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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
PP
4651
Professional Planning
Thousand Oaks,
California
| $54.7M | – | – | 8.74% | 99.9% | 26 | – | 0 |
|
| 4652 |
JDR
4652
Jay D. Rosenbaum
| $54.3M | +$2.08M | +4% | 5.65% | 12.9% | 56 | 1.79% | 8.5 |
|
| 4653 |
SCG
4653
Siris Capital Group
New York
| $53.6M | – | – | 4.18% | – | 1 | – | 0 |
|
| 4654 |
PRHC
4654
P.R. Herzig & Co
Roslyn Heights,
New York
| $52.1M | +$446K | +0.9% | 4.47% | 49.9% | 48 | 16.67% | 10.6 |
|
| 4655 |
BC
4655
Breogan Capital
New York
| $52M | – | – | 3.04% | – | 19 | – | 0 |
|
| 4656 |
SV
4656
Sapphire Ventures
Austin,
Texas
| $51.5M | -$144M | -74% | 17% | 27.9% | 7 | 28.57% | 3.3 |
|
| 4657 |
KCM
4657
KSA Capital Management
Morristown,
New Jersey
| $51.4M | +$31.9M | +164% | 4.64% | 109% | 66 | 80.3% | 1.4 |
|
| 4658 |
CRWM
4658
Castle Rock Wealth Management
Walnut Creek,
California
| $51.4M | – | – | 4.96% | 115% | 101 | – | 0 |
|
| 4659 |
AIFS
4659
A&I Financial Services
Lone Tree,
Colorado
| $50.7M | – | – | 5.31% | – | 28 | – | 0 |
|
| 4660 |
RG
4660
Raynor Geoffrey
| $50.3M | +$35.9M | +248% | 127% | 31% | 6 | 33.33% | 3.7 |
|
| 4661 |
KC
4661
Kadensa Capital
Central,
Hong Kong
| $50.2M | – | – | 6.43% | 191% | 12 | – | 0 |
|
| 4662 |
AG
4662
AIA Group
Hong Kong
| $50.1M | -$587M | -92% | 2.17% | 82.6% | 22 | 22.73% | 6.6 |
|
| 4663 |
PSW
4663
Portfolio Strategies (Washington)
Tacoma,
Washington
| $50.1M | -$10.4M | -17% | 4.7% | – | 81 | 32.1% | 3.3 |
|
| 4664 |
LRM
4664
Lime Rock Management
Westport,
Connecticut
| $49.9M | -$118M | -70% | 8.17% | 40.2% | 4 | 75% | 4.3 |
|
| 4665 |
KA
4665
Kerrisdale Advisers
Miami,
Florida
| $49.4M | -$46.4M | -48% | 14.9% | 78.8% | 16 | 68.75% | 4.4 |
|
| 4666 |
ACM
4666
Accipiter Capital Management
Palm Beach Gardens,
Florida
| $49.2M | +$563K | +1% | 3.7% | 55.9% | 3 | 0% | 11.3 |
|
| 4667 |
PWPS
4667
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $49.1M | – | – | 4.05% | 82.1% | 150 | – | 0 |
|
| 4668 |
SIA
4668
Spruce Investment Advisors
Stamford,
Connecticut
| $48.5M | -$3.33M | -6% | 4.62% | 23.5% | 33 | 30.3% | 7.4 |
|
| 4669 |
DP
4669
Delta Partners
Boston,
Massachusetts
| $48.1M | -$30.7M | -39% | 0.95% | 34.4% | 12 | 16.67% | 2.6 |
|
| 4670 |
P
4670
PhaseCapital
New York
| $47.5M | +$23.6M | +99% | 4.32% | 25.1% | 15 | 26.67% | 4.2 |
|
| 4671 |
HP
4671
HealthInvest Partners
Stockholm,
Sweden
| $47.4M | -$38.3M | -45% | 0.93% | – | 16 | 25% | 2.9 |
|
| 4672 |
HWM
4672
Highwater Wealth Management
Glendale,
Colorado
| $46.7M | +$4.59M | +11% | 6.67% | 103% | 49 | 24.49% | 3.3 |
|
| 4673 |
RAM
4673
Roumell Asset Management
Chevy Chase,
Maryland
| $46.7M | +$4.17M | +10% | 0.01% | 46.9% | 17 | 17.65% | 4.1 |
|
| 4674 |
FF
4674
Francis Financial
| $46.4M | – | – | 4% | 56.2% | 20 | – | 0 |
|
| 4675 |
ALIONA
4675
Allianz Life Insurance of North America
Minneapolis,
Minnesota
| $45.9M | +$8.1M | +21% | 3.45% | – | 37 | 10.81% | 2.6 |
|