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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
EI
3601
EDMP Inc
Lutz,
Florida
| $98.3M | -$6.22M | -6% | 6.78% | 71.6% | 66 | 18.18% | 1.7 |
|
| 3602 |
BWM
3602
Bernicke Wealth Management
Altoona,
Wisconsin
| $98.2M | -$6.58M | -6% | 3.75% | – | 41 | 9.76% | 0.7 |
|
| 3603 |
PAA
3603
Peregrine Asset Advisers
Portland,
Oregon
| $98.1M | -$35.4M | -27% | 3.85% | 182% | 119 | 36.13% | 1.4 |
|
| 3604 |
WI
3604
Wedgewood Investors
Erie,
Pennsylvania
| $97.9M | -$6.84M | -7% | 1.74% | – | 134 | 11.19% | 2 |
|
| 3605 |
CMO
3605
Covenant Multifamily Offices
San Antonio,
Texas
| $97.8M | -$4.86M | -5% | 7.45% | 38.3% | 60 | 48.33% | 0.7 |
|
| 3606 |
CPA
3606
Columbia Pacific Advisors
Seattle,
Washington
| $97.7M | -$40.2M | -29% | 12.2% | 5.27% | 62 | 67.74% | 0.4 |
|
| 3607 |
THCM
3607
Tipp Hill Capital Management
New York
| $97.7M | -$20.6M | -17% | 15.4% | 1.13% | 30 | 46.67% | 0.5 |
|
| 3608 |
SVGI
3608
Sapphire Ventures (GPE) I
Palo Alto,
California
| $97.7M | -$4.7M | -5% | 17.9% | – | 10 | 30% | 0.6 |
|
| 3609 |
IT
3609
Independence Trust
Franklin,
Tennessee
| $97.5M | -$51M | -34% | 7.42% | 28.9% | 131 | 33.59% | 1.4 |
|
| 3610 |
AWM
3610
AllSquare Wealth Management
Albany,
New York
| $97.5M | -$9.73M | -9% | 6.7% | 62.4% | 350 | 14% | 0.7 |
|
| 3611 |
LCP
3611
LeVasseur Capital Partners
Newport Beach,
California
| $97.3M | -$22.6M | -19% | 10.9% | 38.8% | 8 | 12.5% | 1.1 |
|
| 3612 |
SC
3612
Searle & Co
Greenwich,
Connecticut
| $97.3M | -$22.6M | -19% | 9.35% | 93.8% | 345 | 71.01% | 0.7 |
|
| 3613 |
RWM
3613
Rezny Wealth Management
Fort Myers,
Florida
| $97.3M | -$12.7M | -12% | 7.8% | 91.9% | 119 | 41.18% | 0.2 |
|
| 3614 |
PC
3614
Pecaut & Co
Sioux City,
Iowa
| $97.2M | -$6.36M | -6% | 6.95% | 67.6% | 50 | 14% | 1.4 |
|
| 3615 |
GI
3615
Greenwood Investments
Boston,
Massachusetts
| $97.2M | -$6.97M | -7% | 4.34% | 1.64% | 14 | 7.14% | 1.9 |
|
| 3616 |
SCM
3616
Shah Capital Management
Raleigh,
North Carolina
| $97M | -$10.7M | -10% | 18.6% | 287% | 11 | 18.18% | 1.6 |
|
| 3617 |
MMPW
3617
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $96.9M | -$11.7M | -11% | 6.93% | 90.7% | 160 | 10% | 0.7 |
|
| 3618 |
CMC
3618
Catterton Management Company
Greenwich,
Connecticut
| $96.8M | -$3.01M | -3% | 3.01% | 32.9% | 1 | 0% | 2.3 |
|
| 3619 |
NA
3619
NS Advisors
Westport,
Connecticut
| $96.7M | -$8.75M | -8% | 4.95% | 16.3% | 18 | 22.22% | 1.2 |
|
| 3620 |
RDM
3620
Retirement Design & Management
Westport,
Connecticut
| $96.7M | -$19.7M | -17% | 6.04% | – | 77 | 24.68% | 0.6 |
|
| 3621 |
RPM
3621
Ridgemont Partners Management
Charlotte,
North Carolina
| $96.5M | -$26.6M | -22% | 16.8% | 45.6% | 6 | 0% | 1.8 |
|
| 3622 |
EA
3622
Elm Advisors
Burlingame,
California
| $96.5M | -$9.84M | -9% | 7.72% | 50.5% | 73 | 10.96% | 1.7 |
|
| 3623 |
LC
3623
Lubar & Co
Milwaukee,
Wisconsin
| $96.5M | -$74M | -43% | 22.5% | – | 20 | 25% | 1.4 |
|
| 3624 |
PIA
3624
Peachtree Investment Advisors
Atlanta,
Georgia
| $96.4M | -$37.7M | -28% | 6.48% | 24.2% | 327 | 69.42% | 1.5 |
|
| 3625 |
JPTCCM
3625
J.P. Turner & Co Capital Management
Atlanta,
Georgia
| $96.3M | -$32.3M | -25% | 7.44% | – | 239 | 29.71% | 0.6 |
|