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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
CIA
4226
Cascade Investment Advisors
Oregon City,
Oregon
| $118M | +$6.13M | +5% | 3.66% | 71.4% | 205 | 10.24% | 5.9 |
|
| 4227 |
CA
4227
Crewe Advisors
Salt Lake City,
Utah
| $118M | +$10.5M | +10% | 3.99% | 96.1% | 281 | 23.49% | 2.7 |
|
| 4228 |
AMAL
4228
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $118M | $0 | 0% | 2.47% | 124% | 26 | 0% | 12.3 |
|
| 4229 |
SWM
4229
Strategic Wealth Management
Kirkland,
Washington
| $118M | +$5.8M | +5% | 2.35% | 52.8% | 24 | 16.67% | 5.4 |
|
| 4230 |
RFO
4230
RiverGlades Family Offices
Naples,
Florida
| $118M | +$2.88M | +3% | 2.38% | – | 74 | 16.22% | 2.4 |
|
| 4231 |
BHBT
4231
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $118M | +$6.52M | +6% | 7.92% | 67.8% | 135 | 2.96% | 15.8 |
|
| 4232 |
KAH
4232
Kathryn A. Hall
| $118M | -$11.1M | -9% | 8.24% | 95.2% | 6 | 0% | 10.5 |
|
| 4233 |
KCM
4233
Kendall Capital Management
Rockville,
Maryland
| $117M | +$4.26M | +4% | 3.56% | 120% | 119 | 17.65% | 2.6 |
|
| 4234 |
KLC
4234
Knowledge Leaders Capital
Denver,
Colorado
| $117M | -$16.1M | -12% | 2.42% | 51.6% | 42 | 61.9% | 3.9 |
|
| 4235 |
BBP
4235
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $117M | -$50.2M | -30% | 13.1% | 134% | 64 | 50% | 1.7 |
|
| 4236 |
CAM
4236
Crown Advisors Management
Larkspur,
California
| $117M | -$861K | -0.7% | 7.2% | 284% | 51 | 31.37% | 2.2 |
|
| 4237 |
BT
4237
Brandywine Trust
Hockessin,
Delaware
| $117M | +$2.21M | +2% | 2.68% | 32.7% | 37 | 2.7% | 12.7 |
|
| 4238 |
EM
4238
Excalibur Management
Waltham,
Massachusetts
| $117M | -$8.54M | -7% | 9.67% | 81.7% | 77 | 12.99% | 14.9 |
|
| 4239 |
PCMC
4239
Paragon Capital Management (Colorado)
Denver,
Colorado
| $117M | +$4.57M | +4% | 9.34% | 109% | 207 | 7.25% | 5.5 |
|
| 4240 |
PP
4240
PDS Planning
Dublin,
Ohio
| $117M | +$15.4M | +15% | 4.76% | 62.7% | 85 | 22.35% | 2.5 |
|
| 4241 |
ROC
4241
River Oaks Capital
Wayzata,
Minnesota
| $117M | -$9.46M | -7% | 4.38% | – | 55 | 3.64% | 6.1 |
|
| 4242 |
SCM
4242
Stormborn Capital Management
Greenwich,
Connecticut
| $117M | -$41.1M | -26% | 9.05% | 256% | 54 | 79.63% | 0.8 |
|
| 4243 |
VBFG
4243
Vishria Bird Financial Group
Memphis,
Tennessee
| $117M | +$8.79M | +8% | 6.65% | 74.3% | 51 | 7.84% | 0.9 |
|
| 4244 |
TCMI
4244
Technology Crossover Management IX
Menlo Park,
California
| $116M | -$243M | -68% | 8.33% | 13% | 3 | 66.67% | 3 |
|
| 4245 |
SWM
4245
Sequoia Wealth Management
Hoffman Estates,
Illinois
| $116M | +$22.2M | +24% | 4.56% | – | 60 | 11.67% | 2.5 |
|
| 4246 |
FP
4246
Factorial Partners
Mt. Kisco,
New York
| $116M | +$4.54M | +4% | 3.76% | 88.7% | 109 | 18.35% | 2.3 |
|
| 4247 |
ASA
4247
Armstrong Shaw Associates
New Canaan,
Connecticut
| $116M | +$6.06M | +5% | 7.28% | 51.2% | 43 | 2.33% | 13 |
|
| 4248 |
OH
4248
Oikos Holdings
New York
| $116M | -$48.1M | -29% | 18.8% | 5.54% | 10 | 20% | 2.6 |
|
| 4249 |
VCA
4249
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $116M | -$3.56M | -3% | 16.3% | 30.6% | 30 | 56.67% | 1.8 |
|
| 4250 |
TA
4250
Tiptree Advisors
New York
| $116M | -$84.2M | -42% | 0.82% | – | 22 | 45.45% | 5.1 |
|