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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
KRC
2851
Kingdom Ridge Capital
White Plains,
New York
| $205M | -$35.6M | -15% | 1.97% | 51.6% | 29 | 58.62% | 0.6 |
|
| 2852 |
TCM
2852
Telos Capital Management
San Diego,
California
| $205M | +$13.8M | +7% | 2.38% | 71.1% | 148 | 11.49% | 2.1 |
|
| 2853 |
MWP
2853
Moller Wealth Partners
| $204M | +$33.9M | +20% | 4.28% | 44.1% | 42 | 14.29% | 2.3 |
|
| 2854 |
RA
2854
RiverPark Advisors
New York
| $204M | -$8.53M | -4% | 2.45% | 87.5% | 56 | 7.14% | 1.8 |
|
| 2855 |
KIC
2855
Keating Investment Counselors
Delray Beach,
Florida
| $204M | -$508K | -0.2% | 4.35% | 50% | 65 | 12.31% | 2.4 |
|
| 2856 |
PWAP
2856
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $204M | +$15.9M | +8% | 1.7% | 58.5% | 117 | 1.71% | 2.4 |
|
| 2857 |
CBN
2857
Cadence Bank NA
Houston,
Texas
| $203M | +$9.34M | +5% | 4.36% | 33.3% | 141 | 13.48% | 2.1 |
|
| 2858 |
CWM
2858
Confluence Wealth Management
Portland,
Oregon
| $203M | -$17.5M | -8% | 1.42% | 31.9% | 141 | 12.77% | 1.3 |
|
| 2859 |
PWPCM
2859
Perella Weinberg Partners Capital Management
New York
| $203M | -$32.5M | -14% | 3.99% | 1.52% | 83 | 74.7% | 0.4 |
|
| 2860 |
CFSG
2860
Community Financial Services Group
Newport,
Vermont
| $203M | -$1.47M | -0.7% | 2.03% | – | 68 | 16.18% | 2.3 |
|
| 2861 |
WMG
2861
WESCAP Management Group
Glendale,
California
| $203M | +$3.96M | +2% | 1.03% | 45.7% | 59 | 11.86% | 0.4 |
|
| 2862 |
RSVP
2862
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $202M | +$7.93M | +4% | 2.35% | 64.3% | 60 | 5% | 2.5 |
|
| 2863 |
BHTS
2863
Bar Harbor Trust Services
Ellsworth,
Maine
| $202M | +$27.7M | +16% | 7.71% | 86.4% | 84 | 8.33% | 1.7 |
|
| 2864 |
CWA
2864
Cypress Wealth Advisors
San Francisco,
California
| $202M | -$16.1M | -7% | 3.81% | 29.3% | 214 | 16.82% | 0.8 |
|
| 2865 |
BFIC
2865
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $202M | +$8.53M | +4% | 0.75% | 72.5% | 55 | 40% | 1.5 |
|
| 2866 |
IIM
2866
Ipswich Investment Management
Beverly,
Massachusetts
| $202M | -$7.88M | -4% | 4.02% | 104% | 397 | 66.75% | 2.2 |
|
| 2867 |
PAS
2867
Partnervest Advisory Services
Santa Barbara,
California
| $202M | +$10.8M | +6% | 2.32% | 45.1% | 207 | 14.49% | 1.4 |
|
| 2868 |
FSCM
2868
Front Street Capital Management
Missoula,
Montana
| $202M | – | – | 1.4% | 316% | 65 | – | 0 |
|
| 2869 |
HC
2869
Hillman Company
Pittsburgh,
Pennsylvania
| $202M | +$21.3M | +12% | 1.47% | 134% | 13 | 15.38% | 1 |
|
| 2870 |
AC
2870
Adelphi Capital
London,
United Kingdom
| $202M | -$72.3M | -26% | 13.6% | – | 3 | 33.33% | 1 |
|
| 2871 |
RIG
2871
Renaissance Investment Group
Lenox,
Massachusetts
| $202M | +$2.75M | +1% | 1.51% | 99.6% | 78 | 2.56% | 2.3 |
|
| 2872 |
PAM
2872
Pagoda Asset Management
New York
| $201M | -$41.4M | -17% | 4.18% | – | 29 | 65.52% | 0.2 |
|
| 2873 |
TFF
2873
The Family Firm
Bethesda,
Maryland
| $201M | +$4.24M | +2% | 3.04% | 40.2% | 119 | 13.45% | 1.2 |
|
| 2874 |
CA
2874
Claar Advisors
New York
| $201M | +$8.7M | +5% | 2.56% | 65.5% | 39 | 51.28% | 0.8 |
|
| 2875 |
PCP
2875
Proprium Capital Partners
Stamford,
Connecticut
| $201M | -$49.7M | -20% | 0.04% | 6.09% | 3 | 33.33% | 1.3 |
|