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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 |
PCWA
4351
Pacific Capital Wealth Advisors
Corona,
California
| $150M | – | – | 3.36% | 46.9% | 56 | – | 0 |
|
| 4352 |
WC
4352
Wynnefield Capital
New York
| $150M | -$38.1M | -20% | 2.85% | 52.1% | 27 | 7.41% | 3.8 |
|
| 4353 |
OFG
4353
OTA Financial Group
Purchase,
New York
| $150M | +$28.2M | +23% | 4.61% | 320% | 83 | 78.31% | 0.4 |
|
| 4354 |
FSCP
4354
Franklin Street Capital Partners
New York
| $150M | – | – | 7.77% | – | 40 | – | 0 |
|
| 4355 |
FDS
4355
Freedom Day Solutions
Houston,
Texas
| $149M | +$12.2M | +9% | 6.67% | 84.6% | 93 | 12.9% | 1.4 |
|
| 4356 |
NERM
4356
New England Research & Management
Chicago,
Illinois
| $149M | +$11.2M | +8% | 6.75% | 65% | 173 | 21.97% | 2.5 |
|
| 4357 |
GCM
4357
Gables Capital Management
Miami,
Florida
| $149M | +$7.93M | +6% | 7.24% | 151% | 372 | 5.91% | 1.4 |
|
| 4358 |
PIM
4358
Profit Investment Management
North Bethesda,
Maryland
| $149M | +$9.43M | +7% | 13.3% | 101% | 77 | 6.49% | 4.5 |
|
| 4359 |
BCM
4359
Burrage Capital Management
Boston,
Massachusetts
| $149M | – | – | 122% | – | 29 | – | 0 |
|
| 4360 |
BC
4360
Breakline Capital
New York
| $149M | +$34.7M | +30% | 14.4% | – | 51 | 78.43% | 0.2 |
|
| 4361 |
GEH
4361
General Equity Holdings
Brooklyn,
New York
| $149M | +$23.8M | +19% | 8.31% | 775% | 15 | 40% | 0.7 |
|
| 4362 |
VPI
4362
VELT Partners Investimentos
Sao Paolo,
Brazil
| $149M | – | – | 18.5% | 19.4% | 5 | – | 0 |
|
| 4363 |
LECM
4363
Lead Edge Capital Management
New York
| $149M | +$107M | +258% | 4.41% | 20.2% | 7 | 100% | 0 |
|
| 4364 |
RTC
4364
Riverview Trust Company
Vancouver,
Washington
| $149M | +$5.04M | +4% | 6.48% | 87.6% | 284 | 8.8% | 0.9 |
|
| 4365 |
CFW
4365
CA Family Wealth
Beverly Hills,
California
| $149M | – | – | 17.2% | – | 144 | – | 0 |
|
| 4366 |
PCC
4366
Park Circle Company
Baltimore,
Maryland
| $149M | -$36M | -19% | 4.83% | 70.5% | 104 | 26.92% | 2.6 |
|
| 4367 |
EW
4367
Emerson Wealth
Bloomfield Hills,
Michigan
| $148M | +$12.9M | +9% | 6.73% | 18.1% | 24 | 8.33% | 0.8 |
|
| 4368 |
TL
4368
TowerView LLC
New York
| $148M | -$7.65M | -5% | 3.36% | 17.9% | 24 | 29.17% | 3.6 |
|
| 4369 |
HWC
4369
Hill Winds Capital
High Falls,
New York
| $148M | +$7.62M | +5% | 1.45% | 8.52% | 40 | 65% | 0.3 |
|
| 4370 |
IP
4370
Investment Partners
New Philadelphia,
Ohio
| $148M | +$11.3M | +8% | 6.6% | 74.1% | 153 | 8.5% | 2.9 |
|
| 4371 |
RTM
4371
Rizvi Traverse Management
West Palm Beach,
Florida
| $148M | +$16.9M | +13% | 2.87% | – | 2 | 50% | 1 |
|
| 4372 |
MFGP
4372
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $148M | +$16.8M | +13% | 6.79% | 65.5% | 51 | 7.84% | 0.9 |
|
| 4373 |
TG
4373
TRV GP
Boston,
Massachusetts
| $148M | +$84.2M | +132% | 607% | 3,178% | 3 | 33.33% | 1.6 |
|
| 4374 |
HCM
4374
Horiko Capital Management
New York
| $148M | +$15.6M | +12% | 12.5% | 275% | 33 | 24.24% | 0.8 |
|
| 4375 |
HW
4375
Hamilton Wealth
Encino,
California
| $148M | +$7.21M | +5% | 8.29% | 108% | 46 | 23.91% | 0.8 |
|