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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
GIM
5101
GE Investment Management
Norwalk,
Connecticut
| $321M | +$77M | +32% | 31.6% | – | 4 | 0% | 2.4 |
|
| 5102 |
TCP
5102
TMB Capital Partners
Little Rock,
Arkansas
| $321M | +$23.2M | +8% | 8.8% | – | 189 | 13.23% | 0.5 |
|
| 5103 |
LCM
5103
Leisure Capital Management
Costa Mesa,
California
| $320M | +$34.7M | +12% | 21% | 98% | 162 | 8.02% | 5.2 |
|
| 5104 |
BWM
5104
Biltmore Wealth Management
Tempe,
Arizona
| $320M | +$39.2M | +14% | 9.94% | 59.8% | 65 | 18.46% | 4.5 |
|
| 5105 |
AFS
5105
Aft Forsyth & Sober
Valrico,
Florida
| $320M | -$7.78M | -2% | 17.7% | 94.6% | 63 | 6.35% | 4.9 |
|
| 5106 |
SIC
5106
Samalin Investment Counsel
Chappaqua,
New York
| $320M | +$38M | +13% | 11.4% | 62.8% | 352 | 13.92% | 3.1 |
|
| 5107 |
IP
5107
Investment Partners
New Philadelphia,
Ohio
| $320M | +$38.8M | +14% | 15.7% | 74.1% | 167 | 8.98% | 5.8 |
|
| 5108 |
JAM
5108
JW Asset Management
Miami Beach,
Florida
| $320M | +$76.4M | +31% | 63.3% | 251% | 24 | 33.33% | 1.6 |
|
| 5109 |
PCM
5109
Passive Capital Management
Baltimore,
Maryland
| $320M | -$15.1M | -5% | 9.49% | 37.7% | 109 | 18.35% | 2.6 |
|
| 5110 |
PCM
5110
Prospera Capital Management
Gilbert,
Arizona
| $320M | +$121M | +60% | 12.2% | – | 66 | 36.36% | 0.8 |
|
| 5111 |
LJCM
5111
Lee Johnson Capital Management
Fort Worth,
Texas
| $320M | +$40.9M | +15% | 34.9% | 118% | 101 | 39.6% | 1 |
|
| 5112 |
GTAM
5112
Global Trust Asset Management
West Palm Beach,
Florida
| $320M | +$58.2M | +22% | 37.4% | 168% | 511 | 19.96% | 4.2 |
|
| 5113 |
BMCM
5113
Burns Matteson Capital Management
Corning,
New York
| $320M | +$46.7M | +17% | 32.5% | 144% | 262 | 55.34% | 1.5 |
|
| 5114 |
SC
5114
Seldon Capital
San Francisco,
California
| $320M | +$47.6M | +18% | 40.5% | 604% | 83 | 32.53% | 2.3 |
|
| 5115 |
BFS
5115
Burkett Financial Services
Rock Hill,
South Carolina
| $320M | +$27.8M | +10% | 11.4% | 63.6% | 288 | 20.83% | 1.7 |
|
| 5116 |
WI
5116
WrapManager Inc
Mill Valley,
California
| $320M | +$31.7M | +11% | 13.7% | 64.6% | 160 | 21.88% | 4.9 |
|
| 5117 |
CLC
5117
Charles-Lim Capital
Central,
Hong Kong
| $319M | +$18.1M | +6% | 16.5% | 4.44% | 7 | 42.86% | 3.5 |
|
| 5118 |
TPW
5118
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $319M | +$37.8M | +13% | 15% | 53.5% | 72 | 12.5% | 3.4 |
|
| 5119 |
SFS
5119
Shaker Financial Services
Arlington,
Virginia
| $319M | +$32.3M | +11% | 7.31% | 12.9% | 170 | 27.65% | 2.3 |
|
| 5120 |
BPFA
5120
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $319M | +$89.7M | +39% | 14.1% | 79.7% | 177 | 12.99% | 2.1 |
|
| 5121 |
CWA
5121
Centerline Wealth Advisors
Louisville,
Kentucky
| $319M | +$41.2M | +15% | 14.5% | – | 82 | 14.63% | 0.8 |
|
| 5122 |
AFS
5122
Axiom Financial Strategies
New Albany,
Indiana
| $319M | +$35M | +12% | 12.8% | 54.5% | 35 | 11.43% | 1.1 |
|
| 5123 |
PAG
5123
Powers Advisory Group
Highland,
Illinois
| $319M | +$35.5M | +13% | 8.3% | 49.8% | 133 | 8.27% | 3 |
|
| 5124 |
TTA
5124
Thor Trading Advisors
Greensburg,
Pennsylvania
| $319M | +$77.3M | +32% | 16.2% | – | 41 | 75.61% | 0.3 |
|
| 5125 |
SA
5125
Skyline Advisors
Bellingham,
Washington
| $319M | +$32M | +11% | 10% | – | 132 | 15.91% | 1.5 |
|