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 |
AP
4301
Agilis Partners
Waltham,
Massachusetts
| $108M | -$33.8M | -24% | 0.51% | 8.47% | 13 | 7.69% | 2.6 |
|
| 4302 |
MS
4302
Marshall & Sullivan
Seattle,
Washington
| $108M | -$15M | -12% | 2.94% | 82% | 87 | 51.72% | 1.9 |
|
| 4303 |
LFGH
4303
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $108M | +$4.29M | +4% | 1.43% | 12.9% | 33 | 21.21% | 0.4 |
|
| 4304 |
SM
4304
Sciencast Management
Princeton,
New Jersey
| $108M | -$91.8M | -46% | 0.4% | 72.5% | 466 | 81.76% | 0.2 |
|
| 4305 |
KTM
4305
Keeler Thomas Management
Orem,
Utah
| $108M | +$7.18M | +7% | 2.57% | 46.1% | 59 | 15.25% | 0.5 |
|
| 4306 |
CMBA
4306
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $108M | -$1.45M | -1% | 6.65% | 70.6% | 475 | 35.16% | 0.7 |
|
| 4307 |
VBFG
4307
Vishria Bird Financial Group
Memphis,
Tennessee
| $108M | – | – | 4.04% | 74.3% | 48 | – | 0 |
|
| 4308 |
LCC
4308
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $108M | +$156K | +0.1% | 3.14% | 82% | 60 | 41.67% | 0.9 |
|
| 4309 |
CA
4309
Crewe Advisors
Salt Lake City,
Utah
| $108M | +$5.74M | +6% | 5.57% | 96.1% | 298 | 19.13% | 0.5 |
|
| 4310 |
QCIG
4310
Quad-Cities Investment Group
Davenport,
Iowa
| $108M | +$29.5M | +38% | 2.74% | 61% | 873 | 82.59% | 0 |
|
| 4311 |
GCA
4311
Gradient Capital Advisors
San Diego,
California
| $108M | +$7.54M | +8% | 1.66% | 71% | 88 | 13.64% | 0.4 |
|
| 4312 |
PHIMC
4312
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $108M | +$1.48M | +1% | 3.08% | 82.6% | 85 | 11.76% | 3.5 |
|
| 4313 |
PC
4313
Passport Capital
San Francisco,
California
| $107M | +$32.3M | +43% | 12.4% | 40.2% | 8 | 50% | 0.5 |
|
| 4314 |
SCM
4314
Stumpf Capital Management
Scottsdale,
Arizona
| $107M | +$7.45M | +7% | 6.56% | 44.5% | 41 | 0% | 0.5 |
|
| 4315 |
KWA
4315
KCS Wealth Advisory
Los Angeles,
California
| $107M | -$2.64M | -2% | 0.51% | 45.3% | 170 | 14.12% | 0.5 |
|
| 4316 |
ACM
4316
Axel Capital Management
New York
| $107M | -$5.42M | -5% | 2.52% | 194% | 27 | 59.26% | 1.1 |
|
| 4317 |
NIS
4317
National Investment Services
Milwaukee,
Wisconsin
| $107M | +$12K | +0% | 1.19% | 47.2% | 80 | 13.75% | 1.6 |
|
| 4318 |
ETM
4318
Euclidean Technologies Management
Seattle,
Washington
| $107M | +$5.66M | +6% | 5.68% | 124% | 71 | 19.72% | 1.6 |
|
| 4319 |
TCM
4319
Triarii Capital Management
Boston,
Massachusetts
| $107M | +$20.5M | +24% | 0.29% | – | 25 | 36% | 0.3 |
|
| 4320 |
LC
4320
LNZ Capital
New York
| $107M | – | – | 2.58% | 58.8% | 17 | – | 0.4 |
|
| 4321 |
BIG
4321
Boothe Investment Group
Dover,
Delaware
| $107M | – | – | 0.77% | 59.8% | 24 | – | 0 |
|
| 4322 |
PAM
4322
Pegasus Asset Management
Montebello,
New York
| $107M | +$1.77M | +2% | 2.55% | 89% | 70 | 11.43% | 0.5 |
|
| 4323 |
CFC
4323
Coyle Financial Counsel
Glenview,
Illinois
| $107M | +$10.4M | +11% | 0.82% | 62.4% | 336 | 82.44% | 0.2 |
|
| 4324 |
WTFG
4324
Wells Trecaso Financial Group
Akron,
Ohio
| $107M | +$1.61M | +2% | 0.25% | 108% | 70 | 10% | 0.4 |
|
| 4325 |
SMP
4325
Santa Monica Partners
Palm Beach Gardens,
Florida
| $107M | +$14.1M | +15% | 15.9% | 135% | 27 | 3.7% | 0.5 |
|