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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 |
SCM
4601
Stonehearth Capital Management
Danvers,
Massachusetts
| $203M | +$19.2M | +10% | 3.86% | 87.5% | 70 | 15.71% | 2.1 |
|
| 4602 |
VBFG
4602
Vishria Bird Financial Group
Memphis,
Tennessee
| $203M | +$22M | +12% | 6.26% | 74.3% | 59 | 10.17% | 1.6 |
|
| 4603 |
BCIMC
4603
Boyu Capital Investment Management Company
Hong Kong
| $203M | -$293M | -59% | 4.2% | – | 9 | 44.44% | 0.3 |
|
| 4604 |
SEEDPG
4604
S.E.E.D. Planning Group
Binghamton,
New York
| $203M | +$20.9M | +11% | 5.31% | 57.3% | 86 | 15.12% | 0.9 |
|
| 4605 |
MIM
4605
Moseley Investment Management
Bradenton,
Florida
| $203M | +$22.5M | +12% | 8.66% | 96.6% | 183 | 13.66% | 1.3 |
|
| 4606 |
PIC
4606
Portland Investment Counsel
Burlington,
Ontario, Canada
| $203M | +$21.7M | +12% | 5.94% | 108% | 42 | 7.14% | 2.2 |
|
| 4607 |
GWM
4607
Graybill Wealth Management
Elmhurst,
Illinois
| $203M | +$14M | +7% | 7.67% | – | 55 | 3.64% | 4 |
|
| 4608 |
RHI
4608
Richmond Hill Investments
New York
| $202M | +$7.98M | +4% | 6.42% | 55.2% | 10 | 30% | 2.3 |
|
| 4609 |
ACM
4609
Allred Capital Management
Dallas,
Texas
| $202M | -$18.9M | -9% | 7.98% | 73.5% | 853 | 78.78% | 1.8 |
|
| 4610 |
BWL
4610
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $202M | +$14.8M | +8% | 5.35% | 47% | 14 | 21.43% | 0.2 |
|
| 4611 |
DR
4611
Davis Rea
Toronto,
Ontario, Canada
| $202M | +$14.4M | +8% | 8.71% | 66.9% | 59 | 3.39% | 3.9 |
|
| 4612 |
SV
4612
Sturgeon Ventures
London,
United Kingdom
| $201M | +$28.4M | +16% | 15.4% | 85.9% | 46 | 10.87% | 1.6 |
|
| 4613 |
TW
4613
Towerpoint Wealth
Sacramento,
California
| $201M | -$7.19M | -3% | 4.51% | 67.7% | 80 | 6.25% | 2.1 |
|
| 4614 |
HIC
4614
Harbor Island Capital
Topsfield,
Massachusetts
| $201M | +$8.46M | +4% | 4.83% | 231% | 15 | 0% | 3.1 |
|
| 4615 |
PC
4615
Plaisance Capital
Denver,
Colorado
| $201M | +$94.9M | +90% | 8.25% | – | 64 | 70.31% | 0.3 |
|
| 4616 |
SFSG
4616
Sound Financial Strategies Group
Madison,
Mississippi
| $201M | +$5.54M | +3% | 3.8% | 26.4% | 112 | 47.32% | 0.5 |
|
| 4617 |
PCMK
4617
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $200M | +$1.05M | +0.5% | 7.05% | 87.5% | 70 | 10% | 4.2 |
|
| 4618 |
SIC
4618
Shoker Investment Counsel
Oxford,
Ohio
| $200M | +$9.97M | +5% | 4.36% | 83.8% | 97 | 8.25% | 4.3 |
|
| 4619 |
RWM
4619
Rench Wealth Management
Denton,
Texas
| $200M | +$8.19M | +4% | 4.51% | 106% | 41 | 7.32% | 5.6 |
|
| 4620 |
MCA
4620
Mercer Capital Advisers
Little Silver,
New Jersey
| $200M | +$13.5M | +7% | 6.45% | 59.6% | 159 | 1.26% | 5.3 |
|
| 4621 |
AA
4621
AF Advisors
Sacramento,
California
| $200M | +$11.6M | +6% | 3.67% | 76.5% | 24 | 50% | 0.6 |
|
| 4622 |
HCM
4622
Highlander Capital Management
Short Hills,
New Jersey
| $200M | +$8.98M | +5% | 5.97% | 34.4% | 652 | 7.67% | 4.5 |
|
| 4623 |
GCM
4623
Gibraltar Capital Management
Tulsa,
Oklahoma
| $200M | +$5.75M | +3% | 5.8% | 56.6% | 74 | 14.86% | 2.1 |
|
| 4624 |
AG
4624
AlphaSimPlex Group
Boston,
Massachusetts
| $200M | -$39M | -16% | 8.29% | 35.5% | 278 | 31.65% | 0.8 |
|
| 4625 |
AI
4625
Acuitas Investments
Seattle,
Washington
| $200M | +$25.7M | +15% | 10.9% | 145% | 77 | 19.48% | 0.7 |
|