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 |
CO
3326
Caldwell & Orkin
Norcross,
Georgia
| $146M | -$85.3M | -37% | 6.73% | 137% | 89 | 57.3% | 0.6 |
|
| 3327 |
SFPM
3327
Sensible Financial Planning & Management
Waltham,
Massachusetts
| $145M | +$2.59M | +2% | 1.08% | 24.5% | 88 | 11.36% | 1.3 |
|
| 3328 |
RA
3328
Raffles Associates
New York
| $145M | +$46.9M | +48% | 8.99% | 50% | 73 | 45.21% | 1.3 |
|
| 3329 |
JAM
3329
JW Asset Management
Miami Beach,
Florida
| $145M | +$19.4M | +15% | 32.2% | 251% | 47 | 34.04% | 1 |
|
| 3330 |
EHWM
3330
Eads & Heald Wealth Management
Atlanta,
Georgia
| $145M | -$360K | -0.2% | 2.06% | 84.4% | 135 | 5.93% | 2.7 |
|
| 3331 |
WOC
3331
West Oak Capital
Westlake Village,
California
| $145M | +$6.63M | +5% | 3.39% | 110% | 398 | 18.09% | 2.1 |
|
| 3332 |
GPC
3332
Guardian Point Capital
Charlottesville,
Virginia
| $145M | +$21.9M | +18% | 7.06% | 142% | 18 | 38.89% | 0.5 |
|
| 3333 |
OWM
3333
Orgel Wealth Management
Altoona,
Wisconsin
| $145M | -$85.5M | -37% | 6.34% | 36.6% | 23 | 30.43% | 0.5 |
|
| 3334 |
KCM
3334
Kempner Capital Management
Galveston,
Texas
| $145M | -$10.8M | -7% | 5.2% | 60.9% | 72 | 6.94% | 2.3 |
|
| 3335 |
SCM
3335
Sio Capital Management
New York
| $145M | -$50.8M | -26% | 9.7% | 564% | 54 | 61.11% | 0.5 |
|
| 3336 |
DSAM
3336
Dock Street Asset Management
Palm Beach,
Florida
| $145M | +$31.8M | +28% | 7.88% | 175% | 40 | 15% | 2 |
|
| 3337 |
KAS
3337
Kemnay Advisory Services
New York
| $145M | +$15.9M | +12% | 12.1% | 167% | 42 | 2.38% | 2.3 |
|
| 3338 |
KSA
3338
Ken Stern & Associates
San Diego,
California
| $145M | +$17.5M | +14% | 2.95% | 39.4% | 98 | 25.51% | 0.8 |
|
| 3339 |
MKC
3339
M. Kraus & Co
Shelburne,
Vermont
| $145M | +$4.72M | +3% | 3.52% | 51.8% | 52 | 7.69% | 2.3 |
|
| 3340 |
CMP
3340
Courage Miller Partners
Norfolk,
Virginia
| $145M | +$4.71M | +3% | 3.18% | 40.3% | 69 | 5.8% | 2.4 |
|
| 3341 |
TSWM
3341
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $145M | +$10.6M | +8% | 3.25% | 80% | 129 | 10.85% | 2.2 |
|
| 3342 |
FVCM
3342
F&V Capital Management
Boca Raton,
Florida
| $145M | +$10.4M | +8% | 4.93% | 107% | 59 | 11.86% | 2.2 |
|
| 3343 |
CCM
3343
CWH Capital Management
Spokane,
Washington
| $144M | +$6.28M | +5% | 5.57% | 29.9% | 49 | 12.24% | 1.6 |
|
| 3344 |
TFCP
3344
Twin Focus Capital Partners
Boston,
Massachusetts
| $144M | +$17.9M | +14% | 4.25% | 92.5% | 101 | 27.72% | 1.6 |
|
| 3345 |
HWA
3345
Heritage Wealth Advisors
Richmond,
Virginia
| $144M | -$3.7M | -3% | 2.55% | 65% | 100 | 22% | 1.9 |
|
| 3346 |
PCC
3346
Park Circle Company
Baltimore,
Maryland
| $144M | +$5.84M | +4% | 2.55% | 70.5% | 100 | 17% | 1.4 |
|
| 3347 |
PC
3347
Palo Capital
Newport Beach,
California
| $144M | -$147M | -51% | 2.85% | 34.6% | 237 | 54.01% | 0.8 |
|
| 3348 |
OCM
3348
Orleans Capital Management
Mandeville,
Louisiana
| $144M | +$628K | +0.4% | 1.14% | 94.6% | 89 | 2.25% | 2.5 |
|
| 3349 |
AW
3349
Alpha Windward
Westwood,
Massachusetts
| $144M | +$5.4M | +4% | 5.73% | 33.6% | 457 | 21.01% | 1.8 |
|
| 3350 |
DCM
3350
Destrier Capital Management
New York
| $144M | -$5.61M | -4% | 5.54% | 5.28% | 26 | 38.46% | 0.6 |
|