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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 |
WIA
4226
Westbourne Investment Advisors
Annapolis,
Maryland
| $131M | +$14.5M | +13% | 11.3% | 89.4% | 98 | 8.16% | 2.6 |
|
| 4227 |
I2I
4227
Insight 2811 Inc
Chicago,
Illinois
| $130M | +$12.9M | +11% | 7.12% | 30.8% | 91 | 16.48% | 2.6 |
|
| 4228 |
MCM
4228
Mainstay Capital Management
Grand Blanc,
Michigan
| $130M | -$7.74M | -6% | 15.8% | 131% | 93 | 12.9% | 1 |
|
| 4229 |
PFC
4229
Personal Financial Consultants
Lafayette,
California
| $130M | +$12M | +10% | 11% | – | 27 | 29.63% | 0.5 |
|
| 4230 |
OCM
4230
Orleans Capital Management
Mandeville,
Louisiana
| $130M | +$23.2M | +22% | 11.2% | 94.6% | 85 | 15.29% | 3.3 |
|
| 4231 |
TC
4231
Truvestments Capital
Sarasota,
Florida
| $130M | – | – | 13.3% | 131% | 729 | – | 0.5 |
|
| 4232 |
NTCM
4232
Nut Tree Capital Management
New York
| $130M | +$45.9M | +54% | 7.4% | 101% | 11 | 36.36% | 0.2 |
|
| 4233 |
KC
4233
Knuff & Co
Foster City,
California
| $130M | +$28.4M | +28% | 17.2% | 85.8% | 150 | 23.33% | 0.2 |
|
| 4234 |
SAM
4234
Sandbar Asset Management
London,
United Kingdom
| $130M | +$112M | +632% | 15.9% | 128% | 36 | 44.44% | 0.2 |
|
| 4235 |
IAM
4235
ICM Asset Management
Spokane,
Washington
| $130M | +$16.3M | +14% | 14.1% | 58.9% | 47 | 29.79% | 2.3 |
|
| 4236 |
AWM
4236
Avondale Wealth Management
West Lake Hills,
Texas
| $130M | +$9.62M | +8% | 10.7% | 83.8% | 121 | 9.92% | 1 |
|
| 4237 |
ATIA
4237
American Trust Investment Advisors
Lebanon,
New Hampshire
| $130M | +$16.9M | +15% | 13.6% | 91% | 77 | 9.09% | 2.2 |
|
| 4238 |
JFGLC
4238
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $130M | -$55.6M | -30% | 8.25% | 58.7% | 39 | 46.15% | 1.1 |
|
| 4239 |
MHIM
4239
MacNealy Hoover Investment Management
Canton,
Ohio
| $130M | +$14.6M | +13% | 13.5% | 42.5% | 71 | 1.41% | 4.6 |
|
| 4240 |
KI
4240
Koch Industries
Wichita,
Kansas
| $130M | +$12.1M | +10% | 13.7% | 56.9% | 3 | 33.33% | 2.3 |
|
| 4241 |
KIP
4241
Kayak Investment Partners
San Francisco,
California
| $130M | +$73.4M | +130% | 36.4% | 27% | 14 | 35.71% | 0.8 |
|
| 4242 |
SC
4242
Sagil Capital
London,
United Kingdom
| $130M | -$12.5M | -9% | 14.7% | 104% | 28 | 50% | 0.6 |
|
| 4243 |
MCP
4243
Martin Capital Partners
Eugene,
Oregon
| $130M | +$21.2M | +20% | 9.85% | 42.3% | 63 | 25.4% | 0.9 |
|
| 4244 |
SST
4244
S Squared Technology
New York
| $129M | +$15.9M | +14% | 28.9% | 223% | 45 | 24.44% | 1.9 |
|
| 4245 |
JWS
4245
Juncture Wealth Strategies
Scottsdale,
Arizona
| $129M | -$18.8M | -13% | 9.36% | 76.5% | 134 | 32.84% | 1.9 |
|
| 4246 |
SJIM
4246
St. Johns Investment Management
Jacksonville,
Florida
| $129M | +$16.7M | +15% | 12.7% | 80.9% | 185 | 12.97% | 3.4 |
|
| 4247 |
AC
4247
Arjuna Capital
Durham,
North Carolina
| $129M | +$19.5M | +18% | 13.2% | 105% | 101 | 19.8% | 0.9 |
|
| 4248 |
AFA
4248
Abacus FCF Advisors
Orlando,
Florida
| $129M | +$20.3M | +19% | 14.7% | 197% | 106 | 18.87% | 1.2 |
|
| 4249 |
BIMC
4249
Benson Investment Management Company
Roanoke,
Virginia
| $129M | +$11.5M | +10% | 11.7% | 99.8% | 72 | 26.39% | 1.2 |
|
| 4250 |
WPA
4250
Winning Points Advisors
Boca Raton,
Florida
| $129M | +$12.7M | +11% | 12% | – | 72 | 5.56% | 2 |
|