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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 |
IVAI
4626
Index Venture Associates III
St. Helier, Channel Islands,
Jersey
| $200M | -$183M | -48% | 4.55% | – | 1 | 0% | 0.5 |
|
| 4627 |
RWM
4627
Reston Wealth Management
Reston,
Virginia
| $200M | +$8.98M | +5% | 5.25% | 60.7% | 55 | 10.91% | 1.6 |
|
| 4628 |
BCM
4628
BCK Capital Management
Stamford,
Connecticut
| $200M | +$17.8M | +10% | 11.9% | 161% | 170 | 40.59% | 0.2 |
|
| 4629 |
EP
4629
EPIQ Partners
Minneapolis,
Minnesota
| $200M | +$24.9M | +14% | 6.87% | 49.6% | 93 | 11.83% | 1 |
|
| 4630 |
CPC
4630
Congress Park Capital
Saratoga Springs,
New York
| $200M | +$20.6M | +12% | 7.49% | 99.9% | 150 | 24% | 1.7 |
|
| 4631 |
HIM
4631
Harbour Investment Management
Edmonds,
Washington
| $200M | +$11.9M | +6% | 6.56% | 58.8% | 86 | 5.81% | 5 |
|
| 4632 |
TPM
4632
Totem Point Management
New York
| $200M | -$26.6M | -12% | 18.7% | 577% | 20 | 30% | 0.9 |
|
| 4633 |
CWM
4633
Curi Wealth Management
Raleigh,
North Carolina
| $199M | +$41.5M | +26% | 5.81% | 16.2% | 94 | 6.38% | 0.5 |
|
| 4634 |
GCC
4634
Game Creek Capital
Boston,
Massachusetts
| $199M | +$20.6M | +12% | 7.61% | 176% | 75 | 20% | 1.5 |
|
| 4635 |
AGA
4635
Accuvest Global Advisors
Provo,
Utah
| $199M | +$12.3M | +7% | 10.1% | 130% | 124 | 44.35% | 0.7 |
|
| 4636 |
LC
4636
LCNB Corp
Lebanon,
Ohio
| $199M | +$15.3M | +8% | 5.75% | 75.2% | 161 | 6.21% | 3 |
|
| 4637 |
PCWA
4637
Pacific Capital Wealth Advisors
Corona,
California
| $199M | +$19M | +11% | 3.47% | 46.9% | 78 | 17.95% | 1.1 |
|
| 4638 |
LCH
4638
Lee Capital Holdings
New York
| $199M | -$27.5M | -12% | 9.25% | 34.4% | 102 | 56.86% | 1.3 |
|
| 4639 |
BE
4639
Bonness Enterprises
Washington,
District of Columbia
| $199M | +$11.6M | +6% | 5.61% | 98.6% | 40 | 2.5% | 7.2 |
|
| 4640 |
RIA
4640
Recurrent Investment Advisors
Houston,
Texas
| $198M | +$40.5M | +26% | 16.5% | 99.7% | 45 | 6.67% | 1.3 |
|
| 4641 |
SA
4641
Sycale Advisors
New York
| $198M | +$17.6M | +10% | 0.61% | 31.5% | 28 | 57.14% | 0.6 |
|
| 4642 |
ATC
4642
Adirondack Trust Company
Saratoga Springs,
New York
| $198M | +$10.4M | +6% | 6.46% | 96.8% | 413 | 5.57% | 4.6 |
|
| 4643 |
SAM
4643
Soditic Asset Management
Tonbridge,
United Kingdom
| $198M | +$3.81M | +2% | 5.74% | 23.4% | 18 | 11.11% | 0.4 |
|
| 4644 |
VMV
4644
Venrock Management VI
Palo Alto,
California
| $198M | +$18.4M | +10% | 11.4% | – | 2 | 0% | 0.9 |
|
| 4645 |
EWMCB
4645
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $198M | +$12.8M | +7% | 5.13% | 13% | 53 | 18.87% | 3.2 |
|
| 4646 |
IIM
4646
Ironwood Investment Management
Boston,
Massachusetts
| $198M | +$8.96M | +5% | 6.13% | 164% | 173 | 1.16% | 4.6 |
|
| 4647 |
LAS
4647
Lloyd Advisory Services
Suwanee,
Georgia
| $198M | +$14M | +8% | 4.63% | 47.7% | 435 | 17.93% | 0.9 |
|
| 4648 |
WC
4648
Weil Company
San Diego,
California
| $198M | +$21.3M | +12% | 9.21% | 71.7% | 160 | 20.63% | 1.6 |
|
| 4649 |
TVWM
4649
Tower View Wealth Management
Shorewood,
Wisconsin
| $197M | +$14.8M | +8% | 9.02% | 132% | 210 | 17.62% | 2 |
|
| 4650 |
WCM
4650
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $197M | +$14.6M | +8% | 6.87% | 33.6% | 86 | 10.47% | 4 |
|