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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
SCC
4101
Steel Canyon Capital
Phoenix,
Arizona
| $126M | -$3.38M | -3% | 12.4% | 62.8% | 20 | 30% | 0.7 |
|
| 4102 |
SLA
4102
Silver Lake Advisory
Cottonwood Heights,
Utah
| $126M | -$9.12M | -7% | 2.91% | 70.9% | 91 | 21.98% | 3.3 |
|
| 4103 |
OKSA
4103
O'Keefe Stevens Advisory
Rochester,
New York
| $125M | +$12.3M | +11% | 4.93% | 208% | 49 | 26.53% | 0.6 |
|
| 4104 |
LA
4104
LFL Advisers
Evanston,
Illinois
| $125M | +$4.79M | +4% | 6.26% | 83% | 10 | 10% | 1.4 |
|
| 4105 |
OWA
4105
One Wealth Advisors
San Francisco,
California
| $125M | +$11.9M | +10% | 3.89% | 66% | 601 | 19.8% | 0.4 |
|
| 4106 |
WPP
4106
Whalerock Point Partners
Providence,
Rhode Island
| $125M | -$187M | -60% | 3.38% | 103% | 200 | 42% | 3.1 |
|
| 4107 |
PMLI
4107
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $125M | -$14M | -10% | 1.26% | 1.64% | 29 | 17.24% | 1.8 |
|
| 4108 |
LC
4108
Landaas & Company
Milwaukee,
Wisconsin
| $125M | +$25.9M | +26% | 2.38% | 60.3% | 354 | 85.31% | 0.1 |
|
| 4109 |
WPA
4109
Winning Points Advisors
Boca Raton,
Florida
| $125M | +$2.6M | +2% | 1.76% | – | 77 | 11.69% | 1.3 |
|
| 4110 |
DDC
4110
Daniel Devine & Co
Parkland,
Florida
| $125M | +$1.99M | +2% | 3.43% | 34.2% | 52 | 9.62% | 2.7 |
|
| 4111 |
WCM
4111
Weatherstone Capital Management
Denver,
Colorado
| $125M | -$7.41M | -6% | 1.24% | 32% | 98 | 26.53% | 1.5 |
|
| 4112 |
KC
4112
Kelso & Company
New York
| $125M | -$14.5M | -10% | 10.4% | – | 1 | 0% | 4.5 |
|
| 4113 |
TIA
4113
Tiemann Investment Advisors
Menlo Park,
California
| $125M | +$633K | +0.5% | 1.63% | 77% | 175 | 3.43% | 3.2 |
|
| 4114 |
LIM
4114
Loudon Investment Management
West Lebanon,
New Hampshire
| $125M | -$1.07M | -0.9% | 1.64% | 61.6% | 88 | 5.68% | 3.3 |
|
| 4115 |
SCA
4115
Sander Capital Advisors
Seattle,
Washington
| $125M | +$4.77M | +4% | 12.8% | 68.8% | 16 | 37.5% | 0.4 |
|
| 4116 |
HJMC
4116
Hellman Jordan Management Company
Quincy,
Massachusetts
| $125M | +$64.1M | +106% | 1.41% | 203% | 59 | 44.07% | 0.6 |
|
| 4117 |
IC
4117
Investment Counsel
Petoskey,
Michigan
| $125M | +$2.98M | +2% | 2.33% | 50.1% | 54 | 1.85% | 2.3 |
|
| 4118 |
MFS
4118
Madrona Financial Services
Everett,
Washington
| $124M | -$1.26M | -1% | 1.88% | 75.4% | 43 | 6.98% | 2.2 |
|
| 4119 |
LFWA
4119
LBJ Family Wealth Advisors
Austin,
Texas
| $124M | +$3.6M | +3% | 3.74% | 64.9% | 17 | 0% | 3.5 |
|
| 4120 |
BCIM
4120
Bishop & Co Investment Management
Erie,
Pennsylvania
| $124M | +$6.31M | +5% | 1.4% | 47.6% | 22 | 31.82% | 1.5 |
|
| 4121 |
DLHL
4121
Donald L. Hagan LLC
Sarasota,
Florida
| $124M | +$4.01M | +3% | 2.93% | 47.9% | 90 | 20% | 1.7 |
|
| 4122 |
PIM
4122
Partner Investment Management
San Francisco,
California
| $124M | +$31.3M | +34% | 10.1% | 168% | 124 | 38.71% | 0.7 |
|
| 4123 |
WA
4123
Wheatland Advisors
Lancaster,
Pennsylvania
| $124M | +$2.58M | +2% | 3.13% | 30.5% | 98 | 4.08% | 3.6 |
|
| 4124 |
DACG
4124
Donor Advised Charitable Giving
San Francisco,
California
| $123M | -$5.73M | -4% | 2.33% | 365% | 18 | 27.78% | 0.4 |
|
| 4125 |
PWA
4125
Peterson Wealth Advisors
Orem,
Utah
| $123M | +$2.37M | +2% | 2.27% | 50.9% | 49 | 16.33% | 0.5 |
|