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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
CC
4226
Caldera Capital
Dallas,
Texas
| $111M | -$13.1M | -10% | 4.86% | 84.5% | 23 | 60.87% | 0.5 |
|
| 4227 |
LC
4227
LCNB Corp
Lebanon,
Ohio
| $111M | -$2.38M | -2% | 2.69% | 75.2% | 129 | 11.63% | 1.1 |
|
| 4228 |
BHBT
4228
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $111M | -$5.61M | -5% | 3.39% | 67.8% | 137 | 2.19% | 3.4 |
|
| 4229 |
SC
4229
Steginsky Capital
Port Washington,
New York
| $111M | +$4.28M | +4% | 3.78% | 99.4% | 8 | 0% | 1.2 |
|
| 4230 |
SG
4230
Somerset Group
Wayzata,
Minnesota
| $111M | -$8.51M | -7% | 0.45% | 84.6% | 74 | 14.86% | 3.1 |
|
| 4231 |
PCM
4231
Perkins Capital Management
Wayzata,
Minnesota
| $111M | +$7.07M | +7% | 10.3% | 303% | 131 | 25.95% | 2 |
|
| 4232 |
HP
4232
Hartree Partners
New York
| $111M | +$33M | +42% | 0.34% | 138% | 35 | 74.29% | 0.2 |
|
| 4233 |
BCG
4233
Barington Capital Group
New York
| $111M | +$13.5M | +14% | 9.45% | 71.1% | 23 | 26.09% | 1.1 |
|
| 4234 |
MPPLM
4234
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $111M | +$1.47M | +1% | 0.03% | 130% | 373 | 18.5% | 0.2 |
|
| 4235 |
C
4235
Clearshares
New York
| $111M | -$928K | -0.8% | 0.54% | – | 36 | 13.89% | 0.2 |
|
| 4236 |
LAIC
4236
Lederer & Associates Investment Counsel
Long Beach,
California
| $111M | -$779K | -0.7% | 1.52% | 75.5% | 93 | 8.6% | 2 |
|
| 4237 |
ASA
4237
Armstrong Shaw Associates
New Canaan,
Connecticut
| $111M | -$7.61M | -6% | 4.07% | 51.2% | 41 | 0% | 3 |
|
| 4238 |
JPC
4238
Jabodon PT Co
Reno,
Nevada
| $111M | -$18.9M | -15% | 4.04% | 61.9% | 24 | 66.67% | 0.4 |
|
| 4239 |
ABP
4239
Arthur B. Page
| $110M | -$4.39M | -4% | 0.33% | 40.4% | 60 | 3.33% | 3.5 |
|
| 4240 |
WCM
4240
Waterstone Capital Management
St. Louis Park,
Minnesota
| $110M | -$27.1M | -20% | 0.43% | 23.4% | 19 | 31.58% | 1.4 |
|
| 4241 |
FMTCOCP
4241
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $110M | -$10.4M | -9% | 3.22% | 65.5% | 275 | 4.36% | 1.2 |
|
| 4242 |
DFIG
4242
Dragon Financial & Investment Group
San Mateo,
California
| $110M | -$2.44M | -2% | 1.21% | – | 33 | 15.15% | 0.2 |
|
| 4243 |
RCC
4243
Red Cedar Capital
Omaha,
Nebraska
| $110M | -$8.94M | -7% | 4.12% | 43% | 156 | 6.41% | 0.2 |
|
| 4244 |
AM
4244
Account Management
Boxford,
Massachusetts
| $110M | -$5.11M | -4% | 0.58% | 87.4% | 25 | 16% | 3.3 |
|
| 4245 |
BMCM
4245
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $110M | +$33.9M | +44% | 1.32% | 71.4% | 95 | 38.95% | 0.8 |
|
| 4246 |
UBG
4246
United Bank (Georgia)
Zebulon,
Georgia
| $110M | -$6.78M | -6% | 2.22% | 81.2% | 73 | 5.48% | 1.1 |
|
| 4247 |
KWA
4247
KCS Wealth Advisory
Los Angeles,
California
| $110M | +$6.63M | +6% | 1.32% | 45.3% | 184 | 17.39% | 0.2 |
|
| 4248 |
AIA
4248
Armor Investment Advisors
Raleigh,
North Carolina
| $110M | -$752K | -0.7% | 2.69% | 56.6% | 155 | 5.81% | 1.1 |
|
| 4249 |
VAM
4249
Verity Asset Management
Durham,
North Carolina
| $110M | -$23M | -17% | 0.51% | 79.7% | 154 | 35.06% | 0.9 |
|
| 4250 |
UOT
4250
University of Tennessee
Knoxville,
Tennessee
| $110M | +$7.42M | +7% | 1.18% | – | 2 | 0% | 0.3 |
|