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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 |
TA
4251
Townsend & Associates
Westminster,
Colorado
| $131M | +$32M | +32% | 4.06% | 54.1% | 79 | 8.86% | 1.2 |
|
| 4252 |
MFGP
4252
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $131M | +$8.8M | +7% | 2.9% | 65.5% | 51 | 5.88% | 0.5 |
|
| 4253 |
MI
4253
Moneywise Inc
Forest,
Virginia
| $131M | +$14.2M | +12% | 2.42% | 58% | 45 | 22.22% | 2 |
|
| 4254 |
APG
4254
Andrew P. Goldfarb
| $131M | -$152M | -54% | 15.8% | – | 3 | 33.33% | 0.5 |
|
| 4255 |
AIM
4255
Advantage Investment Management
Cedar Rapids,
Iowa
| $131M | +$3.55M | +3% | 3.29% | 28.6% | 996 | 11.35% | 2.7 |
|
| 4256 |
ILM
4256
Indigo Latam Management
Phoenix,
Arizona
| $131M | +$12M | +10% | 10.1% | 39.3% | 1 | 0% | 5.5 |
|
| 4257 |
IWMA
4257
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $131M | +$13.4M | +11% | 1.85% | 31.1% | 58 | 6.9% | 1.5 |
|
| 4258 |
SL
4258
SIB LLC
New York,
New York
| $131M | -$4.44M | -3% | 2.12% | 29.2% | 24 | 0% | 5.5 |
|
| 4259 |
PK
4259
Pflug Koory
Omaha,
Nebraska
| $131M | +$2.75M | +2% | 4.32% | – | 433 | 7.62% | 2.1 |
|
| 4260 |
SAS
4260
Stelac Advisory Services
New York
| $131M | -$77.1M | -37% | 1.75% | 84.9% | 133 | 51.13% | 2.3 |
|
| 4261 |
EWG
4261
Executive Wealth Group
Kirkland,
Washington
| $130M | +$2.14M | +2% | 1.96% | 14.9% | 37 | 2.7% | 1.3 |
|
| 4262 |
GCA
4262
Gradient Capital Advisors
San Diego,
California
| $130M | +$4.75M | +4% | 2.78% | 71% | 90 | 5.56% | 1.3 |
|
| 4263 |
CCC
4263
Cincinnati Casualty Company
Fairfield,
Ohio
| $130M | +$8.42M | +7% | 7.4% | 56% | 24 | 0% | 4.4 |
|
| 4264 |
WFM
4264
Wolff Financial Management
Kalamazoo,
Michigan
| $130M | +$9.46M | +8% | 2.01% | 52.8% | 82 | 4.88% | 0.5 |
|
| 4265 |
PAPAIJV
4265
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| $130M | +$23.8M | +22% | 4.44% | 168% | 37 | 51.35% | 1.5 |
|
| 4266 |
RCM
4266
Rings Capital Management
Chicago,
Illinois
| $130M | +$17.9M | +16% | 7.26% | 40.9% | 6 | 16.67% | 0.4 |
|
| 4267 |
CAAS
4267
Capital Asset Advisory Services
Williamston,
Michigan
| $130M | +$52.5M | +68% | 2.51% | 51% | 116 | 44.83% | 1.4 |
|
| 4268 |
CAM
4268
Caprin Asset Management
Henrico,
Virginia
| $130M | +$578K | +0.4% | 1.41% | 7.87% | 18 | 0% | 2.7 |
|
| 4269 |
DMC
4269
Drexel Morgan & Co
Radnor,
Pennsylvania
| $130M | +$17M | +15% | 3.47% | 50.1% | 93 | 5.38% | 4.2 |
|
| 4270 |
LC
4270
Lavaca Capital
Houston,
Texas
| $130M | +$12.4M | +11% | 1.89% | 46.5% | 410 | 81.22% | 0.4 |
|
| 4271 |
AGPM
4271
ASA Gold & Precious Metals
Portland,
Maine
| $130M | -$12M | -8% | 12.6% | 7.34% | 18 | 22.22% | 3.6 |
|
| 4272 |
RWM
4272
RBA Wealth Management
Newport Beach,
California
| $130M | +$1.17M | +0.9% | 3.18% | 77.7% | 94 | 21.28% | 0.2 |
|
| 4273 |
TI
4273
Telemetry Investments
New York
| $129M | -$67.4M | -34% | 4.19% | 77.4% | 130 | 61.54% | 0.7 |
|
| 4274 |
GAMC
4274
Garner Asset Management Corp
Plano,
Texas
| $129M | +$4.41M | +4% | 2.54% | 95.3% | 145 | 6.9% | 1.7 |
|
| 4275 |
FAM
4275
Foothills Asset Management
Scottsdale,
Arizona
| $129M | +$110K | +0.1% | 2.57% | 8.84% | 69 | 10.14% | 2.9 |
|