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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
WAM
2426
Westport Asset Management
Southport,
Connecticut
| $263M | -$29.5M | -10% | 4.6% | 63.9% | 58 | 6.9% | 0.9 |
|
| 2427 |
TFA
2427
Toth Financial Advisory
Leesburg,
Virginia
| $263M | +$16.4M | +7% | 4.45% | 90.4% | 116 | 10.34% | 0.9 |
|
| 2428 |
LIM
2428
Lathrop Investment Management
Little Rock,
Arkansas
| $263M | +$13M | +5% | 4.12% | 72.2% | 62 | 12.9% | 0.8 |
|
| 2429 |
FAT
2429
First American Trust
Santa Ana,
California
| $263M | -$4.63M | -2% | 4.13% | 84.6% | 97 | 11.34% | 0.9 |
|
| 2430 |
WAM
2430
Watershed Asset Management
San Francisco,
California
| $263M | -$39.7M | -13% | 1.39% | – | 32 | 21.88% | 0.7 |
|
| 2431 |
BST
2431
Bath Savings Trust
Bath,
Maine
| $263M | +$9.52M | +4% | 4.22% | 57.8% | 108 | 2.78% | 0.9 |
|
| 2432 |
UOTTAIMCU
2432
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $262M | +$23.9M | +10% | 11.3% | 68.3% | 46 | 30.43% | 0.6 |
|
| 2433 |
OA
2433
Outfitter Advisors
Mclean,
Virginia
| $262M | +$8.86M | +3% | 5.35% | 35.6% | 147 | 12.93% | 0.9 |
|
| 2434 |
AA
2434
Apriem Advisors
Irvine,
California
| $262M | -$2.46M | -0.9% | 4.73% | 74.3% | 596 | 23.99% | 0.8 |
|
| 2435 |
SAM
2435
Senzar Asset Management
New York
| $262M | +$73M | +39% | 7.95% | 0.75% | 27 | 37.04% | 0.3 |
|
| 2436 |
EC
2436
Estate Counselors
Thiensville,
Wisconsin
| $262M | +$12.6M | +5% | 3.27% | 60% | 52 | 9.62% | 0.9 |
|
| 2437 |
NCM
2437
Narwhal Capital Management
Marietta,
Georgia
| $261M | +$20.6M | +9% | 4.24% | 93.8% | 149 | 15.44% | 0.8 |
|
| 2438 |
FCM
2438
FJ Capital Management
Mclean,
Virginia
| $261M | +$86.5M | +49% | 2.48% | 97.9% | 81 | 23.46% | 0.4 |
|
| 2439 |
CC
2439
Casablanca Capital
New York
| $261M | +$13.3M | +5% | 18% | – | 48 | 56.25% | 0.2 |
|
| 2440 |
SCM
2440
Segantii Capital Management
Hong Kong
| $261M | -$139M | -35% | 15% | 33.1% | 20 | 40% | 0.3 |
|
| 2441 |
RAM
2441
Roanoke Asset Management
Jersey City,
New Jersey
| $261M | +$34M | +15% | 5.67% | 50.3% | 126 | 13.49% | 0.7 |
|
| 2442 |
UMA
2442
USA Mutuals Advisors
Dallas,
Texas
| $261M | +$18.9M | +8% | 3.03% | 14.1% | 60 | 23.33% | 0.7 |
|
| 2443 |
AIM
2443
ARGA Investment Management
Stamford,
Connecticut
| $261M | -$70.7M | -21% | 4.11% | 78.1% | 44 | 38.64% | 0.6 |
|
| 2444 |
DCM
2444
Dinsmore Capital Management
Morristown,
New Jersey
| $260M | +$8.06M | +3% | 1.07% | – | 145 | 4.83% | 0.7 |
|
| 2445 |
FIG
2445
FundX Investment Group
San Francisco,
California
| $260M | +$22.2M | +9% | 4.43% | 94.6% | 27 | 66.67% | 0.3 |
|
| 2446 |
EM
2446
Endicott Management
New York
| $260M | +$36.1M | +16% | 2.98% | 229% | 14 | 21.43% | 0.8 |
|
| 2447 |
ZCM
2447
Zebra Capital Management
Stamford,
Connecticut
| $260M | +$20.7M | +9% | 1.96% | 142% | 322 | 39.44% | 0.6 |
|
| 2448 |
SAMC
2448
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $259M | +$19.6M | +8% | 2.25% | 0.74% | 17 | 5.88% | 1 |
|
| 2449 |
MCM
2449
Monarch Capital Management
Fort Wayne,
Indiana
| $259M | +$5.95M | +2% | 3.72% | 65% | 91 | 4.4% | 0.9 |
|
| 2450 |
GIM
2450
Greystone Investment Management
Cincinnati,
Ohio
| $259M | +$1.05M | +0.4% | 6.72% | 32.8% | 63 | 17.46% | 0.8 |
|