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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 |
HCA
4026
Horan Capital Advisors
Cincinnati,
Ohio
| $149M | -$9.34M | -6% | 3.35% | 26.6% | 266 | 74.06% | 3.1 |
|
| 4027 |
TC
4027
Truvestments Capital
Sarasota,
Florida
| $149M | +$18.4M | +14% | 2.79% | 131% | 807 | 20.57% | 0.7 |
|
| 4028 |
OAJ
4028
Ogorek Anthony Joseph
Williamsville,
New York
| $148M | -$2.38M | -2% | 3.25% | 61.1% | 169 | 8.88% | 1.7 |
|
| 4029 |
SMFS
4029
Squar Milner Financial Services
Irvine,
California
| $148M | +$12.8M | +9% | 3.25% | – | 923 | 20.69% | 0.9 |
|
| 4030 |
RP
4030
Rice Partnership
Honolulu,
Hawaii
| $148M | +$10.3M | +7% | 4.31% | 123% | 106 | 34.91% | 0.8 |
|
| 4031 |
REMS
4031
Real Estate Management Services
| $148M | -$11M | -7% | 2.96% | 67.2% | 30 | 13.33% | 2.6 |
|
| 4032 |
IAMOG
4032
Investors Asset Management of Georgia
Atlanta,
Georgia
| $148M | +$5.04M | +4% | 4.01% | 113% | 150 | 7.33% | 3.7 |
|
| 4033 |
JC
4033
JCSD Capital
Walnut Creek,
California
| $148M | +$12.8M | +9% | 3.61% | – | 59 | 11.86% | 1.5 |
|
| 4034 |
MAG
4034
Mokosak Advisory Group
Urbandale,
Iowa
| $148M | +$4.52M | +3% | 2.41% | 57.1% | 22 | 4.55% | 0.9 |
|
| 4035 |
AIC
4035
Ayalon Insurance Company
Ramat Gan,
Israel
| $148M | +$9.08M | +7% | 4.26% | 99.6% | 114 | 13.16% | 1.4 |
|
| 4036 |
LA
4036
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $148M | -$160M | -52% | 3.73% | – | 436 | 22.48% | 0.7 |
|
| 4037 |
CGI
4037
Cougar Global Investments
Toronto,
Ontario, Canada
| $148M | -$502K | -0.3% | 1.31% | 17.4% | 20 | 20% | 1.2 |
|
| 4038 |
LF
4038
Lantz Financial
Naperville,
Illinois
| $148M | +$9.84M | +7% | 3.65% | 74.3% | 130 | 13.85% | 0.2 |
|
| 4039 |
NRC
4039
North Run Capital
Boston,
Massachusetts
| $147M | -$9.28M | -6% | 1.73% | 19.4% | 28 | 28.57% | 1 |
|
| 4040 |
FFG
4040
Ford Financial Group
Fresno,
California
| $147M | +$8.03M | +6% | 2.64% | 47.7% | 93 | 26.88% | 0.7 |
|
| 4041 |
SPIO
4041
Seven Post Investment Office
San Francisco,
California
| $147M | +$5.99M | +4% | 2.54% | 52.6% | 22 | 0% | 1.8 |
|
| 4042 |
NERM
4042
New England Research & Management
Chicago,
Illinois
| $147M | -$656K | -0.4% | 2.45% | 56.4% | 189 | 26.98% | 2.2 |
|
| 4043 |
AIA
4043
Arcadia Investment Advisors
Eagle,
Idaho
| $147M | +$14.5M | +11% | 2.74% | 56.4% | 70 | 4.29% | 1.2 |
|
| 4044 |
HIS
4044
Horizon Investment Services
Hammond,
Indiana
| $147M | +$437K | +0.3% | 4.4% | 250% | 99 | 22.22% | 2.2 |
|
| 4045 |
PGWM
4045
Parisi Gray Wealth Management
Mendham,
New Jersey
| $147M | -$9.59M | -6% | 4.14% | 120% | 527 | 80.83% | 1.4 |
|
| 4046 |
PCC
4046
Park Circle Company
Baltimore,
Maryland
| $147M | +$5.5M | +4% | 9.57% | 70.5% | 88 | 15.91% | 2.4 |
|
| 4047 |
PWAC
4047
Private Wealth Advisors (California)
Fresno,
California
| $147M | $0 | 0% | 3.12% | 63.6% | 59 | 0% | 0.5 |
|
| 4048 |
PCM
4048
Peak Capital Management
Greenwood Village,
Colorado
| $147M | +$738K | +0.5% | 3.04% | 9.52% | 30 | 26.67% | 1.6 |
|
| 4049 |
GPC
4049
Glen Point Capital
London,
United Kingdom
| $147M | +$30.4M | +26% | 4.18% | 118% | 8 | 75% | 0.1 |
|
| 4050 |
CC
4050
Covalis Capital
London,
United Kingdom
| $147M | +$38.9M | +36% | 0.36% | 37.9% | 18 | 66.67% | 0.2 |
|