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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
SCM
3776
Stonehearth Capital Management
Danvers,
Massachusetts
| $128M | +$1.74M | +1% | 3.5% | 80.7% | 36 | 13.89% | 7.8 |
|
| 3777 |
DP
3777
Denver PWM
Denver,
Colorado
| $128M | – | – | 3.36% | 44.8% | 60 | – | 0 |
|
| 3778 |
RCM
3778
RB Capital Management
Reno,
Nevada
| $128M | +$12M | +10% | 3.29% | 79.4% | 135 | 12.59% | 2.5 |
|
| 3779 |
LIM
3779
Loudon Investment Management
West Lebanon,
New Hampshire
| $128M | -$3.91M | -3% | 3.45% | 61.6% | 89 | 6.74% | 11 |
|
| 3780 |
SC
3780
Scholtz & Company
Stamford,
Connecticut
| $128M | +$11.8M | +10% | 7.27% | 89.2% | 74 | 51.35% | 2.8 |
|
| 3781 |
BWM
3781
Bernicke Wealth Management
Altoona,
Wisconsin
| $127M | +$2.03M | +2% | 2.13% | – | 56 | 14.29% | 6.3 |
|
| 3782 |
MUAMU
3782
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $127M | +$14.3M | +13% | 6.06% | 138% | 64 | 14.06% | 0.9 |
|
| 3783 |
ATC
3783
Adirondack Trust Company
Saratoga Springs,
New York
| $127M | +$3.18M | +3% | 3.72% | 84.9% | 333 | 7.21% | 13 |
|
| 3784 |
WEO
3784
William E. Oberndorf
| $127M | +$29.1M | +30% | 19.7% | 36.2% | 8 | 37.5% | 4 |
|
| 3785 |
HH
3785
HWG Holdings
Houston,
Texas
| $127M | -$8.11M | -6% | 7.52% | – | 133 | 48.87% | 1 |
|
| 3786 |
TCMV
3786
Technology Crossover Management V
Menlo Park,
California
| $127M | -$1.62M | -1% | 1.57% | 2.5% | 2 | 0% | 9 |
|
| 3787 |
MP
3787
Manifold Partners
San Francisco,
California
| $127M | +$41.5M | +49% | 4.47% | 24.9% | 18 | 38.89% | 3.6 |
|
| 3788 |
CWP
3788
Capital Wealth Planning
Naples,
Florida
| $127M | -$498M | -80% | 5.04% | 73.9% | 210 | 33.33% | 4.1 |
|
| 3789 |
ARMT
3789
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $127M | +$4.06M | +3% | 4.41% | – | 399 | 22.06% | 9 |
|
| 3790 |
GP
3790
Geneva Partners
Lake Geneva,
Wisconsin
| $127M | – | – | 6.12% | 401% | 88 | – | 4.1 |
|
| 3791 |
SAM
3791
Security Asset Management
New York
| $127M | +$4.92M | +4% | 6.33% | 67.4% | 78 | 1.28% | 9 |
|
| 3792 |
MSDF
3792
Michael & Susan Dell Foundation
New York
| $127M | +$363K | +0.3% | 0.77% | 238% | 7 | 0% | 10.7 |
|
| 3793 |
PWSG
3793
Pacific Wealth Strategies Group
Santa Barbara,
California
| $127M | +$9.56M | +8% | 3.48% | 75.5% | 78 | 2.56% | 2.8 |
|
| 3794 |
RWM
3794
Rezny Wealth Management
Fort Myers,
Florida
| $127M | +$746K | +0.6% | 3.65% | 91.9% | 16 | 25% | 6.3 |
|
| 3795 |
7A
3795
734 Agriculture
New York
| $127M | +$10.6M | +9% | 9.11% | 23.8% | 1 | 0% | 14 |
|
| 3796 |
MI
3796
Moneywise Inc
Forest,
Virginia
| $127M | +$9.12M | +8% | 3.31% | 58% | 41 | 9.76% | 3.3 |
|
| 3797 |
EU
3797
Emory University
Atlanta,
Georgia
| $126M | +$13.2M | +12% | 16.9% | – | 59 | 23.73% | 3.6 |
|
| 3798 |
FAN
3798
Financial Advisors Network
Tustin,
California
| $126M | +$5.84M | +5% | 2.54% | – | 94 | 6.38% | 2.8 |
|
| 3799 |
EA
3799
Elm Advisors
Burlingame,
California
| $126M | +$4.1M | +3% | 4.42% | 50.5% | 84 | 7.14% | 12.1 |
|
| 3800 |
SCM
3800
Sorin Capital Management
Stamford,
Connecticut
| $126M | +$17.8M | +16% | 3.31% | 28% | 18 | 5.56% | 1.5 |
|