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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
SH
2951
Sandia Holdings
Greenwich,
Connecticut
| $233M | +$18.5M | +9% | 4.29% | – | 28 | 21.43% | 0.5 |
|
| 2952 |
MGIA
2952
Matthew Goff Investment Advisor
Houston,
Texas
| $233M | +$121M | +109% | 3.33% | 89.6% | 70 | 47.14% | 0.3 |
|
| 2953 |
AFNAS
2953
American Financial Network Advisory Services
Calabasas,
California
| $233M | – | – | 4.33% | – | 782 | – | 0 |
|
| 2954 |
WIM
2954
Wittenberg Investment Management
Carlisle,
Massachusetts
| $233M | +$12.6M | +6% | 3.89% | 89.9% | 83 | 8.43% | 0.7 |
|
| 2955 |
MCM
2955
McRae Capital Management
Morristown,
New Jersey
| $232M | -$14M | -6% | 2.08% | 78.2% | 95 | 10.53% | 3.1 |
|
| 2956 |
RCP
2956
Rothschild Capital Partners
New York
| $232M | -$31.2M | -12% | 4.98% | 90.8% | 56 | 28.57% | 1.7 |
|
| 2957 |
KAS
2957
Kemnay Advisory Services
New York
| $232M | +$59.6M | +34% | 4.06% | 167% | 129 | 36.43% | 1.3 |
|
| 2958 |
DW
2958
Domani Wealth
Lancaster,
Pennsylvania
| $232M | -$10.8M | -4% | 2.29% | 48.6% | 99 | 8.08% | 1.9 |
|
| 2959 |
FPS
2959
Fieldpoint Private Securities
Greenwich,
Connecticut
| $232M | +$85.1M | +58% | 4.31% | 47.2% | 624 | 77.56% | 0.1 |
|
| 2960 |
BWA
2960
BlueSky Wealth Advisors
New Bern,
North Carolina
| $232M | +$15.5M | +7% | 2.53% | 42.9% | 54 | 7.41% | 0.7 |
|
| 2961 |
BCFA
2961
BP Capital Fund Advisors
Dallas,
Texas
| $232M | +$22.9M | +11% | 2.34% | 17.9% | 59 | 25.42% | 1 |
|
| 2962 |
LWM
2962
Lyell Wealth Management
Menlo Park,
California
| $232M | +$26.1M | +13% | 6.81% | 128% | 110 | 14.55% | 0.6 |
|
| 2963 |
TA
2963
Tiptree Advisors
New York
| $231M | -$47.7M | -17% | 1.34% | – | 48 | 22.92% | 0.7 |
|
| 2964 |
NIC
2964
Northwest Investment Counselors
Lake Oswego,
Oregon
| $231M | +$10.3M | +5% | 4.31% | 32.4% | 363 | 19.28% | 1.4 |
|
| 2965 |
RG
2965
Rikoon Group
Santa Fe,
New Mexico
| $231M | +$5.5M | +2% | 4.44% | 63.3% | 172 | 10.47% | 0.9 |
|
| 2966 |
CICI
2966
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $231M | +$5.61M | +2% | 5.17% | 153% | 159 | 11.32% | 3 |
|
| 2967 |
DAM
2967
Dorsey Asset Management
Chicago,
Illinois
| $231M | +$17.5M | +8% | 12.2% | 122% | 11 | 18.18% | 0.6 |
|
| 2968 |
SA
2968
Strategic Advisors
New York
| $231M | +$11.7M | +5% | 4.41% | 105% | 151 | 9.93% | 2.3 |
|
| 2969 |
WAM
2969
Watermark Asset Management
San Ramon,
California
| $230M | +$8.22M | +4% | 3.35% | – | 260 | 6.54% | 0.5 |
|
| 2970 |
EWM
2970
Evermay Wealth Management
Arlington,
Virginia
| $230M | +$4.82M | +2% | 3.59% | 56.2% | 106 | 12.26% | 2.3 |
|
| 2971 |
IIC
2971
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $230M | +$8.56M | +4% | 3.96% | 70.2% | 663 | 14.48% | 1.2 |
|
| 2972 |
PIM
2972
Parker Investment Management
Menlo Park,
California
| $230M | +$30.7M | +15% | 7.27% | 208% | 23 | 26.09% | 1.1 |
|
| 2973 |
KIC
2973
Keating Investment Counselors
Delray Beach,
Florida
| $230M | +$1.68M | +0.7% | 2.43% | 50% | 64 | 0% | 3.4 |
|
| 2974 |
SAM
2974
Shikiar Asset Management
New York
| $230M | -$1.89M | -0.8% | 5.99% | 97.8% | 120 | 18.33% | 1.9 |
|
| 2975 |
TCP
2975
ThornTree Capital Partners
Boston,
Massachusetts
| $230M | +$17M | +8% | 6.8% | 217% | 18 | 11.11% | 0.5 |
|