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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
LC
4126
LCNB Corp
Lebanon,
Ohio
| $138M | +$17M | +14% | 12.2% | 75.2% | 137 | 5.11% | 1.5 |
|
| 4127 |
BOCM
4127
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $138M | +$3.27M | +2% | 12.2% | 49.6% | 35 | 22.86% | 2.6 |
|
| 4128 |
RP
4128
Rice Partnership
Honolulu,
Hawaii
| $138M | +$26.9M | +24% | 13.8% | 123% | 78 | 20.51% | 0.9 |
|
| 4129 |
QAM
4129
Quantres Asset Management
Cayman,
Cayman Islands
| $138M | -$24.2M | -15% | 9.73% | 11% | 264 | 76.14% | 0.2 |
|
| 4130 |
LF
4130
Lantz Financial
Naperville,
Illinois
| $138M | – | – | 12.2% | 74.3% | 115 | – | 0 |
|
| 4131 |
BCFS
4131
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $138M | +$25.2M | +22% | 11.4% | 81% | 82 | 4.88% | 3.5 |
|
| 4132 |
WAOTB
4132
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $138M | +$14.8M | +12% | 12.8% | 86.2% | 76 | 21.05% | 0.9 |
|
| 4133 |
OCP
4133
Oakcliff Capital Partners
New York
| $138M | +$16.1M | +13% | 21.2% | 133% | 10 | 0% | 1.5 |
|
| 4134 |
KEM
4134
Kimmeridge Energy Management
New York
| $138M | +$55.8M | +68% | 0% | 19.7% | 2 | 100% | 0 |
|
| 4135 |
TA
4135
TMD & Associates
Scottsdale,
Arizona
| $138M | +$11.5M | +9% | 7.51% | 20.5% | 46 | 19.57% | 1.1 |
|
| 4136 |
ARC
4136
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $138M | -$12.7M | -8% | 7.39% | 81.3% | 1 | 0% | 1.3 |
|
| 4137 |
GEA
4137
Glen Eagle Advisors
Kingston,
New Jersey
| $138M | +$18.9M | +16% | 12.4% | 68.5% | 760 | 7.76% | 1.7 |
|
| 4138 |
NR
4138
Newfound Research
Wellesley Hills,
Massachusetts
| $137M | -$6.71M | -5% | 10.4% | 54.6% | 249 | 29.72% | 1.6 |
|
| 4139 |
GCGDR
4139
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $137M | +$10.5M | +8% | 15.8% | 30.7% | 17 | 17.65% | 0.2 |
|
| 4140 |
AGC
4140
Alden Global Capital
Brandon,
Florida
| $137M | +$48.5M | +55% | 22.9% | 99.8% | 19 | 78.95% | 0.3 |
|
| 4141 |
PCM
4141
Poehling Capital Management
Madison,
Wisconsin
| $137M | +$33.5M | +32% | 11.7% | 70.9% | 100 | 7% | 1.1 |
|
| 4142 |
MWA
4142
Meridian Wealth Advisors
Austin,
Texas
| $137M | +$6.94M | +5% | 13.1% | 79.9% | 466 | 74.46% | 0.2 |
|
| 4143 |
BCIM
4143
Burford Capital Investment Management
Chicago,
Illinois
| $137M | -$25.7M | -16% | 18% | 46.3% | 5 | 60% | 0.5 |
|
| 4144 |
CF
4144
Corrigan Financial
Middletown,
Rhode Island
| $137M | +$12.6M | +10% | 12% | 9.54% | 76 | 30.26% | 1.8 |
|
| 4145 |
JIC
4145
JRM Investment Counsel
Omaha,
Nebraska
| $137M | +$9.32M | +7% | 10.4% | 65.5% | 32 | 12.5% | 2.9 |
|
| 4146 |
OWM
4146
Opes Wealth Management
Menlo Park,
California
| $137M | – | – | 10.3% | 54.1% | 37 | – | 0 |
|
| 4147 |
DCCA
4147
D.C. Capital Advisors
New York
| $137M | +$9.53M | +7% | 23.3% | 59.9% | 23 | 17.39% | 2.4 |
|
| 4148 |
ADMI
4148
Albert D. Mason Inc
Boston,
Massachusetts
| $137M | +$13.1M | +11% | 13.2% | 82% | 145 | 9.66% | 3.5 |
|
| 4149 |
HCM
4149
Hutner Capital Management
Manchester,
Vermont
| $137M | +$8.43M | +7% | 10.5% | 52.2% | 42 | 4.76% | 2.1 |
|
| 4150 |
CCG
4150
Ceeto Capital Group
Coral Gables,
Florida
| $136M | +$15.1M | +13% | 13% | 94.4% | 134 | 2.24% | 1.2 |
|