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 |
FP
4251
Factorial Partners
Mt. Kisco,
New York
| $112M | +$2.35M | +2% | 3.79% | 88.7% | 117 | 31.62% | 0.4 |
|
| 4252 |
CCC
4252
Cincinnati Casualty Company
Fairfield,
Ohio
| $112M | +$82K | +0.1% | 2.47% | 56% | 24 | 0% | 3.8 |
|
| 4253 |
MPPLM
4253
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $112M | +$867K | +0.8% | 1.49% | 130% | 340 | 7.06% | 0.5 |
|
| 4254 |
HFM
4254
Hartford Funds Management
Wayne,
Pennsylvania
| $112M | +$105M | +1,552% | 0.31% | 26.8% | 2 | 50% | 0.1 |
|
| 4255 |
LFS
4255
Legacy Financial Strategies
Overland Park,
Kansas
| $112M | +$9.31M | +9% | 1.86% | 67.1% | 103 | 23.3% | 0.4 |
|
| 4256 |
BMC
4256
Beaton Management Company
Haverhill,
Massachusetts
| $112M | +$3.52M | +3% | 1.96% | 95.9% | 120 | 5% | 0.9 |
|
| 4257 |
RAM
4257
RK Asset Management
Grosse Pointe Farms,
Michigan
| $112M | +$10.9M | +11% | 14.6% | 47.6% | 17 | 11.76% | 2.8 |
|
| 4258 |
SMG
4258
Smart Money Group
Eastland,
Texas
| $112M | +$13.2M | +13% | 1.88% | 58.9% | 62 | 25.81% | 0.3 |
|
| 4259 |
CCI
4259
Credit Capital Investments
Livingston,
New Jersey
| $111M | +$5.74M | +5% | 3.4% | 481% | 49 | 40.82% | 1.2 |
|
| 4260 |
HAC
4260
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $111M | +$2.27M | +2% | 0.89% | 63.2% | 39 | 0% | 0.5 |
|
| 4261 |
BCG
4261
Barington Capital Group
New York
| $111M | +$405K | +0.4% | 8.11% | 71.1% | 22 | 22.73% | 1.5 |
|
| 4262 |
SCM
4262
SkyTop Capital Management
Rutherford,
New Jersey
| $111M | +$25.4M | +30% | 3.55% | 50.2% | 21 | 33.33% | 0.7 |
|
| 4263 |
AIA
4263
Armor Investment Advisors
Raleigh,
North Carolina
| $111M | +$1.46M | +1% | 2.34% | 56.6% | 155 | 6.45% | 1.3 |
|
| 4264 |
SC
4264
Steginsky Capital
Port Washington,
New York
| $111M | +$95K | +0.1% | 2.93% | 99.4% | 8 | 0% | 1.4 |
|
| 4265 |
BHBT
4265
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $111M | -$2K | -0% | 1.81% | 67.8% | 137 | 3.65% | 3.7 |
|
| 4266 |
VAM
4266
Verity Asset Management
Durham,
North Carolina
| $111M | +$1.2M | +1% | 3.36% | 79.7% | 147 | 37.41% | 1 |
|
| 4267 |
CAAS
4267
Capital Asset Advisory Services
Williamston,
Michigan
| $111M | +$2.87M | +3% | 4.55% | 51% | 109 | 17.43% | 1.4 |
|
| 4268 |
LAIC
4268
Lederer & Associates Investment Counsel
Long Beach,
California
| $111M | -$28K | -0% | 3.12% | 75.5% | 94 | 4.26% | 2.2 |
|
| 4269 |
DP
4269
DW Partners
New York
| $111M | -$21M | -16% | 1.46% | 44.5% | 7 | 57.14% | 0.9 |
|
| 4270 |
LC
4270
LCNB Corp
Lebanon,
Ohio
| $111M | -$424K | -0.4% | 1.65% | 75.2% | 145 | 37.93% | 1.1 |
|
| 4271 |
SAM
4271
Stringer Asset Management
Memphis,
Tennessee
| $111M | +$2.04M | +2% | 1.86% | 16.4% | 30 | 26.67% | 1 |
|
| 4272 |
RCC
4272
Red Cedar Capital
Omaha,
Nebraska
| $111M | +$279K | +0.3% | 4.26% | 43% | 157 | 8.28% | 0.5 |
|
| 4273 |
HP
4273
Hartree Partners
New York
| $110M | -$512K | -0.5% | 11.1% | 138% | 42 | 66.67% | 0.2 |
|
| 4274 |
HIC
4274
Harbor Island Capital
Topsfield,
Massachusetts
| $110M | -$1.72M | -2% | 0.68% | 231% | 17 | 0% | 0.5 |
|
| 4275 |
ASA
4275
Armstrong Shaw Associates
New Canaan,
Connecticut
| $110M | -$505K | -0.5% | 2.17% | 51.2% | 44 | 9.09% | 3 |
|