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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 |
MI
4301
Moneywise Inc
Forest,
Virginia
| $124M | -$7.14M | -5% | 0.72% | 58% | 43 | 11.63% | 2.1 |
|
| 4302 |
SA
4302
Shilanski & Associates
Anchorage,
Alaska
| $124M | +$385K | +0.3% | 1.03% | 84.2% | 96 | 14.58% | 0.2 |
|
| 4303 |
VNB
4303
Virginia National Bank
Charlottesville,
Virginia
| $124M | -$10.2M | -8% | 1.79% | – | 97 | 8.25% | 0.9 |
|
| 4304 |
MHIM
4304
MacNealy Hoover Investment Management
Canton,
Ohio
| $124M | -$8.48M | -6% | 1.5% | 42.5% | 70 | 4.29% | 5.2 |
|
| 4305 |
BMC
4305
Beaton Management Company
Haverhill,
Massachusetts
| $123M | +$2.85M | +2% | 1.85% | 95.9% | 122 | 9.02% | 2 |
|
| 4306 |
UIA
4306
UBP Investment Advisors
Geneva,
Switzerland
| $123M | +$12.4M | +11% | 0.33% | 11.2% | 56 | 21.43% | 1.1 |
|
| 4307 |
KAH
4307
Kathryn A. Hall
| $123M | -$2.36M | -2% | 0.97% | 95.2% | 40 | 27.5% | 0.9 |
|
| 4308 |
IVAV
4308
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| $123M | -$151M | -55% | 10.3% | 312% | 1 | 0% | 0.8 |
|
| 4309 |
MWA
4309
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $123M | -$10.1M | -8% | 0.2% | 68.6% | 43 | 11.63% | 1.2 |
|
| 4310 |
VBFP
4310
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $123M | +$4.53M | +4% | 1.03% | 36.2% | 69 | 31.88% | 0.5 |
|
| 4311 |
NSB
4311
Norway Savings Bank
Portland,
Maine
| $123M | +$5.1M | +4% | 2.24% | 101% | 258 | 6.2% | 2.3 |
|
| 4312 |
BCFA
4312
BP Capital Fund Advisors
Dallas,
Texas
| $123M | -$13.1M | -10% | 6.61% | 17.9% | 50 | 36% | 1.5 |
|
| 4313 |
JC
4313
Jentner Corp
Akron,
Ohio
| $123M | +$1.65M | +1% | 0.18% | 38.9% | 40 | 12.5% | 1.8 |
|
| 4314 |
JA
4314
JVL Associates
Wyoming,
Michigan
| $122M | +$3.79M | +3% | 2.62% | 81% | 42 | 4.76% | 1.4 |
|
| 4315 |
AIA
4315
Armor Investment Advisors
Raleigh,
North Carolina
| $122M | +$3.67M | +3% | 2.58% | 56.6% | 150 | 3.33% | 2.3 |
|
| 4316 |
BAM
4316
Broadmark Asset Management
San Francisco,
California
| $122M | -$75.9M | -38% | 1.22% | 39.6% | 3 | 33.33% | 3.4 |
|
| 4317 |
POIA
4317
Pin Oak Investment Advisors
Houston,
Texas
| $122M | -$6.45M | -5% | 1.05% | 62.7% | 476 | 15.76% | 1.3 |
|
| 4318 |
DLHL
4318
Donald L. Hagan LLC
Sarasota,
Florida
| $122M | +$6.19M | +5% | 2.45% | 47.9% | 106 | 25.47% | 1.8 |
|
| 4319 |
MWM
4319
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $122M | +$470K | +0.4% | 0.97% | 67.5% | 80 | 27.5% | 0.6 |
|
| 4320 |
NWM
4320
Northwest Wealth Management
Spencer,
Iowa
| $122M | -$2.14M | -2% | 0.34% | 63.4% | 120 | 7.5% | 2 |
|
| 4321 |
YU
4321
Yale University
New Haven,
Connecticut
| $122M | +$748K | +0.6% | 1.66% | 33.7% | 12 | 50% | 0.9 |
|
| 4322 |
BBWA
4322
Bell & Brown Wealth Advisors
Newport Beach,
California
| $122M | +$8.15M | +7% | 1.57% | – | 88 | 13.64% | 1.4 |
|
| 4323 |
RCC
4323
Red Cedar Capital
Omaha,
Nebraska
| $121M | +$3.4M | +3% | 2.74% | 43% | 157 | 6.37% | 1.6 |
|
| 4324 |
OFG
4324
OTA Financial Group
Purchase,
New York
| $121M | -$6.88M | -5% | 6.37% | 320% | 79 | 79.75% | 0.4 |
|
| 4325 |
PCM
4325
Prosperity Capital Management
Camana Bay,
Cayman Islands
| $121M | -$15.3M | -11% | 14.2% | – | 2 | 0% | 6 |
|