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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
JA
4351
JVL Associates
Wyoming,
Michigan
| $106M | +$3.55M | +3% | 2.46% | 81% | 39 | 7.69% | 2.7 |
|
| 4352 |
ONST
4352
Old North State Trust
Greensboro,
North Carolina
| $106M | – | – | 5.66% | – | 382 | – | 0 |
|
| 4353 |
WA
4353
Wilshire Advisors
Santa Monica,
California
| $106M | -$209K | -0.2% | 1.47% | 118% | 29 | 13.79% | 7.3 |
|
| 4354 |
AWM
4354
Avondale Wealth Management
West Lake Hills,
Texas
| $106M | -$14.9M | -12% | 5.75% | 78.6% | 100 | 7% | 2.8 |
|
| 4355 |
CMBA
4355
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $106M | -$2.25M | -2% | 7.74% | 70.6% | 500 | 43% | 3.1 |
|
| 4356 |
CCP
4356
Clifford Capital Partners
Alpine,
Utah
| $106M | +$9.34M | +10% | 4.94% | 77.3% | 33 | 9.09% | 2.6 |
|
| 4357 |
CFN
4357
Cordasco Financial Network
Naples,
Florida
| $105M | +$3.2M | +3% | 5.19% | 31.1% | 416 | 14.18% | 9.1 |
|
| 4358 |
UIA
4358
UBP Investment Advisors
Geneva,
Switzerland
| $105M | +$19.8M | +23% | 1.36% | 11.2% | 60 | 30% | 2.1 |
|
| 4359 |
PM
4359
Penbrook Management
New York
| $104M | +$443K | +0.4% | 5.86% | 106% | 116 | 14.66% | 12.5 |
|
| 4360 |
OCM
4360
Orser Capital Management
Southlake,
Texas
| $104M | -$10.6M | -9% | 11.4% | 122% | 97 | 21.65% | 2.5 |
|
| 4361 |
WCM
4361
Washington Capital Management
Seattle,
Washington
| $104M | +$6.92M | +7% | 6.96% | 76.9% | 108 | 10.19% | 9.2 |
|
| 4362 |
ILM
4362
Indigo Latam Management
Phoenix,
Arizona
| $104M | +$33.2M | +47% | 46.9% | 39.3% | 1 | 0% | 19 |
|
| 4363 |
MI
4363
M3F Inc
Salt Lake City,
Utah
| $104M | +$11.4M | +12% | 2.12% | 176% | 30 | 16.67% | 5.4 |
|
| 4364 |
LI
4364
Longer Investments
Fayetteville,
Arkansas
| $104M | +$837K | +0.8% | 3.97% | 20.4% | 35 | 28.57% | 10.9 |
|
| 4365 |
BBA
4365
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $104M | +$3.75M | +4% | 5.77% | 59.5% | 341 | 9.97% | 2.6 |
|
| 4366 |
CHA
4366
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $104M | +$10.5M | +11% | 7.99% | 39.7% | 127 | 12.6% | 2.7 |
|
| 4367 |
MCIA
4367
Mountain Capital Investment Advisors
Westminster,
Colorado
| $103M | +$941K | +0.9% | 5.53% | 63.3% | 52 | 26.92% | 2.5 |
|
| 4368 |
MMM
4368
Mendel Money Management
Northbrook,
Illinois
| $103M | – | – | 7.45% | 75.4% | 46 | – | 11.9 |
|
| 4369 |
GWCM
4369
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $103M | +$7.22M | +8% | 8.92% | 61.1% | 116 | 11.21% | 12.6 |
|
| 4370 |
MCP
4370
Maso Capital Partners
Hong Kong
| $103M | -$73.6M | -42% | 17.7% | 8.67% | 28 | 71.43% | 1.4 |
|
| 4371 |
SSCM
4371
Summit Street Capital Management
New York
| $103M | -$523K | -0.5% | 6.62% | 217% | 33 | 12.12% | 7 |
|
| 4372 |
PLU
4372
Performa Ltd (US)
Charleston,
South Carolina
| $103M | +$10.1M | +11% | 6.68% | 55.8% | 2 | 0% | 2 |
|
| 4373 |
HS
4373
Horan Securities
Cincinnati,
United States
| $103M | -$2.61M | -2% | 2.18% | 50.1% | 233 | 11.16% | 5.2 |
|
| 4374 |
CAM
4374
Concorde Asset Management
Ann Arbor,
Michigan
| $102M | +$14.8M | +17% | 5.65% | – | 153 | 26.14% | 5.5 |
|
| 4375 |
RG
4375
Riverstone Group
Richmond,
Virginia
| $102M | -$671M | -87% | 27.4% | 305% | 2 | 0% | 1 |
|