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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
PSC
4401
Piper Sandler & Co
Minneapolis,
Minnesota
| $115M | +$39.3M | +52% | 0.56% | 0.04% | 36 | 72.22% | 0 |
|
| 4402 |
BI
4402
Bredin Investment
Wilmington,
Delaware
| $115M | +$200K | +0.2% | 1.14% | – | 77 | 2.6% | 1.6 |
|
| 4403 |
HCM
4403
Hall Capital Management
Barrington,
Rhode Island
| $115M | -$2.4M | -2% | 2.18% | – | 85 | 7.06% | 3.8 |
|
| 4404 |
PGF
4404
Pelham Global Financials
London,
United Kingdom
| $115M | -$62.5M | -35% | 7.24% | 24.5% | 10 | 50% | 0.8 |
|
| 4405 |
GCM
4405
Glaxis Capital Management
Sarasota,
Florida
| $115M | +$90.4M | +372% | 2.27% | 93.5% | 31 | 80.65% | 0.2 |
|
| 4406 |
WA1
4406
Wimmer Associates 1
Pasadena,
California
| $115M | +$235K | +0.2% | 2.19% | 78.9% | 104 | 6.73% | 3.2 |
|
| 4407 |
CA
4407
CastleArk Alternatives
Chicago,
Illinois
| $115M | -$46.4M | -29% | 6.14% | – | 43 | 32.56% | 1.1 |
|
| 4408 |
HAC
4408
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $115M | +$1.29M | +1% | 1.1% | 63.2% | 39 | 0% | 1.7 |
|
| 4409 |
ARM
4409
Adirondack Research & Management
Guilderland,
New York
| $115M | -$24.9M | -18% | 1.42% | 47.8% | 107 | 16.82% | 3 |
|
| 4410 |
BC
4410
Breakline Capital
New York
| $115M | -$67.2M | -37% | 4.86% | – | 41 | 53.66% | 0.5 |
|
| 4411 |
CIP
4411
Capital Insight Partners
Scottsdale,
Arizona
| $114M | -$599K | -0.5% | 2.77% | 51.7% | 81 | 8.64% | 2.4 |
|
| 4412 |
SAM
4412
Seelaus Asset Management
Chatham,
New Jersey
| $114M | +$3.88M | +4% | 3.38% | 134% | 184 | 20.65% | 1.2 |
|
| 4413 |
OWA
4413
One Wealth Advisors
San Francisco,
California
| $114M | -$6.47M | -5% | 1.49% | 66% | 130 | 22.31% | 1 |
|
| 4414 |
OFG
4414
OmniStar Financial Group
Wilmington,
North Carolina
| $114M | +$2.93M | +3% | 3.16% | 67.1% | 119 | 20.17% | 1.2 |
|
| 4415 |
NR
4415
Newfound Research
Wellesley Hills,
Massachusetts
| $114M | -$1.7M | -1% | 1.38% | 54.6% | 238 | 9.24% | 1.8 |
|
| 4416 |
DCCA
4416
D.C. Capital Advisors
New York
| $114M | -$1.66M | -1% | 6.57% | 59.9% | 23 | 26.09% | 2.3 |
|
| 4417 |
MCA
4417
Morris Capital Advisors
Malvern,
Pennsylvania
| $114M | -$6.11M | -5% | 3.07% | 72.9% | 69 | 5.8% | 2.7 |
|
| 4418 |
JAM
4418
JW Asset Management
Miami Beach,
Florida
| $114M | -$72.4M | -39% | 9.45% | 251% | 15 | 26.67% | 2.1 |
|
| 4419 |
KSCM
4419
Kamunting Street Capital Management
Miami Beach,
Florida
| $114M | +$11.6M | +11% | 4.77% | 7.47% | 63 | 68.25% | 0.9 |
|
| 4420 |
JWS
4420
Juncture Wealth Strategies
Scottsdale,
Arizona
| $114M | -$10.8M | -9% | 0.55% | 76.5% | 113 | 21.24% | 2.3 |
|
| 4421 |
HR
4421
Hayden Royal
Charlotte,
North Carolina
| $114M | +$19.7M | +21% | 1.18% | 100% | 189 | 28.57% | 0.5 |
|
| 4422 |
SST
4422
S Squared Technology
New York
| $113M | -$20.5M | -15% | 1.02% | 223% | 43 | 25.58% | 2.2 |
|
| 4423 |
IC
4423
Innealta Capital
Austin,
Texas
| $113M | -$45.5M | -29% | 0.31% | 63.7% | 57 | 33.33% | 0.6 |
|
| 4424 |
RMCP
4424
Red Mountain Capital Partners
Los Angeles,
California
| $113M | -$2.51M | -2% | 1.92% | 37.4% | 6 | 0% | 5.7 |
|
| 4425 |
PFA
4425
Pinnacle Family Advisors
Springfield,
Missouri
| $113M | -$7.26M | -6% | 1.25% | 85.8% | 85 | 22.35% | 1.3 |
|