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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
BWI
4401
Beacon Wealthcare Inc
Raleigh,
North Carolina
| $96.9M | +$1.46M | +2% | 1.54% | 31.6% | 7 | 0% | 0.3 |
|
| 4402 |
CFA
4402
Camarda Financial Advisors
Fleming Island,
Florida
| $96.7M | +$13.1M | +16% | 1.59% | 196% | 205 | 25.37% | 2.1 |
|
| 4403 |
SVI
4403
Strategic Vision Investment
Hong Kong
| $96.5M | -$2.1M | -2% | 7.69% | 95.6% | 14 | 50% | 0.2 |
|
| 4404 |
SCPM
4404
Sagard Capital Partners Management
New York
| $96.4M | -$16.4M | -15% | 1.43% | 37.4% | 3 | 33.33% | 2.2 |
|
| 4405 |
SCA
4405
Sippican Capital Advisors
Boston,
Massachusetts
| $96.4M | -$6.1M | -6% | 2.87% | 90.1% | 108 | 9.26% | 2.7 |
|
| 4406 |
CFC
4406
Coyle Financial Counsel
Glenview,
Illinois
| $96.3M | +$9.01M | +10% | 0.47% | 62.4% | 85 | 63.53% | 0.6 |
|
| 4407 |
PTCG
4407
Pring Turner Capital Group
Alamo,
California
| $96.2M | +$3.39M | +4% | 3.96% | 70.8% | 50 | 22% | 2 |
|
| 4408 |
MP
4408
Marlowe Partners
New York
| $96M | -$11.1M | -10% | 2.06% | 16.3% | 8 | 62.5% | 0.9 |
|
| 4409 |
ACM
4409
Arlington Capital Management
Arlington Heights,
Illinois
| $96M | -$38.2M | -28% | 1.73% | 154% | 25 | 56% | 0.9 |
|
| 4410 |
DMC
4410
Drexel Morgan & Co
Radnor,
Pennsylvania
| $95.9M | -$7.17M | -7% | 2.02% | 50.1% | 92 | 10.87% | 3.5 |
|
| 4411 |
MFG
4411
Monte Financial Group
Guilford,
Connecticut
| $95.8M | -$2.67M | -3% | 1.5% | 57.9% | 79 | 15.19% | 0.2 |
|
| 4412 |
BPI
4412
Battery Partners IX
Boston,
Massachusetts
| $95.8M | -$4.16M | -4% | 35.8% | 322% | 3 | 33.33% | 2 |
|
| 4413 |
RQS
4413
Ramsey Quantitative Systems
Louisville,
Kentucky
| $95.7M | +$95K | +0.1% | 1% | 42% | 436 | 33.72% | 0.3 |
|
| 4414 |
KCS
4414
Koonce Calvin Scott
| $95.6M | +$6.08M | +7% | 6.79% | 67.9% | 1 | 0% | 3.3 |
|
| 4415 |
VIM
4415
Vista Investment Management
Pittsburgh,
Pennsylvania
| $95.5M | -$124K | -0.1% | 1.36% | 54.4% | 140 | 10% | 0.2 |
|
| 4416 |
KAM
4416
Kazazian Asset Management
Fort Lauderdale,
Florida
| $95.4M | -$2.44M | -2% | 3.92% | – | 93 | 20.43% | 1.1 |
|
| 4417 |
BBWA
4417
Bell & Brown Wealth Advisors
Newport Beach,
California
| $95M | -$1.51M | -2% | 1.09% | – | 93 | 19.35% | 0.2 |
|
| 4418 |
FCM
4418
Force Capital Management
New York
| $95M | -$1.11M | -1% | 1.24% | 72.7% | 31 | 19.35% | 1.7 |
|
| 4419 |
XSC
4419
X-Square Capital
Guaynabo,
Puerto Rico
| $94.8M | -$263K | -0.3% | 8.15% | 158% | 81 | 22.22% | 0.2 |
|
| 4420 |
CCP
4420
Clifford Capital Partners
Alpine,
Utah
| $94.7M | +$4.48M | +5% | 0.22% | 77.3% | 34 | 8.82% | 0.2 |
|
| 4421 |
FCFC
4421
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $94.7M | +$62K | +0.1% | 1.54% | 72.9% | 137 | 21.17% | 2.4 |
|
| 4422 |
CC
4422
Colrain Capital
Boston,
Massachusetts
| $94.4M | -$26.5M | -22% | 4% | – | 43 | 13.95% | 3.6 |
|
| 4423 |
IAM
4423
ICM Asset Management
Spokane,
Washington
| $94.2M | +$1.08M | +1% | 2.6% | 58.9% | 53 | 22.64% | 1.9 |
|
| 4424 |
FSA
4424
Financial Services Advisory
Rockville,
Maryland
| $93.8M | -$42.1M | -31% | 3.11% | 75.8% | 38 | 76.32% | 0.1 |
|
| 4425 |
GIM
4425
Guardian Investment Management
Tiburon,
California
| $93.8M | -$950K | -1% | 3.02% | 89.7% | 59 | 25.42% | 3.3 |
|