California
| $136M | -$7.54M | -5% | 2.89% | 103% | 7 | 28.57% | 1.9 |
|
| 3913 |
MCA
3913
Mercer Capital Advisers
Little Silver,
New Jersey
| $136M | -$2.3M | -2% | 2.63% | 59.6% | 246 | 5.28% | 2.8 |
|
| 3914 |
HCM
3914
Hudson Capital Management
Ramsey,
New Jersey
| $136M | -$419K | -0.3% | 0.72% | 61.6% | 86 | 12.79% | 0.2 |
|
| 3915 |
CW
3915
Cabot-Wellington
Boston,
Massachusetts
| $136M | -$28.5M | -17% | 4.35% | 65% | 13 | 30.77% | 4.1 |
|
| 3916 |
YEPV
3916
Yorktown Energy Partners VII
New York
| $136M | -$13.5M | -9% | 7.38% | 22.4% | 4 | 0% | 1.9 |
|
| 3917 |
TWS
3917
Thomas W. Smith
| $136M | +$16.7M | +14% | 8.53% | – | 10 | 0% | 4 |
|
| 3918 |
SP
3918
SWS Partners
Columbus,
Ohio
| $136M | +$2.7M | +2% | 1.74% | 112% | 430 | 20.23% | 0.2 |
|
| 3919 |
YRHAM
3919
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $136M | -$107M | -44% | 9.07% | 2,310% | 27 | 66.67% | 0.1 |
|
| 3920 |
BIA
3920
BHK Investment Advisors
Birmingham,
Alabama
| $136M | +$17M | +14% | 0.63% | 54.6% | 70 | 27.14% | 0.2 |
|
| 3921 |
VDFA
3921
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| $135M | +$8.18M | +6% | 1.08% | – | 121 | 13.22% | 0.2 |
|
| 3922 |
LA
3922
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $135M | +$32.8M | +32% | 0.99% | – | 483 | 45.13% | 0.7 |
|
| 3923 |
APSI
3923
Asset Planning Services Inc
Covington,
Louisiana
| $135M | -$6.62M | -5% | 2.94% | 138% | 36 | 2.78% | 1.1 |
|
| 3924 |
AGA
3924
Accuvest Global Advisors
Provo,
Utah
| $135M | -$1.15M | -0.8% | 0.14% | 130% | 114 | 32.46% | 1 |
|
| 3925 |
TCM
3925
Trafelet Capital Management
New York
| $135M | -$7.91M | -6% | 2.79% | 101% | 17 | 47.06% | 2.3 |
|