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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
40.91%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4026 |
PTCG
4026
Pring Turner Capital Group
Alamo,
California
| $98.6M | +$9.4M | +11% | 1.66% | 70.8% | 42 | 9.52% |
|
| 4027 |
BWM
4027
BigSur Wealth Management
Miami,
Florida
| $98.6M | +$6.15M | +7% | 2.54% | 83.1% | 90 | 7.78% |
|
| 4028 |
MFS
4028
Madrona Financial Services
Everett,
Washington
| $98.6M | +$5.14M | +5% | 2.37% | 75.4% | 37 | 16.22% |
|
| 4029 |
AWM
4029
AllSquare Wealth Management
Albany,
New York
| $98.3M | -$15.7M | -14% | 2.11% | 62.4% | 388 | 55.41% |
|
| 4030 |
WEO
4030
William E. Oberndorf
| $98.1M | +$8.67M | +10% | 17.1% | 36.2% | 6 | 16.67% |
|
| 4031 |
ECM
4031
Engine Capital Management
New York
| $98.1M | -$8.68M | -8% | 5.6% | 21.1% | 52 | 59.62% |
|
| 4032 |
AM
4032
Account Management
Boxford,
Massachusetts
| $98M | +$2.66M | +3% | 5.84% | 87.4% | 22 | 9.09% |
|
| 4033 |
DMC
4033
Drexel Morgan & Co
Radnor,
Pennsylvania
| $97.5M | +$7.1M | +8% | 2.95% | 50.1% | 95 | 16.84% |
|
| 4034 |
FP
4034
FFL Partners
San Francisco,
California
| $97.1M | +$8.01M | +9% | 8.99% | 36.1% | 1 | 0% |
|
| 4035 |
OC
4035
Oppenheimer & Close
New York
| $97M | -$12M | -11% | 5.62% | 149% | 41 | 14.63% |
|
| 4036 |
JC
4036
JCSD Capital
Walnut Creek,
California
| $96.8M | +$3.03M | +3% | 0.72% | – | 30 | 16.67% |
|
| 4037 |
OCM
4037
Oskie Capital Management
New York
| $96.7M | +$25.5M | +36% | 3.5% | 69.3% | 32 | 21.88% |
|
| 4038 |
PVMCV
4038
Polaris Venture Management Co V
Boston,
Massachusetts
| $96.6M | +$3.23M | +3% | 2.72% | 281% | 9 | 11.11% |
|
| 4039 |
CCM
4039
Cloverdale Capital Management
Dallas,
Texas
| $96.6M | -$68.9M | -42% | 6.88% | 20.8% | 23 | 73.91% |
|
| 4040 |
IP
4040
Ironsides Partners
Boston,
Massachusetts
| $96.4M | -$13.3M | -12% | 6.09% | – | 23 | 47.83% |
|
| 4041 |
SSW
4041
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $96.3M | -$12.1M | -11% | 2.83% | 90.2% | 134 | 15.67% |
|
| 4042 |
PHK
4042
Point72 Hong Kong
Hong Kong
| $96.2M | +$19.7M | +26% | 9.55% | 396% | 1,190 | 71.76% |
|
| 4043 |
PFGIA
4043
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $96M | +$1.1M | +1% | 1.77% | 87% | 967 | 20.99% |
|
| 4044 |
ODCM
4044
Old Dominion Capital Management
Charlottesville,
Virginia
| $95.7M | +$4.95M | +5% | 1.98% | 45.9% | 61 | 21.31% |
|
| 4045 |
NIS
4045
National Investment Services
Milwaukee,
Wisconsin
| $95.3M | -$4.7M | -5% | 1.44% | 47.2% | 66 | 21.21% |
|
| 4046 |
BT
4046
Brandywine Trust
Hockessin,
Delaware
| $95.1M | -$52.4M | -36% | 0.25% | 32.7% | 23 | 0% |
|
| 4047 |
VCM
4047
Venator Capital Management
Toronto,
Ontario, Canada
| $94.6M | -$7.42M | -7% | 6.9% | 154% | 42 | 61.9% |
|
| 4048 |
T
4048
Tahithromos
New York
| $94.3M | +$14.9M | +19% | 4.53% | 16.4% | 21 | 42.86% |
|
| 4049 |
GCM
4049
Goldman Capital Management
New York
| $94.2M | -$10M | -10% | 0.12% | 24.3% | 30 | 6.67% |
|
| 4050 |
SCM
4050
Signia Capital Management
Spokane,
Washington
| $94.2M | -$5.77M | -6% | 0.76% | 27% | 35 | 20% |
|