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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
RHCA
5551
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $124M | +$622K | +0.5% | 0.57% | 91.9% | 61 | 27.87% | 9.1 |
|
| 5552 |
FRGX
5552
First Reserve GP XIII
Stamford,
Connecticut
| $124M | +$24.6M | +25% | 24.6% | 5.56% | 1 | 0% | 14 |
|
| 5553 |
EBA
5553
Eagle Bay Advisors
New York
| $124M | – | – | 6.52% | 78.4% | 960 | – | 0 |
|
| 5554 |
PIA
5554
Pinion Investment Advisors
Wichita,
Kansas
| $124M | +$16.2M | +15% | 6.79% | 75.4% | 150 | 8.67% | 7 |
|
| 5555 |
P
5555
Palladiem
Bryn Mawr,
Pennsylvania
| $124M | +$9.21M | +8% | 5% | – | 63 | 12.7% | 6.2 |
|
| 5556 |
AA
5556
Addison Advisors
Middlebury,
Vermont
| $124M | – | – | 4.99% | 50.2% | 411 | – | 1.8 |
|
| 5557 |
WAM
5557
Werlinich Asset Management
Stamford,
Connecticut
| $124M | +$9.92M | +9% | 10.8% | 232% | 56 | 3.57% | 1 |
|
| 5558 |
ICM
5558
Islay Capital Management
Lubbock,
Texas
| $124M | +$2.36M | +2% | 5.91% | 66.3% | 324 | 28.4% | 3.7 |
|
| 5559 |
GWM
5559
Gitterman Wealth Management
Edison,
New Jersey
| $123M | -$31.6M | -20% | 4.49% | 33% | 86 | 34.88% | 0.7 |
|
| 5560 |
CCG
5560
Capital CS Group
Irvine,
California
| $123M | +$21.1M | +21% | 15.5% | 22.5% | 111 | 73.87% | 0.6 |
|
| 5561 |
PIM
5561
Ponoi II Management
San Francisco,
California
| $123M | -$7.18M | -5% | 6.54% | – | 5 | 0% | 2 |
|
| 5562 |
IAP
5562
Indie Asset Partners
Carmel,
Indiana
| $123M | +$35.5M | +40% | 6.95% | 119% | 132 | 12.88% | 3.5 |
|
| 5563 |
DP
5563
Divergent Planning
Bethesda,
Maryland
| $123M | +$6.17M | +5% | 6.39% | 43.3% | 19 | 26.32% | 1.6 |
|
| 5564 |
MFA
5564
McClarren Financial Advisors
State College,
Pennsylvania
| $123M | +$11.5M | +10% | 5.45% | 55.3% | 359 | 22.56% | 1.5 |
|
| 5565 |
LIG
5565
Lokken Investment Group
Lewes,
Delaware
| $123M | +$9.84M | +9% | 5.98% | 65.3% | 118 | 10.17% | 1.8 |
|
| 5566 |
WF
5566
Williams Financial
North Bennington,
Vermont
| $123M | +$7.24M | +6% | 3.82% | 28.5% | 52 | 15.38% | 1.3 |
|
| 5567 |
FMC
5567
Financial Management Concepts
Winter Springs,
Florida
| $123M | +$12M | +11% | 7.25% | – | 31 | 25.81% | 1.5 |
|
| 5568 |
RVM
5568
Robinson Value Management
San Antonio,
Texas
| $123M | +$902K | +0.7% | 2.77% | 70.8% | 72 | 16.67% | 10.1 |
|
| 5569 |
TFP
5569
Triune Financial Partners
Overland Park,
Kansas
| $123M | – | – | 2% | 61.6% | 22 | – | 0 |
|
| 5570 |
STC
5570
Sarah T. Connolly
| $122M | +$10M | +9% | 7.57% | 35% | 93 | 5.38% | 1.9 |
|
| 5571 |
AM
5571
Ampfield Management
New York
| $122M | +$4.29M | +4% | 7.16% | 56.9% | 29 | 72.41% | 0.5 |
|
| 5572 |
TCM
5572
Taal Capital Management
Boston,
Massachusetts
| $122M | +$374K | +0.3% | 4.13% | – | 50 | 40% | 2.1 |
|
| 5573 |
VCM
5573
Verger Capital Management
Winston-Salem,
North Carolina
| $122M | +$5.8M | +5% | 5.24% | 53.1% | 12 | 0% | 19.4 |
|
| 5574 |
NIMC
5574
Nierenberg Investment Management Company
Camas,
Washington
| $122M | -$6.45M | -5% | 3.04% | 135% | 42 | 35.71% | 2 |
|
| 5575 |
AF
5575
Aldebaran Financial
| $122M | +$8.38M | +7% | 5.87% | 89.7% | 89 | 6.74% | 17.1 |
|