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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
40.91%
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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3476 |
HWA
3476
Heritage Wealth Advisors
Richmond,
Virginia
| $96.2M | +$2.86M | +3% | 1.03% | 65% | 71 | 5.63% |
|
| 3477 |
BC
3477
Beaconlight Capital
New York
| $96.1M | -$20.1M | -17% | 9.23% | 282% | 29 | 58.62% |
|
| 3478 |
SWM
3478
Strategic Wealth Management
Kirkland,
Washington
| $96M | -$1.57M | -2% | 0.7% | 52.8% | 57 | 64.91% |
|
| 3479 |
HMC
3479
Higher Moment Capital
Boston,
Massachusetts
| $95.3M | +$8.73M | +10% | 0.42% | 11.8% | 7 | 42.86% |
|
| 3480 |
RCM
3480
Rotella Capital Management
Bellevue,
Washington
| $95.3M | -$22.8M | -19% | 1.81% | 26.6% | 506 | 65.42% |
|
| 3481 |
PL
3481
Plancorp LLC
Saint Louis,
Missouri
| $95.1M | -$16.1M | -15% | 2.83% | 67.3% | 115 | 51.3% |
|
| 3482 |
THCM
3482
Tipp Hill Capital Management
New York
| $95M | -$18.3M | -16% | 7.98% | 1.13% | 29 | 51.72% |
|
| 3483 |
TC
3483
Tyvor Capital
Oak Brook,
Illinois
| $94.3M | -$2.31M | -2% | 0.66% | 20.6% | 41 | 82.93% |
|
| 3484 |
LWM
3484
Lyons Wealth Management
Winter Park,
Florida
| $94M | -$18.1M | -16% | 0.47% | 40.1% | 98 | 55.1% |
|
| 3485 |
OM
3485
Ospraie Management
New York
| $93.7M | -$350M | -79% | 6.78% | 37.6% | 19 | 94.74% |
|
| 3486 |
KC
3486
Kepos Capital
New York
| $93.1M | -$63.7M | -41% | 5.72% | 21.1% | 8 | 25% |
|
| 3487 |
IAM
3487
ICM Asset Management
Spokane,
Washington
| $92.6M | -$13.3M | -13% | 6.88% | 58.9% | 73 | 19.18% |
|
| 3488 |
DP
3488
Delta Partners
Boston,
Massachusetts
| $92.5M | +$29.2M | +46% | 7.26% | 34.4% | 20 | 45% |
|
| 3489 |
VEPM
3489
Vista Equity Partners Management
San Francisco,
California
| $92.4M | -$24.8M | -21% | 26.3% | 3.45% | 12 | 66.67% |
|
| 3490 |
OFS
3490
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $92.3M | -$2.01M | -2% | 0.07% | – | 216 | 18.06% |
|
| 3491 |
FCFC
3491
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $92M | -$1.66M | -2% | 0.25% | 72.9% | 83 | 3.61% |
|
| 3492 |
PCM
3492
Potomac Capital Management
New York
| $91.7M | -$35.6M | -28% | 9.89% | – | 102 | 51.96% |
|
| 3493 |
WCM
3493
Westend Capital Management
Sausalito,
California
| $91.7M | +$7.69M | +9% | 1.91% | – | 111 | 68.47% |
|
| 3494 |
FC
3494
Flaherty & Crumrine
Pasadena,
California
| $91M | -$45.9M | -34% | 0.1% | 0.12% | 10 | 30% |
|
| 3495 |
DI
3495
DGH Investments
Geneva,
Switzerland
| $91M | +$12.7M | +16% | 16.3% | – | 2 | 0% |
|
| 3496 |
CCPM
3496
Cooper Creek Partners Management
New York
| $91M | +$5.02M | +6% | 6.81% | 86.4% | 37 | 51.35% |
|
| 3497 |
SCM
3497
Stellar Capital Management
Phoenix,
Arizona
| $91M | +$254K | +0.3% | 0% | 23.4% | 65 | 1.54% |
|
| 3498 |
RU
3498
RobecoSam USA
New York
| $90.8M | -$1.01M | -1% | 3.6% | 50.1% | 84 | 23.81% |
|
| 3499 |
WA
3499
WealthTrust-Arizona
Scottsdale,
Arizona
| $90.7M | -$2.83M | -3% | 1.9% | 20.2% | 689 | 11.61% |
|
| 3500 |
CCC
3500
Cincinnati Casualty Company
Fairfield,
Ohio
| $90.4M | -$2.17M | -2% | 1.91% | 56% | 24 | 8.33% |
|