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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
EAM
4526
Eukles Asset Management
Cincinnati,
Ohio
| $110M | +$13.7M | +14% | 14.6% | 77.2% | 160 | 7.5% | 0.2 |
|
| 4527 |
BMA
4527
Brooks Moore & Associates
Chattanooga,
Tennessee
| $110M | +$10.3M | +10% | 11.3% | 63.7% | 93 | 7.53% | 0.2 |
|
| 4528 |
GPC
4528
Glacier Peak Capital
Bellevue,
Washington
| $110M | +$1.46M | +1% | 25.5% | 11.8% | 86 | 51.16% | 0.6 |
|
| 4529 |
UOT
4529
University of Tennessee
Knoxville,
Tennessee
| $109M | -$10M | -8% | 8.64% | – | 2 | 0% | 1.3 |
|
| 4530 |
LS
4530
Lattice Strategies
Wayne,
Pennsylvania
| $109M | -$6.04M | -5% | 8.83% | 19.9% | 62 | 30.65% | 4.4 |
|
| 4531 |
SMC
4531
S. Muoio & Co
New York
| $109M | -$4.49M | -4% | 28.5% | 327% | 87 | 45.98% | 2.2 |
|
| 4532 |
CA
4532
Corrado Advisors
Ramsey,
New Jersey
| $109M | +$7.82M | +8% | 11% | 64% | 95 | 29.47% | 2.1 |
|
| 4533 |
PWG
4533
Private Wealth Group
Tampa,
Florida
| $109M | +$7.1M | +7% | 9.22% | 48.2% | 29 | 34.48% | 0.7 |
|
| 4534 |
SWM
4534
Strategic Wealth Management
Kirkland,
Washington
| $109M | -$1.05M | -1% | 7.02% | 52.8% | 24 | 12.5% | 1.7 |
|
| 4535 |
IVM
4535
InterWest Venture Management
San Francisco,
California
| $109M | +$37.7M | +53% | 16.6% | 57.6% | 12 | 16.67% | 1.8 |
|
| 4536 |
EGWAG
4536
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $109M | +$14.4M | +15% | 8.3% | 58.2% | 28 | 0% | 0.3 |
|
| 4537 |
HGWM
4537
Harvest Group Wealth Management
Waltham,
Massachusetts
| $109M | +$31.4M | +41% | 13.4% | 28.1% | 936 | 96.58% | 0 |
|
| 4538 |
QPWM
4538
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $109M | +$14.8M | +16% | 13.1% | 87.9% | 105 | 6.67% | 1 |
|
| 4539 |
BA
4539
Ballew Advisors
Jackson,
Mississippi
| $109M | +$2.21M | +2% | 7.39% | 68% | 94 | 5.32% | 1.2 |
|
| 4540 |
GAM
4540
Grandview Asset Management
Harrisburg,
Pennsylvania
| $109M | +$14.3M | +15% | 17.8% | 172% | 101 | 19.8% | 0.2 |
|
| 4541 |
AA
4541
Altman Advisors
Chicago,
Illinois
| $108M | +$17.2M | +19% | 15.6% | 127% | 74 | 25.68% | 0.6 |
|
| 4542 |
SRCM
4542
Swift Run Capital Management
Charlottesville,
Virginia
| $108M | +$13.6M | +14% | 10% | 9.9% | 42 | 19.05% | 2.8 |
|
| 4543 |
EWM
4543
Elmwood Wealth Management
Berkeley,
California
| $108M | +$4.67M | +5% | 9.85% | 42.1% | 316 | 12.34% | 0.8 |
|
| 4544 |
PKC
4544
Palmer Knight Company
Jacksonville,
Florida
| $108M | +$22.9M | +27% | 19% | 78.9% | 25 | 12% | 0.2 |
|
| 4545 |
CWM
4545
Centric Wealth Management
Chicago,
Illinois
| $108M | -$5.58M | -5% | 12.1% | 44.4% | 125 | 34.4% | 0.2 |
|
| 4546 |
JA
4546
JVL Associates
Wyoming,
Michigan
| $108M | +$17.8M | +20% | 12% | 81% | 41 | 12.2% | 1 |
|
| 4547 |
DM
4547
Delphi Management
Brookline,
Massachusetts
| $108M | -$2.46M | -2% | 14.7% | 111% | 101 | 23.76% | 2.1 |
|
| 4548 |
ETM
4548
Euclidean Technologies Management
Seattle,
Washington
| $108M | +$11.8M | +12% | 13.9% | 124% | 74 | 21.62% | 1.7 |
|
| 4549 |
CC
4549
Caxton Corporation
Princeton,
New Jersey
| $108M | +$25.3M | +31% | 35.7% | 512% | 31 | 35.48% | 0.9 |
|
| 4550 |
CC
4550
Covalis Capital
London,
United Kingdom
| $108M | +$67.1M | +165% | 7.59% | 37.9% | 13 | 69.23% | 0.2 |
|