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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
NCMW
2776
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $222M | -$1.67M | -0.7% | 5.38% | 12.8% | 157 | 28.03% | 1.8 |
|
| 2777 |
ZCA
2777
Zeke Capital Advisors
Berwyn,
Pennsylvania
| $222M | +$41.9M | +23% | 3.04% | 41% | 83 | 80.72% | 0.1 |
|
| 2778 |
FFWA
2778
FRG Family Wealth Advisors
Bellevue,
Washington
| $222M | +$770K | +0.3% | 2.82% | 76.4% | 128 | 7.03% | 0.7 |
|
| 2779 |
CWA
2779
Cypress Wealth Advisors
San Francisco,
California
| $222M | +$19.3M | +10% | 4.06% | 29.3% | 216 | 16.2% | 0.9 |
|
| 2780 |
RAM
2780
Roanoke Asset Management
Jersey City,
New Jersey
| $221M | +$5.68M | +3% | 7.42% | 50.3% | 106 | 4.72% | 2.5 |
|
| 2781 |
CBN
2781
Cadence Bank NA
Houston,
Texas
| $221M | +$18.2M | +9% | 0.97% | 33.3% | 139 | 12.95% | 2.3 |
|
| 2782 |
FPCP
2782
Fort Point Capital Partners
San Francisco,
California
| $221M | +$14.6M | +7% | 5.47% | 62.2% | 158 | 29.75% | 1 |
|
| 2783 |
UF
2783
Univest Financial
Souderton,
Pennsylvania
| $221M | +$1.52M | +0.7% | 3.63% | 82.6% | 95 | 7.37% | 2.5 |
|
| 2784 |
PCM
2784
Proxima Capital Management
New York
| $221M | -$34.6M | -14% | 18.4% | 20.7% | 39 | 20.51% | 1.5 |
|
| 2785 |
CS
2785
Credential Securities
Vancouver,
| $221M | +$28.1M | +15% | 4.19% | 32.5% | 265 | 8.3% | 1.8 |
|
| 2786 |
CL
2786
Chubb Ltd
Zurich,
Switzerland
| $221M | -$10.8M | -5% | 5.12% | 64.2% | 26 | 7.69% | 0.5 |
|
| 2787 |
PAS
2787
Point72 Asia (Singapore)
Singapore
| $220M | +$15.6M | +8% | 21.4% | – | 28 | 82.14% | 0.1 |
|
| 2788 |
IMIM
2788
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| $220M | +$15.2M | +7% | 10.4% | 39.9% | 53 | 7.55% | 2.5 |
|
| 2789 |
CPA
2789
Cowen Prime Advisors
New York
| $220M | +$14.4M | +7% | 10.9% | 116% | 281 | 19.93% | 2.1 |
|
| 2790 |
MCM
2790
McRae Capital Management
Morristown,
New Jersey
| $220M | +$3.81M | +2% | 5.05% | 78.2% | 102 | 5.88% | 2.1 |
|
| 2791 |
CC
2791
Corsair Capital
New York
| $220M | +$23.1M | +12% | 7.54% | 17.1% | 3 | 33.33% | 1.4 |
|
| 2792 |
CIA
2792
Covington Investment Advisors
Ligonier,
Pennsylvania
| $220M | -$6.81M | -3% | 1.24% | 100% | 88 | 5.68% | 2.6 |
|
| 2793 |
MHS
2793
M Holdings Securities
Portland,
Oregon
| $219M | +$24.1M | +12% | 3.05% | 83.9% | 269 | 14.5% | 1.5 |
|
| 2794 |
HCM
2794
Harvest Capital Management
Concord,
New Hampshire
| $219M | +$5.75M | +3% | 2.16% | 19.5% | 91 | 10.99% | 2.2 |
|
| 2795 |
VEPM
2795
Vista Equity Partners Management
San Francisco,
California
| $219M | -$9.84M | -4% | 24.3% | 3.45% | 28 | 25% | 0.9 |
|
| 2796 |
SIRP
2796
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $219M | +$91K | +0% | 2.12% | 60.5% | 42 | 4.76% | 2.8 |
|
| 2797 |
GMA
2797
Goldstein Munger & Associates
San Ramon,
California
| $219M | +$2.55M | +1% | 3.29% | 11.9% | 32 | 3.13% | 2.7 |
|
| 2798 |
AJ
2798
Ashburton (Jersey)
St Helier,
Jersey
| $219M | -$21.4M | -9% | 5.24% | – | 84 | 33.33% | 0.5 |
|
| 2799 |
YEPV
2799
Yorktown Energy Partners VII
New York
| $219M | +$13.3M | +6% | 10.7% | 22.4% | 3 | 0% | 0.8 |
|
| 2800 |
IAM
2800
Ion Asset Management
Herzliya,
Israel
| $219M | +$6.67M | +3% | 10.7% | 125% | 19 | 36.84% | 1.3 |
|