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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
PI
3876
Pettee Investors
Rowayton,
Connecticut
| $141M | -$28.3M | -17% | 9.33% | 96.1% | 118 | 13.56% | 2.8 |
|
| 3877 |
EGPO
3877
EnTrust Global Partners Offshore
New York
| $141M | -$23.4M | -14% | 16.9% | – | 133 | 71.43% | 0.3 |
|
| 3878 |
AHC
3878
Anderson Hoagland & Co
St Louis,
Missouri
| $141M | -$37M | -21% | 16.3% | 95.1% | 91 | 3.3% | 3.2 |
|
| 3879 |
WOC
3879
West Oak Capital
Westlake Village,
California
| $141M | -$32.1M | -19% | 10% | 110% | 375 | 12.27% | 3.2 |
|
| 3880 |
BWM
3880
BigSur Wealth Management
Miami,
Florida
| $141M | -$19.1M | -12% | 13.2% | 94.8% | 105 | 9.52% | 1.5 |
|
| 3881 |
KC
3881
Kingfisher Capital
Charlotte,
North Carolina
| $140M | -$45.9M | -25% | 9.48% | 58.5% | 153 | 26.14% | 2.6 |
|
| 3882 |
GPC
3882
Glen Point Capital
London,
United Kingdom
| $140M | -$981M | -87% | 0% | 118% | 6 | 66.67% | 0.3 |
|
| 3883 |
B
3883
Bellecapital
Zurich,
Switzerland
| $140M | -$12.2M | -8% | 12.5% | 128% | 104 | 18.27% | 1.4 |
|
| 3884 |
RCA
3884
Restructuring Capital Associates
Stamford,
Connecticut
| $140M | +$2.88M | +2% | 22.9% | 71.2% | 18 | 27.78% | 1.5 |
|
| 3885 |
RAG
3885
Roof Advisory Group
Harrisburg,
Pennsylvania
| $140M | -$46.7M | -25% | 12.7% | – | 44 | 47.73% | 0.6 |
|
| 3886 |
CWM
3886
Cordatus Wealth Management
Newtown,
Pennsylvania
| $140M | – | – | 4.57% | 96.3% | 99 | – | 0 |
|
| 3887 |
KCMRT
3887
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $140M | -$16.7M | -11% | 9.79% | 21.9% | 40 | 5% | 4.6 |
|
| 3888 |
ROC
3888
Robertson Opportunity Capital
Dallas,
Texas
| $140M | -$30.5M | -18% | 16.3% | 93.4% | 31 | 25.81% | 3.1 |
|
| 3889 |
OA
3889
Opes Advisors
Cupertino,
California
| $140M | +$3.15M | +2% | 11.5% | – | 51 | 37.25% | 1.2 |
|
| 3890 |
CHJWM
3890
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $140M | -$23M | -14% | 11.6% | 58.2% | 92 | 11.96% | 3.3 |
|
| 3891 |
BHTS
3891
Bar Harbor Trust Services
Ellsworth,
Maine
| $140M | -$66.8M | -32% | 8.86% | 86.4% | 84 | 36.9% | 3.3 |
|
| 3892 |
EWA
3892
ERTS Wealth Advisors
Marquette,
Michigan
| $140M | – | – | 10.8% | 36.5% | 341 | – | 0 |
|
| 3893 |
HKIM
3893
Hayek Kallen Investment Management
Fairhope,
Alabama
| $140M | -$16.6M | -11% | 8.33% | 71.9% | 68 | 7.35% | 4.1 |
|
| 3894 |
TWM
3894
Torch Wealth Management
Cincinnati,
Ohio
| $140M | -$27.3M | -16% | 10.2% | 48.8% | 107 | 14.02% | 3.4 |
|
| 3895 |
ACI
3895
AB CarVal Investors
Minneapolis,
Minnesota
| $140M | -$79.1M | -36% | 32.5% | 24% | 19 | 42.11% | 0.6 |
|
| 3896 |
GCM
3896
Greywolf Capital Management
Purchase,
New York
| $140M | -$114M | -45% | 9.36% | 174% | 8 | 0% | 1.9 |
|
| 3897 |
TP
3897
Truvvo Partners
New York
| $140M | -$21.3M | -13% | 8.92% | 21.1% | 50 | 22% | 2.1 |
|
| 3898 |
DP
3898
Denver PWM
Denver,
Colorado
| $139M | +$6.33M | +5% | 10.6% | 44.8% | 79 | 30.38% | 0.8 |
|
| 3899 |
PWSG
3899
Pacific Wealth Strategies Group
Santa Barbara,
California
| $139M | -$16.9M | -11% | 11.9% | 75.5% | 84 | 8.33% | 1.7 |
|
| 3900 |
DCM
3900
Delta Capital Management
Red Bank,
New Jersey
| $139M | -$25.2M | -15% | 11.5% | 129% | 70 | 18.57% | 4.1 |
|