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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
MPPLM
4451
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $112M | +$4M | +4% | 2.25% | 130% | 100 | 18% | 1.2 |
|
| 4452 |
PWG
4452
Private Wealth Group
Tampa,
Florida
| $112M | +$1.82M | +2% | 1.5% | 48.2% | 31 | 16.13% | 1 |
|
| 4453 |
EM
4453
Excalibur Management
Waltham,
Massachusetts
| $111M | +$2.9M | +3% | 2.49% | 81.7% | 65 | 6.15% | 4.4 |
|
| 4454 |
EM
4454
Endicott Management
New York
| $111M | -$689K | -0.6% | 0.08% | 229% | 7 | 0% | 3.8 |
|
| 4455 |
BFA
4455
Brendel Financial Advisors
Hanover,
New Hampshire
| $111M | +$7.97M | +8% | 4.39% | 126% | 90 | 28.89% | 0.5 |
|
| 4456 |
WAM
4456
Warlander Asset Management
New York
| $111M | -$111M | -50% | 13.8% | 0.72% | 5 | 60% | 1.6 |
|
| 4457 |
V
4457
VeraBank
Henderson,
Texas
| $111M | +$4.31M | +4% | 1.51% | 60.6% | 92 | 4.35% | 0.7 |
|
| 4458 |
TFA
4458
TPG Financial Advisors
Portland,
Oregon
| $111M | +$1.84M | +2% | 0.51% | – | 46 | 15.22% | 0.6 |
|
| 4459 |
CA
4459
Corrado Advisors
Ramsey,
New Jersey
| $111M | -$756K | -0.7% | 1.44% | 64% | 87 | 16.09% | 2.4 |
|
| 4460 |
FMB
4460
Field & Main Bank
Henderson,
Kentucky
| $111M | +$1.93M | +2% | 2.21% | 107% | 212 | 9.43% | 4.1 |
|
| 4461 |
MCM
4461
Maxim Capital Management
San Francisco,
California
| $111M | +$3.97M | +4% | 0.08% | – | 27 | 3.7% | 0.7 |
|
| 4462 |
SLWS
4462
Swaine & Leidel Wealth Services
Sebring,
Florida
| $111M | +$17M | +18% | 0.55% | – | 67 | 11.94% | 0.5 |
|
| 4463 |
ASA
4463
Armstrong Shaw Associates
New Canaan,
Connecticut
| $111M | +$1.07M | +1% | 1.45% | 51.2% | 44 | 0% | 3.8 |
|
| 4464 |
SAM
4464
Southpaw Asset Management
Stamford,
Connecticut
| $110M | -$169M | -61% | 6.3% | 0.05% | 23 | 34.78% | 0.9 |
|
| 4465 |
CCM
4465
Concourse Capital Management
Atlanta,
Georgia
| $110M | +$6.64M | +6% | 2.01% | 107% | 48 | 27.08% | 0.9 |
|
| 4466 |
GAM
4466
Grandview Asset Management
Harrisburg,
Pennsylvania
| $110M | +$2.32M | +2% | 1.83% | 172% | 106 | 14.15% | 0.6 |
|
| 4467 |
KLCM
4467
KG&L Capital Management
Saint Francisville,
Louisiana
| $110M | +$5.55M | +5% | 3.59% | 91.9% | 100 | 15% | 0.6 |
|
| 4468 |
TAA
4468
Turiya Advisors Asia
Hong Kong
| $110M | -$43.9M | -28% | 2.29% | 247% | 5 | 60% | 0.3 |
|
| 4469 |
JWM
4469
JFG Wealth Management
Denver,
Colorado
| $110M | -$10.8M | -9% | 13.4% | 65.2% | 16 | 0% | 0.6 |
|
| 4470 |
KFS
4470
Kelly Financial Services
Braintree,
Massachusetts
| $110M | +$240K | +0.2% | 2.14% | 58.4% | 565 | 13.1% | 0.4 |
|
| 4471 |
A
4471
Attestor
London,
United Kingdom
| $110M | -$85.1M | -44% | 56.4% | 55.7% | 1 | 0% | 0.8 |
|
| 4472 |
ACM
4472
Ategra Capital Management
Vienna,
Virginia
| $110M | +$3.31M | +3% | 0.62% | 114% | 102 | 12.75% | 0.4 |
|
| 4473 |
LBS
4473
Lawrence B. Seidman
| $110M | -$10.5M | -9% | 1.77% | 12.3% | 23 | 17.39% | 2.3 |
|
| 4474 |
WA
4474
Wheatland Advisors
Lancaster,
Pennsylvania
| $110M | -$22.4M | -17% | 3.16% | 30.5% | 99 | 2.02% | 4.5 |
|
| 4475 |
SPCM
4475
Sound Point Capital Management
New York
| $110M | -$42.2M | -28% | 2.45% | 61.5% | 20 | 25% | 1.1 |
|