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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
ATIA
3926
American Trust Investment Advisors
Lebanon,
New Hampshire
| $112M | -$2.27M | -2% | 7.76% | 91% | 85 | 24.71% | 6 |
|
| 3927 |
PFGIA
3927
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $112M | +$15.9M | +17% | 2.9% | 87% | 972 | 12.86% | 2.5 |
|
| 3928 |
LCC
3928
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $112M | -$1.19M | -1% | 4.53% | 73.9% | 53 | 22.64% | 2.4 |
|
| 3929 |
BT
3929
Brandywine Trust
Hockessin,
Delaware
| $112M | +$16.7M | +18% | 3.95% | 32.7% | 34 | 32.35% | 9.8 |
|
| 3930 |
ACM
3930
AidennLair Capital Management
New York
| $112M | -$63.3M | -36% | 1.53% | – | 32 | 59.38% | 1.2 |
|
| 3931 |
LCM
3931
Lucas Capital Management
Red Bank,
New Jersey
| $112M | -$26.5M | -19% | 3.23% | 44.5% | 133 | 26.32% | 11.4 |
|
| 3932 |
OPPM
3932
Opus Point Partners Management
New York
| $111M | +$2.3M | +2% | 10% | 85.2% | 70 | 14.29% | 5.5 |
|
| 3933 |
LA
3933
LFL Advisers
Evanston,
Illinois
| $111M | +$4.62M | +4% | 6.79% | 83% | 12 | 8.33% | 3 |
|
| 3934 |
FF
3934
Friedenthal Financial
Marlton,
New Jersey
| $111M | +$3.4M | +3% | 3.63% | 111% | 59 | 22.03% | 5 |
|
| 3935 |
BCIM
3935
Bishop & Co Investment Management
Erie,
Pennsylvania
| $111M | +$937K | +0.9% | 3.27% | 47.6% | 16 | 12.5% | 6.2 |
|
| 3936 |
RCM
3936
Rotation Capital Management
New York
| $111M | +$36.9M | +50% | 12.1% | – | 45 | 42.22% | 1.2 |
|
| 3937 |
EI
3937
EDMP Inc
Lutz,
Florida
| $111M | +$2.98M | +3% | 2.9% | 71.6% | 66 | 10.61% | 10.3 |
|
| 3938 |
PFO
3938
Pathstone Family Office
Englewood,
New Jersey
| $111M | -$126M | -53% | 5.68% | 38.9% | 398 | 59.55% | 4 |
|
| 3939 |
CAM
3939
Chesapeake Asset Management
New York
| $111M | +$5.85M | +6% | 4.17% | 153% | 66 | 12.12% | 11.7 |
|
| 3940 |
IR
3940
Invictus RG
Hamilton,
Bermuda
| $111M | -$26.4M | -19% | 14.3% | 289% | 818 | 67.97% | 1.5 |
|
| 3941 |
PWS
3941
Paragon Wealth Strategies
Jacksonville,
Florida
| $111M | -$811K | -0.7% | 4.17% | 59.8% | 30 | 10% | 2.6 |
|
| 3942 |
ASA
3942
Armstrong Shaw Associates
New Canaan,
Connecticut
| $111M | -$155M | -58% | 4.28% | 51.2% | 42 | 2.38% | 10 |
|
| 3943 |
BHBT
3943
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $111M | +$779K | +0.7% | 3.74% | 67.8% | 140 | 7.86% | 12.1 |
|
| 3944 |
CAAS
3944
Capital Asset Advisory Services
Williamston,
Michigan
| $110M | -$45.4M | -29% | 3.47% | 51% | 130 | 19.23% | 3.8 |
|
| 3945 |
SM
3945
Saya Management
New York
| $110M | – | – | 11.9% | 34.8% | 11 | – | 0 |
|
| 3946 |
HIM
3946
Hutchens Investment Management
Concord,
New Hampshire
| $110M | -$5.36M | -5% | 6.64% | 56.8% | 87 | 32.18% | 4.5 |
|
| 3947 |
NPT
3947
Nixon Peabody Trust
Boston,
Massachusetts
| $110M | +$2.06M | +2% | 3.9% | 85.3% | 69 | 7.25% | 5.9 |
|
| 3948 |
DLHL
3948
Donald L. Hagan LLC
Sarasota,
Florida
| $110M | +$4.31M | +4% | 4.11% | 47.9% | 84 | 27.38% | 6.4 |
|
| 3949 |
SC
3949
Steginsky Capital
Port Washington,
New York
| $110M | +$8.18M | +8% | 8.16% | 99.4% | 10 | 10% | 2.7 |
|
| 3950 |
SG
3950
Somerset Group
Wayzata,
Minnesota
| $110M | +$1.64M | +2% | 3.75% | 84.6% | 73 | 6.85% | 11.4 |
|