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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
OFG
3326
OTA Financial Group
Purchase,
New York
| $141M | +$65.9M | +87% | 4.39% | 320% | 110 | 76.36% | 0.2 |
|
| 3327 |
F
3327
FolioMetrix
Omaha,
Nebraska
| $141M | – | – | 5.71% | – | 228 | – | 0 |
|
| 3328 |
FWM
3328
Focused Wealth Management
Newburgh,
New York
| $141M | +$10.9M | +8% | 2.1% | 73.9% | 771 | 12.84% | 1.1 |
|
| 3329 |
FC
3329
Farley Capital
New York
| $141M | -$7.57M | -5% | 6.31% | 105% | 17 | 17.65% | 1 |
|
| 3330 |
PFM
3330
PacWest Financial Management
Phoenix,
Arizona
| $141M | +$6.54M | +5% | 4.88% | 19.2% | 89 | 7.87% | 1.3 |
|
| 3331 |
VHMC
3331
Value Holdings Management Company
Hampton Bays,
New York
| $141M | +$2M | +1% | 6.42% | 125% | 28 | 3.57% | 1.2 |
|
| 3332 |
HRC
3332
Hoertkorn Richard Charles
| $141M | +$5.76M | +4% | 1.12% | 172% | 100 | 4% | 0.9 |
|
| 3333 |
BGDI
3333
BW Gestao de Investimentos
Sao Paulo,
Brazil
| $141M | -$89.8M | -39% | 2.41% | 95.1% | 111 | 29.73% | 0.5 |
|
| 3334 |
TAA
3334
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $141M | -$10.9M | -7% | 11.9% | 325% | 17 | 17.65% | 0.9 |
|
| 3335 |
MA
3335
Menlo Advisors
Menlo Park,
California
| $141M | +$2.87M | +2% | 6.48% | 108% | 38 | 10.53% | 1.3 |
|
| 3336 |
NCM
3336
Niemann Capital Management
Stateline,
Nevada
| $141M | +$1.07M | +0.8% | 8.16% | 103% | 33 | 57.58% | 0.3 |
|
| 3337 |
TSWM
3337
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $141M | +$10.4M | +8% | 4.85% | 83.6% | 139 | 15.83% | 1.2 |
|
| 3338 |
HH
3338
HWG Holdings
Houston,
Texas
| $140M | +$15.7M | +13% | 19.6% | – | 48 | 75% | 0.3 |
|
| 3339 |
LJHT
3339
Laurie J. Hall Trustee
| $140M | +$7.11M | +5% | 5.62% | 105% | 90 | 4.44% | 1.4 |
|
| 3340 |
SCM
3340
Simcoe Capital Management
New York
| $140M | – | – | 16.4% | 48.7% | 22 | – | 0 |
|
| 3341 |
FNF
3341
Fidelity National Financial
Jacksonville,
Florida
| $140M | -$8.31M | -6% | 4.31% | 2.54% | 18 | 11.11% | 1.3 |
|
| 3342 |
AC
3342
Aperimus Capital
Marina Del Rey,
California
| $140M | +$5.05M | +4% | 6.55% | 44% | 3 | 0% | 1.5 |
|
| 3343 |
CI
3343
CAZ Investments
Houston,
Texas
| $140M | – | – | 0.41% | 263% | 125 | – | 0 |
|
| 3344 |
BP
3344
Banbury Partners
Charlotte,
North Carolina
| $140M | – | – | 10.5% | 138% | 10 | – | 0 |
|
| 3345 |
DDC
3345
Daniel Devine & Co
Parkland,
Florida
| $140M | – | – | 2.25% | 34.2% | 61 | – | 0 |
|
| 3346 |
LWA
3346
Lowe Wealth Advisors
Columbia,
Maryland
| $140M | – | – | 3.96% | 63.3% | 209 | – | 0 |
|
| 3347 |
MCM
3347
Mast Capital Management
Boston,
Massachusetts
| $140M | +$9.32M | +7% | 7.57% | – | 7 | 0% | 0.8 |
|
| 3348 |
SAMT
3348
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $140M | -$8.94M | -6% | 3.63% | 68.4% | 47 | 40.43% | 0.7 |
|
| 3349 |
HCA
3349
Harbour Capital Advisors
Tysons Corner,
Virginia
| $140M | +$18.5M | +15% | 3.63% | 168% | 223 | 34.53% | 0.8 |
|
| 3350 |
BAM
3350
Brave Asset Management
Summit,
New Jersey
| $140M | +$5.12M | +4% | 4.39% | 76.3% | 468 | 12.39% | 0.9 |
|