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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
JA
4401
JVL Associates
Wyoming,
Michigan
| $118M | +$10.5M | +10% | 4.65% | 81% | 43 | 9.3% | 1.2 |
|
| 4402 |
NF
4402
Nikulski Financial
Bettendorf,
Iowa
| $118M | +$15.6M | +15% | 3.38% | 95.8% | 89 | 14.61% | 1.1 |
|
| 4403 |
VBFP
4403
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $118M | +$3.69M | +3% | 1.89% | 36.2% | 50 | 14% | 0.4 |
|
| 4404 |
VIM
4404
Vista Investment Management
Pittsburgh,
Pennsylvania
| $118M | +$4.19M | +4% | 2.68% | 54.4% | 143 | 6.29% | 1.3 |
|
| 4405 |
ARC
4405
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $118M | -$19.4M | -14% | 13.5% | 81.3% | 1 | 0% | 1.5 |
|
| 4406 |
TGI
4406
TRV GP IV
Boston,
Massachusetts
| $118M | -$13.8M | -10% | 10.4% | 1,102% | 1 | 0% | 0.5 |
|
| 4407 |
WA
4407
Wambolt & Associates
Littleton,
Colorado
| $118M | +$8.04M | +7% | 2.45% | 62.2% | 161 | 7.45% | 0.4 |
|
| 4408 |
RCC
4408
Red Cedar Capital
Omaha,
Nebraska
| $118M | +$812K | +0.7% | 3.81% | 43% | 154 | 1.95% | 1.4 |
|
| 4409 |
FA
4409
Freestate Advisors
Overland Park,
Kansas
| $118M | +$8.16M | +7% | 3.45% | – | 9 | 77.78% | 0.1 |
|
| 4410 |
MFG
4410
Monte Financial Group
Guilford,
Connecticut
| $118M | +$3.78M | +3% | 1.21% | 57.9% | 70 | 5.71% | 1.2 |
|
| 4411 |
SG
4411
Somerset Group
Wayzata,
Minnesota
| $118M | -$1.29M | -1% | 2.11% | 84.6% | 75 | 18.67% | 3.3 |
|
| 4412 |
LIM
4412
Loudon Investment Management
West Lebanon,
New Hampshire
| $118M | +$3.87M | +3% | 2.44% | 61.6% | 86 | 13.95% | 3.8 |
|
| 4413 |
BMCM
4413
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $118M | +$7M | +6% | 4.11% | 71.4% | 90 | 11.11% | 1.6 |
|
| 4414 |
CIA
4414
Cascade Investment Advisors
Oregon City,
Oregon
| $118M | +$6.31M | +6% | 3.65% | 71.4% | 250 | 13.6% | 1.7 |
|
| 4415 |
OP
4415
Osmium Partners
Greenbrae,
California
| $118M | -$558K | -0.5% | 1.12% | 28.4% | 20 | 25% | 3 |
|
| 4416 |
MG
4416
MilWealth Group
Milwaukee,
Wisconsin
| $118M | +$6.34M | +6% | 2.79% | 36.8% | 67 | 7.46% | 0.5 |
|
| 4417 |
TA
4417
Trellis Advisors
Ellensburg,
Washington
| $118M | +$6.64M | +6% | 3.49% | 23.3% | 51 | 13.73% | 1.1 |
|
| 4418 |
LIM
4418
Longfellow Investment Management
Boston,
Massachusetts
| $118M | -$49.6M | -30% | 1.55% | 45.9% | 145 | 43.45% | 0.6 |
|
| 4419 |
MSWM
4419
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $118M | +$6.09M | +5% | 4.82% | 53.1% | 19 | 52.63% | 0.5 |
|
| 4420 |
NSB
4420
Norway Savings Bank
Portland,
Maine
| $118M | +$3.96M | +3% | 2.6% | 101% | 251 | 6.37% | 2.2 |
|
| 4421 |
SCM
4421
SkyTop Capital Management
Rutherford,
New Jersey
| $117M | +$10.6M | +10% | 11.2% | 50.2% | 14 | 28.57% | 1 |
|
| 4422 |
BDF
4422
Black Diamond Financial
Towson,
Maryland
| $117M | +$5.55M | +5% | 2.76% | 61% | 58 | 10.34% | 0.4 |
|
| 4423 |
SB
4423
Strategic Blueprint
Atlanta,
Georgia
| $117M | +$7.07M | +6% | 4.38% | 76.6% | 74 | 6.76% | 0.4 |
|
| 4424 |
TVWM
4424
Tower View Wealth Management
Shorewood,
Wisconsin
| $117M | +$4.51M | +4% | 4.29% | 132% | 153 | 15.03% | 1.2 |
|
| 4425 |
CB
4425
CNB Bank
Clearfield,
Pennsylvania
| $117M | -$77M | -40% | 2.93% | 91.6% | 528 | 31.63% | 0.8 |
|