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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
CCM
4001
Consolidated Capital Management
Burbank,
California
| $134M | +$8.53M | +7% | 3.72% | 166% | 44 | 9.09% | 1.2 |
|
| 4002 |
WA
4002
Wintergreen Advisers
Mount Olive,
New Jersey
| $134M | -$7.95M | -6% | 2.88% | 25.4% | 6 | 0% | 3 |
|
| 4003 |
WPA
4003
West Paces Advisors
Atlanta,
Georgia
| $134M | -$616K | -0.5% | 1.64% | 57.7% | 487 | 9.03% | 1.3 |
|
| 4004 |
HM
4004
HCSF Management
San Francisco,
California
| $134M | -$7.64M | -5% | 11% | 58.8% | 13 | 30.77% | 2.1 |
|
| 4005 |
SC
4005
Spindletop Capital
Chappaqua,
New York
| $134M | -$1.31M | -1% | 1.28% | – | 10 | 0% | 2.9 |
|
| 4006 |
WOA
4006
Water Oak Advisors
Winter Park,
Florida
| $134M | -$5.31M | -4% | 0.33% | 12.9% | 17 | 0% | 2.5 |
|
| 4007 |
PFS
4007
Physicians Financial Services
Raleigh,
North Carolina
| $134M | +$7.56M | +6% | 3.6% | 100% | 108 | 7.41% | 2.1 |
|
| 4008 |
CCG
4008
Ceeto Capital Group
Coral Gables,
Florida
| $134M | +$1.6M | +1% | 1.85% | 94.4% | 136 | 13.24% | 0.6 |
|
| 4009 |
XSC
4009
X-Square Capital
Guaynabo,
Puerto Rico
| $133M | +$38.7M | +41% | 12.7% | 158% | 78 | 21.79% | 0.4 |
|
| 4010 |
PP
4010
Pension Partners
New York
| $133M | -$16.6M | -11% | 8.81% | – | 19 | 52.63% | 0.8 |
|
| 4011 |
KLC
4011
Knowledge Leaders Capital
Denver,
Colorado
| $133M | +$21.3M | +19% | 1.98% | 51.6% | 37 | 40.54% | 1.1 |
|
| 4012 |
APG
4012
Abacus Planning Group
Columbia,
South Carolina
| $133M | +$10.4M | +9% | 4.22% | 59.1% | 152 | 18.42% | 0.4 |
|
| 4013 |
NWM
4013
Northwest Wealth Management
Spencer,
Iowa
| $133M | -$1.58M | -1% | 2.67% | 63.4% | 554 | 6.14% | 0.4 |
|
| 4014 |
PCM
4014
Puissance Capital Management
New York
| $133M | +$17M | +15% | 9.73% | 116% | 5 | 0% | 0.5 |
|
| 4015 |
GTAM
4015
Global Trust Asset Management
West Palm Beach,
Florida
| $133M | +$6.07M | +5% | 3.06% | 168% | 425 | 11.76% | 0.4 |
|
| 4016 |
WMRU
4016
William Marsh Rice University
Houston,
Texas
| $133M | +$17.8M | +16% | 15.8% | 4.44% | 3 | 0% | 1.3 |
|
| 4017 |
UC
4017
Unio Capital
Princeton,
New Jersey
| $133M | +$12.7M | +11% | 4.46% | 97.8% | 73 | 5.48% | 0.5 |
|
| 4018 |
EP
4018
Engadine Partners
London,
United Kingdom
| $133M | +$13.1M | +11% | 0.92% | – | 4 | 25% | 0.4 |
|
| 4019 |
BRC
4019
Bishop Rock Capital
New York
| $133M | +$8.17M | +7% | 5.29% | 35.4% | 24 | 8.33% | 1.3 |
|
| 4020 |
LRIA
4020
Leonard Rickey Investment Advisors
Yakima,
Washington
| $132M | +$4.28M | +3% | 1.49% | 55.9% | 65 | 9.23% | 0.5 |
|
| 4021 |
AWM
4021
AllSquare Wealth Management
Albany,
New York
| $132M | +$6.29M | +5% | 0.37% | 62.4% | 529 | 27.79% | 1.2 |
|
| 4022 |
CWA
4022
Clarus Wealth Advisors
Peoria,
Arizona
| $132M | +$23.9M | +22% | 2.59% | 89.7% | 736 | 82.61% | 0.1 |
|
| 4023 |
BCA
4023
Benchmark Capital Advisors
New York
| $132M | +$5.73M | +5% | 6.65% | 29.5% | 141 | 14.89% | 3 |
|
| 4024 |
UWM
4024
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $132M | +$6.22M | +5% | 1.25% | 55% | 72 | 23.61% | 0.4 |
|
| 4025 |
OIMU
4025
Orbis Investment Management (US)
San Francisco,
California
| $132M | -$11.4M | -8% | 0.68% | 48.8% | 26 | 26.92% | 1.3 |
|