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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
HMC
4376
Higher Moment Capital
Boston,
Massachusetts
| $104M | +$13.5M | +15% | 3.15% | 11.8% | 9 | 33.33% | 0.8 |
|
| 4377 |
SG
4377
Standard General
New York
| $104M | -$41.2M | -28% | 0.21% | 259% | 6 | 33.33% | 0.8 |
|
| 4378 |
CAM
4378
Chesapeake Asset Management
New York
| $104M | -$7.23M | -7% | 4.44% | 153% | 69 | 14.49% | 3 |
|
| 4379 |
MCIA
4379
Mountain Capital Investment Advisors
Westminster,
Colorado
| $104M | -$8.97M | -8% | 3.61% | 63.3% | 527 | 93.74% | 0.5 |
|
| 4380 |
AWA
4380
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $104M | – | – | 5.37% | – | 73 | – | 1 |
|
| 4381 |
AC
4381
Athos Capital
Hong Kong
| $104M | -$29.3M | -22% | 2.42% | 110% | 40 | 37.5% | 0.4 |
|
| 4382 |
HFA
4382
HC Financial Advisors
Lafayette,
California
| $103M | – | – | 6.43% | 31.2% | 69 | – | 0 |
|
| 4383 |
GCM
4383
Goldman Capital Management
New York
| $103M | -$2.42M | -2% | 0.88% | 24.3% | 29 | 31.03% | 2.8 |
|
| 4384 |
KWA
4384
KCS Wealth Advisory
Los Angeles,
California
| $103M | – | – | 4.2% | 45.3% | 171 | – | 0 |
|
| 4385 |
ODCM
4385
Old Dominion Capital Management
Charlottesville,
Virginia
| $103M | +$5.13M | +5% | 3.96% | 45.9% | 60 | 13.33% | 2.3 |
|
| 4386 |
LM
4386
Litespeed Management
New York
| $103M | -$38.5M | -27% | 1.1% | 73.7% | 17 | 70.59% | 0.3 |
|
| 4387 |
WA
4387
WP Advisors
San Francisco,
California
| $103M | -$29.1M | -22% | 4.91% | 95.5% | 74 | 22.97% | 0.8 |
|
| 4388 |
PGA
4388
Premia Global Advisors
Coral Gables,
Florida
| $103M | – | – | 6.22% | – | 410 | – | 0 |
|
| 4389 |
DMC
4389
Drexel Morgan & Co
Radnor,
Pennsylvania
| $103M | +$5.49M | +6% | 6.89% | 50.1% | 91 | 3.3% | 3.2 |
|
| 4390 |
BFM
4390
Broadview Financial Management
Wauwatosa,
Wisconsin
| $103M | – | – | 4.42% | 52.4% | 38 | – | 0 |
|
| 4391 |
SS
4391
Sunbelt Securities
Houston,
Texas
| $103M | +$7.69M | +8% | 5.7% | 83.5% | 177 | 14.12% | 1.1 |
|
| 4392 |
ACM
4392
Altalis Capital Management
New York
| $103M | -$49.8M | -33% | 5.13% | 3.82% | 17 | 11.76% | 2 |
|
| 4393 |
OC
4393
Oppenheimer & Close
New York
| $103M | +$6.02M | +6% | 7.71% | 149% | 36 | 11.11% | 3.3 |
|
| 4394 |
LA
4394
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $103M | +$12.8M | +14% | 4.19% | – | 459 | 42.7% | 0.6 |
|
| 4395 |
SCA
4395
Sippican Capital Advisors
Boston,
Massachusetts
| $102M | +$4.87M | +5% | 6.35% | 90.1% | 103 | 7.77% | 2.6 |
|
| 4396 |
PW
4396
PGIM Wadhwani
London,
United Kingdom
| $102M | – | – | 3.19% | – | 5 | – | 0 |
|
| 4397 |
UOT
4397
University of Tennessee
Knoxville,
Tennessee
| $102M | – | – | 2.96% | – | 2 | – | 0 |
|
| 4398 |
GC
4398
Gruss & Co
West Palm Beach,
Florida
| $102M | +$13.7M | +15% | 7.47% | 163% | 37 | 24.32% | 2 |
|
| 4399 |
BC
4399
Breakline Capital
New York
| $102M | – | – | 7.06% | – | 23 | – | 0 |
|
| 4400 |
AFC
4400
AFT Forsyth & Company
West Palm Beach,
Florida
| $102M | – | – | 5.8% | 135% | 131 | – | 3.4 |
|