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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
CPM
5126
Corre Partners Management
New York
| $159M | -$1.09M | -0.7% | 0.9% | 109% | 7 | 0% | 0.5 |
|
| 5127 |
CASB
5127
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $159M | +$17.7M | +13% | 6.15% | 72.7% | 93 | 7.53% | 4.4 |
|
| 5128 |
GB
5128
Goepper Burkhardt
Greenville,
South Carolina
| $158M | +$11.3M | +8% | 6.13% | 50.4% | 64 | 1.56% | 0.5 |
|
| 5129 |
CC
5129
Corsicana & Co
Corsicana,
Texas
| $158M | – | – | 6.64% | – | 202 | – | 0 |
|
| 5130 |
ADBIC
5130
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $158M | +$9.71M | +7% | 4.31% | 83.3% | 97 | 11.34% | 3.5 |
|
| 5131 |
MA
5131
Mangham Associates
Charlottesville,
Virginia
| $158M | +$54.6M | +53% | 5.24% | 24.4% | 6 | 16.67% | 2 |
|
| 5132 |
RMSCM
5132
R.M. Sincerbeaux Capital Management
New York
| $158M | +$11.5M | +8% | 9.13% | 76.4% | 47 | 6.38% | 6.1 |
|
| 5133 |
CI
5133
Cordant Inc
Portland,
Oregon
| $158M | +$4.01M | +3% | 4.87% | 47% | 105 | 23.81% | 0.9 |
|
| 5134 |
ARMT
5134
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $158M | +$10.1M | +7% | 10.4% | – | 157 | 36.94% | 4 |
|
| 5135 |
LI
5135
Latash Investments
Anchorage,
Alaska
| $158M | – | – | 14.2% | 110% | 20 | – | 1.2 |
|
| 5136 |
6C
5136
6elm Capital
New York
| $158M | -$19.8M | -11% | 5.37% | – | 21 | 71.43% | 0.1 |
|
| 5137 |
FWM
5137
ForthRight Wealth Management
Alpharetta,
Georgia
| $158M | +$10.3M | +7% | 5.63% | 44.6% | 35 | 2.86% | 0.5 |
|
| 5138 |
GA
5138
GRS Advisors
Chicago,
Illinois
| $157M | -$511K | -0.3% | 10.4% | 54.3% | 37 | 64.86% | 0.5 |
|
| 5139 |
BMC
5139
Beaton Management Company
Haverhill,
Massachusetts
| $157M | +$12.4M | +9% | 6.4% | 95.9% | 136 | 6.62% | 2.8 |
|
| 5140 |
CCFM
5140
Cohen & Co Financial Management
New York
| $157M | – | – | 0% | – | 64 | – | 0 |
|
| 5141 |
SFG
5141
Sunburst Financial Group
Vestavia Hills,
Alabama
| $157M | +$13.5M | +9% | 5.58% | 55.7% | 64 | 4.69% | 1.2 |
|
| 5142 |
NCM
5142
Next Capital Management
New York
| $157M | +$3.27M | +2% | 8.3% | 61.3% | 124 | 19.35% | 1.6 |
|
| 5143 |
BMA
5143
Brooks Moore & Associates
Chattanooga,
Tennessee
| $157M | +$9.17M | +6% | 4.39% | 63.7% | 105 | 10.48% | 1.8 |
|
| 5144 |
AWM
5144
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $157M | +$13.2M | +9% | 8.04% | 36.4% | 126 | 8.73% | 2.4 |
|
| 5145 |
BMWM
5145
Brown Miller Wealth Management
Mclean,
Virginia
| $157M | +$15.1M | +11% | 9.11% | 102% | 121 | 7.44% | 0.4 |
|
| 5146 |
CWA
5146
Capital Wealth Alliance
Scottsdale,
Arizona
| $157M | +$6.92M | +5% | 4.36% | 108% | 140 | 11.43% | 0.9 |
|
| 5147 |
AC
5147
Apogem Capital
New York
| $156M | +$8.96M | +6% | 11.6% | – | 221 | 33.94% | 0.3 |
|
| 5148 |
OFW
5148
Omnia Family Wealth
Aventura,
Florida
| $156M | +$21.6M | +16% | 4.87% | 80.6% | 68 | 4.41% | 3.2 |
|
| 5149 |
DWMG
5149
DB Wealth Management Group
San Diego,
California
| $156M | +$10.3M | +7% | 6.4% | 19% | 394 | 14.97% | 0.5 |
|
| 5150 |
HCM
5150
Hutner Capital Management
Manchester,
Vermont
| $156M | +$3.75M | +2% | 6.33% | 52.2% | 47 | 4.26% | 3.7 |
|