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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 |
NEGWA
4176
New England Guild Wealth Advisors
Avon,
Connecticut
| $119M | +$8.47M | +8% | 9.7% | 6.04% | 57 | 17.54% | 0.9 |
|
| 4177 |
TA
4177
TFG Advisers
Auburn Hills,
Michigan
| $119M | – | – | 10.3% | 61.8% | 145 | – | 0 |
|
| 4178 |
GI
4178
GS Investments
Minneapolis,
Minnesota
| $119M | -$23.9M | -17% | 14.4% | 94.1% | 125 | 7.2% | 1.2 |
|
| 4179 |
PWP
4179
Principle Wealth Partners
Madison,
Connecticut
| $119M | – | – | 13.7% | 79.9% | 112 | – | 0 |
|
| 4180 |
SCC
4180
Steel Canyon Capital
Phoenix,
Arizona
| $119M | -$12.6M | -10% | 12.5% | 62.8% | 26 | 53.85% | 0.6 |
|
| 4181 |
NPCM
4181
North Peak Capital Management
New York
| $119M | – | – | 26.2% | 301% | 12 | – | 0 |
|
| 4182 |
SIGI
4182
Susquehanna International Group (Ireland)
Dublin,
Ireland
| $119M | – | – | 15.8% | 5.26% | 36 | – | 0 |
|
| 4183 |
CM
4183
CoreCommodity Management
Stamford,
Connecticut
| $119M | -$81.1M | -41% | 20.8% | 65.8% | 235 | 12.77% | 2.3 |
|
| 4184 |
TWS
4184
Thomas W. Smith
| $119M | -$37.8M | -24% | 21.3% | – | 10 | 0% | 4.8 |
|
| 4185 |
GEA
4185
Glen Eagle Advisors
Kingston,
New Jersey
| $119M | -$21.3M | -15% | 11.9% | 68.5% | 750 | 9.07% | 1.5 |
|
| 4186 |
SL
4186
SIB LLC
New York,
New York
| $119M | -$33.6M | -22% | 20% | 29.2% | 25 | 4% | 5 |
|
| 4187 |
VST
4187
Van Strum & Towne
San Francisco,
California
| $119M | -$36.6M | -24% | 12.9% | 62.2% | 69 | 10.14% | 4.4 |
|
| 4188 |
IP
4188
Investment Partners
New Philadelphia,
Ohio
| $119M | -$61.6M | -34% | 10.7% | 74.1% | 159 | 42.77% | 2.3 |
|
| 4189 |
SCM
4189
Stonehearth Capital Management
Danvers,
Massachusetts
| $118M | -$12.9M | -10% | 9.61% | 87.5% | 49 | 26.53% | 2.1 |
|
| 4190 |
PFC
4190
Personal Financial Consultants
Lafayette,
California
| $118M | -$18.9M | -14% | 9.52% | – | 48 | 60.42% | 0.2 |
|
| 4191 |
RFO
4191
RiverGlades Family Offices
Naples,
Florida
| $118M | +$560K | +0.5% | 8.12% | – | 91 | 93.41% | 0.2 |
|
| 4192 |
LCM
4192
Lucerne Capital Management
Greenwich,
Connecticut
| $118M | -$23.6M | -17% | 8.93% | – | 2 | 50% | 0.5 |
|
| 4193 |
MAM
4193
MPM Asset Management
Boston,
Massachusetts
| $118M | -$29.5M | -20% | 13.4% | 5.89% | 7 | 14.29% | 3.6 |
|
| 4194 |
NWM
4194
Northwest Wealth Management
Spencer,
Iowa
| $118M | -$15.5M | -12% | 11.4% | 63.4% | 564 | 9.75% | 0.9 |
|
| 4195 |
CAM
4195
Concorde Asset Management
Ann Arbor,
Michigan
| $118M | +$15.7M | +15% | 11.4% | – | 201 | 42.29% | 1.2 |
|
| 4196 |
SFG
4196
Summit Financial Group
Moorefield,
West Virginia
| $118M | -$16.3M | -12% | 8.87% | 26.1% | 123 | 12.2% | 1.4 |
|
| 4197 |
FBT
4197
First Bank & Trust
Brookings,
South Dakota
| $118M | -$15.1M | -11% | 10.8% | 78.5% | 286 | 9.44% | 1.6 |
|
| 4198 |
BIMC
4198
Benson Investment Management Company
Roanoke,
Virginia
| $118M | -$15.3M | -12% | 10.5% | 99.8% | 74 | 25.68% | 1 |
|
| 4199 |
TI
4199
Truehand Inc
Strafford,
New Hampshire
| $118M | – | – | 11.6% | 86.9% | 203 | – | 0 |
|
| 4200 |
KI
4200
Koch Industries
Wichita,
Kansas
| $118M | -$10.7M | -8% | 7.8% | 56.9% | 3 | 0% | 1.8 |
|