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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
CFC
4601
Coyle Financial Counsel
Glenview,
Illinois
| $103M | +$8.82M | +9% | 12.9% | 62.4% | 43 | 11.63% | 1.1 |
|
| 4602 |
HA
4602
Havens Advisors
New York
| $103M | -$4.47M | -4% | 34.5% | 460% | 52 | 76.92% | 0.2 |
|
| 4603 |
C
4603
Clearshares
New York
| $103M | +$10.2M | +11% | 8.69% | – | 33 | 12.12% | 1 |
|
| 4604 |
MFC
4604
Miramar Fiduciary Corp
Reno,
Nevada
| $103M | +$9.29M | +10% | 14.3% | – | 17 | 70.59% | 0.3 |
|
| 4605 |
WGA
4605
Weather Gauge Advisory
Williamsburg,
Virginia
| $103M | +$11.6M | +13% | 11.7% | 39.9% | 86 | 3.49% | 0.2 |
|
| 4606 |
SBA
4606
Secrest Blakey & Associates
Raleigh,
North Carolina
| $103M | -$16.5M | -14% | 11.8% | 19.4% | 137 | 31.39% | 0.8 |
|
| 4607 |
PPL
4607
PATRIZIA Pty Ltd
Barton,
Australia
| $103M | +$13M | +14% | 13% | – | 17 | 0% | 1.2 |
|
| 4608 |
NF
4608
Nikulski Financial
Bettendorf,
Iowa
| $103M | +$7.41M | +8% | 12.3% | 95.8% | 81 | 13.58% | 0.9 |
|
| 4609 |
EI
4609
EDMP Inc
Lutz,
Florida
| $102M | +$13.4M | +15% | 11.9% | 71.6% | 54 | 7.41% | 3.5 |
|
| 4610 |
BAM
4610
Baldrige Asset Management
Allentown,
Pennsylvania
| $102M | – | – | 9.49% | 43.5% | 74 | – | 0 |
|
| 4611 |
SC
4611
Seacliff Capital
Southport,
Connecticut
| $102M | -$30.6M | -23% | 9.12% | – | 55 | 76.36% | 0.1 |
|
| 4612 |
ACM
4612
Ategra Capital Management
Vienna,
Virginia
| $102M | – | – | 9.61% | 114% | 91 | – | 0 |
|
| 4613 |
AF
4613
AMG Funds
Stamford,
Connecticut
| $102M | +$10.4M | +11% | 12.3% | 6.28% | 113 | 11.5% | 2 |
|
| 4614 |
EM
4614
Endicott Management
New York
| $102M | +$3.9M | +4% | 4.21% | 229% | 7 | 0% | 3.3 |
|
| 4615 |
AM
4615
Atwater Malick
Lancaster,
Pennsylvania
| $102M | +$12.9M | +14% | 10.6% | 79.1% | 36 | 8.33% | 0.2 |
|
| 4616 |
RHCA
4616
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $102M | -$3.82M | -4% | 3.71% | 91.9% | 68 | 11.76% | 1.7 |
|
| 4617 |
YEPI
4617
Yorktown Energy Partners IX
New York
| $102M | +$4.76M | +5% | 11.2% | 67.3% | 2 | 0% | 2.1 |
|
| 4618 |
FCA
4618
Florence Capital Advisors
New York
| $102M | -$1.45M | -1% | 21.6% | – | 21 | 19.05% | 1.8 |
|
| 4619 |
HGI
4619
Hansberger Growth Investors
Madison,
Wisconsin
| $102M | +$16.6M | +19% | 17.5% | 36.4% | 19 | 15.79% | 3.3 |
|
| 4620 |
HFA
4620
Harbert Fund Advisors
Birmingham,
Alabama
| $102M | +$3.71M | +4% | 11.8% | 70.8% | 15 | 6.67% | 0.2 |
|
| 4621 |
BCM
4621
Bratton Capital Management
Fort Worth,
Texas
| $102M | +$6.18M | +6% | 10.3% | 152% | 2 | 0% | 0.3 |
|
| 4622 |
UOC
4622
University of Chicago
Chicago,
Illinois
| $101M | -$62.6M | -38% | 11.7% | 62.3% | 4 | 0% | 2.2 |
|
| 4623 |
RHDIC
4623
R.H. Dinel Investment Counsel
Los Angeles,
California
| $101M | +$12.2M | +14% | 14.1% | 55.9% | 47 | 0% | 4.7 |
|
| 4624 |
CFGF
4624
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $101M | +$14.4M | +17% | 8.84% | 44.1% | 21 | 19.05% | 1.6 |
|
| 4625 |
PAWC
4625
P.A.W. Capital
Greenwich,
Connecticut
| $101M | +$21.3M | +27% | 28.1% | 54.6% | 67 | 13.43% | 2.9 |
|