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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
EU
3976
Emory University
Atlanta,
Georgia
| $106M | +$4.36M | +4% | 8.48% | – | 48 | 27.08% | 0.7 |
|
| 3977 |
SG
3977
Somerset Group
Wayzata,
Minnesota
| $106M | +$4.64M | +5% | 4.81% | 84.6% | 71 | 7.04% | 2.5 |
|
| 3978 |
HW
3978
Hedeker Wealth
Lincolnshire,
Illinois
| $106M | -$15.7M | -13% | 4.81% | 141% | 93 | 7.53% | 0.9 |
|
| 3979 |
RCM
3979
RB Capital Management
Reno,
Nevada
| $106M | +$5.5M | +5% | 5.35% | 79.4% | 117 | 9.4% | 0.2 |
|
| 3980 |
MCM
3980
Millie Capital Management
Walnut Creek,
California
| $106M | +$7.1M | +7% | 5.54% | 24.5% | 78 | 21.79% | 1.2 |
|
| 3981 |
DE
3981
Day & Ennis
Macon,
Georgia
| $105M | +$7.74M | +8% | 3.39% | 15.2% | 94 | 15.96% | 0.9 |
|
| 3982 |
HCM
3982
Hall Capital Management
Barrington,
Rhode Island
| $105M | +$2.75M | +3% | 3.46% | – | 81 | 6.17% | 1.8 |
|
| 3983 |
LFWA
3983
LBJ Family Wealth Advisors
Austin,
Texas
| $105M | +$5.15M | +5% | 4.88% | 64.9% | 17 | 0% | 2.3 |
|
| 3984 |
SPL
3984
Smart Portfolios LLC
Seattle,
Washington
| $105M | -$9.65M | -8% | 5.29% | 41.3% | 45 | 35.56% | 0.6 |
|
| 3985 |
GBCP
3985
Glade Brook Capital Partners
Greenwich,
Connecticut
| $105M | – | – | 7.97% | – | 1 | – | 0 |
|
| 3986 |
UBG
3986
United Bank (Georgia)
Zebulon,
Georgia
| $105M | +$7.1M | +7% | 4.7% | 81.2% | 73 | 8.22% | 0.2 |
|
| 3987 |
SBA
3987
Seven Bridges Advisors
New York
| $105M | +$6.98M | +7% | 4.86% | – | 163 | 26.99% | 0.9 |
|
| 3988 |
MGIA
3988
Matthew Goff Investment Advisor
Houston,
Texas
| $105M | – | – | 6.18% | 89.6% | 36 | – | 0 |
|
| 3989 |
NQWM
3989
Northwest Quadrant Wealth Management
Bend,
Oregon
| $105M | +$10.3M | +11% | 4.2% | 45.6% | 58 | 0% | 0.3 |
|
| 3990 |
LC
3990
LCNB Corp
Lebanon,
Ohio
| $105M | +$3.36M | +3% | 3.94% | 75.2% | 115 | 6.09% | 0.2 |
|
| 3991 |
OCP
3991
Oakcliff Capital Partners
New York
| $105M | – | – | 2.67% | 133% | 10 | – | 0 |
|
| 3992 |
SIAM
3992
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $104M | +$7.28M | +7% | 4.74% | 37.8% | 26 | 7.69% | 2 |
|
| 3993 |
GCM
3993
Goldman Capital Management
New York
| $104M | -$11.1M | -10% | 20% | 24.3% | 31 | 16.13% | 2.5 |
|
| 3994 |
HCM
3994
HM Capital Management
Clayton,
Missouri
| $104M | +$5.91M | +6% | 6.14% | 29.6% | 37 | 2.7% | 2.5 |
|
| 3995 |
LI
3995
Longer Investments
Fayetteville,
Arkansas
| $104M | -$5.38M | -5% | 3.52% | 20.4% | 42 | 30.95% | 1.9 |
|
| 3996 |
BP
3996
Bandera Partners
New York
| $104M | -$52.1M | -33% | 5.9% | 55.4% | 15 | 33.33% | 2 |
|
| 3997 |
IP
3997
Investment Partners
New Philadelphia,
Ohio
| $104M | +$1.51M | +1% | 4.48% | 74.1% | 119 | 13.45% | 1.6 |
|
| 3998 |
TG
3998
Threshold Group
Seattle,
Washington
| $104M | -$10.9M | -9% | 4.69% | – | 40 | 22.5% | 0.9 |
|
| 3999 |
CF
3999
Corrigan Financial
Middletown,
Rhode Island
| $104M | +$2.96M | +3% | 6.02% | 9.54% | 40 | 2.5% | 1.1 |
|
| 4000 |
DLHL
4000
Donald L. Hagan LLC
Sarasota,
Florida
| $104M | -$2.23M | -2% | 2.02% | 47.9% | 81 | 17.28% | 1.5 |
|