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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
RCM
4026
RB Capital Management
Reno,
Nevada
| $127M | -$13.2M | -9% | 1.73% | 79.4% | 144 | 8.33% | 1 |
|
| 4027 |
CIA
4027
Cascade Investment Advisors
Oregon City,
Oregon
| $127M | +$1.01M | +0.8% | 2.27% | 71.4% | 226 | 22.57% | 1.1 |
|
| 4028 |
ROC
4028
River Oaks Capital
Wayzata,
Minnesota
| $127M | +$1.8M | +1% | 3.2% | – | 62 | 9.68% | 1.1 |
|
| 4029 |
ACM
4029
ADI Capital Management
New York
| $127M | -$20M | -14% | 5.73% | 113% | 22 | 63.64% | 0.5 |
|
| 4030 |
GTAM
4030
Global Trust Asset Management
West Palm Beach,
Florida
| $127M | -$13.9M | -10% | 1.06% | 168% | 415 | 10.6% | 0.2 |
|
| 4031 |
OH
4031
Oikos Holdings
New York
| $127M | -$45.7M | -26% | 27.3% | 5.54% | 10 | 20% | 0.2 |
|
| 4032 |
PE
4032
Point72 Europe
London,
United Kingdom
| $127M | -$24.2M | -16% | 0.57% | 95.4% | 34 | 70.59% | 0.3 |
|
| 4033 |
KCMRT
4033
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $127M | -$49.4M | -28% | 1.54% | 21.9% | 91 | 57.14% | 4.2 |
|
| 4034 |
BCA
4034
Benchmark Capital Advisors
New York
| $127M | -$1.68M | -1% | 0.83% | 29.5% | 142 | 11.97% | 2.9 |
|
| 4035 |
LSCM
4035
LaSalle Street Capital Management
Chicago,
Illinois
| $126M | -$18.7M | -13% | 2.51% | 30.5% | 112 | 18.75% | 1.9 |
|
| 4036 |
AWM
4036
AllSquare Wealth Management
Albany,
New York
| $126M | -$715K | -0.6% | 1.38% | 62.4% | 434 | 13.13% | 1.2 |
|
| 4037 |
HLA
4037
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $126M | -$67.6M | -35% | 12.9% | 187% | 65 | 52.31% | 0.8 |
|
| 4038 |
UWM
4038
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $126M | +$9.04M | +8% | 0.51% | 55% | 76 | 38.16% | 0.2 |
|
| 4039 |
RHCA
4039
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $126M | -$1.06M | -0.8% | 1.73% | 91.9% | 63 | 6.35% | 0.9 |
|
| 4040 |
PFS
4040
Physicians Financial Services
Raleigh,
North Carolina
| $126M | -$5.11M | -4% | 0.93% | 100% | 118 | 21.19% | 2 |
|
| 4041 |
LIM
4041
Loudon Investment Management
West Lebanon,
New Hampshire
| $126M | -$6.34M | -5% | 2.14% | 61.6% | 88 | 4.55% | 3.2 |
|
| 4042 |
KAH
4042
Kathryn A. Hall
| $126M | +$4.45M | +4% | 8.28% | 95.2% | 7 | 42.86% | 2.2 |
|
| 4043 |
MFS
4043
Madrona Financial Services
Everett,
Washington
| $126M | +$7.24M | +6% | 0.32% | 75.4% | 46 | 19.57% | 1.8 |
|
| 4044 |
RWM
4044
Rezny Wealth Management
Fort Myers,
Florida
| $126M | -$10.7M | -8% | 0.96% | 99.6% | 14 | 28.57% | 2.2 |
|
| 4045 |
RFO
4045
RiverGlades Family Offices
Naples,
Florida
| $125M | +$3.63M | +3% | 1.08% | – | 86 | 30.23% | 0.2 |
|
| 4046 |
CCM
4046
Copernicus Capital Management
San Francisco,
California
| $125M | -$8.83M | -7% | 2.79% | 126% | 30 | 56.67% | 0.2 |
|
| 4047 |
MRCM
4047
Mill Road Capital Management
Greenwich,
Connecticut
| $125M | +$20.7M | +20% | 24% | 85.1% | 13 | 23.08% | 2.1 |
|
| 4048 |
BI
4048
Ballast Inc
Lexington,
Kentucky
| $125M | +$6.87M | +6% | 1.11% | 66% | 87 | 8.05% | 0.2 |
|
| 4049 |
CCM
4049
Consolidated Capital Management
Burbank,
California
| $125M | +$28.4M | +29% | 0.53% | 166% | 58 | 34.48% | 0.9 |
|
| 4050 |
BOCM
4050
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $125M | -$2.96M | -2% | 2.53% | 49.6% | 29 | 0% | 2.1 |
|