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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
AAM
4176
American Asset Management
Boca Raton,
Florida
| $116M | -$49.1M | -30% | 0.17% | 42.5% | 110 | 18.18% | 1.1 |
|
| 4177 |
AWA
4177
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $116M | +$6.01M | +5% | 1.6% | 53.6% | 871 | 10.68% | 0.2 |
|
| 4178 |
SWM
4178
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $116M | +$9.37M | +9% | 0.36% | 49.6% | 39 | 30.77% | 0.2 |
|
| 4179 |
JC
4179
Jentner Corp
Akron,
Ohio
| $115M | +$1.66M | +1% | 0.14% | 38.9% | 29 | 6.9% | 1.2 |
|
| 4180 |
BBA
4180
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $115M | -$2.61M | -2% | 1.76% | 59.5% | 344 | 13.37% | 0.2 |
|
| 4181 |
KCM
4181
Kendall Capital Management
Rockville,
Maryland
| $115M | +$2.73M | +2% | 0.33% | 120% | 111 | 11.71% | 0.2 |
|
| 4182 |
MF
4182
MHI Funds
Woodstock,
New York
| $115M | -$67K | -0.1% | 0.77% | – | 106 | 38.68% | 0.2 |
|
| 4183 |
CAM
4183
Chandler Asset Management
San Diego,
California
| $115M | +$1.72M | +2% | 1.21% | 35.6% | 32 | 40.63% | 0.2 |
|
| 4184 |
VEA
4184
Virtus ETF Advisers
New York
| $115M | +$35.6M | +45% | 15% | 177% | 267 | 16.48% | 0.8 |
|
| 4185 |
MCP
4185
Maso Capital Partners
Hong Kong
| $115M | +$32.9M | +40% | 7.93% | 8.67% | 22 | 59.09% | 0.3 |
|
| 4186 |
OAJ
4186
Ogorek Anthony Joseph
Williamsville,
New York
| $115M | -$7.08M | -6% | 0.5% | 61.1% | 150 | 19.33% | 1.1 |
|
| 4187 |
WMRU
4187
William Marsh Rice University
Houston,
Texas
| $115M | -$8.05M | -7% | 6.51% | 4.44% | 3 | 0% | 1 |
|
| 4188 |
WVP
4188
Worth Venture Partners
Fort Lee,
New Jersey
| $115M | +$24.5M | +27% | 1.8% | 105% | 146 | 51.37% | 0.5 |
|
| 4189 |
CA
4189
Centerpoint Advisors
Needham,
Massachusetts
| $115M | +$1.65M | +1% | 0.82% | 74.2% | 265 | 24.91% | 0.2 |
|
| 4190 |
C
4190
Cliffwater
Marina Del Rey,
California
| $115M | -$799K | -0.7% | 2.06% | 29.4% | 19 | 0% | 0.3 |
|
| 4191 |
FDS
4191
Freedom Day Solutions
Houston,
Texas
| $115M | -$3.64M | -3% | 0.76% | 84.6% | 75 | 13.33% | 0.2 |
|
| 4192 |
PCAP
4192
Pratt Collard Advisory Partners
Buffalo,
New York
| $114M | -$7.04M | -6% | 4.76% | 91.7% | 114 | 4.39% | 0.2 |
|
| 4193 |
BA
4193
Ballew Advisors
Jackson,
Mississippi
| $114M | +$13.6M | +14% | 1.79% | 68% | 311 | 70.1% | 0.1 |
|
| 4194 |
ARMT
4194
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $114M | -$17.8M | -13% | 1.93% | – | 378 | 15.87% | 2.4 |
|
| 4195 |
MCAI
4195
Meritech Capital Associates III
Palo Alto,
California
| $114M | +$13.2M | +13% | 24.5% | 135% | 3 | 0% | 2.8 |
|
| 4196 |
HPC
4196
Hobart Private Capital
Charlotte,
North Carolina
| $114M | +$1.91M | +2% | 3.38% | 52.5% | 126 | 20.63% | 0.2 |
|
| 4197 |
WPEP
4197
Walnut Private Equity Partners
Omaha,
Nebraska
| $114M | -$7.71M | -6% | 8.65% | 48% | 22 | 0% | 3 |
|
| 4198 |
MA
4198
Mangham Associates
Charlottesville,
Virginia
| $114M | -$1.42M | -1% | 1.15% | 24.4% | 6 | 0% | 0.3 |
|
| 4199 |
BCFS
4199
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $114M | -$6.94M | -6% | 2.44% | 81% | 80 | 8.75% | 2.8 |
|
| 4200 |
LCM
4200
Leisure Capital Management
Costa Mesa,
California
| $114M | -$6.63M | -6% | 2.06% | 98% | 151 | 30.46% | 1.7 |
|