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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 |
NERM
4126
New England Research & Management
Chicago,
Illinois
| $138M | -$9.31M | -6% | 0.93% | 56.4% | 191 | 32.46% | 2.3 |
|
| 4127 |
EWMCB
4127
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $138M | +$3.52M | +3% | 0.06% | 13% | 34 | 5.88% | 3.1 |
|
| 4128 |
NCM
4128
Niemann Capital Management
Stateline,
Nevada
| $138M | +$1.88M | +1% | 7.31% | 103% | 20 | 65% | 0.3 |
|
| 4129 |
SPI
4129
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $138M | +$773K | +0.6% | 1.14% | 88% | 79 | 12.66% | 0.9 |
|
| 4130 |
TIA
4130
Tiemann Investment Advisors
Menlo Park,
California
| $138M | -$253K | -0.2% | 2.36% | 77% | 189 | 6.88% | 3.9 |
|
| 4131 |
PAM
4131
Pegasus Asset Management
Montebello,
New York
| $137M | +$8.24M | +6% | 2.72% | 89% | 69 | 1.45% | 1.5 |
|
| 4132 |
IC
4132
Investment Counsel
Petoskey,
Michigan
| $137M | +$752K | +0.6% | 3.14% | 50.1% | 57 | 5.26% | 3.4 |
|
| 4133 |
BCIM
4133
Bishop & Co Investment Management
Erie,
Pennsylvania
| $137M | -$1.63M | -1% | 0.29% | 47.6% | 25 | 4% | 2.4 |
|
| 4134 |
TVAMP
4134
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $137M | +$5.2M | +4% | 1.35% | 65.7% | 64 | 12.5% | 0.7 |
|
| 4135 |
MI
4135
M3F Inc
Salt Lake City,
Utah
| $137M | +$20.5M | +18% | 0.46% | 176% | 42 | 40.48% | 1.6 |
|
| 4136 |
FDS
4136
Freedom Day Solutions
Houston,
Texas
| $137M | +$5.39M | +4% | 3.14% | 84.6% | 89 | 7.87% | 1.3 |
|
| 4137 |
FCC
4137
Florin Court Capital
London,
United Kingdom
| $137M | -$40.7M | -23% | 2.73% | 108% | 27 | 18.52% | 0.8 |
|
| 4138 |
IP
4138
Investment Partners
New Philadelphia,
Ohio
| $137M | -$2.45M | -2% | 1.24% | 74.1% | 156 | 9.62% | 2.7 |
|
| 4139 |
OFW
4139
Omnia Family Wealth
Aventura,
Florida
| $137M | -$61.2M | -31% | 1.02% | 80.6% | 100 | 18% | 2.4 |
|
| 4140 |
WFM
4140
Wolff Financial Management
Kalamazoo,
Michigan
| $137M | +$7.05M | +5% | 1.19% | 52.8% | 84 | 8.33% | 0.7 |
|
| 4141 |
SCM
4141
Stonehearth Capital Management
Danvers,
Massachusetts
| $137M | +$286K | +0.2% | 0.05% | 87.5% | 57 | 8.77% | 2.3 |
|
| 4142 |
LD
4142
Lipe & Dalton
Syracuse,
New York
| $137M | -$2.91M | -2% | 4.47% | 101% | 107 | 8.41% | 2.5 |
|
| 4143 |
TWS
4143
Thomas W. Smith
| $137M | -$8.07M | -6% | 1.45% | – | 10 | 0% | 5.5 |
|
| 4144 |
AIS
4144
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| $137M | +$5.47M | +4% | 2.74% | 6.74% | 438 | 17.12% | 2.6 |
|
| 4145 |
UCMOK
4145
United Capital Management of KS
Salina,
Kansas
| $137M | +$4.57M | +3% | 2.31% | 272% | 108 | 5.56% | 0.9 |
|
| 4146 |
SIM
4146
Sterling Investment Management
Tucson,
Arizona
| $137M | +$7.58M | +6% | 0.57% | 44.1% | 63 | 9.52% | 3.1 |
|
| 4147 |
CWA
4147
Clarus Wealth Advisors
Peoria,
Arizona
| $137M | -$1.53M | -1% | 1.72% | 89.7% | 624 | 80.45% | 1.1 |
|
| 4148 |
LC
4148
Landaas & Company
Milwaukee,
Wisconsin
| $137M | -$3.55M | -3% | 1.52% | 60.3% | 59 | 6.78% | 1.8 |
|
| 4149 |
FCCM
4149
First City Capital Management
Savannah,
Georgia
| $137M | -$527K | -0.4% | 3.21% | 76.5% | 140 | 10.71% | 4.5 |
|
| 4150 |
SKK
4150
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $137M | -$4.76M | -3% | 2.67% | 38.5% | 178 | 19.66% | 2.5 |
|