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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
BBHBI
5651
B, B, H, & B Inc
Birmingham,
Alabama
| $110M | +$6.74M | +7% | 0.48% | – | 36 | 22.22% | 2.2 |
|
| 5652 |
JFS
5652
JD Financial Services
Carlisle,
Pennsylvania
| $110M | +$1.83M | +2% | 1.49% | – | 37 | 21.62% | 2.1 |
|
| 5653 |
WF
5653
Whelan Financial
Fresno,
California
| $109M | – | – | 1.14% | 57.9% | 16 | – | 0 |
|
| 5654 |
AL
5654
ADE LLC
Baltimore,
Maryland
| $109M | -$537K | -0.5% | 0.71% | 52.2% | 273 | 14.29% | 2.7 |
|
| 5655 |
T
5655
TRUADVICE
Sarasota,
Florida
| $109M | -$348M | -76% | 0.78% | 21.6% | 304 | 62.17% | 3.2 |
|
| 5656 |
CCP
5656
Clifford Capital Partners
Alpine,
Utah
| $109M | +$2.25M | +2% | 5.97% | 77.3% | 43 | 4.65% | 8.6 |
|
| 5657 |
MVA
5657
Mount Vernon Associates
Baltimore,
Maryland
| $109M | -$26K | -0% | 0.54% | 119% | 58 | 3.45% | 20.8 |
|
| 5658 |
KCM
5658
KLK Capital Management
Los Angeles,
California
| $109M | -$7.19M | -6% | 2.46% | – | 68 | 41.18% | 0.8 |
|
| 5659 |
CFG
5659
CNO Financial Group
Carmel,
Indiana
| $109M | -$916K | -0.8% | 0.85% | – | 9 | 11.11% | 3.6 |
|
| 5660 |
FI
5660
Financial Insights
Tacoma,
Washington
| $109M | -$12M | -10% | 0.14% | 71.9% | 229 | 65.94% | 8.1 |
|
| 5661 |
HPM
5661
Hudson Portfolio Management
Garrison,
New York
| $109M | -$239K | -0.2% | 0.82% | – | 105 | 13.33% | 1.8 |
|
| 5662 |
SCF
5662
Sante Capital Fund
Austin,
Texas
| $108M | -$134M | -55% | 1.8% | – | 134 | 93.28% | 0.3 |
|
| 5663 |
HFAS
5663
Hummer Financial Advisory Services
Chicago,
Illinois
| $108M | -$42K | -0% | 0.53% | 71.8% | 105 | 1.9% | 5.8 |
|
| 5664 |
DCM
5664
Dean Capital Management
Overland Park,
Kansas
| $108M | -$800K | -0.7% | 0.07% | 89.7% | 85 | 14.12% | 4.4 |
|
| 5665 |
APC
5665
Asset Planning Corporation
Knoxville,
Tennessee
| $108M | +$5.33M | +5% | 1.03% | 44.5% | 32 | 6.25% | 2.8 |
|
| 5666 |
PWM
5666
Penobscot Wealth Management
Portland,
Maine
| $108M | +$3.93M | +4% | 1.69% | 50.5% | 54 | 12.96% | 0.9 |
|
| 5667 |
RA
5667
Raffles Associates
New York
| $108M | -$9.6M | -8% | 6.12% | 50% | 52 | 34.62% | 7 |
|
| 5668 |
ARS
5668
Adirondack Retirement Specialists
Queensbury,
New York
| $108M | +$2.41M | +2% | 2.08% | 13.1% | 19 | 26.32% | 2.4 |
|
| 5669 |
MUMSS
5669
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| $108M | +$94.4M | +702% | 3.01% | – | 120 | 50% | 1 |
|
| 5670 |
CCG
5670
Capital CS Group
Irvine,
California
| $108M | -$15.7M | -13% | 7.27% | 22.5% | 104 | 65.38% | 1.1 |
|
| 5671 |
CCM
5671
Crew Capital Management
Cincinnati,
Ohio
| $108M | +$466K | +0.4% | 0.77% | 104% | 105 | 5.71% | 1.9 |
|
| 5672 |
TBNY
5672
Trustco Bank (New York)
Albany,
New York
| $107M | -$3.9M | -4% | 2% | 131% | 73 | 4.11% | 19.5 |
|
| 5673 |
BWM
5673
Birchcreek Wealth Management
Miami Township,
Ohio
| $107M | +$3.44M | +3% | 0.32% | 80.7% | 122 | 5.74% | 2.7 |
|
| 5674 |
DC
5674
DPM Capital
Coral Gables,
Florida
| $107M | -$6.05M | -5% | 3.54% | 110% | 2 | 0% | 7.5 |
|
| 5675 |
MI
5675
Markston International
White Plains,
New York
| $107M | -$57.8M | -35% | 0.47% | 109% | 147 | 3.4% | 24.2 |
|