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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
SCA
4001
Sippican Capital Advisors
Boston,
Massachusetts
| $79.2M | +$451K | +0.6% | 3.07% | 90.1% | 96 | 3.13% | 4.8 |
|
| 4002 |
ODCM
4002
Old Dominion Capital Management
Charlottesville,
Virginia
| $79.1M | +$8.12M | +11% | 4.37% | 45.9% | 43 | 6.98% | 8.2 |
|
| 4003 |
NCM
4003
Niemann Capital Management
Stateline,
Nevada
| $79.1M | +$13.2M | +20% | 10.3% | 103% | 22 | 86.36% | 0.3 |
|
| 4004 |
SSIA
4004
Spero-Smith Investment Advisers
Cleveland,
Ohio
| $78.6M | +$4.67M | +6% | 6.47% | 31.3% | 46 | 8.7% | 8.2 |
|
| 4005 |
LWM
4005
Lyons Wealth Management
Winter Park,
Florida
| $78.4M | +$435K | +0.6% | 2.01% | 40.1% | 86 | 40.7% | 3.5 |
|
| 4006 |
BRWM
4006
B. Riley Wealth Management
Memphis,
Tennessee
| $78.3M | +$7.75M | +11% | 5.5% | 32.4% | 180 | 34.44% | 4.9 |
|
| 4007 |
B
4007
Bellecapital
Zurich,
Switzerland
| $78.2M | +$10.6M | +16% | 8.07% | 128% | 54 | 20.37% | 5.9 |
|
| 4008 |
OAM
4008
Occidental Asset Management
Burlingame,
California
| $78.2M | +$6.77M | +9% | 4.22% | 82.5% | 68 | 7.35% | 6 |
|
| 4009 |
RU
4009
RobecoSam USA
New York
| $77.8M | +$8.52M | +12% | 12.2% | 50.1% | 61 | 27.87% | 4.9 |
|
| 4010 |
CAD
4010
Craig A. Drill
| $77.4M | +$7.11M | +10% | 5.78% | 67.1% | 27 | 48.15% | 2.7 |
|
| 4011 |
BGA
4011
Belmont Global Advisors
Dallas,
Texas
| $77.2M | +$18.3M | +31% | 1.87% | 81% | 90 | 63.33% | 2.1 |
|
| 4012 |
CI
4012
Capital Innovations
Pewaukee,
Wisconsin
| $77.1M | -$10.8M | -12% | 4.29% | – | 91 | 20.88% | 5.7 |
|
| 4013 |
TSP
4013
Tappan Street Partners
Chicago,
Illinois
| $77.1M | – | – | 0.52% | – | 26 | – | 0 |
|
| 4014 |
RAM
4014
Ramsey Asset Management
Reston,
Virginia
| $77M | +$20.3M | +36% | 4.77% | 30.6% | 35 | 31.43% | 6.7 |
|
| 4015 |
NFG
4015
Nations Financial Group
Cedar Rapids,
Iowa
| $76.9M | – | – | 3.65% | 105% | 127 | – | 0 |
|
| 4016 |
IT
4016
Independence Trust
Franklin,
Tennessee
| $76.8M | -$20.7M | -21% | 7.8% | 28.9% | 106 | 40.57% | 6.4 |
|
| 4017 |
AG
4017
Appleton Group
Appleton,
Wisconsin
| $76.8M | +$42.6M | +125% | 5.34% | 58.3% | 20 | 40% | 5.4 |
|
| 4018 |
SAMT
4018
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $76.8M | +$18.7M | +32% | 5.24% | 68.4% | 43 | 41.86% | 3.9 |
|
| 4019 |
JFA
4019
Johanson Financial Advisors
Campbell,
California
| $76.7M | – | – | 6.58% | 101% | 65 | – | 0 |
|
| 4020 |
HIP
4020
Hatteras Investment Partners
Raleigh,
North Carolina
| $76.5M | +$3.03M | +4% | 8.97% | – | 153 | 73.2% | 1.2 |
|
| 4021 |
LFWA
4021
LBJ Family Wealth Advisors
Austin,
Texas
| $76.3M | +$2.98M | +4% | 3.72% | 64.9% | 15 | 6.67% | 7.5 |
|
| 4022 |
MS
4022
Marshall & Sullivan
Seattle,
Washington
| $75.7M | -$1M | -1% | 6.34% | 82% | 65 | 3.08% | 6.3 |
|
| 4023 |
MCMT
4023
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| $75.7M | +$6.4M | +9% | 1.44% | 15.7% | 42 | 16.67% | 5.8 |
|
| 4024 |
TG
4024
Threshold Group
Seattle,
Washington
| $75.6M | – | – | 5.81% | – | 27 | – | 0 |
|
| 4025 |
SSP
4025
Sapphire Star Partners
Redmond,
Washington
| $75.5M | – | – | 8.62% | 47.4% | 70 | – | 0 |
|