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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
MC
2451
MIG Capital
Newport Beach,
California
| $259M | -$9.85M | -4% | 0.49% | 118% | 30 | 20% | 0.7 |
|
| 2452 |
ECP
2452
Electron Capital Partners
New York
| $259M | +$88.6M | +52% | 19.5% | 333% | 42 | 42.86% | 0.3 |
|
| 2453 |
CBT
2453
Central Bank & Trust
Lexington,
Kentucky
| $259M | +$2.62M | +1% | 5.11% | 118% | 327 | 10.7% | 0.9 |
|
| 2454 |
EAM
2454
Evanson Asset Management
Carmel,
California
| $258M | +$30.6M | +13% | 5.83% | 66.6% | 194 | 11.34% | 0.4 |
|
| 2455 |
SWM
2455
Segment Wealth Management
Houston,
Texas
| $258M | +$43.2M | +20% | 5.9% | 102% | 175 | 14.29% | 0.8 |
|
| 2456 |
IIM
2456
Ipswich Investment Management
Beverly,
Massachusetts
| $258M | +$25.8M | +11% | 5.37% | 104% | 151 | 17.88% | 0.8 |
|
| 2457 |
MAA
2457
Mraz Amerine & Associates
Modesto,
California
| $258M | +$19M | +8% | 5.79% | 69.8% | 149 | 6.71% | 0.9 |
|
| 2458 |
WCP
2458
Waterfront Capital Partners
New York
| $258M | +$28.2M | +12% | 4.71% | 88.3% | 58 | 44.83% | 0.3 |
|
| 2459 |
GA
2459
Giralda Advisors
New York
| $258M | +$1.56M | +0.6% | 4.85% | 36.8% | 10 | 0% | 0.7 |
|
| 2460 |
SIPS
2460
Shelter Insurance Profit Sharing
Columbia,
Missouri
| $258M | +$4.48M | +2% | 4.86% | – | 45 | 2.22% | 1 |
|
| 2461 |
AIA
2461
AGF Investments America
Toronto,
Ontario, Canada
| $258M | -$18K | -0% | 5.48% | 72.1% | 86 | 17.44% | 0.8 |
|
| 2462 |
MCO
2462
MAK Capital One
New York
| $257M | -$209M | -45% | 2.76% | 200% | 21 | 57.14% | 0.5 |
|
| 2463 |
RCP
2463
Rho Capital Partners
New York
| $257M | +$1.21M | +0.5% | 5.54% | – | 6 | 0% | 0.6 |
|
| 2464 |
FC
2464
FIC Capital
New York
| $257M | +$11.9M | +5% | 6.61% | 49.7% | 149 | 12.08% | 0.9 |
|
| 2465 |
KFS
2465
Kurt F. Somerville
| $257M | +$5.27M | +2% | 4.77% | 92.9% | 105 | 5.71% | 0.9 |
|
| 2466 |
SNT
2466
Security National Trust
Wheeling,
West Virginia
| $256M | +$9.36M | +4% | 4.59% | 58.3% | 556 | 8.63% | 0.9 |
|
| 2467 |
GAM
2467
Guinness Asset Management
London,
United Kingdom
| $256M | +$92.3M | +56% | 13.2% | 73.9% | 64 | 6.25% | 1 |
|
| 2468 |
PCM
2468
Piermont Capital Management
St. Louis,
Missouri
| $256M | +$48.6M | +23% | 2.99% | 33.2% | 186 | 44.62% | 0.3 |
|
| 2469 |
ACP
2469
Aviance Capital Partners
Naples,
Florida
| $256M | +$19.6M | +8% | 5.47% | 98.2% | 238 | 14.29% | 0.8 |
|
| 2470 |
BIM
2470
Barton Investment Management
West Conshohocken,
Pennsylvania
| $256M | +$11.4M | +5% | 6.7% | 80.3% | 47 | 6.38% | 0.9 |
|
| 2471 |
CCM
2471
Cutler Capital Management
Worcester,
Massachusetts
| $256M | -$3.05M | -1% | 2.85% | 39.7% | 111 | 17.12% | 0.7 |
|
| 2472 |
PJSIMP
2472
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $256M | +$2.86M | +1% | 4.48% | 65.9% | 155 | 12.26% | 0.8 |
|
| 2473 |
RR
2473
Robotti Robert
| $255M | -$6.55M | -3% | 4.31% | 107% | 63 | 3.17% | 0.9 |
|
| 2474 |
CCG
2474
Chatham Capital Group
Savannah,
Georgia
| $255M | +$13.7M | +6% | 3.43% | 89.9% | 109 | 5.5% | 0.9 |
|
| 2475 |
FSA
2475
Financial Sense Advisors
San Diego,
California
| $255M | +$23.7M | +10% | 7.41% | 152% | 145 | 33.1% | 0.6 |
|