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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
GPC
5401
Greenstone Partners & Co
Larkspur,
California
| $133M | +$295K | +0.2% | 3.45% | 527% | 12 | 16.67% | 0.6 |
|
| 5402 |
PWMG
5402
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $133M | -$4.09M | -3% | 1.7% | 64.3% | 126 | 13.49% | 0.2 |
|
| 5403 |
YMRC
5403
Yorktown Management & Research Company
Forest,
Virginia
| $133M | +$5.44M | +4% | 3.65% | 223% | 273 | 20.51% | 1.4 |
|
| 5404 |
BC
5404
Barnett & Company
Chattanooga,
Tennessee
| $133M | -$18.5M | -12% | 0.46% | 65.9% | 260 | 32.69% | 3.1 |
|
| 5405 |
TPW
5405
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $133M | +$38.8M | +41% | 3.32% | 53.5% | 51 | 13.73% | 2 |
|
| 5406 |
AMAL
5406
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $132M | -$9.33M | -7% | 3.32% | 124% | 16 | 6.25% | 3.8 |
|
| 5407 |
RHCA
5407
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $132M | +$7.8M | +6% | 7.22% | 91.9% | 53 | 11.32% | 2.5 |
|
| 5408 |
LWM
5408
Long Walk Management
Greenwich,
Connecticut
| $132M | -$13.3M | -9% | 7.67% | 302% | 6 | 16.67% | 0.3 |
|
| 5409 |
SIA
5409
Stegner Investment Associates
Louisville,
Kentucky
| $132M | -$860K | -0.6% | 0.06% | 84.8% | 21 | 0% | 1 |
|
| 5410 |
TWM
5410
Trinity Wealth Management
Berwyn,
Pennsylvania
| $132M | +$4.26M | +3% | 0.58% | 56.7% | 37 | 27.03% | 1 |
|
| 5411 |
ACM
5411
Ascendant Capital Management
Los Angeles,
California
| $132M | -$8.36M | -6% | 2.22% | – | 84 | 46.43% | 0.5 |
|
| 5412 |
GBI
5412
GP Brinson Investments
Chicago,
Illinois
| $132M | -$8.83M | -6% | 0.8% | 51.2% | 16 | 0% | 0.5 |
|
| 5413 |
BMCM
5413
Burns Matteson Capital Management
Corning,
New York
| $132M | +$5.68M | +4% | 2.34% | 137% | 170 | 42.35% | 0.4 |
|
| 5414 |
MI
5414
Merk Investments
Menlo Park,
California
| $132M | -$21M | -14% | 14.6% | 303% | 17 | 17.65% | 1.4 |
|
| 5415 |
PWM
5415
Provident Wealth Management
Brentwood,
Tennessee
| $132M | +$12.9M | +11% | 2% | 53.3% | 78 | 3.85% | 1.1 |
|
| 5416 |
PCC
5416
Park Circle Company
Baltimore,
Maryland
| $132M | -$858K | -0.6% | 1.56% | 70.5% | 128 | 17.19% | 2 |
|
| 5417 |
AWM
5417
AAF Wealth Management
Westborough,
Massachusetts
| $132M | +$2.04M | +2% | 1.23% | 65.8% | 25 | 12% | 0.6 |
|
| 5418 |
XI
5418
XXEC Inc
Tulsa,
Oklahoma
| $131M | -$19.9M | -13% | 0.14% | 19.3% | 28 | 14.29% | 0.8 |
|
| 5419 |
BG
5419
Benedetti & Gucer
Atlanta,
Georgia
| $131M | +$20.1M | +18% | 0.06% | 42.7% | 98 | 21.43% | 0.4 |
|
| 5420 |
MIM
5420
Merrion Investment Management
Cranford,
New Jersey
| $131M | -$543K | -0.4% | 0.7% | 161% | 98 | 11.22% | 0.7 |
|
| 5421 |
EFEM
5421
Eos Focused Equity Management
New York
| $131M | +$14.2M | +12% | 6.77% | 55.7% | 33 | 15.15% | 1.2 |
|
| 5422 |
KCA
5422
Karn Couzens & Associates
Farmington,
Connecticut
| $131M | +$2.41M | +2% | 0.02% | – | 75 | 4% | 0.6 |
|
| 5423 |
FIG
5423
Freed Investment Group
Boston,
Massachusetts
| $131M | +$2.32M | +2% | 0.32% | – | 16 | 12.5% | 0.6 |
|
| 5424 |
EL
5424
EQ LLC
Bellevue,
Washington
| $131M | +$104K | +0.1% | 0.98% | 72.9% | 50 | 8% | 0.7 |
|
| 5425 |
DTC
5425
Davidson Trust Company
Seattle,
Washington
| $131M | +$2.69M | +2% | 0.31% | 77% | 124 | 10.48% | 1.4 |
|