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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
HA
4476
Havens Advisors
New York
| $110M | -$32.3M | -23% | 2.08% | 460% | 40 | 55% | 1.1 |
|
| 4477 |
RC
4477
Roubaix Capital
Denver,
Colorado
| $110M | -$9.94M | -8% | 4.72% | 174% | 48 | 62.5% | 0.8 |
|
| 4478 |
FRM
4478
Fox Run Management
Greenwich,
Connecticut
| $110M | -$40.7M | -27% | 0.38% | 64% | 650 | 85.38% | 0.4 |
|
| 4479 |
NWS
4479
Newport Wealth Strategies
Irvine,
California
| $110M | +$1.03M | +0.9% | 1.38% | 51.5% | 84 | 7.14% | 5.5 |
|
| 4480 |
BA
4480
Ballew Advisors
Jackson,
Mississippi
| $110M | -$311K | -0.3% | 1.19% | 68% | 94 | 10.64% | 6.1 |
|
| 4481 |
SCM
4481
Sterneck Capital Management
Kansas City,
Missouri
| $109M | -$5.89M | -5% | 2.26% | 61.5% | 82 | 10.98% | 14.6 |
|
| 4482 |
KCM
4482
Knoll Capital Management
Miami,
Florida
| $109M | -$12.9M | -11% | 10.6% | 258% | 23 | 4.35% | 5.7 |
|
| 4483 |
TWM
4483
Titus Wealth Management
Larskpur,
California
| $109M | +$7.82M | +8% | 0.45% | 26.6% | 105 | 16.19% | 4.6 |
|
| 4484 |
MCM
4484
Mork Capital Management
Healdsburg,
California
| $109M | +$1.09M | +1% | 1.15% | 61.9% | 107 | 4.67% | 7.7 |
|
| 4485 |
QPWM
4485
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $109M | -$969K | -0.9% | 0.1% | 87.9% | 119 | 31.09% | 5.3 |
|
| 4486 |
HH
4486
HWG Holdings
Houston,
Texas
| $108M | +$5.27M | +5% | 3.21% | – | 146 | 37.67% | 2.8 |
|
| 4487 |
FBCM
4487
Fort Baker Capital Management
Larkspur,
California
| $108M | -$18M | -14% | 2.77% | 46.3% | 33 | 87.88% | 0.4 |
|
| 4488 |
AAM
4488
Ascension Asset Management
New York
| $108M | -$5.2M | -5% | 3.1% | – | 74 | 8.11% | 6.4 |
|
| 4489 |
MMM
4489
Mendel Money Management
Northbrook,
Illinois
| $108M | +$3.67M | +4% | 2.28% | 75.4% | 53 | 9.43% | 13.2 |
|
| 4490 |
FAM
4490
Formidable Asset Management
Cincinnati,
Ohio
| $108M | -$183M | -63% | 5.09% | 52.2% | 248 | 60.08% | 1.7 |
|
| 4491 |
CB
4491
CNB Bank
Clearfield,
Pennsylvania
| $108M | -$9.14M | -8% | 1.19% | 91.6% | 518 | 26.45% | 5 |
|
| 4492 |
XWM
4492
Xcel Wealth Management
Holly Hill,
Florida
| $108M | +$5.95M | +6% | 1.37% | 93.7% | 76 | 3.95% | 2.8 |
|
| 4493 |
GCA
4493
Genesee Capital Advisors
Auburn,
New York
| $108M | +$8.75M | +9% | 2.58% | 101% | 74 | 13.51% | 1.9 |
|
| 4494 |
IG
4494
Inherent Group
New York
| $108M | +$15.9M | +17% | 6.12% | 61.7% | 7 | 28.57% | 1.7 |
|
| 4495 |
CCM
4495
Copernicus Capital Management
San Francisco,
California
| $107M | -$4.93M | -4% | 6.34% | 126% | 19 | 36.84% | 2.6 |
|
| 4496 |
RHDIC
4496
R.H. Dinel Investment Counsel
Los Angeles,
California
| $107M | -$541K | -0.5% | 0.36% | 34.1% | 47 | 0% | 20.8 |
|
| 4497 |
IA
4497
IFG Advisors
St. Louis,
Missouri
| $107M | – | – | 1.09% | 71.6% | 65 | – | 0 |
|
| 4498 |
BSA
4498
Bull Street Advisors
Savannah,
Georgia
| $107M | – | – | 2.1% | 41.9% | 87 | – | 0 |
|
| 4499 |
SRCM
4499
Swift Run Capital Management
Charlottesville,
Virginia
| $107M | -$1.19M | -1% | 3.8% | 9.9% | 41 | 9.76% | 13.4 |
|
| 4500 |
SC
4500
Spindletop Capital
Chappaqua,
New York
| $107M | -$3.9M | -4% | 2.4% | – | 8 | 0% | 13.8 |
|