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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
CA
4626
Claro Advisors
Boston,
Massachusetts
| $101M | -$23.9M | -19% | 12.5% | 85.5% | 1,148 | 87.11% | 0.2 |
|
| 4627 |
TG
4627
TRV GP
Boston,
Massachusetts
| $101M | +$762K | +0.8% | 96.3% | 3,178% | 4 | 0% | 1.1 |
|
| 4628 |
RC
4628
Roubaix Capital
Denver,
Colorado
| $101M | – | – | 16.2% | 174% | 38 | – | 0 |
|
| 4629 |
BDCM
4629
Black Diamond Capital Management
Stamford,
Connecticut
| $101M | +$21.6M | +27% | 21.4% | 28.3% | 7 | 28.57% | 1 |
|
| 4630 |
CMBA
4630
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $100M | +$8.13M | +9% | 15.2% | 70.6% | 504 | 46.83% | 0.9 |
|
| 4631 |
HH
4631
HWG Holdings
Houston,
Texas
| $100M | +$52.7M | +111% | 19.8% | – | 117 | 25.64% | 0.7 |
|
| 4632 |
MSWMA
4632
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $100M | +$10.6M | +12% | 11.4% | 44% | 34 | 5.88% | 0.2 |
|
| 4633 |
KIG
4633
Kessler Investment Group
Columbus,
Indiana
| $100M | +$22.8M | +30% | 17.8% | 251% | 133 | 25.56% | 1.9 |
|
| 4634 |
CWM
4634
Capital Wealth Management
W. Warwick,
Rhode Island
| $100M | +$8.65M | +9% | 11.4% | 46.7% | 39 | 25.64% | 1 |
|
| 4635 |
AQA
4635
Alpha Quant Advisors
Irving,
Texas
| $99.8M | +$3.41M | +4% | 10.8% | – | 423 | 32.39% | 0.2 |
|
| 4636 |
GCM
4636
Gibraltar Capital Management
Tulsa,
Oklahoma
| $99.6M | +$5.19M | +6% | 7.92% | 56.6% | 47 | 42.55% | 1.9 |
|
| 4637 |
DAM
4637
Diamant Asset Management
Ridgefield,
Connecticut
| $99.5M | +$10.4M | +12% | 15% | 66.9% | 78 | 6.41% | 1.1 |
|
| 4638 |
WA
4638
Wintergreen Advisers
Mount Olive,
New Jersey
| $99.5M | +$6.65M | +7% | 13.2% | 25.4% | 5 | 20% | 3.9 |
|
| 4639 |
NWS
4639
Newport Wealth Strategies
Irvine,
California
| $99.3M | +$26.5M | +36% | 13.1% | 51.5% | 75 | 10.67% | 1 |
|
| 4640 |
CFN
4640
Cordasco Financial Network
Naples,
Florida
| $99.3M | +$11.4M | +13% | 12.6% | 31.1% | 475 | 17.68% | 2 |
|
| 4641 |
GB
4641
Gunma Bank
Gunma,
Japan
| $99.2M | +$12.2M | +14% | 14.1% | 24.5% | 9 | 0% | 3.1 |
|
| 4642 |
SA
4642
Sunesis Advisors
Overland Park,
Kansas
| $99.2M | +$7.56M | +8% | 8.55% | – | 29 | 6.9% | 0.6 |
|
| 4643 |
SAM
4643
Stringer Asset Management
Memphis,
Tennessee
| $99.2M | -$4.02M | -4% | 10.2% | 16.4% | 33 | 45.45% | 1.1 |
|
| 4644 |
HP
4644
Hartree Partners
New York
| $99.1M | +$28.5M | +40% | 10.3% | 138% | 31 | 67.74% | 0.2 |
|
| 4645 |
KLCM
4645
KG&L Capital Management
Saint Francisville,
Louisiana
| $99.1M | +$9.66M | +11% | 12.1% | 84.2% | 138 | 44.93% | 0.2 |
|
| 4646 |
CCM
4646
Concourse Capital Management
Atlanta,
Georgia
| $99.1M | +$9.89M | +11% | 20.2% | 107% | 64 | 71.88% | 0.6 |
|
| 4647 |
TA
4647
Townsend & Associates
Westminster,
Colorado
| $99.1M | +$11.9M | +14% | 11.3% | 54.1% | 77 | 10.39% | 1 |
|
| 4648 |
MWC
4648
MKD Wealth Coaches
Troy,
Michigan
| $99M | +$14.5M | +17% | 7.6% | – | 225 | 40.89% | 0.2 |
|
| 4649 |
OPPTF
4649
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| $99M | -$236K | -0.2% | 0.24% | 13.4% | 1 | 0% | 0.3 |
|
| 4650 |
NPP
4650
New Potomac Partners
Bethesda,
Maryland
| $98.9M | +$5.88M | +6% | 11.3% | 37.2% | 156 | 16.03% | 1.1 |
|