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 |
LAM
3901
Lingohr Asset Management
Duesseldorf,
Germany
| $148M | -$12.4M | -8% | 0.9% | 141% | 115 | 11.3% | 1.4 |
|
| 3902 |
CPIA
3902
Cornell Pochily Investment Advisors
Ithaca,
New York
| $148M | +$2.91M | +2% | 7.61% | 83.7% | 131 | 7.63% | 0.7 |
|
| 3903 |
MAM
3903
MPM Asset Management
Boston,
Massachusetts
| $148M | -$110M | -43% | 19.9% | 5.89% | 9 | 22.22% | 3.3 |
|
| 3904 |
ICM
3904
IMS Capital Management
Portland,
Oregon
| $147M | -$10.4M | -7% | 0.78% | 119% | 418 | 59.33% | 1 |
|
| 3905 |
SCG
3905
Sonata Capital Group
Seattle,
Washington
| $147M | +$8.25M | +6% | 5.63% | 57.4% | 110 | 8.18% | 3 |
|
| 3906 |
HM
3906
HCSF Management
San Francisco,
California
| $147M | +$13.5M | +10% | 2.03% | 58.8% | 15 | 40% | 1.6 |
|
| 3907 |
LBC
3907
Lawrence B. Cohen
| $147M | +$7.48M | +5% | 8.72% | 41.8% | 72 | 8.33% | 3.8 |
|
| 3908 |
GIM
3908
Groesbeck Investment Management
Paramus,
New Jersey
| $147M | +$4.18M | +3% | 4.7% | 147% | 105 | 14.29% | 2.4 |
|
| 3909 |
CNC
3909
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $147M | +$6.36M | +5% | 7.66% | 73.3% | 99 | 3.03% | 3.5 |
|
| 3910 |
CCIA
3910
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $147M | +$17.1M | +13% | 4.42% | 31% | 597 | 76.72% | 0.2 |
|
| 3911 |
PPC
3911
Precision Path Capital
New York
| $147M | – | – | 7.39% | – | 23 | – | 0.3 |
|
| 3912 |
BAM
3912
Boyar Asset Management
New York
| $147M | +$10.8M | +8% | 6.62% | 75.5% | 72 | 9.72% | 3.9 |
|
| 3913 |
UMA
3913
USA Mutuals Advisors
Dallas,
Texas
| $147M | -$12.1M | -8% | 1.1% | 14.1% | 26 | 7.69% | 4 |
|
| 3914 |
PIA
3914
Peachtree Investment Advisors
Atlanta,
Georgia
| $147M | +$8.47M | +6% | 5.87% | 24.2% | 76 | 5.26% | 3.9 |
|
| 3915 |
CWP
3915
Capital Wealth Planning
Naples,
Florida
| $147M | +$2.88M | +2% | 10.9% | 73.9% | 117 | 19.66% | 0.9 |
|
| 3916 |
LD
3916
Lipe & Dalton
Syracuse,
New York
| $147M | +$10.6M | +8% | 7.53% | 89.6% | 72 | 4.17% | 2.9 |
|
| 3917 |
ADMI
3917
Albert D. Mason Inc
Boston,
Massachusetts
| $146M | +$8.02M | +6% | 4.99% | 82% | 142 | 7.75% | 3.5 |
|
| 3918 |
NPT
3918
Nixon Peabody Trust
Boston,
Massachusetts
| $146M | +$17.3M | +13% | 8.11% | 85.3% | 77 | 7.79% | 2 |
|
| 3919 |
SCA
3919
Sander Capital Advisors
Seattle,
Washington
| $146M | +$21.5M | +17% | 13% | 68.8% | 14 | 14.29% | 0.6 |
|
| 3920 |
RWG
3920
Regal Wealth Group
Seal Beach,
California
| $146M | +$52.2M | +56% | 5.84% | 17% | 176 | 6.82% | 2.3 |
|
| 3921 |
CC
3921
Caldera Capital
Dallas,
Texas
| $146M | +$8.8M | +6% | 9.94% | 84.5% | 22 | 50% | 0.5 |
|
| 3922 |
APSI
3922
Asset Planning Services Inc
Covington,
Louisiana
| $146M | +$6.93M | +5% | 5.09% | 117% | 37 | 5.41% | 1.5 |
|
| 3923 |
BI
3923
Ballast Inc
Lexington,
Kentucky
| $146M | +$17.4M | +14% | 5.68% | 66% | 98 | 15.31% | 0.6 |
|
| 3924 |
HT
3924
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $146M | -$76.7M | -34% | 2.78% | 40% | 27 | 74.07% | 3 |
|
| 3925 |
SAM
3925
Sequent Asset Management
Houston,
Texas
| $146M | +$2.52M | +2% | 0.41% | 51.3% | 56 | 1.79% | 3.2 |
|