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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
MAM
5426
MMA Asset Management
Conshohocken,
Pennsylvania
| $131M | -$865K | -0.7% | 1.28% | 54.3% | 97 | 7.22% | 0.6 |
|
| 5427 |
DFAM
5427
Deep Field Asset Management
Beverly Hills,
California
| $131M | -$227M | -63% | 2.08% | 20.1% | 30 | 66.67% | 1.2 |
|
| 5428 |
AIM
5428
Alhambra Investment Management
Palmetto Bay,
Florida
| $131M | -$2.32M | -2% | 0.14% | 67.7% | 151 | 7.28% | 1.2 |
|
| 5429 |
LF
5429
LifeSteps Financial
Claremont,
California
| $131M | +$507K | +0.4% | 0.04% | 98.4% | 84 | 3.57% | 1.5 |
|
| 5430 |
SNBOSD
5430
Security National Bank of So Dak
Sioux City,
Iowa
| $131M | -$71K | -0.1% | 0% | 67.7% | 122 | 42.62% | 4.1 |
|
| 5431 |
CIA
5431
Cohen Investment Advisors
Bedford,
New Hampshire
| $130M | +$1.81M | +1% | 0.24% | 76.2% | 80 | 6.25% | 0.7 |
|
| 5432 |
ONGA
5432
O'Neil Global Advisors
Los Angeles,
California
| $130M | -$189M | -59% | 11.3% | 1,833% | 133 | 75.94% | 0.1 |
|
| 5433 |
CWP
5433
Corepath Wealth Partners
Scottsdale,
Arizona
| $130M | +$1.07M | +0.8% | 1.58% | 56% | 40 | 7.5% | 0.7 |
|
| 5434 |
SMC
5434
S. Muoio & Co
New York
| $130M | +$12.1M | +10% | 8.66% | 327% | 134 | 49.25% | 1.7 |
|
| 5435 |
SCC
5435
Steel Canyon Capital
Phoenix,
Arizona
| $130M | -$15.6M | -11% | 2.32% | 62.8% | 32 | 34.38% | 1 |
|
| 5436 |
CWM
5436
Cordatus Wealth Management
Newtown,
Pennsylvania
| $130M | – | – | 2.25% | 96.3% | 68 | – | 1.3 |
|
| 5437 |
EM
5437
ELCO Management
New York
| $130M | -$4.69M | -3% | 0.31% | 98.4% | 142 | 21.83% | 2.7 |
|
| 5438 |
CAM
5438
Caprin Asset Management
Henrico,
Virginia
| $130M | -$2.76M | -2% | 0.72% | 7.87% | 18 | 5.56% | 4.4 |
|
| 5439 |
HCCM
5439
Hudson Canyon Capital Management
New York
| $130M | -$3.64M | -3% | 0.58% | 160% | 60 | 6.67% | 0.7 |
|
| 5440 |
ICM
5440
Islay Capital Management
Lubbock,
Texas
| $130M | +$6.33M | +5% | 0.47% | 66.3% | 323 | 24.46% | 1.1 |
|
| 5441 |
WEPOG
5441
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $130M | -$5.96M | -4% | 1.7% | 82.2% | 59 | 28.81% | 1.2 |
|
| 5442 |
CFSG
5442
Clark Financial Services Group
Chesterfield,
Missouri
| $130M | +$2.38M | +2% | 0.6% | 102% | 67 | 13.43% | 0.9 |
|
| 5443 |
SNBOSCI
5443
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $130M | +$2.61M | +2% | 0.44% | 61% | 119 | 43.7% | 4 |
|
| 5444 |
AWA
5444
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $130M | +$1.35M | +1% | 0.57% | – | 71 | 9.86% | 3.2 |
|
| 5445 |
HM
5445
Heronetta Management
New York
| $130M | +$15.8M | +14% | 3.88% | 59.7% | 24 | 0% | 5.8 |
|
| 5446 |
AA
5446
ACT Advisors
Asheville,
North Carolina
| $130M | -$2.22M | -2% | 0.14% | 75.4% | 32 | 0% | 0.7 |
|
| 5447 |
NCG
5447
Newport Capital Group
Red Bank,
New Jersey
| $130M | +$3.22M | +3% | 0.62% | – | 61 | 8.2% | 0.7 |
|
| 5448 |
MMFA
5448
Main Management Fund Advisors
San Francisco,
California
| $130M | +$2.7M | +2% | 2.56% | 80% | 7 | 14.29% | 0.4 |
|
| 5449 |
CG
5449
Cynosure Group
Salt Lake City,
Utah
| $130M | +$633K | +0.5% | 2.61% | 56.8% | 22 | 4.55% | 1.7 |
|
| 5450 |
SA
5450
Sunesis Advisors
Overland Park,
Kansas
| $129M | -$1.15M | -0.9% | 1.12% | – | 31 | 6.45% | 2.8 |
|