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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 |
TCM
4051
Tieton Capital Management
Yakima,
Washington
| $129M | +$20.3M | +19% | 28.1% | 172% | 29 | 3.45% | 2.7 |
|
| 4052 |
NPT
4052
Nixon Peabody Trust
Boston,
Massachusetts
| $129M | +$17.4M | +16% | 2.93% | 85.3% | 77 | 20.78% | 1.8 |
|
| 4053 |
SIM
4053
Sterling Investment Management
Tucson,
Arizona
| $129M | +$5.04M | +4% | 1.59% | 44.1% | 60 | 10% | 2.5 |
|
| 4054 |
RFWA
4054
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $129M | +$6.88M | +6% | 2.95% | 117% | 306 | 47.71% | 1.1 |
|
| 4055 |
KAH
4055
Kathryn A. Hall
| $129M | +$2.99M | +2% | 2.12% | 95.2% | 7 | 28.57% | 2.4 |
|
| 4056 |
MHIM
4056
MacNealy Hoover Investment Management
Canton,
Ohio
| $129M | +$3.36M | +3% | 2.15% | 42.5% | 71 | 4.23% | 4 |
|
| 4057 |
BI
4057
Ballast Inc
Lexington,
Kentucky
| $129M | +$3.29M | +3% | 1.13% | 66% | 91 | 12.09% | 0.5 |
|
| 4058 |
SFG
4058
Summit Financial Group
Moorefield,
West Virginia
| $129M | +$701K | +0.5% | 3% | 26.1% | 131 | 9.16% | 0.9 |
|
| 4059 |
TA
4059
TMD & Associates
Scottsdale,
Arizona
| $128M | +$12.7M | +11% | 2.35% | 20.5% | 25 | 32% | 1.3 |
|
| 4060 |
FCM
4060
Ferox Capital Management
London,
United Kingdom
| $128M | -$15.2M | -11% | 0.17% | 2.07% | 37 | 0% | 1.3 |
|
| 4061 |
OAJ
4061
Ogorek Anthony Joseph
Williamsville,
New York
| $128M | +$13.3M | +12% | 1.42% | 61.1% | 148 | 16.89% | 1.3 |
|
| 4062 |
UOT
4062
University of Tennessee
Knoxville,
Tennessee
| $128M | +$18.4M | +17% | 0.53% | – | 2 | 0% | 0.5 |
|
| 4063 |
HCM
4063
Hutner Capital Management
Manchester,
Vermont
| $128M | -$305K | -0.2% | 0.82% | 52.2% | 44 | 4.55% | 1.6 |
|
| 4064 |
SCM
4064
Stonehearth Capital Management
Danvers,
Massachusetts
| $128M | -$1.08M | -0.8% | 1.15% | 87.5% | 40 | 20% | 2.1 |
|
| 4065 |
PFT
4065
Providence First Trust
Scottsdale,
Arizona
| $128M | +$6.84M | +6% | 2.84% | 64.1% | 71 | 5.63% | 0.8 |
|
| 4066 |
LS
4066
Lattice Strategies
Wayne,
Pennsylvania
| $128M | -$9.8M | -7% | 4.13% | 19.9% | 64 | 4.69% | 4.1 |
|
| 4067 |
WWM
4067
Windsor Wealth Management
Indianapolis,
Indiana
| $128M | +$9.64M | +8% | 2.72% | 37.3% | 130 | 14.62% | 0.4 |
|
| 4068 |
AWMF
4068
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $128M | +$10.7M | +9% | 0.29% | 101% | 72 | 44.44% | 1.3 |
|
| 4069 |
HIM
4069
Harbour Investment Management
Edmonds,
Washington
| $128M | -$6.16M | -5% | 1.89% | 58.8% | 66 | 6.06% | 4.4 |
|
| 4070 |
BKA
4070
Brick & Kyle Associates
Newtown,
Pennsylvania
| $128M | +$3.98M | +3% | 2.64% | 97.4% | 106 | 7.55% | 2.9 |
|
| 4071 |
BLA
4071
Balter Liquid Alternatives
Boston,
Massachusetts
| $128M | +$23M | +22% | 9.24% | 76.7% | 270 | 51.11% | 0.4 |
|
| 4072 |
GEA
4072
Glen Eagle Advisors
Kingston,
New Jersey
| $128M | +$6.43M | +5% | 3.01% | 68.5% | 717 | 9.48% | 1.2 |
|
| 4073 |
BOCM
4073
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $128M | +$2.3M | +2% | 1.06% | 49.6% | 29 | 0% | 2.3 |
|
| 4074 |
JIC
4074
JRM Investment Counsel
Omaha,
Nebraska
| $127M | +$3.18M | +3% | 2.05% | 65.5% | 35 | 11.43% | 2.1 |
|
| 4075 |
WCM
4075
Whitener Capital Management
Rocky Mount,
North Carolina
| $127M | -$3.39M | -3% | 5.15% | 98.5% | 492 | 74.8% | 0.5 |
|