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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
NFG
4251
Nations Financial Group
Cedar Rapids,
Iowa
| $110M | +$535K | +0.5% | 1.31% | 105% | 156 | 8.97% | 1.6 |
|
| 4252 |
AAM
4252
Ascension Asset Management
New York
| $110M | -$166K | -0.2% | 0.14% | – | 77 | 5.19% | 0.2 |
|
| 4253 |
FP
4253
Factorial Partners
Mt. Kisco,
New York
| $110M | +$1.42M | +1% | 1.48% | 88.7% | 116 | 24.14% | 0.2 |
|
| 4254 |
SPI
4254
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $110M | -$1.28M | -1% | 0.54% | 88% | 644 | 91.77% | 0.3 |
|
| 4255 |
SS
4255
Sunbelt Securities
Houston,
Texas
| $109M | +$6.51M | +6% | 0.24% | 83.5% | 194 | 18.04% | 1.2 |
|
| 4256 |
THWM
4256
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $109M | +$4.77M | +5% | 4.1% | 47.8% | 476 | 11.76% | 0.2 |
|
| 4257 |
CMBA
4257
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $109M | -$6.63M | -6% | 4.05% | 70.6% | 467 | 36.19% | 0.6 |
|
| 4258 |
FIAS
4258
FinTrust Investment Advisory Services
Greenville,
South Carolina
| $109M | -$4.25M | -4% | 0.79% | – | 126 | 13.49% | 1.9 |
|
| 4259 |
MPA
4259
Marvin & Palmer Associates
Wilmington,
Delaware
| $109M | +$12.8M | +13% | 3.1% | 392% | 44 | 36.36% | 1.1 |
|
| 4260 |
FLA
4260
Financial Life Advisors
San Antonio,
Texas
| $109M | -$14.6M | -12% | 1.16% | 47% | 51 | 7.84% | 0.2 |
|
| 4261 |
HAC
4261
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $109M | +$4.5M | +4% | 2.03% | 63.2% | 42 | 9.52% | 0.2 |
|
| 4262 |
JFM
4262
Jackson Financial Management
Costa Mesa,
California
| $109M | -$503K | -0.5% | 1.94% | – | 43 | 23.26% | 0.2 |
|
| 4263 |
TCM
4263
Tieton Capital Management
Yakima,
Washington
| $109M | -$7.5M | -6% | 0.59% | 172% | 31 | 16.13% | 2.5 |
|
| 4264 |
RI
4264
Ridgewood Investments
Springfield,
New Jersey
| $109M | -$3.06M | -3% | 1.12% | – | 155 | 11.61% | 1 |
|
| 4265 |
CII
4265
Chapter IV Investors
Charlotte,
North Carolina
| $109M | -$58.8M | -35% | 7.84% | 4.15% | 6 | 0% | 4.1 |
|
| 4266 |
SC
4266
Schooner Capital
Vero Beach,
Florida
| $109M | -$29.1M | -21% | 12.9% | 31.1% | 1 | 0% | 4.8 |
|
| 4267 |
SAM
4267
Stringer Asset Management
Memphis,
Tennessee
| $109M | -$3.12M | -3% | 1.05% | 16.4% | 34 | 52.94% | 0.8 |
|
| 4268 |
TIS
4268
Tortoise Index Solutions
Overland Park,
Kansas
| $108M | -$3.79M | -3% | 9.98% | 52.2% | 109 | 3.67% | 1.9 |
|
| 4269 |
RVM
4269
Robinson Value Management
San Antonio,
Texas
| $108M | -$5.74M | -5% | 3.51% | 70.8% | 66 | 13.64% | 1 |
|
| 4270 |
PIC
4270
Portland Investment Counsel
Burlington,
Ontario, Canada
| $108M | +$2.65M | +3% | 5.31% | 108% | 39 | 7.69% | 3.1 |
|
| 4271 |
IOOF
4271
Independent Order of Foresters
Toronto,
Ontario, Canada
| $108M | -$4.62M | -4% | 8.71% | 66.3% | 109 | 1.83% | 3.7 |
|
| 4272 |
CWA
4272
Clarus Wealth Advisors
Peoria,
Arizona
| $108M | +$4.42M | +4% | 0.45% | 89.7% | 154 | 37.66% | 0.2 |
|
| 4273 |
IWA
4273
Independence Wealth Advisors
Mclean,
Virginia
| $108M | -$1.14M | -1% | 1.08% | 34.1% | 26 | 0% | 0.3 |
|
| 4274 |
CC
4274
Clearline Capital
New York
| $108M | -$85.4M | -44% | 3.97% | 57.4% | 67 | 73.13% | 0.2 |
|
| 4275 |
BMC
4275
Beaton Management Company
Haverhill,
Massachusetts
| $108M | -$2.71M | -2% | 3.23% | 95.9% | 115 | 1.74% | 0.7 |
|