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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
WCM
4376
Washington Capital Management
Seattle,
Washington
| $99.6M | -$268K | -0.3% | 0.04% | 76.9% | 110 | 15.45% | 2.1 |
|
| 4377 |
LC
4377
Landaas & Company
Milwaukee,
Wisconsin
| $99.2M | -$16.7M | -14% | 2.09% | 60.3% | 360 | 85% | 0.5 |
|
| 4378 |
FCM
4378
Fairbanks Capital Management
Rancho Santa Fe,
California
| $99.1M | -$9.73M | -9% | 3.31% | 81.3% | 32 | 9.38% | 1.4 |
|
| 4379 |
SWMG
4379
Sanchez Wealth Management Group
Jacksonville,
Florida
| $99M | +$2.16M | +2% | 0.68% | 56.9% | 26 | 15.38% | 0.2 |
|
| 4380 |
PP
4380
PDS Planning
Dublin,
Ohio
| $99M | +$228K | +0.2% | 2.02% | 62.7% | 79 | 20.25% | 0.2 |
|
| 4381 |
GC
4381
Gruss & Co
West Palm Beach,
Florida
| $98.9M | -$3.37M | -3% | 2.66% | 163% | 39 | 28.21% | 1.9 |
|
| 4382 |
PFM
4382
Probabilities Fund Management
White Plains,
New York
| $98.8M | +$29.2M | +42% | 4.47% | – | 43 | 9.3% | 0.2 |
|
| 4383 |
RPC
4383
Rossmore Private Capital
Glastonbury,
Connecticut
| $98.8M | -$461K | -0.5% | 0.27% | 75.4% | 462 | 79% | 0.2 |
|
| 4384 |
EIP
4384
Edgbaston Investment Partners
| $98.8M | -$8M | -7% | 10.9% | 4.67% | 2 | 0% | 0.3 |
|
| 4385 |
SCM
4385
Signia Capital Management
Spokane,
Washington
| $98.5M | +$4.35M | +5% | 3.63% | 27% | 32 | 37.5% | 1.7 |
|
| 4386 |
KIA
4386
Kopp Investment Advisors
Bloomington,
Minnesota
| $98.4M | -$1.48M | -1% | 11.3% | 109% | 69 | 11.59% | 2.8 |
|
| 4387 |
SMG
4387
Smart Money Group
Eastland,
Texas
| $98.3M | +$34M | +53% | 1.61% | 58.9% | 58 | 43.1% | 0.2 |
|
| 4388 |
TBNY
4388
Trustco Bank (New York)
Albany,
New York
| $98.3M | +$1.32M | +1% | 4.36% | 131% | 69 | 8.7% | 3.4 |
|
| 4389 |
II
4389
Inspire Investing
Meridian,
Idaho
| $98.2M | -$19.5M | -17% | 1.07% | 108% | 932 | 78.76% | 0.2 |
|
| 4390 |
OPWM
4390
Oak Point Wealth Management
Portage,
Michigan
| $98M | -$3.46M | -3% | 0.95% | – | 263 | 42.21% | 0.2 |
|
| 4391 |
MP
4391
Manifold Partners
San Francisco,
California
| $98M | -$43.4M | -31% | 0.52% | 24.9% | 18 | 44.44% | 1 |
|
| 4392 |
CV
4392
Clarus Ventures
Cambridge,
Massachusetts
| $97.8M | -$2.67M | -3% | 1.99% | 70.3% | 6 | 0% | 2.7 |
|
| 4393 |
DRS
4393
Deane Retirement Strategies
New Orleans,
Louisiana
| $97.7M | -$9.96M | -9% | 0.53% | 73.4% | 70 | 24.29% | 1.3 |
|
| 4394 |
FGC
4394
Financial Gravity Companies
Lakeway,
Texas
| $97.7M | +$10.6M | +12% | 0.27% | – | 1,799 | 25.57% | 0.2 |
|
| 4395 |
FGAM
4395
Financial Gravity Asset Management
Lakeway,
Texas
| $97.7M | – | – | 0.27% | – | 1,580 | – | 0 |
|
| 4396 |
BCWM
4396
Blue Chip Wealth Management
Miami Beach,
Florida
| $97.7M | – | – | 0% | – | 102 | – | 0 |
|
| 4397 |
CC
4397
Carrhae Capital
London,
United Kingdom
| $97.6M | -$268M | -73% | 16.1% | 159% | 13 | 69.23% | 0.3 |
|
| 4398 |
KCM
4398
Knoll Capital Management
Miami,
Florida
| $97.4M | -$16M | -14% | 11.5% | 258% | 13 | 7.69% | 1.9 |
|
| 4399 |
CPC
4399
Congress Park Capital
Saratoga Springs,
New York
| $97.3M | -$1.92M | -2% | 0.9% | 99.9% | 104 | 20.19% | 0.2 |
|
| 4400 |
PWPS
4400
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $97.2M | +$48.1M | +98% | 0.56% | 82.1% | 187 | 26.2% | 0.2 |
|