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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
WS
3926
Wela Strategies
Atlanta,
Georgia
| $158M | +$7.56M | +5% | 2.52% | 51.3% | 33 | 3.03% | 1.6 |
|
| 3927 |
PI
3927
Pettee Investors
Rowayton,
Connecticut
| $157M | -$1.02M | -0.6% | 2.7% | 96.1% | 119 | 7.56% | 3 |
|
| 3928 |
SP
3928
SWS Partners
Columbus,
Ohio
| $157M | – | – | 2.65% | 112% | 120 | – | 0.9 |
|
| 3929 |
VAM
3929
Velanne Asset Management
London,
United Kingdom
| $157M | +$12.7M | +9% | 3.84% | 29.6% | 24 | 8.33% | 0.4 |
|
| 3930 |
AIC
3930
Archer Investment Corporation
Carmel,
Indiana
| $157M | +$8.97M | +6% | 2.93% | 68.2% | 558 | 15.77% | 0.4 |
|
| 3931 |
BCM
3931
Boltwood Capital Management
Walnut Creek,
California
| $157M | +$3.52M | +2% | 3.25% | 63% | 129 | 3.1% | 3.9 |
|
| 3932 |
DP
3932
Denver PWM
Denver,
Colorado
| $157M | +$3.78M | +2% | 2.23% | 44.8% | 79 | 24.05% | 1.1 |
|
| 3933 |
XSC
3933
X-Square Capital
Guaynabo,
Puerto Rico
| $157M | +$11M | +8% | 3.12% | 158% | 77 | 22.08% | 1.2 |
|
| 3934 |
GCA
3934
GSI Capital Advisors
Newport Beach,
California
| $157M | -$23.8M | -13% | 0.24% | 39.7% | 28 | 10.71% | 1.2 |
|
| 3935 |
RCIM
3935
Russell Clark Investment Management
London,
United Kingdom
| $157M | -$134M | -46% | 1.55% | 172% | 55 | 41.82% | 1 |
|
| 3936 |
HWA
3936
Heritage Way Advisors
Rockford,
Illinois
| $157M | +$7.4M | +5% | 4.03% | 79.4% | 63 | 11.11% | 1.9 |
|
| 3937 |
MLFP
3937
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $156M | +$5.66M | +4% | 2.57% | 80% | 75 | 10.67% | 1.6 |
|
| 3938 |
BP
3938
Broadleaf Partners
Hudson,
Ohio
| $156M | +$13M | +9% | 6.31% | 180% | 59 | 18.64% | 1.1 |
|
| 3939 |
SAM
3939
Security Asset Management
New York
| $156M | +$4.53M | +3% | 7.52% | 67.4% | 86 | 6.98% | 3.3 |
|
| 3940 |
RWM
3940
Rench Wealth Management
Denton,
Texas
| $156M | +$3.26M | +2% | 2.96% | 106% | 54 | 3.7% | 3.7 |
|
| 3941 |
EFIC
3941
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $156M | +$5.06M | +3% | 2.86% | 88.9% | 39 | 2.56% | 2.6 |
|
| 3942 |
SRC
3942
Sage Rhino Capital
Menlo Park,
California
| $156M | +$4.5M | +3% | 1.91% | 86.8% | 139 | 11.51% | 0.2 |
|
| 3943 |
FA
3943
Financial Advisors
Andover,
Massachusetts
| $156M | +$9.39M | +6% | 2.88% | 71.5% | 61 | 4.92% | 0.5 |
|
| 3944 |
AW
3944
Alpha Windward
Westwood,
Massachusetts
| $156M | +$5.87M | +4% | 4.34% | 33.6% | 482 | 34.65% | 2.8 |
|
| 3945 |
JAM
3945
Jolley Asset Management
Rocky Mount,
North Carolina
| $156M | +$17.6M | +13% | 5.73% | 3.47% | 63 | 20.63% | 3.4 |
|
| 3946 |
CPA
3946
Clear Perspective Advisors
Aurora,
Illinois
| $156M | +$14.8M | +11% | 3.53% | 88.5% | 192 | 31.25% | 1.4 |
|
| 3947 |
HIM
3947
Hotaling Investment Management
Wayne,
Pennsylvania
| $156M | +$7.81M | +5% | 6.68% | 52.6% | 124 | 8.87% | 0.5 |
|
| 3948 |
SFC
3948
SYM Financial Corp
Winona Lake,
Indiana
| $156M | -$2.41M | -2% | 5.05% | 56% | 74 | 14.86% | 1 |
|
| 3949 |
BCA
3949
Bay Colony Advisors
Concord,
Massachusetts
| $156M | +$4.06M | +3% | 4.05% | 91.8% | 246 | 27.24% | 0.6 |
|
| 3950 |
SG
3950
StoneX Group
New York
| $156M | +$24.3M | +18% | 2.81% | 85.2% | 254 | 16.93% | 1.4 |
|