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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
ATIA
4051
American Trust Investment Advisors
Lebanon,
New Hampshire
| $125M | -$2.44M | -2% | 0.66% | 91% | 84 | 10.71% | 1.7 |
|
| 4052 |
MHIM
4052
MacNealy Hoover Investment Management
Canton,
Ohio
| $125M | -$13.2M | -10% | 3.24% | 42.5% | 76 | 10.53% | 3.9 |
|
| 4053 |
TA
4053
Townsend & Associates
Westminster,
Colorado
| $125M | +$7.99M | +7% | 2.18% | 54.1% | 214 | 32.24% | 0.2 |
|
| 4054 |
CAM
4054
Caprin Asset Management
Henrico,
Virginia
| $125M | -$3.06M | -2% | 0.95% | 7.87% | 22 | 36.36% | 1.4 |
|
| 4055 |
HCM
4055
HM Capital Management
Clayton,
Missouri
| $125M | +$3.3M | +3% | 0.06% | 29.6% | 42 | 9.52% | 2.9 |
|
| 4056 |
EOCM
4056
Energy Opportunities Capital Management
Austin,
Texas
| $125M | -$19.6M | -14% | 6.99% | 211% | 58 | 10.34% | 2.3 |
|
| 4057 |
NVPX
4057
Norwest Venture Partners X
Palo Alto,
California
| $125M | +$12.8M | +11% | 19.4% | 11.3% | 4 | 25% | 2.3 |
|
| 4058 |
WIA
4058
Westbourne Investment Advisors
Annapolis,
Maryland
| $125M | -$6.79M | -5% | 2.15% | 89.4% | 110 | 13.64% | 2 |
|
| 4059 |
FA
4059
Financial Advantage
Columbia,
Maryland
| $125M | -$1.26M | -1% | 1.07% | 24.3% | 31 | 9.68% | 2.9 |
|
| 4060 |
WS
4060
Wela Strategies
Atlanta,
Georgia
| $125M | -$2.16M | -2% | 1.77% | 51.3% | 39 | 28.21% | 0.8 |
|
| 4061 |
WC
4061
Westwind Capital
Las Cruces,
New Mexico
| $125M | +$18.7M | +18% | 9.81% | 87.6% | 46 | 30.43% | 0.2 |
|
| 4062 |
HBWM
4062
Hollow Brook Wealth Management
Katonah,
New York
| $125M | -$11.4M | -8% | 1.15% | 92.8% | 56 | 14.29% | 2.4 |
|
| 4063 |
AFM
4063
Abbot Financial Management
Andover,
Massachusetts
| $125M | -$903K | -0.7% | 1.26% | 102% | 112 | 9.82% | 0.7 |
|
| 4064 |
FBT
4064
First Bank & Trust
Brookings,
South Dakota
| $125M | -$2.42M | -2% | 2.01% | 78.5% | 290 | 13.1% | 1.1 |
|
| 4065 |
BRC
4065
Bishop Rock Capital
New York
| $124M | +$9.73M | +8% | 4.73% | 35.4% | 26 | 15.38% | 1.1 |
|
| 4066 |
JIC
4066
JRM Investment Counsel
Omaha,
Nebraska
| $124M | -$5.66M | -4% | 2.99% | 65.5% | 35 | 8.57% | 2 |
|
| 4067 |
TIA
4067
Tiemann Investment Advisors
Menlo Park,
California
| $124M | -$1.19M | -0.9% | 0.78% | 77% | 179 | 8.94% | 3.1 |
|
| 4068 |
BA
4068
Baugh & Associates
Atlanta,
Georgia
| $124M | +$5.49M | +5% | 3.89% | 83.8% | 42 | 2.38% | 0.2 |
|
| 4069 |
TCM
4069
Tuttle Capital Management
Riverside,
Connecticut
| $124M | +$41.9M | +51% | 1.27% | 115% | 117 | 76.07% | 0.2 |
|
| 4070 |
SIM
4070
Sterling Investment Management
Tucson,
Arizona
| $124M | +$30.1M | +32% | 1.04% | 44.1% | 59 | 13.56% | 2.5 |
|
| 4071 |
PCM
4071
Poehling Capital Management
Madison,
Wisconsin
| $124M | +$6.12M | +5% | 3.14% | 70.9% | 344 | 21.8% | 0.2 |
|
| 4072 |
BKA
4072
Brick & Kyle Associates
Newtown,
Pennsylvania
| $124M | +$805K | +0.7% | 1.08% | 97.4% | 102 | 2.94% | 2.8 |
|
| 4073 |
OA
4073
Opes Advisors
Cupertino,
California
| $124M | -$16.6M | -12% | 1.27% | – | 46 | 19.57% | 0.9 |
|
| 4074 |
BIMC
4074
Benson Investment Management Company
Roanoke,
Virginia
| $124M | -$10.9M | -8% | 0.99% | 99.8% | 96 | 56.25% | 0.5 |
|
| 4075 |
POIA
4075
Pin Oak Investment Advisors
Houston,
Texas
| $123M | -$6.86M | -5% | 3.45% | 62.7% | 442 | 7.69% | 0.2 |
|