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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
HI
4326
Harrington Investments
Napa,
California
| $121M | -$164K | -0.1% | 3.05% | 109% | 82 | 7.32% | 1.8 |
|
| 4327 |
MC
4327
Miles Capital
West Des Moines,
Iowa
| $121M | -$1.27M | -1% | 1.81% | 15.4% | 205 | 25.85% | 1.6 |
|
| 4328 |
DC
4328
Diametric Capital
Boston,
Massachusetts
| $121M | -$36.4M | -23% | 1.24% | 175% | 164 | 67.07% | 0.4 |
|
| 4329 |
SWMG
4329
Sanchez Wealth Management Group
Jacksonville,
Florida
| $121M | +$5.2M | +4% | 1.24% | 56.9% | 24 | 8.33% | 1.4 |
|
| 4330 |
VIM
4330
Vista Investment Management
Pittsburgh,
Pennsylvania
| $121M | +$3M | +3% | 0.42% | 54.4% | 141 | 7.8% | 1.5 |
|
| 4331 |
KMWM
4331
Keudell/Morrison Wealth Management
Salem,
Oregon
| $121M | +$7.01M | +6% | 2.87% | – | 152 | 7.24% | 0.5 |
|
| 4332 |
TVWM
4332
Tower View Wealth Management
Shorewood,
Wisconsin
| $121M | +$3.96M | +3% | 1.71% | 132% | 146 | 5.48% | 1.4 |
|
| 4333 |
AFA
4333
Abacus FCF Advisors
Orlando,
Florida
| $121M | -$797K | -0.7% | 2.55% | 197% | 109 | 24.77% | 1.2 |
|
| 4334 |
WA
4334
Wambolt & Associates
Littleton,
Colorado
| $121M | +$3M | +3% | 2.52% | 62.2% | 168 | 11.9% | 0.7 |
|
| 4335 |
AFC
4335
AFT Forsyth & Company
West Palm Beach,
Florida
| $121M | -$346K | -0.3% | 0.58% | 135% | 150 | 12.67% | 4.2 |
|
| 4336 |
DI
4336
DFPG Investments
Sandy,
Utah
| $121M | +$16.6M | +16% | 1.99% | 38.2% | 183 | 24.04% | 0.5 |
|
| 4337 |
SBA
4337
Secrest Blakey & Associates
Raleigh,
North Carolina
| $121M | +$6.19M | +5% | 2.49% | 19.4% | 143 | 15.38% | 1.2 |
|
| 4338 |
SIG
4338
Schaller Investment Group
Winston Salem,
North Carolina
| $121M | -$7.92M | -6% | 6.56% | 21.9% | 38 | 10.53% | 4.4 |
|
| 4339 |
JM
4339
Jeneq Management
New York
| $121M | +$7.85M | +7% | 6.47% | 21.7% | 36 | 83.33% | 0.2 |
|
| 4340 |
ACM
4340
Aljian Capital Management
Carson City,
Nevada
| $121M | -$636K | -0.5% | 2.61% | 146% | 55 | 14.55% | 0.7 |
|
| 4341 |
WAOTB
4341
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $121M | -$17.3M | -13% | 3.63% | 86.2% | 72 | 5.56% | 1.3 |
|
| 4342 |
BKA
4342
Brick & Kyle Associates
Newtown,
Pennsylvania
| $120M | +$14.5M | +14% | 3.08% | 97.4% | 71 | 16.9% | 3.4 |
|
| 4343 |
HIH
4343
HRS Investment Holdings
New York
| $120M | -$54.1M | -31% | 1.28% | 21.5% | 2 | 50% | 0.8 |
|
| 4344 |
TA
4344
TRB Advisors
New York
| $120M | -$2.77M | -2% | 2.29% | 64% | 11 | 0% | 1.9 |
|
| 4345 |
BWCS
4345
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $120M | +$8.76M | +8% | 4.58% | 75.4% | 145 | 13.79% | 0.6 |
|
| 4346 |
WSC
4346
White Square Capital
London,
United Kingdom
| $120M | -$69.2M | -37% | 0.87% | 542% | 15 | 73.33% | 0.2 |
|
| 4347 |
FM
4347
Fondren Management
Houston,
Texas
| $120M | +$15.1M | +14% | 0.89% | 14.2% | 100 | 51% | 0.5 |
|
| 4348 |
NF
4348
Nikulski Financial
Bettendorf,
Iowa
| $120M | +$1.69M | +1% | 1.56% | 95.8% | 90 | 4.44% | 1.3 |
|
| 4349 |
THP
4349
Tower House Partners
London,
United Kingdom
| $120M | +$27.1M | +29% | 4.22% | 21.4% | 4 | 75% | 0.3 |
|
| 4350 |
BMCM
4350
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $120M | +$2.04M | +2% | 1.42% | 71.4% | 88 | 11.36% | 1.9 |
|