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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
WAS
3526
Winch Advisory Services
Appleton,
Wisconsin
| $154M | -$5.18M | -3% | 5.58% | 80.8% | 355 | 21.13% | 1.5 |
|
| 3527 |
OW
3527
Orbis World
Road Town, Tortola,
British Virgin Islands
| $154M | -$130M | -46% | 7.67% | – | 3 | 33.33% | 1.8 |
|
| 3528 |
VST
3528
Van Strum & Towne
San Francisco,
California
| $154M | +$364K | +0.2% | 3.44% | 62.2% | 78 | 3.85% | 3 |
|
| 3529 |
RHI
3529
Richmond Hill Investments
New York
| $154M | -$2.37M | -2% | 0.48% | 55.2% | 9 | 11.11% | 2.5 |
|
| 3530 |
LBC
3530
Lawrence B. Cohen
| $154M | -$2.91M | -2% | 4.71% | 41.8% | 75 | 8% | 3.1 |
|
| 3531 |
WCWM
3531
Willow Creek Wealth Management
Sebastopol,
California
| $153M | +$4.67M | +3% | 0.22% | 36.5% | 20 | 5% | 2.2 |
|
| 3532 |
ACI
3532
AB CarVal Investors
Minneapolis,
Minnesota
| $153M | -$168M | -52% | 0.76% | 24% | 10 | 50% | 0.3 |
|
| 3533 |
FFC
3533
First Financial Corp
Terre Haute,
Indiana
| $153M | -$4.46M | -3% | 3.11% | 95.3% | 395 | 7.85% | 3.2 |
|
| 3534 |
X
3534
Xponance
Philadelphia,
Pennsylvania
| $153M | -$247M | -62% | 5.57% | 144% | 82 | 53.66% | 0.7 |
|
| 3535 |
BWA
3535
Burt Wealth Advisors
North Bethesda,
Maryland
| $153M | +$8.11M | +6% | 3.9% | 57.3% | 455 | 22.86% | 2.1 |
|
| 3536 |
HCIA
3536
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $153M | +$8.14M | +6% | 4.34% | 42.7% | 99 | 11.11% | 1.3 |
|
| 3537 |
ACM
3537
Altalis Capital Management
New York
| $152M | +$21M | +16% | 1.77% | 3.82% | 16 | 12.5% | 2 |
|
| 3538 |
TWM
3538
Torch Wealth Management
Cincinnati,
Ohio
| $152M | +$7.44M | +5% | 3.68% | 48.8% | 98 | 8.16% | 2.5 |
|
| 3539 |
RWMH
3539
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $152M | +$10.2M | +7% | 4.1% | 53.6% | 50 | 6% | 0.6 |
|
| 3540 |
MCM
3540
McMillion Capital Management
Greensboro,
North Carolina
| $152M | +$2.73M | +2% | 5.06% | 59.3% | 67 | 7.46% | 2.8 |
|
| 3541 |
ACM
3541
Axel Capital Management
New York
| $152M | -$52M | -25% | 14.1% | 194% | 21 | 9.52% | 2.4 |
|
| 3542 |
KCM
3542
Kempner Capital Management
Galveston,
Texas
| $152M | -$55K | -0% | 4.35% | 60.9% | 67 | 10.45% | 2.8 |
|
| 3543 |
WA
3543
WESPAC Advisors
Orinda,
California
| $152M | +$5.37M | +4% | 4.93% | 112% | 154 | 24.68% | 0.8 |
|
| 3544 |
HP
3544
Harbourvest Partners
Boston,
Massachusetts
| $152M | -$80.8M | -35% | 0.61% | 8.96% | 32 | 62.5% | 0.7 |
|
| 3545 |
DCCA
3545
D.C. Capital Advisors
New York
| $151M | +$6.82M | +5% | 14.7% | 59.9% | 29 | 37.93% | 1.6 |
|
| 3546 |
HWP
3546
Hefty Wealth Partners
Auburn,
Indiana
| $151M | +$4.87M | +3% | 2.98% | – | 275 | 20.73% | 1.3 |
|
| 3547 |
SG
3547
StepStone Group
La Jolla,
California
| $151M | -$13.5M | -8% | 11.2% | 103% | 11 | 45.45% | 1.8 |
|
| 3548 |
SC
3548
Searle & Co
Greenwich,
Connecticut
| $151M | +$5.51M | +4% | 3.54% | 93.8% | 135 | 11.85% | 1.1 |
|
| 3549 |
TCM
3549
Texan Capital Management
Houston,
Texas
| $151M | +$2.1M | +1% | 2.77% | 19.3% | 105 | 2.86% | 3.1 |
|
| 3550 |
KC
3550
Kingfisher Capital
Charlotte,
North Carolina
| $151M | +$3.27M | +2% | 3.54% | 58.5% | 120 | 10% | 2.1 |
|