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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
SIAM
4101
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $121M | +$236K | +0.2% | 1.01% | 37.8% | 28 | 0% | 2.8 |
|
| 4102 |
WCM
4102
Wildcat Capital Management
New York
| $121M | +$27.2M | +29% | 15.3% | 126% | 15 | 33.33% | 1.2 |
|
| 4103 |
WA
4103
Wheatland Advisors
Lancaster,
Pennsylvania
| $121M | -$2.46M | -2% | 1.39% | 30.5% | 100 | 6% | 3.4 |
|
| 4104 |
GEA
4104
Glen Eagle Advisors
Kingston,
New Jersey
| $121M | +$6.14M | +5% | 0.67% | 68.5% | 709 | 13.96% | 1 |
|
| 4105 |
PFT
4105
Providence First Trust
Scottsdale,
Arizona
| $121M | +$9.89M | +9% | 1.77% | 64.1% | 71 | 11.27% | 0.6 |
|
| 4106 |
PWA
4106
Peterson Wealth Advisors
Orem,
Utah
| $121M | +$10.4M | +9% | 1.14% | 50.9% | 49 | 12.24% | 0.2 |
|
| 4107 |
KIP
4107
Kayak Investment Partners
San Francisco,
California
| $121M | -$84.1M | -41% | 21.4% | 27% | 20 | 45% | 0.8 |
|
| 4108 |
CP
4108
Castleview Partners
Dallas,
Texas
| $121M | – | – | 1.71% | 61.3% | 115 | – | 0 |
|
| 4109 |
GGPE
4109
Golden Gate Private Equity
San Francisco,
California
| $121M | +$2M | +2% | 4.56% | 8.72% | 24 | 20.83% | 1.3 |
|
| 4110 |
PFM
4110
Premier Fund Managers
Guildford,
United Kingdom
| $121M | -$15.8M | -12% | 0.48% | 56.6% | 43 | 6.98% | 1.6 |
|
| 4111 |
EIG
4111
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $121M | +$1.06M | +0.9% | 1.52% | 56.3% | 48 | 8.33% | 0.2 |
|
| 4112 |
LFWA
4112
LBJ Family Wealth Advisors
Austin,
Texas
| $121M | -$819K | -0.7% | 1.04% | 64.9% | 17 | 0% | 3.3 |
|
| 4113 |
LA
4113
LFL Advisers
Evanston,
Illinois
| $121M | +$16.5M | +16% | 1.28% | 83% | 10 | 10% | 1.3 |
|
| 4114 |
MI
4114
Moneywise Inc
Forest,
Virginia
| $120M | -$13.2M | -10% | 1.56% | 58% | 41 | 9.76% | 1.2 |
|
| 4115 |
UC
4115
Unio Capital
Princeton,
New Jersey
| $120M | +$164K | +0.1% | 0.32% | 97.8% | 89 | 23.6% | 0.2 |
|
| 4116 |
AIC
4116
Ayalon Insurance Company
Ramat Gan,
Israel
| $120M | -$2.67M | -2% | 0.84% | 99.6% | 49 | 10.2% | 1.6 |
|
| 4117 |
SCA
4117
Sander Capital Advisors
Seattle,
Washington
| $120M | +$7.61M | +7% | 11.2% | 68.8% | 22 | 40.91% | 0.3 |
|
| 4118 |
VCM
4118
Venator Capital Management
Toronto,
Ontario, Canada
| $120M | +$2.98M | +3% | 12.3% | 154% | 42 | 40.48% | 0.7 |
|
| 4119 |
HFP
4119
Holistic Financial Partners
Indianapolis,
Indiana
| $120M | -$1.74M | -1% | 0.89% | 95.7% | 475 | 11.16% | 0.2 |
|
| 4120 |
DLHL
4120
Donald L. Hagan LLC
Sarasota,
Florida
| $120M | +$1.72M | +1% | 3.21% | 47.9% | 86 | 25.58% | 1.7 |
|
| 4121 |
PI
4121
Pachira Investments
Dana Point,
California
| $120M | +$426K | +0.4% | 0.63% | 82.3% | 11 | 9.09% | 0.9 |
|
| 4122 |
OIWM
4122
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
| $120M | +$205K | +0.2% | 1.64% | – | 63 | 11.11% | 0.2 |
|
| 4123 |
SV
4123
Stilwell Value
New York
| $120M | -$9.14M | -7% | 3.39% | 87.9% | 37 | 5.41% | 2.2 |
|
| 4124 |
EP
4124
Engadine Partners
London,
United Kingdom
| $120M | -$13.6M | -10% | 8.86% | – | 5 | 40% | 0.3 |
|
| 4125 |
SHA
4125
Seneca House Advisors
Richmond,
Virginia
| $120M | +$2.68M | +2% | 1.77% | 58.2% | 101 | 12.87% | 0.2 |
|