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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 |
BFM
4176
Broadview Financial Management
Wauwatosa,
Wisconsin
| $135M | +$1.74M | +1% | 0.14% | 52.4% | 46 | 4.35% | 1.4 |
|
| 4177 |
WC
4177
Weil Company
San Diego,
California
| $135M | +$11.5M | +9% | 3.02% | 71.7% | 386 | 75.13% | 0.3 |
|
| 4178 |
BGC
4178
Birch Grove Capital
New York
| $135M | +$3.33M | +3% | 1.31% | 2.66% | 31 | 54.84% | 0.5 |
|
| 4179 |
GA
4179
Greytown Advisors
Miami,
Florida
| $135M | -$5.51M | -4% | 0.32% | 14.1% | 72 | 9.72% | 2.1 |
|
| 4180 |
MA
4180
Mangham Associates
Charlottesville,
Virginia
| $135M | -$3.56M | -3% | 0.85% | 24.4% | 6 | 33.33% | 1.1 |
|
| 4181 |
VM
4181
VV Manager
Boston,
Massachusetts
| $134M | -$50M | -27% | 0.87% | – | 3 | 0% | 0.8 |
|
| 4182 |
CCM
4182
Campbell Capital Management
Miami,
Florida
| $134M | +$9.02M | +7% | 5.12% | – | 49 | 24.49% | 0.5 |
|
| 4183 |
GAMC
4183
Garner Asset Management Corp
Plano,
Texas
| $134M | +$4.9M | +4% | 1.44% | 95.3% | 151 | 9.93% | 1.9 |
|
| 4184 |
IF
4184
IRON Financial
Northbrook,
Illinois
| $134M | +$27.1M | +25% | 2.77% | 51.4% | 109 | 23.85% | 1.9 |
|
| 4185 |
SJIM
4185
St. Johns Investment Management
Jacksonville,
Florida
| $134M | -$260K | -0.2% | 1.45% | 80.9% | 176 | 8.52% | 3.8 |
|
| 4186 |
IWMA
4186
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $134M | +$3.39M | +3% | 0.59% | 31.1% | 58 | 8.62% | 1.7 |
|
| 4187 |
GCA
4187
Gradient Capital Advisors
San Diego,
California
| $134M | +$3.73M | +3% | 1.24% | 71% | 89 | 3.37% | 1.5 |
|
| 4188 |
WIA
4188
Westbourne Investment Advisors
Annapolis,
Maryland
| $134M | +$10.5M | +8% | 1.75% | 89.4% | 100 | 17% | 2.7 |
|
| 4189 |
FA
4189
Freestate Advisors
Overland Park,
Kansas
| $134M | +$15.8M | +13% | 3.11% | – | 9 | 77.78% | 0.3 |
|
| 4190 |
LA
4190
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $134M | -$14.2M | -10% | 0.65% | – | 367 | 70.03% | 2 |
|
| 4191 |
ADMI
4191
Albert D. Mason Inc
Boston,
Massachusetts
| $134M | +$385K | +0.3% | 0.53% | 82% | 147 | 8.84% | 3.7 |
|
| 4192 |
KI
4192
Koch Industries
Wichita,
Kansas
| $134M | +$20.4M | +18% | 18.1% | 56.9% | 2 | 0% | 2.8 |
|
| 4193 |
CCM
4193
Colorado Capital Management
Boulder,
Colorado
| $134M | -$1.01M | -0.8% | 0.85% | 60.4% | 83 | 4.82% | 2.9 |
|
| 4194 |
GIM
4194
Groesbeck Investment Management
Paramus,
New Jersey
| $133M | +$10.4M | +8% | 0.17% | 147% | 102 | 8.82% | 2.9 |
|
| 4195 |
IIM
4195
Ironwood Investment Management
Boston,
Massachusetts
| $133M | +$5.46M | +4% | 4.58% | 164% | 158 | 10.76% | 4.3 |
|
| 4196 |
RA
4196
Resource America
New York
| $133M | -$32.9M | -20% | 3.66% | 12.2% | 38 | 26.32% | 1.2 |
|
| 4197 |
NRC
4197
North Run Capital
Boston,
Massachusetts
| $133M | -$14.4M | -10% | 1.18% | 19.4% | 27 | 25.93% | 1.3 |
|
| 4198 |
SV
4198
Stilwell Value
New York
| $133M | -$26.9M | -17% | 1.52% | 87.9% | 48 | 29.17% | 2.1 |
|
| 4199 |
LFWA
4199
LBJ Family Wealth Advisors
Austin,
Texas
| $133M | -$2.37M | -2% | 0.48% | 64.9% | 19 | 0% | 4.4 |
|
| 4200 |
AIM
4200
Alambic Investment Management
Belvedere,
California
| $133M | -$28.9M | -18% | 0.21% | 47.6% | 397 | 51.39% | 0.6 |
|