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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
BBWA
5001
Bell & Brown Wealth Advisors
Newport Beach,
California
| $330M | +$21.8M | +7% | 9.19% | – | 74 | 9.46% | 5.9 |
|
| 5002 |
NFGCM
5002
Norman Fields Gottscho Capital Management
New York
| $330M | +$27.6M | +9% | 17.6% | 96.9% | 66 | 4.55% | 6.4 |
|
| 5003 |
CPH
5003
C Partners Holding
Zurich,
Switzerland
| $330M | +$13M | +4% | 1.13% | 25.6% | 15 | 46.67% | 3.3 |
|
| 5004 |
LK
5004
Lumbard & Kellner
Hollis,
New Hampshire
| $330M | +$41.3M | +14% | 19.5% | 137% | 111 | 13.51% | 3.1 |
|
| 5005 |
HKIM
5005
Hayek Kallen Investment Management
Fairhope,
Alabama
| $330M | +$22.7M | +7% | 9.77% | 71.9% | 98 | 7.14% | 0.4 |
|
| 5006 |
MIM
5006
Montgomery Investment Management
Rockville,
Maryland
| $330M | +$36.4M | +12% | 15.5% | 98.4% | 108 | 4.63% | 6.8 |
|
| 5007 |
IB
5007
Iyo Bank
Matsuyama,
Japan
| $329M | +$48.4M | +17% | 29.7% | 125% | 37 | 18.92% | 2.8 |
|
| 5008 |
WM
5008
Windward Management
Miami Beach,
Florida
| $329M | +$199M | +153% | 55% | – | 13 | 23.08% | 0.3 |
|
| 5009 |
OPTFSNA
5009
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $329M | +$18.1M | +6% | 6.58% | 72.6% | 352 | 17.9% | 3.5 |
|
| 5010 |
TM
5010
Tikvah Management
Charlotte,
North Carolina
| $329M | +$6.42M | +2% | 12.2% | 169% | 22 | 18.18% | 5.7 |
|
| 5011 |
PEP
5011
Providence Equity Partners
Providence,
Rhode Island
| $329M | -$236M | -42% | 17.9% | 12.4% | 3 | 0% | 4.8 |
|
| 5012 |
UBG
5012
United Bank (Georgia)
Zebulon,
Georgia
| $329M | +$28.2M | +9% | 17.6% | 81.2% | 129 | 9.3% | 4.9 |
|
| 5013 |
BFA
5013
Buttonwood Financial Advisors
Baltimore,
Maryland
| $329M | +$29.9M | +10% | 13.2% | 73.4% | 112 | 5.36% | 3.2 |
|
| 5014 |
OFG
5014
Omega Financial Group
Santa Barbara,
California
| $329M | +$21M | +7% | 11.9% | 45.2% | 105 | 17.14% | 4.8 |
|
| 5015 |
EAM
5015
EdenTree Asset Management
London,
United Kingdom
| $328M | -$3.27M | -1% | 13.3% | 50.2% | 67 | 4.48% | 2.4 |
|
| 5016 |
EWA
5016
Encompass Wealth Advisors
Portland,
Oregon
| $328M | +$41.1M | +14% | 16.6% | 68.7% | 113 | 15.04% | 3.7 |
|
| 5017 |
DIP
5017
Davis Investment Partners
Charlotte,
North Carolina
| $328M | +$45.4M | +16% | 21.6% | 88.9% | 184 | 15.76% | 1.9 |
|
| 5018 |
KA
5018
Kercheville Advisors
San Antonio,
Texas
| $328M | +$15.8M | +5% | 30.2% | 240% | 119 | 20.17% | 2.6 |
|
| 5019 |
SC
5019
Stance Capital
Boston,
Massachusetts
| $328M | +$122M | +59% | 31.5% | – | 426 | 54.46% | 0.3 |
|
| 5020 |
PC
5020
Pecaut & Co
Sioux City,
Iowa
| $328M | +$20.2M | +7% | 8.32% | 67.6% | 66 | 1.52% | 5.2 |
|
| 5021 |
NA
5021
NVP Associates
Menlo Park,
California
| $328M | +$152M | +86% | 56.1% | 953% | 8 | 50% | 1.1 |
|
| 5022 |
KWM
5022
Kaydan Wealth Management
Fenton,
Michigan
| $328M | +$29.1M | +10% | 12.2% | 58% | 118 | 10.17% | 3.1 |
|
| 5023 |
VPF
5023
Vantage Point Financial
Lisle,
Illinois
| $328M | +$42.9M | +15% | 13.9% | – | 204 | 21.57% | 1 |
|
| 5024 |
TAM
5024
Tabor Asset Management
New York
| $328M | +$78.8M | +32% | 16.7% | 215% | 57 | 49.12% | 0.8 |
|
| 5025 |
EC
5025
Engaged Capital
Newport Beach,
California
| $327M | +$23.7M | +8% | 21.8% | 26.2% | 10 | 10% | 1.9 |
|