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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 |
BWAM
4051
Boyd Watterson Asset Management
Cleveland,
Ohio
| $147M | -$11.8M | -7% | 2.98% | 101% | 123 | 8.94% | 3.9 |
|
| 4052 |
TA
4052
TFG Advisers
Auburn Hills,
Michigan
| $147M | +$7.88M | +6% | 3.7% | 61.8% | 158 | 3.8% | 0.5 |
|
| 4053 |
MSFP
4053
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $146M | +$7.7M | +6% | 4.86% | 92.4% | 375 | 7.73% | 3.3 |
|
| 4054 |
EA
4054
Elm Advisors
Burlingame,
California
| $146M | +$3.9M | +3% | 2.85% | 50.5% | 87 | 2.3% | 4.4 |
|
| 4055 |
TA
4055
TMD & Associates
Scottsdale,
Arizona
| $146M | +$8.85M | +6% | 2.32% | 20.5% | 48 | 16.67% | 1.2 |
|
| 4056 |
PC
4056
Pecaut & Co
Sioux City,
Iowa
| $146M | +$1.6M | +1% | 3.94% | 67.6% | 74 | 12.16% | 2.5 |
|
| 4057 |
OWM
4057
Opes Wealth Management
Menlo Park,
California
| $146M | +$9.48M | +7% | 2.5% | 54.1% | 48 | 27.08% | 0.2 |
|
| 4058 |
WAM
4058
Westport Asset Management
Southport,
Connecticut
| $146M | +$3.23M | +2% | 2.94% | 63.9% | 63 | 1.59% | 3.1 |
|
| 4059 |
LCM
4059
LDR Capital Management
New York
| $146M | +$22.8M | +18% | 1.75% | 28.4% | 36 | 36.11% | 0.6 |
|
| 4060 |
HFS
4060
Howard Financial Services
Dallas,
Texas
| $146M | +$5.27M | +4% | 1.7% | 55.9% | 120 | 12.5% | 0.4 |
|
| 4061 |
GEA
4061
Glen Eagle Advisors
Kingston,
New Jersey
| $146M | +$8.67M | +6% | 3.58% | 68.5% | 817 | 12.61% | 1.7 |
|
| 4062 |
FA
4062
Financial Advantage
Columbia,
Maryland
| $146M | +$5.82M | +4% | 4.43% | 24.3% | 111 | 6.31% | 1.4 |
|
| 4063 |
OFS
4063
OneAscent Financial Services
Birmingham,
Alabama
| $146M | – | – | 3.02% | 63.8% | 224 | – | 0 |
|
| 4064 |
MFS
4064
Monetta Financial Services
Wheaton,
Illinois
| $146M | +$7.19M | +5% | 6.19% | 275% | 47 | 38.3% | 1.9 |
|
| 4065 |
MMPW
4065
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $146M | +$2.41M | +2% | 4.26% | 90.7% | 175 | 5.14% | 3.7 |
|
| 4066 |
GWM
4066
Graybill Wealth Management
Elmhurst,
Illinois
| $146M | +$2.62M | +2% | 6.53% | – | 53 | 13.21% | 3.5 |
|
| 4067 |
CA
4067
Continuum Advisory
Eagle,
Idaho
| $146M | +$11.9M | +9% | 2.98% | 77% | 143 | 16.08% | 1.3 |
|
| 4068 |
SCC
4068
Second Curve Capital
Radnor,
Pennsylvania
| $146M | +$14.4M | +11% | 12.2% | 160% | 24 | 33.33% | 1.8 |
|
| 4069 |
CCM
4069
Cloverdale Capital Management
Dallas,
Texas
| $146M | -$36.4M | -20% | 2.4% | 20.8% | 22 | 68.18% | 0.4 |
|
| 4070 |
TLP
4070
Trinity Legacy Partners
Houston,
Texas
| $146M | -$6.64M | -4% | 4.94% | 63.3% | 77 | 41.56% | 0.3 |
|
| 4071 |
RHI
4071
Richmond Hill Investments
New York
| $145M | +$23.8M | +20% | 14.9% | 55.2% | 8 | 25% | 2.4 |
|
| 4072 |
SCM
4072
Stonepine Capital Management
Bend,
Oregon
| $145M | -$28.6M | -16% | 13.9% | 231% | 32 | 28.13% | 1.1 |
|
| 4073 |
AAM
4073
Augustine Asset Management
Jacksonville,
Florida
| $145M | -$5.43M | -4% | 5.05% | 316% | 82 | 31.71% | 2.6 |
|
| 4074 |
MWVC
4074
Morgens Waterfall Vintiadis & Co
New York
| $145M | +$5.46M | +4% | 10.1% | 594% | 68 | 36.76% | 1 |
|
| 4075 |
MA
4075
Menlo Advisors
Menlo Park,
California
| $145M | +$4.68M | +3% | 3.18% | 108% | 40 | 5% | 3.6 |
|