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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
AXA
3976
Accel X Associates
Palo Alto,
California
| $153M | -$107M | -41% | 12.3% | – | 2 | 50% | 0.3 |
|
| 3977 |
KCM
3977
Kempner Capital Management
Galveston,
Texas
| $153M | +$1.38M | +0.9% | 1.47% | 60.9% | 50 | 6% | 3.8 |
|
| 3978 |
JAM
3978
JLP Asset Management
New York
| $153M | +$5.29M | +4% | 2.84% | 16.1% | 32 | 15.63% | 0.5 |
|
| 3979 |
MGB
3979
Mass General Brigham
Somerville,
Massachusetts
| $153M | -$9.61M | -6% | 3.58% | – | 1 | 0% | 0.5 |
|
| 3980 |
BAMG
3980
Brand Asset Management Group
Chesterfield,
Missouri
| $152M | +$4.94M | +3% | 2.04% | 70.2% | 344 | 14.83% | 0.7 |
|
| 3981 |
ISG
3981
Investment Security Group
Denver,
Colorado
| $152M | +$17M | +13% | – | – | 13 | 15.38% | 0.2 |
|
| 3982 |
LB
3982
Landmark Bank
Columbia,
Missouri
| $152M | +$6.38M | +4% | 4.28% | – | 93 | 4.3% | 0.9 |
|
| 3983 |
ACM
3983
Adalta Capital Management
New York
| $152M | +$20M | +15% | 5.96% | 80.4% | 91 | 26.37% | 1.4 |
|
| 3984 |
SJL
3984
Shayne & Jacobs LLC
Nashville,
Tennessee
| $152M | +$9.09M | +6% | 5.39% | 73.4% | 31 | 25.81% | 3.6 |
|
| 3985 |
SPCM
3985
Sound Point Capital Management
New York
| $152M | -$99.9M | -40% | 2.62% | 61.5% | 24 | 33.33% | 1 |
|
| 3986 |
SL
3986
Signition LP
New York
| $152M | +$4.35M | +3% | 5.66% | – | 241 | 60.58% | 0.4 |
|
| 3987 |
AIM
3987
Aspen Investment Management
Grand Rapids,
Michigan
| $152M | +$8.74M | +6% | 3.47% | 84.9% | 139 | 3.6% | 4.2 |
|
| 3988 |
V
3988
ValueWorks
New York
| $152M | +$2.42M | +2% | 1.07% | 190% | 31 | 6.45% | 2.6 |
|
| 3989 |
OWA
3989
Outlook Wealth Advisors
Shenandoah,
Texas
| $152M | +$30.3M | +25% | 2.09% | 70% | 161 | 14.91% | 0.4 |
|
| 3990 |
HAFS
3990
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $152M | +$2.32M | +2% | 2.04% | 58.5% | 20 | 15% | 2 |
|
| 3991 |
PS
3991
Portfolio Strategies
Monsey,
New York
| $152M | +$25M | +20% | 3.88% | 120% | 66 | 28.79% | 0.9 |
|
| 3992 |
BRA
3992
Biechele Royce Advisors
Fishers,
Indiana
| $151M | -$3.01M | -2% | 0.56% | 39.2% | 46 | 15.22% | 1.3 |
|
| 3993 |
PEA
3993
Pacific Edge Advisors
Corona Del Mar,
California
| $151M | -$13.6M | -8% | 2.59% | 31.3% | 43 | 9.3% | 1.2 |
|
| 3994 |
SB
3994
Samsara BioCapital
Palo Alto,
California
| $151M | +$24.1M | +19% | 2.79% | 1,580% | 21 | 14.29% | 0.4 |
|
| 3995 |
NFG
3995
Nations Financial Group
Cedar Rapids,
Iowa
| $151M | +$5.47M | +4% | 3.19% | 105% | 185 | 14.05% | 2.3 |
|
| 3996 |
SLA
3996
Silver Lake Advisory
Cottonwood Heights,
Utah
| $151M | +$2.79M | +2% | 2.01% | 70.9% | 84 | 7.14% | 3.6 |
|
| 3997 |
WFWM
3997
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| $151M | -$2.21M | -1% | 2.82% | 53.8% | 31 | 0% | 1.7 |
|
| 3998 |
FLA
3998
Financial Life Advisors
San Antonio,
Texas
| $151M | +$5.58M | +4% | 2.66% | 47% | 47 | 0% | 1.4 |
|
| 3999 |
MPA
3999
Marvin & Palmer Associates
Wilmington,
Delaware
| $151M | +$22.5M | +18% | 12.3% | 392% | 32 | 34.38% | 1 |
|
| 4000 |
WCM
4000
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $151M | +$7.34M | +5% | 2.82% | 33.6% | 93 | 13.98% | 3.2 |
|