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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
HS
4201
Horan Securities
Cincinnati,
United States
| $114M | +$3M | +3% | 1.4% | 50.1% | 220 | 12.73% | 1 |
|
| 4202 |
SAMC
4202
Spectrum Asset Management (California)
Newport Beach,
California
| $114M | -$17.1M | -13% | 0.5% | 62.9% | 86 | 30.23% | 1.5 |
|
| 4203 |
ILM
4203
Indigo Latam Management
Phoenix,
Arizona
| $114M | +$1.81M | +2% | 1.62% | 39.3% | 1 | 0% | 4.3 |
|
| 4204 |
QCMA
4204
Quad Capital Management Advisors
New York
| $114M | -$129M | -53% | 2.82% | – | 157 | 88.54% | 0.1 |
|
| 4205 |
CHA
4205
Cooper/Haims Advisors
Victor,
New York
| $114M | +$5.45M | +5% | 0.86% | 53.1% | 58 | 22.41% | 0.2 |
|
| 4206 |
WA1
4206
Wimmer Associates 1
Pasadena,
California
| $113M | +$2.36M | +2% | 0.24% | 78.9% | 106 | 0.94% | 2 |
|
| 4207 |
OWA
4207
One Wealth Advisors
San Francisco,
California
| $113M | -$9.71M | -8% | 0.68% | 66% | 619 | 22.78% | 0.2 |
|
| 4208 |
PPL
4208
PATRIZIA Pty Ltd
Barton,
Australia
| $113M | -$3.1M | -3% | 4.8% | – | 18 | 0% | 0.3 |
|
| 4209 |
OKSA
4209
O'Keefe Stevens Advisory
Rochester,
New York
| $113M | +$2.77M | +3% | 2.47% | 208% | 48 | 10.42% | 0.4 |
|
| 4210 |
AF
4210
Affiance Financial
St. Louis Park,
Minnesota
| $113M | -$21.9M | -16% | 3.01% | 57.8% | 83 | 12.05% | 2.5 |
|
| 4211 |
GCM
4211
Gables Capital Management
Miami,
Florida
| $113M | – | – | 1.31% | 151% | 187 | – | 0 |
|
| 4212 |
WSL
4212
Western Standard LLC
Los Angeles,
California
| $113M | +$27M | +31% | 1.91% | 83.7% | 57 | 28.07% | 0.6 |
|
| 4213 |
ACM
4213
Axel Capital Management
New York
| $113M | +$10.9M | +11% | 1.63% | 194% | 18 | 55.56% | 2.5 |
|
| 4214 |
BT
4214
Brandywine Trust
Hockessin,
Delaware
| $113M | -$5.04M | -4% | 3.26% | 32.7% | 36 | 5.56% | 2.9 |
|
| 4215 |
SF
4215
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $113M | – | – | 2.59% | 36.7% | 4 | – | 0 |
|
| 4216 |
CCCPI
4216
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| $112M | +$683K | +0.6% | 0.64% | 47.7% | 3 | 0% | 3.3 |
|
| 4217 |
HIC
4217
Harbor Island Capital
Topsfield,
Massachusetts
| $112M | -$366K | -0.3% | 1.47% | 231% | 17 | 0% | 0.3 |
|
| 4218 |
DP
4218
Denver PWM
Denver,
Colorado
| $112M | -$20.2M | -15% | 1.31% | 44.8% | 69 | 28.99% | 0.5 |
|
| 4219 |
KLC
4219
Knowledge Leaders Capital
Denver,
Colorado
| $112M | -$11.4M | -9% | 0.88% | 51.6% | 51 | 43.14% | 1.2 |
|
| 4220 |
BA
4220
Bennicas & Associates
Portola Valley,
California
| $112M | -$2.79M | -2% | 3.39% | 40.3% | 91 | 7.69% | 3.7 |
|
| 4221 |
BCH
4221
Berkshire Capital Holdings
San Jose,
California
| $112M | – | – | 22.3% | 2,748% | 25 | – | 0 |
|
| 4222 |
CCC
4222
Cincinnati Casualty Company
Fairfield,
Ohio
| $112M | -$6.08M | -5% | 3.91% | 56% | 25 | 4% | 3.6 |
|
| 4223 |
CCM
4223
Crabel Capital Management
Los Angeles,
California
| $112M | -$37.7M | -25% | 1.02% | 13.9% | 114 | 51.75% | 0.2 |
|
| 4224 |
AC
4224
AMS Capital
Sao Paulo,
Brazil
| $112M | -$123M | -52% | 4.53% | 63.1% | 32 | 71.88% | 0.1 |
|
| 4225 |
NPT
4225
Nixon Peabody Trust
Boston,
Massachusetts
| $112M | -$4.5M | -4% | 0.08% | 85.3% | 67 | 5.97% | 1.9 |
|