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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
PO
3501
Private Ocean
San Rafael,
California
| $179M | +$15.2M | +9% | 1.04% | 2.82% | 453 | 62.25% | 1.2 |
|
| 3502 |
LC
3502
Lincoln Capital
Lincoln,
Nebraska
| $179M | +$17.2M | +11% | 8.19% | 67.1% | 72 | 8.33% | 2.3 |
|
| 3503 |
BCM
3503
Beryl Capital Management
Redondo Beach,
California
| $179M | – | – | 14.3% | 3,932% | 21 | – | 0 |
|
| 3504 |
CWM
3504
Catamount Wealth Management
Westport,
Connecticut
| $179M | +$7.21M | +4% | 5.65% | 70.7% | 219 | 28.31% | 1.5 |
|
| 3505 |
BBP
3505
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $179M | -$64.7M | -27% | 1.61% | 134% | 96 | 65.63% | 0.3 |
|
| 3506 |
MCC
3506
Malaga Cove Capital
Pv Estates,
California
| $179M | +$4.7M | +3% | 6.31% | 88.1% | 187 | 42.78% | 1.1 |
|
| 3507 |
FCB
3507
First Command Bank
Fort Worth,
Texas
| $179M | +$18.5M | +12% | 2.64% | 34.1% | 427 | 8.43% | 0.8 |
|
| 3508 |
FCFS
3508
First Command Financial Services
Fort Worth,
Texas
| $179M | +$18.5M | +12% | 2.64% | 34.4% | 427 | 8.43% | 0.8 |
|
| 3509 |
S
3509
SimplyRich
Carlsbad,
California
| $179M | – | – | 5.79% | 98.3% | 162 | – | 0 |
|
| 3510 |
IWA
3510
Intercontinental Wealth Advisors
San Antonio,
Texas
| $178M | +$14.6M | +9% | 5.81% | 46.7% | 170 | 32.94% | 1 |
|
| 3511 |
ACM
3511
Ailanthus Capital Management
New York
| $178M | – | – | 8.8% | – | 13 | – | 0 |
|
| 3512 |
WAM
3512
Wilsey Asset Management
San Diego,
California
| $178M | +$23.2M | +15% | 12.4% | 55% | 20 | 10% | 2.6 |
|
| 3513 |
SC
3513
Schulhoff & Co
Cincinnati,
Ohio
| $178M | +$9.73M | +6% | 4.82% | 51.8% | 110 | 4.55% | 3.7 |
|
| 3514 |
JWS
3514
Juncture Wealth Strategies
Scottsdale,
Arizona
| $178M | -$185K | -0.1% | 2.9% | 76.5% | 88 | 9.09% | 1.8 |
|
| 3515 |
DVM
3515
Dreman Value Management
West Palm Beach,
Florida
| $177M | -$5.1M | -3% | 6.99% | 36.6% | 461 | 9.76% | 1.2 |
|
| 3516 |
SCM
3516
Sio Capital Management
New York
| $177M | -$15.4M | -8% | 15.9% | 564% | 76 | 69.74% | 0.5 |
|
| 3517 |
PC
3517
Premise Capital
Naperville,
Illinois
| $177M | -$6.08M | -3% | 3.47% | 43% | 19 | 26.32% | 1.7 |
|
| 3518 |
ACP
3518
Arcus Capital Partners
Atlanta,
Georgia
| $177M | -$14.2M | -7% | 4.02% | 69.2% | 123 | 20.33% | 1.1 |
|
| 3519 |
PCM
3519
Punch Card Management
Winter Park,
Florida
| $177M | +$12.1M | +7% | 8.23% | 41% | 3 | 0% | 2.8 |
|
| 3520 |
YP
3520
Yellowstone Partners
Idaho Falls,
Idaho
| $177M | -$14.2M | -7% | 5.83% | – | 215 | 20.47% | 2.3 |
|
| 3521 |
SAM
3521
Solaris Asset Management
New York
| $176M | +$5.44M | +3% | 6.42% | 74% | 298 | 25.17% | 2 |
|
| 3522 |
AAM
3522
Augustine Asset Management
Jacksonville,
Florida
| $176M | +$19.8M | +13% | 4.66% | 316% | 76 | 21.05% | 1.9 |
|
| 3523 |
FWCM
3523
First Western Capital Management
Los Angeles,
California
| $176M | +$11.5M | +7% | 6.29% | 43% | 73 | 1.37% | 3 |
|
| 3524 |
KCMRT
3524
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $176M | +$8.95M | +5% | 6.95% | 21.9% | 92 | 3.26% | 3.3 |
|
| 3525 |
RAG
3525
Roof Advisory Group
Harrisburg,
Pennsylvania
| $176M | – | – | 5.78% | – | 33 | – | 0 |
|