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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
AF
4076
Aldebaran Financial
| $142M | +$10.8M | +8% | 12.2% | 89.7% | 103 | 8.74% | 3.5 |
|
| 4077 |
EVC
4077
Eidelman Virant Capital
Saint Louis,
Missouri
| $142M | +$8.79M | +7% | 11.2% | 46.2% | 107 | 23.36% | 2.4 |
|
| 4078 |
LBC
4078
Lawrence B. Cohen
| $142M | +$13.3M | +10% | 12.8% | 41.8% | 70 | 5.71% | 4.1 |
|
| 4079 |
NGA
4079
New Generation Advisors
Manchester,
Massachusetts
| $142M | +$3.83M | +3% | 0.41% | 45.1% | 33 | 18.18% | 1.5 |
|
| 4080 |
PP
4080
Parplus Partners
New York
| $142M | -$329M | -70% | 13% | – | 1 | 0% | 0.3 |
|
| 4081 |
1NWS
4081
1 North Wealth Services
Annapolis,
Maryland
| $142M | +$22.1M | +18% | 7.85% | – | 355 | 18.03% | 0.2 |
|
| 4082 |
HM
4082
HCSF Management
San Francisco,
California
| $142M | -$5.15M | -4% | 7.3% | 58.8% | 12 | 8.33% | 1.8 |
|
| 4083 |
AGPM
4083
ASA Gold & Precious Metals
Portland,
Maine
| $142M | -$1.39M | -1% | 7.48% | 7.34% | 16 | 12.5% | 4.2 |
|
| 4084 |
OBWP
4084
O'Brien Wealth Partners
Waltham,
Massachusetts
| $141M | -$4.63M | -3% | 11.4% | 56.7% | 45 | 20% | 2 |
|
| 4085 |
SPIO
4085
Seven Post Investment Office
San Francisco,
California
| $141M | +$12.8M | +10% | 22% | 52.6% | 24 | 20.83% | 1.6 |
|
| 4086 |
PCC
4086
Park Circle Company
Baltimore,
Maryland
| $141M | +$18.8M | +15% | 9.89% | 70.5% | 80 | 17.5% | 2.4 |
|
| 4087 |
NWA
4087
New World Advisors
Hingham,
Massachusetts
| $141M | +$20.9M | +17% | 18.4% | 84.1% | 132 | 91.67% | 0 |
|
| 4088 |
SCA
4088
Sander Capital Advisors
Seattle,
Washington
| $141M | +$32.6M | +30% | 20.4% | 68.8% | 13 | 46.15% | 0.7 |
|
| 4089 |
AB
4089
Atlas Brown
Louisville,
Kentucky
| $141M | +$11.5M | +9% | 12.8% | 115% | 151 | 9.93% | 3.7 |
|
| 4090 |
YCM
4090
Yost Capital Management
Houston,
Texas
| $141M | +$8.27M | +6% | 15.2% | 125% | 11 | 27.27% | 1.4 |
|
| 4091 |
HFS
4091
Howard Financial Services
Dallas,
Texas
| $141M | +$10.8M | +8% | 13.2% | 55.9% | 119 | 15.97% | 0.2 |
|
| 4092 |
CPA
4092
Clear Perspective Advisors
Aurora,
Illinois
| $141M | +$20.7M | +17% | 11.4% | 88.5% | 148 | 17.57% | 1.8 |
|
| 4093 |
AA
4093
Antipodean Advisors
New York
| $141M | +$88M | +167% | 42.3% | 67.8% | 11 | 54.55% | 0.9 |
|
| 4094 |
UWM
4094
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $141M | +$18.3M | +15% | 7.91% | 55% | 51 | 21.57% | 0.8 |
|
| 4095 |
SC
4095
Steginsky Capital
Port Washington,
New York
| $141M | +$13.3M | +10% | 9.31% | 99.4% | 8 | 0% | 2.2 |
|
| 4096 |
ACM
4096
Alethea Capital Management
Mercer Island,
Washington
| $140M | +$71.8M | +104% | 52.7% | 275% | 96 | 60.42% | 1.1 |
|
| 4097 |
MA
4097
Menlo Advisors
Menlo Park,
California
| $140M | +$11.8M | +9% | 7.51% | 108% | 41 | 14.63% | 3.4 |
|
| 4098 |
ODIJL
4098
One Day In July LLC
Burlington,
Vermont
| $140M | +$27.2M | +24% | 8.65% | 43.1% | 33 | 9.09% | 0.2 |
|
| 4099 |
CI
4099
Centerstone Investors
New York
| $140M | +$30.4M | +28% | 14.9% | 73.7% | 29 | 3.45% | 0.2 |
|
| 4100 |
FA
4100
Financial Advantage
Columbia,
Maryland
| $140M | +$17.8M | +15% | 15.3% | 24.3% | 111 | 10.81% | 1.1 |
|