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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
UFA
4051
US Financial Advisors
Braintree,
Massachusetts
| $49.8M | -$7.68M | -13% | 2.75% | 12.6% | 495 | 90.51% | 4.6 |
|
| 4052 |
SM
4052
Southport Management
Wilson,
Wyoming
| $49.8M | -$10.7M | -18% | 6.22% | 107% | 47 | 48.94% | 4.1 |
|
| 4053 |
LSVM
4053
Lone Star Value Management
Old Greenwich,
Connecticut
| $49.7M | +$8.21M | +20% | 15.8% | – | 19 | 26.32% | 3.2 |
|
| 4054 |
BIM
4054
Beach Investment Management
West Conshohocken,
Pennsylvania
| $49.7M | -$5.27M | -10% | 7.77% | 18.9% | 42 | 21.43% | 5.9 |
|
| 4055 |
HJMC
4055
Hellman Jordan Management Company
Quincy,
Massachusetts
| $49.5M | +$10.3M | +26% | 16.6% | 203% | 46 | 47.83% | 3.4 |
|
| 4056 |
ARCT
4056
Anne Ray Charitable Trust
Eden Prairie,
Minnesota
| $49.5M | -$16.6M | -25% | 2.12% | 31% | 4 | 50% | 6 |
|
| 4057 |
NAM
4057
Nichols Asset Management
Sudbury,
Massachusetts
| $49.2M | -$404M | -89% | 3.08% | 43.8% | 117 | 45.3% | 10.4 |
|
| 4058 |
FIMS
4058
FBL Investment Management Services
West Des Moines,
Iowa
| $49.2M | +$6.22M | +14% | 1.99% | 16.6% | 24 | 0% | 10 |
|
| 4059 |
AG
4059
AIA Group
Hong Kong
| $48M | -$53M | -52% | 2.32% | 82.6% | 15 | 6.67% | 3 |
|
| 4060 |
CIA
4060
CSat Investment Advisory
Detroit,
Michigan
| $47.6M | -$3.04M | -6% | 1.08% | 87.4% | 26 | 38.46% | 2.7 |
|
| 4061 |
PRHC
4061
P.R. Herzig & Co
Roslyn Heights,
New York
| $47.4M | +$1.74M | +4% | 5.63% | 49.9% | 50 | 10% | 7.4 |
|
| 4062 |
MVA
4062
Mount Vernon Associates
Baltimore,
Maryland
| $46.9M | +$1.75M | +4% | 1.03% | 119% | 57 | 7.02% | 9.9 |
|
| 4063 |
RVGI
4063
RRE Ventures GP III
New York
| $46.8M | -$22.8M | -33% | 32.1% | 74.5% | 5 | 0% | 2.6 |
|
| 4064 |
DRD
4064
Dennis R. Delaney
| $46.8M | +$676K | +1% | 2.62% | 84.3% | 53 | 7.55% | 1.9 |
|
| 4065 |
LIM
4065
Lorem Ipsum Management
New York
| $46.4M | -$167M | -78% | 12.8% | – | 56 | 78.57% | 1.4 |
|
| 4066 |
WAM
4066
Watershed Asset Management
San Francisco,
California
| $45.7M | -$50M | -52% | 5.6% | – | 5 | 0% | 7.6 |
|
| 4067 |
SM
4067
SLS Management
New York
| $45.5M | -$14.4M | -24% | 5.49% | 11.3% | 16 | 68.75% | 1 |
|
| 4068 |
SAM
4068
Scion Asset Management
Saratoga,
California
| $45.5M | -$5.59M | -11% | 9.21% | 1.91% | 10 | 60% | 1.2 |
|
| 4069 |
ACP
4069
Andalusian Capital Partners
Greenwich,
Connecticut
| $45.4M | -$70.1M | -61% | 4.45% | – | 34 | 44.12% | 3.6 |
|
| 4070 |
SHCM
4070
Stone House Capital Management
Bay Harbor Islands,
Florida
| $44.9M | -$9.34M | -17% | 9.46% | 151% | 3 | 0% | 2 |
|
| 4071 |
TCB
4071
Texas Capital Bancshares
Dallas,
Texas
| $44.1M | +$4.97M | +13% | 8.29% | 175% | 30 | 6.67% | 6.1 |
|
| 4072 |
DCM
4072
DG Capital Management
New York
| $44.1M | -$37M | -46% | 9.6% | 76.7% | 17 | 58.82% | 3.8 |
|
| 4073 |
RAM
4073
Roumell Asset Management
Chevy Chase,
Maryland
| $44M | +$4.62M | +12% | 6.13% | 46.9% | 18 | 44.44% | 3.4 |
|
| 4074 |
KSCM
4074
Kamunting Street Capital Management
Miami Beach,
Florida
| $43.5M | -$5.97M | -12% | 12.4% | 7.47% | 21 | 47.62% | 2.6 |
|
| 4075 |
IWC
4075
Integrated Wealth Counsel
Carmel,
California
| $43.5M | -$436K | -1% | 2.92% | 8.52% | 83 | 8.43% | 8.2 |
|