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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
ETM
4351
Euclidean Technologies Management
Seattle,
Washington
| $102M | -$7K | -0% | 1.3% | 124% | 67 | 22.39% | 1.5 |
|
| 4352 |
HFA
4352
Huber Financial Advisors
Lincolnshire,
Illinois
| $102M | +$10.8M | +12% | 1.72% | – | 98 | 25.51% | 0.2 |
|
| 4353 |
MIG
4353
Mariner Investment Group
Harrison,
New York
| $101M | -$138M | -58% | 1.87% | – | 106 | 52.83% | 0.4 |
|
| 4354 |
JAM
4354
JW Asset Management
Miami Beach,
Florida
| $101M | +$7.48M | +8% | 12.1% | 251% | 24 | 16.67% | 2 |
|
| 4355 |
SCA
4355
Strategic Capital Advisers
Denver,
Colorado
| $101M | -$251K | -0.2% | 1.07% | 51.4% | 62 | 1.61% | 0.3 |
|
| 4356 |
HFA
4356
HC Financial Advisors
Lafayette,
California
| $101M | -$2.13M | -2% | 1.73% | 31.2% | 74 | 13.51% | 0.2 |
|
| 4357 |
KA
4357
Kaizen Advisory
Wheaton,
Illinois
| $101M | -$66.2M | -40% | 0.24% | – | 634 | 18.3% | 0.2 |
|
| 4358 |
BFM
4358
Broadview Financial Management
Wauwatosa,
Wisconsin
| $101M | -$1.82M | -2% | 0.98% | 52.4% | 38 | 2.63% | 0.3 |
|
| 4359 |
EI
4359
EDMP Inc
Lutz,
Florida
| $101M | -$16.1M | -14% | 2.02% | 71.6% | 66 | 10.61% | 3.1 |
|
| 4360 |
SSCM
4360
Summit Street Capital Management
New York
| $101M | -$513K | -0.5% | 2.45% | 217% | 37 | 32.43% | 1.3 |
|
| 4361 |
NF
4361
Nikulski Financial
Bettendorf,
Iowa
| $101M | +$8.11M | +9% | 0.36% | 95.8% | 85 | 18.82% | 0.2 |
|
| 4362 |
7A
4362
734 Agriculture
New York
| $101M | -$8.52M | -8% | 7.8% | 23.8% | 1 | 0% | 4 |
|
| 4363 |
KHLMTHM
4363
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $101M | +$13.3M | +15% | 1.88% | 80.8% | 39 | 43.59% | 1.5 |
|
| 4364 |
KTM
4364
Keeler Thomas Management
Orem,
Utah
| $101M | -$8.11M | -7% | 2.04% | 46.1% | 163 | 67.48% | 0.2 |
|
| 4365 |
RAM
4365
RK Asset Management
Grosse Pointe Farms,
Michigan
| $101M | -$17.8M | -15% | 3.92% | 47.6% | 18 | 5.56% | 2.6 |
|
| 4366 |
PWM
4366
Paulson Wealth Management
Wheaton,
Illinois
| $100M | -$13.4M | -12% | 1.42% | 57.1% | 635 | 83.62% | 0.2 |
|
| 4367 |
PLU
4367
Performa Ltd (US)
Charleston,
South Carolina
| $100M | – | – | 1.64% | 55.8% | 2 | – | 0 |
|
| 4368 |
MCP
4368
Martin Capital Partners
Eugene,
Oregon
| $100M | +$4.11M | +4% | 2.44% | 42.3% | 45 | 4.44% | 0.2 |
|
| 4369 |
AWM
4369
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $100M | -$5.31M | -5% | 1.9% | 36.4% | 488 | 8.2% | 0.2 |
|
| 4370 |
GCA
4370
Gradient Capital Advisors
San Diego,
California
| $100M | +$2.51M | +3% | 1.09% | 71% | 83 | 9.64% | 0.2 |
|
| 4371 |
TVWM
4371
Tower View Wealth Management
Shorewood,
Wisconsin
| $100M | -$8.43M | -8% | 1.19% | 132% | 153 | 12.42% | 0.2 |
|
| 4372 |
PM
4372
Penbrook Management
New York
| $100M | -$11.1M | -10% | 0.06% | 106% | 109 | 6.42% | 3 |
|
| 4373 |
SCM
4373
Stumpf Capital Management
Scottsdale,
Arizona
| $100M | -$8.32M | -8% | 11% | 44.5% | 45 | 13.33% | 0.2 |
|
| 4374 |
SCP
4374
Siena Capital Partners
Chicago,
Illinois
| $99.9M | +$4.43M | +5% | 5.56% | 44.2% | 28 | 10.71% | 1 |
|
| 4375 |
JA
4375
JVL Associates
Wyoming,
Michigan
| $99.8M | +$755K | +0.8% | 1.16% | 81% | 38 | 10.53% | 0.2 |
|