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 |
NWM
4051
Northwest Wealth Management
Spencer,
Iowa
| $134M | +$564K | +0.4% | 3.87% | 63.4% | 558 | 8.78% | 0.6 |
|
| 4052 |
WVP
4052
Worth Venture Partners
Fort Lee,
New Jersey
| $133M | +$12.3M | +10% | 1.73% | 105% | 198 | 67.68% | 0.3 |
|
| 4053 |
POIA
4053
Pin Oak Investment Advisors
Houston,
Texas
| $133M | -$3.08M | -2% | 4.27% | 62.7% | 463 | 17.71% | 0.7 |
|
| 4054 |
DP
4054
Denver PWM
Denver,
Colorado
| $133M | – | – | 3.86% | 44.8% | 68 | – | 0.6 |
|
| 4055 |
BIMC
4055
Benson Investment Management Company
Roanoke,
Virginia
| $133M | +$5.93M | +5% | 7.5% | 99.8% | 79 | 27.85% | 0.9 |
|
| 4056 |
WA
4056
Wheatland Advisors
Lancaster,
Pennsylvania
| $133M | +$9.3M | +8% | 7.18% | 30.5% | 99 | 4.04% | 3.8 |
|
| 4057 |
SL
4057
SOF Ltd
George Town,
Cayman Islands
| $133M | -$22M | -14% | 14.2% | 42.3% | 1 | 0% | 1.8 |
|
| 4058 |
BCA
4058
Benchmark Capital Advisors
New York
| $133M | +$759K | +0.6% | 5.55% | 29.5% | 141 | 12.06% | 3 |
|
| 4059 |
LSC
4059
Lesa Sroufe & Co
Seattle,
Washington
| $133M | -$2.8M | -2% | 1.36% | – | 64 | 6.25% | 2.4 |
|
| 4060 |
AC
4060
Arjuna Capital
Durham,
North Carolina
| $133M | +$10.2M | +8% | 8.68% | 105% | 98 | 12.24% | 0.6 |
|
| 4061 |
FBT
4061
First Bank & Trust
Brookings,
South Dakota
| $133M | +$2.6M | +2% | 4.82% | 78.5% | 269 | 2.23% | 1.5 |
|
| 4062 |
RFWA
4062
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $133M | +$4.01M | +3% | 6.84% | 117% | 283 | 29.68% | 1.2 |
|
| 4063 |
FA
4063
Financial Advantage
Columbia,
Maryland
| $133M | +$930K | +0.7% | 3.96% | 24.3% | 33 | 9.09% | 3.1 |
|
| 4064 |
VMI
4064
VHCP Management III
New York
| $132M | – | – | 50.2% | – | 13 | – | 0 |
|
| 4065 |
LA
4065
LFL Advisers
Evanston,
Illinois
| $132M | +$6.94M | +6% | 7.36% | 83% | 10 | 20% | 1.8 |
|
| 4066 |
DC
4066
DeDora Capital
Napa,
California
| $132M | +$5.09M | +4% | 7.22% | 81.7% | 95 | 16.84% | 0.7 |
|
| 4067 |
UOT
4067
University of Tennessee
Knoxville,
Tennessee
| $132M | +$3.88M | +3% | 2.15% | – | 2 | 0% | 0.8 |
|
| 4068 |
MPA
4068
Marvin & Palmer Associates
Wilmington,
Delaware
| $132M | +$30.3M | +30% | 8.47% | 392% | 33 | 51.52% | 1 |
|
| 4069 |
SCC
4069
Steel Canyon Capital
Phoenix,
Arizona
| $132M | +$6.27M | +5% | 1.91% | 62.8% | 21 | 33.33% | 0.6 |
|
| 4070 |
TFCM
4070
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $132M | -$5.78M | -4% | 9.89% | 131% | 85 | 8.24% | 2.5 |
|
| 4071 |
MFS
4071
Madrona Financial Services
Everett,
Washington
| $132M | +$7.3M | +6% | 3.69% | 75.4% | 43 | 6.98% | 2.2 |
|
| 4072 |
TIA
4072
Tiemann Investment Advisors
Menlo Park,
California
| $132M | +$6.73M | +5% | 6.83% | 77% | 182 | 7.14% | 3.4 |
|
| 4073 |
BCIM
4073
Bishop & Co Investment Management
Erie,
Pennsylvania
| $132M | +$7.44M | +6% | 3.26% | 47.6% | 22 | 4.55% | 1.9 |
|
| 4074 |
TAM
4074
Toscafund Asset Management
London,
United Kingdom
| $131M | -$31.9M | -20% | 0.7% | 80.9% | 7 | 42.86% | 2 |
|
| 4075 |
GAMC
4075
Garner Asset Management Corp
Plano,
Texas
| $131M | +$4.15M | +3% | 3.3% | 95.3% | 165 | 10.91% | 1.1 |
|