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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
SCM
4076
Stonehearth Capital Management
Danvers,
Massachusetts
| $131M | +$3.3M | +3% | 3.59% | 80.7% | 39 | 5.13% | 9.4 |
|
| 4077 |
HCM
4077
Hudson Capital Management
Ramsey,
New Jersey
| $131M | -$12.4M | -9% | 3.45% | 61.6% | 82 | 13.41% | 2.7 |
|
| 4078 |
OFG
4078
OmniStar Financial Group
Wilmington,
North Carolina
| $131M | +$26.1M | +25% | 8.37% | 67.1% | 148 | 40.54% | 1.7 |
|
| 4079 |
LBS
4079
Lawrence B. Seidman
| $131M | -$22K | -0% | 2.94% | 12.3% | 35 | 28.57% | 7.3 |
|
| 4080 |
HCM
4080
HM Capital Management
Clayton,
Missouri
| $131M | +$1.06M | +0.8% | 6.52% | 29.6% | 42 | 16.67% | 13.5 |
|
| 4081 |
PFT
4081
Providence First Trust
Scottsdale,
Arizona
| $131M | +$2.75M | +2% | 5.53% | 64.1% | 76 | 18.42% | 4 |
|
| 4082 |
OWA
4082
One Wealth Advisors
San Francisco,
California
| $131M | +$5.45M | +4% | 5.02% | 66% | 628 | 18.95% | 2.3 |
|
| 4083 |
PIM
4083
Partner Investment Management
San Francisco,
California
| $131M | +$6.73M | +5% | 8.89% | 168% | 135 | 36.3% | 3.2 |
|
| 4084 |
IR
4084
Invictus RG
Hamilton,
Bermuda
| $131M | +$11.8M | +10% | 18.5% | 289% | 311 | 84.24% | 0.5 |
|
| 4085 |
BCA
4085
Bay Colony Advisors
Concord,
Massachusetts
| $130M | -$11.1M | -8% | 6.22% | 91.8% | 1,048 | 83.49% | 0.8 |
|
| 4086 |
BC
4086
Breakline Capital
New York
| $130M | -$12.8M | -9% | 12.5% | – | 36 | 75% | 0.9 |
|
| 4087 |
FAM
4087
Foothills Asset Management
Scottsdale,
Arizona
| $130M | -$146K | -0.1% | 3.93% | 8.84% | 63 | 7.94% | 10.7 |
|
| 4088 |
LFWA
4088
LBJ Family Wealth Advisors
Austin,
Texas
| $130M | +$6.12M | +5% | 8.63% | 64.9% | 17 | 0% | 15.2 |
|
| 4089 |
HFA
4089
Huber Financial Advisors
Lincolnshire,
Illinois
| $130M | +$20.7M | +19% | 3.64% | – | 105 | 9.52% | 2.4 |
|
| 4090 |
HPC
4090
Hobart Private Capital
Charlotte,
North Carolina
| $130M | +$7.63M | +6% | 3.33% | 52.5% | 157 | 25.48% | 2.1 |
|
| 4091 |
CT
4091
Clearstead Trust
Portland,
Maine
| $130M | +$18.4M | +16% | 7.44% | 111% | 225 | 16.89% | 3.7 |
|
| 4092 |
WCM
4092
Weatherstone Capital Management
Denver,
Colorado
| $130M | +$5.19M | +4% | 4.9% | 32% | 105 | 33.33% | 5 |
|
| 4093 |
GP
4093
Geneva Partners
Lake Geneva,
Wisconsin
| $130M | +$4.13M | +3% | 9.97% | 401% | 99 | 27.27% | 5.8 |
|
| 4094 |
AM
4094
Account Management
Boxford,
Massachusetts
| $130M | +$11.9M | +10% | 9.8% | 87.4% | 26 | 3.85% | 12.8 |
|
| 4095 |
SF
4095
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| $130M | +$9.53M | +8% | 7.73% | 36.7% | 4 | 0% | 2 |
|
| 4096 |
SBA
4096
Secrest Blakey & Associates
Raleigh,
North Carolina
| $130M | +$2.69M | +2% | 5.32% | 19.4% | 116 | 15.52% | 2.5 |
|
| 4097 |
MRI
4097
Mad River Investors
Boston,
Massachusetts
| $130M | +$9.24M | +8% | 9.99% | 225% | 29 | 3.45% | 10.5 |
|
| 4098 |
SWM
4098
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $130M | +$17.6M | +16% | 2.39% | 49.6% | 40 | 17.5% | 2.5 |
|
| 4099 |
WCM
4099
Wildcat Capital Management
New York
| $130M | -$1.09M | -0.8% | 0.01% | 126% | 21 | 33.33% | 4.7 |
|
| 4100 |
EWMCB
4100
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $129M | +$6.55M | +5% | 3.42% | 13% | 39 | 20.51% | 9.5 |
|