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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
FBT
4576
First Bankers Trust
Louisville,
Kentucky
| $205M | -$33.9M | -14% | 6.7% | 78.9% | 122 | 11.48% | 5.4 |
|
| 4577 |
NSB
4577
Norway Savings Bank
Portland,
Maine
| $205M | +$15.5M | +8% | 5.8% | 101% | 325 | 5.54% | 3.1 |
|
| 4578 |
TLCM
4578
Tiger Legatus Capital Management
New York
| $205M | +$95.5M | +87% | 0.25% | 19.1% | 19 | 36.84% | 1 |
|
| 4579 |
RM
4579
RP Management
New York
| $205M | -$61.3M | -23% | 22.7% | 208% | 5 | 20% | 2 |
|
| 4580 |
NIA
4580
NIA Impact Advisors
Berkeley,
California
| $205M | +$20.2M | +11% | 9.53% | – | 54 | 1.85% | 0.5 |
|
| 4581 |
MLIM
4581
Mountain Lake Investment Management
Boca Raton,
Florida
| $205M | +$26.4M | +15% | 22.8% | 64% | 32 | 21.88% | 1.8 |
|
| 4582 |
UFA
4582
US Financial Advisors
Braintree,
Massachusetts
| $205M | -$155M | -43% | 5.04% | 12.6% | 146 | 49.32% | 1.7 |
|
| 4583 |
EHWM
4583
Eads & Heald Wealth Management
Atlanta,
Georgia
| $205M | +$10.3M | +5% | 7.2% | 84.4% | 139 | 2.88% | 5.4 |
|
| 4584 |
PIP
4584
Peachtree Investment Partners
Indian River Shores,,
Florida
| $205M | +$30.9M | +18% | 9.38% | 92.2% | 99 | 13.13% | 1.5 |
|
| 4585 |
AC
4585
Addison Capital
Conshohocken,
Pennsylvania
| $205M | +$24.9M | +14% | 8.42% | 59.7% | 117 | 4.27% | 3.5 |
|
| 4586 |
EA
4586
Ellsworth Advisors
Hudson,
Ohio
| $205M | +$38.4M | +23% | 6.98% | 131% | 173 | 33.53% | 0.5 |
|
| 4587 |
KTM
4587
Keeler Thomas Management
Orem,
Utah
| $205M | +$14.6M | +8% | 6.87% | 46.1% | 74 | 1.35% | 2 |
|
| 4588 |
HLCM
4588
Hickory Lane Capital Management
New York
| $204M | +$50.5M | +33% | 6.63% | – | 57 | 49.12% | 0.3 |
|
| 4589 |
NFP
4589
Novak Financial Planning
Bel Air,
Maryland
| $204M | +$22.2M | +12% | 4.93% | – | 122 | 7.38% | 0.5 |
|
| 4590 |
RRWA
4590
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $204M | +$18.9M | +10% | 4.76% | 47.8% | 56 | 8.93% | 1.2 |
|
| 4591 |
FTA
4591
Financial & Tax Architects
St Louis,
Missouri
| $204M | +$25.8M | +14% | 4.53% | 50.2% | 108 | 21.3% | 0.2 |
|
| 4592 |
RHAM
4592
Round Hill Asset Management
Pasadena,
California
| $204M | +$15M | +8% | 8.91% | 43.2% | 59 | 5.08% | 3.4 |
|
| 4593 |
QAM
4593
Q3 Asset Management
Birmingham,
Michigan
| $204M | +$16M | +8% | 9.23% | 96.2% | 65 | 66.15% | 0.3 |
|
| 4594 |
AP
4594
AlpInvest Partners
Amsterdam,
Netherlands
| $204M | +$2.6M | +1% | 5.57% | 138% | 25 | 68% | 0.2 |
|
| 4595 |
HIS
4595
Horizon Investment Services
Hammond,
Indiana
| $204M | +$17.6M | +9% | 8.07% | 250% | 126 | 25.4% | 2.4 |
|
| 4596 |
BCIM
4596
Bishop & Co Investment Management
Erie,
Pennsylvania
| $204M | +$10.9M | +6% | 5.4% | 47.6% | 22 | 0% | 4 |
|
| 4597 |
BM
4597
Bislett Management
Palo Alto,
California
| $204M | +$5.25M | +3% | 5.72% | 19.8% | 15 | 0% | 5.5 |
|
| 4598 |
PCM
4598
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $204M | +$33.3M | +20% | 10.3% | 70.6% | 74 | 8.11% | 0.8 |
|
| 4599 |
WBC
4599
West Branch Capital
Amherst,
Massachusetts
| $204M | +$32.6M | +19% | 9.94% | 139% | 453 | 80.13% | 0.4 |
|
| 4600 |
LSWM
4600
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $203M | +$14.5M | +8% | 6.98% | 73.4% | 69 | 18.84% | 0.4 |
|