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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
PHIMC
4301
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $106M | -$9.22M | -8% | 0.97% | 82.6% | 85 | 11.76% | 3.4 |
|
| 4302 |
AEM
4302
ACON Equity Management
Washington,
District of Columbia
| $106M | +$20.2M | +23% | 23.5% | 32.1% | 1 | 0% | 0.3 |
|
| 4303 |
NSB
4303
Norway Savings Bank
Portland,
Maine
| $106M | -$516K | -0.5% | 1.94% | 101% | 272 | 15.07% | 1.1 |
|
| 4304 |
ACM
4304
Akanthos Capital Management
Woodland Hills,
California
| $106M | -$51.3M | -33% | 14.2% | 1.86% | 22 | 50% | 0.8 |
|
| 4305 |
AC
4305
Axon Capital
New York
| $106M | +$23.4M | +28% | 1.98% | – | 12 | 16.67% | 1.2 |
|
| 4306 |
FCM
4306
Farmstead Capital Management
Ridgewood,
New Jersey
| $106M | -$43.9M | -29% | 5.65% | – | 11 | 63.64% | 0.6 |
|
| 4307 |
TCM
4307
TAM Capital Management
Stamford,
Connecticut
| $106M | -$6.27M | -6% | 6.03% | 4.15% | 15 | 66.67% | 0.3 |
|
| 4308 |
CCI
4308
Credit Capital Investments
Livingston,
New Jersey
| $106M | +$9.43M | +10% | 8.18% | 481% | 45 | 22.22% | 1.2 |
|
| 4309 |
NEGWA
4309
New England Guild Wealth Advisors
Avon,
Connecticut
| $106M | +$1.14M | +1% | 1.04% | 6.04% | 54 | 3.7% | 0.2 |
|
| 4310 |
PA
4310
PFG Advisors
Phoenix,
Arizona
| $106M | +$10.1M | +11% | 1.38% | 77.4% | 151 | 16.56% | 0.2 |
|
| 4311 |
BWM
4311
Biltmore Wealth Management
Tempe,
Arizona
| $105M | -$5.45M | -5% | 1.37% | 59.8% | 42 | 14.29% | 1.7 |
|
| 4312 |
HA
4312
Harborview Advisors
Portland,
Maine
| $105M | +$721K | +0.7% | 0.79% | 27.1% | 75 | 18.67% | 0.2 |
|
| 4313 |
CAM
4313
Crown Advisors Management
Larkspur,
California
| $105M | +$582K | +0.6% | 11.5% | 284% | 47 | 29.79% | 0.2 |
|
| 4314 |
WTFG
4314
Wells Trecaso Financial Group
Akron,
Ohio
| $105M | +$2.93M | +3% | 1.98% | 108% | 71 | 16.9% | 0.2 |
|
| 4315 |
PAM
4315
Pegasus Asset Management
Montebello,
New York
| $105M | +$4.95M | +5% | 0.8% | 89% | 70 | 7.14% | 0.2 |
|
| 4316 |
CP
4316
Covalent Partners
Concord,
Massachusetts
| $105M | -$13.1M | -11% | 9.36% | 36.6% | 30 | 40% | 1.1 |
|
| 4317 |
OC
4317
Oppenheimer & Close
New York
| $105M | +$2.2M | +2% | 2.04% | 149% | 37 | 13.51% | 3.2 |
|
| 4318 |
BLA
4318
Balter Liquid Alternatives
Boston,
Massachusetts
| $105M | +$3.8M | +4% | 3.26% | 76.7% | 258 | 53.88% | 0.4 |
|
| 4319 |
OFG
4319
OmniStar Financial Group
Wilmington,
North Carolina
| $105M | -$4.5M | -4% | 0.89% | 67.1% | 111 | 24.32% | 0.2 |
|
| 4320 |
TA
4320
Trellis Advisors
Ellensburg,
Washington
| $105M | -$1.04M | -1% | 0.61% | 23.3% | 45 | 11.11% | 0.2 |
|
| 4321 |
EWM
4321
Elmwood Wealth Management
Berkeley,
California
| $105M | – | – | 1.11% | 42.1% | 303 | – | 0 |
|
| 4322 |
SG
4322
StoneX Group
New York
| $105M | +$8.67M | +9% | 0.25% | 85.2% | 224 | 19.64% | 0.6 |
|
| 4323 |
AA
4323
Altman Advisors
Chicago,
Illinois
| $104M | -$10.6M | -9% | 0.06% | 127% | 82 | 23.17% | 0.2 |
|
| 4324 |
MCM
4324
Mork Capital Management
Healdsburg,
California
| $104M | -$45.4M | -30% | 2.84% | 61.9% | 134 | 35.07% | 1.5 |
|
| 4325 |
HCM
4325
Hall Capital Management
Barrington,
Rhode Island
| $104M | -$10.1M | -9% | 3.36% | – | 88 | 9.09% | 2.6 |
|