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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
SAM
4151
Sequent Asset Management
Houston,
Texas
| $137M | -$1.99M | -1% | 1.02% | 51.3% | 54 | 3.7% | 3.6 |
|
| 4152 |
GI
4152
GS Investments
Minneapolis,
Minnesota
| $137M | +$14.3M | +12% | 0.89% | 94.1% | 120 | 3.33% | 1.9 |
|
| 4153 |
DR
4153
Davis Rea
Toronto,
Ontario, Canada
| $137M | -$37.2M | -21% | 3.58% | 66.9% | 58 | 25.86% | 3.8 |
|
| 4154 |
SCM
4154
Smith Capital Management
Little Rock,
Arkansas
| $136M | +$29K | +0% | 0.65% | – | 83 | 4.82% | 0.7 |
|
| 4155 |
CRCM
4155
Crystal Rock Capital Management
Bannockburn,
Illinois
| $136M | +$986K | +0.7% | 1.77% | 172% | 38 | 28.95% | 2.3 |
|
| 4156 |
PCM
4156
Poehling Capital Management
Madison,
Wisconsin
| $136M | -$12.9M | -9% | 0.18% | 70.9% | 110 | 16.36% | 1.4 |
|
| 4157 |
IDBONY
4157
Israel Discount Bank of New York
New York
| $136M | +$4.39M | +3% | 1.04% | 40.8% | 85 | 8.24% | 2.5 |
|
| 4158 |
NFP
4158
Narus Financial Partners
Salt Lake City,
Utah
| $136M | +$6.98M | +5% | 5.77% | 88.9% | 74 | 8.11% | 2 |
|
| 4159 |
MS
4159
Marshall & Sullivan
Seattle,
Washington
| $136M | -$5.36M | -4% | 0.34% | 82% | 41 | 7.32% | 4 |
|
| 4160 |
SAM
4160
Selway Asset Management
| $136M | -$12.9M | -9% | 2.48% | 36.5% | 73 | 8.22% | 3.5 |
|
| 4161 |
AFM
4161
Anson Funds Management
Dallas,
Texas
| $136M | -$70.3M | -34% | 8.42% | 2,010% | 54 | 64.81% | 0.4 |
|
| 4162 |
MF
4162
Madrona Funds
Everett,
Washington
| $136M | – | – | 0.94% | – | 58 | – | 0 |
|
| 4163 |
MFS
4163
Madrona Financial Services
Everett,
Washington
| $136M | +$28.4M | +26% | 0.94% | 75.4% | 59 | 13.56% | 1.9 |
|
| 4164 |
NL
4164
NKCFO LLC
Geneva,
Illinois
| $136M | +$2.89M | +2% | 2.61% | 211% | 118 | 37.29% | 0.5 |
|
| 4165 |
BDF
4165
Black Diamond Financial
Towson,
Maryland
| $136M | +$18.3M | +16% | 0.06% | 61% | 72 | 22.22% | 0.6 |
|
| 4166 |
EW
4166
Emerson Wealth
Bloomfield Hills,
Michigan
| $136M | -$311K | -0.2% | 0.66% | 18.1% | 23 | 4.35% | 0.6 |
|
| 4167 |
CGFA
4167
Colton Groome Financial Advisors
Asheville,
North Carolina
| $135M | +$10.5M | +8% | 0.78% | 65.8% | 65 | 35.38% | 0.2 |
|
| 4168 |
OCM
4168
Orleans Capital Management
Mandeville,
Louisiana
| $135M | +$2.2M | +2% | 3.55% | 94.6% | 86 | 10.47% | 3.5 |
|
| 4169 |
AWM
4169
AllSquare Wealth Management
Albany,
New York
| $135M | +$872K | +0.6% | 0.3% | 62.4% | 488 | 7.79% | 2.2 |
|
| 4170 |
SSW
4170
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $135M | +$1.87M | +1% | 2.12% | 90.2% | 132 | 6.06% | 1.9 |
|
| 4171 |
WBC
4171
West Branch Capital
Amherst,
Massachusetts
| $135M | +$13.8M | +11% | 1.44% | 139% | 105 | 27.62% | 1.1 |
|
| 4172 |
SFS
4172
Searcy Financial Services
Overland Park,
Kansas
| $135M | +$7.59M | +6% | 2.15% | 60.2% | 16 | 6.25% | 0.6 |
|
| 4173 |
UBG
4173
United Bank (Georgia)
Zebulon,
Georgia
| $135M | +$7.04M | +6% | 2.38% | 81.2% | 82 | 13.41% | 2.1 |
|
| 4174 |
PC
4174
Premise Capital
Naperville,
Illinois
| $135M | -$32.2M | -19% | 0.25% | 43% | 19 | 21.05% | 1.9 |
|
| 4175 |
CF
4175
Corrigan Financial
Middletown,
Rhode Island
| $135M | -$159K | -0.1% | 0.09% | 9.54% | 67 | 2.99% | 2.4 |
|