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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
OWA
4351
Outlook Wealth Advisors
Shenandoah,
Texas
| $121M | -$98M | -45% | 11.7% | 70% | 198 | 38.89% | 0.2 |
|
| 4352 |
ACP
4352
Aquiline Capital Partners
New York
| $121M | +$18.2M | +18% | 18.7% | 14.7% | 1 | 0% | 1.8 |
|
| 4353 |
HSCU
4353
Half Sky Capital (UK)
London,
United Kingdom
| $121M | +$10M | +9% | 25.5% | 13% | 10 | 50% | 0.2 |
|
| 4354 |
CNHF
4354
Conrad N. Hilton Foundation
Agoura Hills,
California
| $121M | +$26.7M | +28% | 13% | – | 5 | 20% | 1.3 |
|
| 4355 |
WFM
4355
Wolff Financial Management
Kalamazoo,
Michigan
| $121M | +$17.7M | +17% | 11.3% | 52.8% | 80 | 5% | 0.2 |
|
| 4356 |
AIM
4356
Act II Management
New York
| $120M | +$8.75M | +8% | 20.7% | 43.6% | 31 | 38.71% | 1.8 |
|
| 4357 |
IG
4357
Inherent Group
New York
| $120M | -$44.2M | -27% | 2.61% | 61.7% | 9 | 44.44% | 0.2 |
|
| 4358 |
SCI
4358
Stableford Capital II
Scottsdale,
Arizona
| $120M | +$25.9M | +28% | 8.47% | 66.9% | 102 | 22.55% | 1.5 |
|
| 4359 |
RCA
4359
Rex Capital Advisors
Providence,
Rhode Island
| $120M | +$14.4M | +14% | 13.7% | 7.31% | 17 | 5.88% | 3.3 |
|
| 4360 |
VIA
4360
Vantis Investment Advisers
Miami,
Florida
| $120M | -$102M | -46% | 7.94% | 39.6% | 18 | 61.11% | 0.5 |
|
| 4361 |
ACM
4361
AUA Capital Management
Camp Hill,
Pennsylvania
| $120M | +$10.3M | +9% | 9.9% | 70.2% | 187 | 1.6% | 2.1 |
|
| 4362 |
SPI
4362
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $120M | +$7.63M | +7% | 10.8% | 88% | 81 | 45.68% | 1 |
|
| 4363 |
ABP
4363
Arthur B. Page
| $120M | +$16.5M | +16% | 15.2% | 40.4% | 63 | 3.17% | 4 |
|
| 4364 |
CT
4364
Clearstead Trust
Portland,
Maine
| $120M | +$12.3M | +11% | 14.9% | 111% | 241 | 23.65% | 1.2 |
|
| 4365 |
JWM
4365
JFG Wealth Management
Denver,
Colorado
| $120M | +$8.52M | +8% | 12.5% | 65.2% | 27 | 48.15% | 0.3 |
|
| 4366 |
WC
4366
Weil Company
San Diego,
California
| $120M | +$9.14M | +8% | 12.5% | 71.7% | 108 | 14.81% | 1 |
|
| 4367 |
CIEP
4367
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $119M | – | – | 59.6% | 172% | 5 | – | 0 |
|
| 4368 |
DACG
4368
Donor Advised Charitable Giving
San Francisco,
California
| $119M | +$33.8M | +40% | 31.1% | 365% | 30 | 43.33% | 0.6 |
|
| 4369 |
SG
4369
Somerset Group
Wayzata,
Minnesota
| $119M | +$20.5M | +21% | 11% | 84.6% | 66 | 9.09% | 3.3 |
|
| 4370 |
EIP
4370
Edgbaston Investment Partners
| $119M | +$9.83M | +9% | 3.43% | 4.67% | 3 | 33.33% | 0.8 |
|
| 4371 |
KTM
4371
Keeler Thomas Management
Orem,
Utah
| $119M | +$32.6M | +38% | 11.9% | 46.1% | 53 | 3.77% | 1.1 |
|
| 4372 |
CI
4372
Chartist Inc
Seal Beach,
California
| $119M | +$67.3M | +130% | 13.4% | – | 36 | 25% | 2.9 |
|
| 4373 |
AMAL
4373
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $119M | +$13.9M | +13% | 10.9% | 124% | 27 | 18.52% | 3 |
|
| 4374 |
WTFG
4374
Wells Trecaso Financial Group
Akron,
Ohio
| $119M | +$14.4M | +14% | 13.2% | 108% | 71 | 8.45% | 1.1 |
|
| 4375 |
PCM
4375
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $119M | +$16.2M | +16% | 12.5% | 62.6% | 152 | 13.16% | 1.8 |
|