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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
OCM
5151
Orleans Capital Management
Mandeville,
Louisiana
| $156M | +$8.97M | +6% | 7.11% | 94.6% | 81 | 6.17% | 1.1 |
|
| 5152 |
SSCM
5152
Summit Street Capital Management
New York
| $156M | +$1.98M | +1% | 4.02% | 217% | 33 | 3.03% | 2.9 |
|
| 5153 |
FMB
5153
Field & Main Bank
Henderson,
Kentucky
| $156M | +$16.7M | +12% | 7.9% | 107% | 209 | 11% | 4.5 |
|
| 5154 |
AWA
5154
ARQ Wealth Advisors
Scottsdale,
Arizona
| $156M | +$1.38M | +0.9% | 6.09% | 53.3% | 52 | 15.38% | 1 |
|
| 5155 |
MRI
5155
Mad River Investors
Boston,
Massachusetts
| $156M | +$5.85M | +4% | 5.37% | 225% | 25 | 8% | 4.2 |
|
| 5156 |
RI
5156
Ridgewood Investments
Springfield,
New Jersey
| $156M | -$7.44M | -5% | 6.03% | – | 210 | 17.62% | 2.1 |
|
| 5157 |
OPWM
5157
Oakwell Private Wealth Management
Austin,
Texas
| $156M | +$14.6M | +10% | 6.06% | 63% | 65 | 12.31% | 0.5 |
|
| 5158 |
BCM
5158
Brooktree Capital Management
Gand Rapids,
Michigan
| $156M | +$6.52M | +4% | 7.94% | 82.9% | 43 | 4.65% | 1.3 |
|
| 5159 |
CWM
5159
Concentrum Wealth Management
San Jose,
California
| $156M | +$23.3M | +18% | 13.8% | 174% | 58 | 12.07% | 1.2 |
|
| 5160 |
EFIC
5160
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $156M | +$178K | +0.1% | 3.07% | 88.9% | 31 | 9.68% | 3.3 |
|
| 5161 |
BHBT
5161
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $156M | +$9.6M | +7% | 5.92% | 67.8% | 150 | 6% | 5.1 |
|
| 5162 |
LFA
5162
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $155M | +$142M | +1,079% | 6.94% | 117% | 38 | 63.16% | 0.4 |
|
| 5163 |
DAM
5163
Doheny Asset Management
Los Angeles,
California
| $155M | +$7.81M | +5% | 10.8% | 135% | 105 | 11.43% | 4.4 |
|
| 5164 |
MWA
5164
Moser Wealth Advisors
Bellevue,
Washington
| $155M | +$12.9M | +9% | 7.36% | – | 175 | 28.57% | 1.1 |
|
| 5165 |
SIAG
5165
Signet Investment Advisory Group
Providence,
Rhode Island
| $155M | +$26.2M | +20% | 6.41% | 59.6% | 95 | 23.16% | 1.6 |
|
| 5166 |
AWM
5166
Altus Wealth Management
Ft Mitchell,
Kentucky
| $155M | +$14.3M | +10% | 7.31% | 73% | 36 | 5.56% | 1.1 |
|
| 5167 |
BAM
5167
Boyar Asset Management
New York
| $155M | +$7.35M | +5% | 4.97% | 75.5% | 85 | 3.53% | 4.5 |
|
| 5168 |
TWA
5168
TPB Wealth Advisors
San Antonio,
Texas
| $155M | +$38.7M | +33% | 5.83% | – | 39 | 17.95% | 0.4 |
|
| 5169 |
HCM
5169
Hall Capital Management
Barrington,
Rhode Island
| $155M | – | – | 5.93% | – | 95 | – | 4.1 |
|
| 5170 |
MCM
5170
Masterton Capital Management
New York
| $155M | +$17M | +12% | 1.43% | 1.94% | 24 | 58.33% | 0.2 |
|
| 5171 |
TWS
5171
Thomas W. Smith
| $155M | +$11M | +8% | 10.6% | – | 8 | 0% | 6.2 |
|
| 5172 |
LI
5172
Lakestar II
St. Peter Port, Gy1 3pp,
Guernsey
| $155M | -$165M | -52% | 16.8% | – | 2 | 0% | 0.4 |
|
| 5173 |
P
5173
&Partners
Nashville,
Tennessee
| $155M | +$17.1M | +12% | 6.87% | 78.4% | 183 | 16.94% | 1.2 |
|
| 5174 |
SCM
5174
Spreng Capital Management
Bucyrus,
Ohio
| $155M | +$10.9M | +8% | 5.49% | 72.5% | 108 | 10.19% | 1.1 |
|
| 5175 |
SIC
5175
Samalin Investment Counsel
Chappaqua,
New York
| $154M | +$5.21M | +3% | 6.85% | 62.8% | 248 | 13.31% | 1 |
|