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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 |
HIM
4076
Harbour Investment Management
Edmonds,
Washington
| $141M | -$811K | -0.6% | 1.18% | 58.8% | 70 | 2.86% | 4.8 |
|
| 4077 |
OIWM
4077
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
| $141M | -$2.32M | -2% | 1.36% | – | 79 | 11.39% | 1.2 |
|
| 4078 |
SAS
4078
Stelac Advisory Services
New York
| $141M | +$10.3M | +8% | 0.23% | 84.9% | 117 | 37.61% | 1.8 |
|
| 4079 |
QGA
4079
Q Global Advisors
Fort Worth,
Texas
| $141M | +$42M | +43% | 7.5% | 79% | 34 | 23.53% | 0.6 |
|
| 4080 |
THWM
4080
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $141M | +$16.4M | +13% | 2.8% | 47.8% | 438 | 7.99% | 1.5 |
|
| 4081 |
AC
4081
Addison Capital
Conshohocken,
Pennsylvania
| $141M | -$2.74M | -2% | 1.59% | 59.7% | 129 | 8.53% | 2.9 |
|
| 4082 |
HWC
4082
Hill Winds Capital
High Falls,
New York
| $141M | +$17.6M | +14% | 4.66% | 8.52% | 33 | 42.42% | 0.4 |
|
| 4083 |
HW
4083
Hamilton Wealth
Encino,
California
| $141M | +$3.77M | +3% | 1.73% | 108% | 46 | 21.74% | 0.6 |
|
| 4084 |
UFM
4084
Ursa Fund Management
Danville,
California
| $141M | -$1.5B | -91% | 31.5% | 93.5% | 23 | 69.57% | 0.7 |
|
| 4085 |
IBOK
4085
Independence Bank of Kentucky
Owensboro,
Kentucky
| $141M | +$12.5M | +10% | 3.16% | 80.6% | 374 | 12.57% | 1.3 |
|
| 4086 |
BOCM
4086
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $140M | +$2.44M | +2% | 1.67% | 49.6% | 30 | 3.33% | 3 |
|
| 4087 |
AFS
4087
Access Financial Services
Minneapolis,
Minnesota
| $140M | +$9.31M | +7% | 1.79% | 44.8% | 79 | 20.25% | 1.8 |
|
| 4088 |
SC
4088
Sawyer & Company
Boston,
Massachusetts
| $140M | -$8.95M | -6% | 3.62% | 97.4% | 184 | 8.7% | 1.6 |
|
| 4089 |
WPEP
4089
Walnut Private Equity Partners
Omaha,
Nebraska
| $140M | +$2.72M | +2% | 0.82% | 48% | 23 | 8.7% | 3.8 |
|
| 4090 |
MAS
4090
Madden Advisory Services
Jacksonville,
Florida
| $140M | -$20M | -12% | 0.79% | 52.3% | 82 | 9.76% | 5 |
|
| 4091 |
FRA
4091
Front Row Advisors
Tiburon,
California
| $140M | +$2.99M | +2% | 3.17% | 142% | 1,102 | 19.15% | 1.4 |
|
| 4092 |
DRS
4092
Deane Retirement Strategies
New Orleans,
Louisiana
| $140M | +$23.1M | +20% | 3.82% | 73.4% | 59 | 30.51% | 2.3 |
|
| 4093 |
AFM
4093
Abbot Financial Management
Andover,
Massachusetts
| $140M | +$2.17M | +2% | 1.88% | 102% | 127 | 8.66% | 1.8 |
|
| 4094 |
EFL
4094
ERn Financial LLC
Middleton,
Wisconsin
| $140M | +$7.29M | +5% | 0.41% | 55.9% | 58 | 1.72% | 0.7 |
|
| 4095 |
AB
4095
Atlas Brown
Louisville,
Kentucky
| $140M | -$4.67M | -3% | 2.41% | 115% | 153 | 6.54% | 4 |
|
| 4096 |
EFIC
4096
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $140M | -$15.8M | -10% | 3.05% | 88.9% | 39 | 12.82% | 2.9 |
|
| 4097 |
MIM
4097
Mittleman Investment Management
Melville,
New York
| $140M | +$20.9M | +18% | 12.1% | 11.6% | 7 | 0% | 3.5 |
|
| 4098 |
GCM
4098
Garland Capital Management
Bellevue,
Washington
| $140M | -$835K | -0.6% | 1.26% | 55.7% | 34 | 0% | 4 |
|
| 4099 |
SL
4099
SOF Ltd
George Town,
Cayman Islands
| $140M | +$3.28M | +2% | 2.44% | 42.3% | 1 | 0% | 2.8 |
|
| 4100 |
PIM
4100
Profit Investment Management
North Bethesda,
Maryland
| $140M | +$4M | +3% | 1.79% | 101% | 75 | 4% | 4.5 |
|