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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 |
TWM
4076
Tolleson Wealth Management
Dallas,
Texas
| $145M | +$586K | +0.4% | 3.5% | 56.2% | 46 | 4.35% | 0.5 |
|
| 4077 |
AAM
4077
American Asset Management
Boca Raton,
Florida
| $145M | +$12.7M | +10% | 5.31% | 42.5% | 125 | 21.6% | 1.7 |
|
| 4078 |
KAM
4078
Knightsbridge Asset Management
Newport Beach,
California
| $145M | +$14.1M | +11% | 4.01% | 150% | 30 | 13.33% | 2.5 |
|
| 4079 |
AIA
4079
AIMZ Investment Advisors
Los Altos,
California
| $145M | -$686K | -0.5% | 1.55% | 81.3% | 102 | 6.86% | 3.7 |
|
| 4080 |
TWS
4080
Thomas W. Smith
| $145M | +$10.8M | +8% | 9.35% | – | 10 | 0% | 5.3 |
|
| 4081 |
SC
4081
Sagil Capital
London,
United Kingdom
| $145M | +$15.4M | +12% | 4.73% | 104% | 28 | 46.43% | 0.6 |
|
| 4082 |
CW
4082
Cabot-Wellington
Boston,
Massachusetts
| $145M | -$1.64M | -1% | 2.61% | 65% | 9 | 0% | 5.3 |
|
| 4083 |
AF
4083
Aldebaran Financial
| $145M | +$2.54M | +2% | 4.15% | 89.7% | 103 | 13.59% | 3.8 |
|
| 4084 |
AB
4084
Atlas Brown
Louisville,
Kentucky
| $145M | +$3.54M | +3% | 2.42% | 115% | 153 | 5.88% | 3.8 |
|
| 4085 |
LBC
4085
Lawrence B. Cohen
| $145M | +$2.43M | +2% | 3.02% | 41.8% | 74 | 9.46% | 4 |
|
| 4086 |
CAM
4086
Crown Advisors Management
Larkspur,
California
| $144M | +$11.3M | +8% | 9.19% | 284% | 57 | 36.84% | 0.8 |
|
| 4087 |
SCA
4087
Sage Capital Advisors
Sioux Falls,
South Dakota
| $144M | -$11.1M | -7% | 2.3% | 105% | 106 | 20.75% | 1.3 |
|
| 4088 |
WGCA
4088
Wolf Group Capital Advisors
Fairfax,
Virginia
| $144M | -$1.08M | -0.7% | 4.28% | 28.2% | 85 | 5.88% | 2.2 |
|
| 4089 |
SCG
4089
Sonata Capital Group
Seattle,
Washington
| $144M | +$10.1M | +8% | 2.91% | 57.4% | 111 | 16.22% | 3.4 |
|
| 4090 |
PHAM
4090
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $144M | -$10.5M | -7% | 2.74% | 66.8% | 104 | 9.62% | 4.2 |
|
| 4091 |
RCP
4091
Rho Capital Partners
New York
| $144M | +$49.7M | +53% | 1.55% | – | 6 | 33.33% | 2.4 |
|
| 4092 |
RWG
4092
Regal Wealth Group
Seal Beach,
California
| $144M | +$5.16M | +4% | 2.61% | 17% | 174 | 5.75% | 2.7 |
|
| 4093 |
TFCM
4093
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $144M | +$15.6M | +12% | 6.86% | 131% | 90 | 12.22% | 2.6 |
|
| 4094 |
ACM
4094
ADW Capital Management
Miami Beach,
Florida
| $144M | -$64M | -31% | 8.48% | 78.2% | 5 | 40% | 0.3 |
|
| 4095 |
RCM
4095
RVB Capital Management
Great Neck,
New York
| $144M | -$12.1M | -8% | 0.45% | 10.4% | 54 | 59.26% | 0.4 |
|
| 4096 |
JIC
4096
JRM Investment Counsel
Omaha,
Nebraska
| $144M | +$6.87M | +5% | 5.39% | 65.5% | 29 | 6.9% | 3.3 |
|
| 4097 |
UTC
4097
Unified Trust Company
Lexington,
Kentucky
| $144M | +$10.1M | +8% | 4.61% | 69.7% | 50 | 0% | 0.5 |
|
| 4098 |
HPC
4098
Hobart Private Capital
Charlotte,
North Carolina
| $144M | +$11.8M | +9% | 1.96% | 52.5% | 181 | 32.04% | 0.9 |
|
| 4099 |
AC
4099
Addison Capital
Conshohocken,
Pennsylvania
| $143M | +$11.9M | +9% | 6.6% | 59.7% | 139 | 29.5% | 2.8 |
|
| 4100 |
BCC
4100
Bain Capital Credit
Boston,
Massachusetts
| $143M | +$72.4M | +102% | 6.24% | 14.4% | 20 | 25% | 0.9 |
|