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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
CHA
3976
Cooper/Haims Advisors
Victor,
New York
| $135M | +$21.7M | +19% | 0.42% | 53.1% | 61 | 26.23% | 0.4 |
|
| 3977 |
MP
3977
Marlowe Partners
New York
| $135M | +$39.2M | +41% | 0.88% | 16.3% | 7 | 28.57% | 0.8 |
|
| 3978 |
MSFP
3978
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $135M | -$8.93M | -6% | 2.3% | 92.4% | 406 | 14.04% | 2.8 |
|
| 3979 |
RHI
3979
Richmond Hill Investments
New York
| $135M | -$2.15M | -2% | 10.5% | 55.2% | 8 | 12.5% | 3.1 |
|
| 3980 |
RHCA
3980
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $135M | +$9.17M | +7% | 4.51% | 91.9% | 62 | 1.61% | 1.1 |
|
| 3981 |
SWMG
3981
Signature Wealth Management Group
Atlanta,
Georgia
| $135M | +$5.48M | +4% | 4.06% | – | 359 | 10.58% | 0.5 |
|
| 3982 |
BP
3982
Bandera Partners
New York
| $135M | +$1.35M | +1% | 7.35% | 55.4% | 27 | 55.56% | 2.1 |
|
| 3983 |
RCM
3983
RB Capital Management
Reno,
Nevada
| $135M | +$7.79M | +6% | 2.98% | 79.4% | 144 | 7.64% | 1.2 |
|
| 3984 |
DE
3984
Day & Ennis
Macon,
Georgia
| $135M | +$12.7M | +10% | 1.04% | 15.2% | 83 | 10.84% | 1.9 |
|
| 3985 |
CF
3985
Corrigan Financial
Middletown,
Rhode Island
| $135M | +$4.94M | +4% | 2.98% | 9.54% | 59 | 3.39% | 1.7 |
|
| 3986 |
EWF
3986
Epstein & White Financial
San Diego,
California
| $135M | -$21.2M | -14% | 2.28% | 51% | 117 | 22.22% | 0.4 |
|
| 3987 |
IP
3987
Investment Partners
New Philadelphia,
Ohio
| $135M | +$391K | +0.3% | 2.15% | 74.1% | 158 | 8.86% | 2.1 |
|
| 3988 |
MAP
3988
Milestone Advisory Partners
Southern Pines,
North Carolina
| $134M | +$755K | +0.6% | 1.85% | 19.7% | 50 | 14% | 0.5 |
|
| 3989 |
CAIMH
3989
Central Asset Investments & Management Holdings
Hong Kong
| $134M | +$17.4M | +15% | 8.23% | 3,210% | 41 | 63.41% | 0.4 |
|
| 3990 |
PCR
3990
Potrero Capital Research
San Francisco,
California
| $134M | +$895K | +0.7% | 14.3% | 226% | 60 | 41.67% | 0.8 |
|
| 3991 |
SIC
3991
Shoker Investment Counsel
Oxford,
Ohio
| $134M | +$2.69M | +2% | 2.33% | 83.8% | 107 | 6.54% | 3.3 |
|
| 3992 |
WS
3992
Wela Strategies
Atlanta,
Georgia
| $134M | +$9.36M | +7% | 1.15% | 51.3% | 33 | 12.12% | 1 |
|
| 3993 |
BW
3993
Bison Wealth
Atlanta,
Georgia
| $134M | +$3.06M | +2% | 3.29% | 37.4% | 222 | 15.32% | 2.1 |
|
| 3994 |
WSC
3994
White Square Capital
London,
United Kingdom
| $134M | -$59.3M | -31% | 0.74% | 542% | 6 | 83.33% | 0.5 |
|
| 3995 |
OBWP
3995
O'Brien Wealth Partners
Waltham,
Massachusetts
| $134M | -$11.2M | -8% | 2.25% | 56.7% | 192 | 54.17% | 0.8 |
|
| 3996 |
GI
3996
GS Investments
Minneapolis,
Minnesota
| $134M | -$2.54M | -2% | 2.83% | 94.1% | 130 | 19.23% | 0.8 |
|
| 3997 |
RIM
3997
Reliant Investment Management
Memphis,
Tennessee
| $134M | -$413K | -0.3% | 1.77% | 129% | 53 | 7.55% | 2.6 |
|
| 3998 |
LA
3998
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $134M | -$1.57M | -1% | 1.5% | – | 478 | 31.8% | 0.8 |
|
| 3999 |
MMHP
3999
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $134M | +$5.09M | +4% | 1.53% | 61.7% | 125 | 6.4% | 0.5 |
|
| 4000 |
CCM
4000
Courage Capital Management
Nashville,
Tennessee
| $134M | +$2.74M | +2% | 4.48% | 86.5% | 31 | 22.58% | 1.5 |
|