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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
PIM
3751
Progressive Investment Management
Lake Oswego,
Oregon
| $155M | +$5.78M | +4% | 6.41% | 126% | 37 | 2.7% | 3.1 |
|
| 3752 |
EPP
3752
ETF Portfolio Partners
Leawood,
Kansas
| $155M | +$3.77M | +2% | 1.02% | 44.3% | 24 | 4.17% | 2.5 |
|
| 3753 |
CAN
3753
Claraphi Advisory Network
Aliso Viejo,
United States
| $155M | +$13.9M | +10% | 4.12% | 88.3% | 295 | 22.71% | 0.4 |
|
| 3754 |
RPC
3754
Rossmore Private Capital
Glastonbury,
Connecticut
| $155M | +$56.1M | +57% | 3.56% | 75.4% | 119 | 24.37% | 0.4 |
|
| 3755 |
BCH
3755
Berkshire Capital Holdings
San Jose,
California
| $155M | +$42.9M | +38% | 21% | 2,748% | 33 | 33.33% | 0.2 |
|
| 3756 |
PCM
3756
Punch Card Management
Winter Park,
Florida
| $155M | -$897K | -0.6% | 0.65% | 41% | 5 | 20% | 2 |
|
| 3757 |
LB
3757
Landmark Bank
Columbia,
Missouri
| $154M | – | – | 1.86% | – | 88 | – | 0 |
|
| 3758 |
KC
3758
KHP Capital
Tulsa,
Oklahoma
| $154M | +$9.8M | +7% | 0.75% | – | 187 | 15.51% | 0.3 |
|
| 3759 |
DWM
3759
Darwin Wealth Management
Tampa,
Florida
| $154M | +$15.7M | +11% | 2.71% | 56.8% | 134 | 17.16% | 1.1 |
|
| 3760 |
SCI
3760
Stableford Capital II
Scottsdale,
Arizona
| $154M | +$11.6M | +8% | 3.46% | 66.9% | 102 | 13.73% | 1.1 |
|
| 3761 |
CC
3761
Clearline Capital
New York
| $154M | +$45.6M | +42% | 5.38% | 57.4% | 68 | 70.59% | 0.2 |
|
| 3762 |
FA
3762
FC Advisory
West Chester,
Pennsylvania
| $154M | +$964K | +0.6% | 1.34% | 46.6% | 50 | 16% | 2.3 |
|
| 3763 |
DCM
3763
Delta Capital Management
Red Bank,
New Jersey
| $154M | +$1.03M | +0.7% | 1.42% | 125% | 74 | 14.86% | 3.3 |
|
| 3764 |
TCCM
3764
Timber Creek Capital Management
Boston,
Massachusetts
| $154M | -$4.78M | -3% | 2.02% | 139% | 125 | 0.8% | 3.5 |
|
| 3765 |
RC
3765
Raine Capital
New York
| $154M | +$30.2M | +24% | 0.92% | 119% | 16 | 12.5% | 1.7 |
|
| 3766 |
BCM
3766
Boltwood Capital Management
Walnut Creek,
California
| $154M | +$7.48M | +5% | 2.17% | 63% | 128 | 9.38% | 3.3 |
|
| 3767 |
WGCA
3767
Wolf Group Capital Advisors
Fairfax,
Virginia
| $154M | +$2.43M | +2% | 1.5% | 28.2% | 107 | 17.76% | 1.8 |
|
| 3768 |
HA
3768
Havens Advisors
New York
| $153M | +$22.7M | +17% | 6.01% | 460% | 46 | 63.04% | 0.2 |
|
| 3769 |
PCC
3769
Park Circle Company
Baltimore,
Maryland
| $153M | -$8.58M | -5% | 3.45% | 70.5% | 90 | 18.89% | 1.9 |
|
| 3770 |
SC
3770
Sawyer & Company
Boston,
Massachusetts
| $153M | +$4.95M | +3% | 3.73% | 97.4% | 201 | 2.49% | 0.5 |
|
| 3771 |
MAS
3771
Managed Account Services
Coconut Grove,
Florida
| $153M | +$347K | +0.2% | 1.19% | 32.4% | 74 | 16.22% | 1.2 |
|
| 3772 |
SCA
3772
Stokes Capital Advisors
Greenwood,
South Carolina
| $153M | +$126K | +0.1% | 3.25% | 61.3% | 91 | 4.4% | 0.5 |
|
| 3773 |
CIR
3773
Clear Investment Research
Alpharetta,
Georgia
| $153M | $0 | 0% | 0.43% | 48.5% | 60 | 0% | 1.8 |
|
| 3774 |
SPL
3774
Smart Portfolios LLC
Seattle,
Washington
| $153M | -$106K | -0.1% | 0.92% | 41.3% | 124 | 12.1% | 0.4 |
|
| 3775 |
WAG
3775
Winthrop Advisory Group
Boston,
Massachusetts
| $153M | +$10.5M | +7% | 2.92% | 70.4% | 85 | 12.94% | 0.5 |
|