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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
DI
4676
Disciplined Investments
Tulsa,
Oklahoma
| $195M | +$24.7M | +15% | 5.48% | 51.4% | 458 | 17.69% | 1.1 |
|
| 4677 |
VSWA
4677
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $195M | +$15.3M | +9% | 7.69% | 70.1% | 82 | 17.07% | 1.8 |
|
| 4678 |
ACM
4678
ACT Capital Management
Wayne,
Pennsylvania
| $195M | – | – | 20.6% | – | 117 | – | 0 |
|
| 4679 |
LF
4679
Lantz Financial
Naperville,
Illinois
| $195M | +$18.8M | +11% | 6.27% | 74.3% | 148 | 12.16% | 1.6 |
|
| 4680 |
WW
4680
Westshore Wealth
Newport Beach,
California
| $194M | +$19.2M | +11% | 8.56% | 58.8% | 152 | 15.13% | 0.7 |
|
| 4681 |
OCM
4681
Orser Capital Management
Southlake,
Texas
| $194M | +$40.6M | +26% | 11.1% | 128% | 99 | 19.19% | 1.4 |
|
| 4682 |
CFGF
4682
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $194M | +$17.8M | +10% | 4.95% | 44.1% | 32 | 9.38% | 2 |
|
| 4683 |
MCG
4683
MACRO Consulting Group
Parsippany,
New Jersey
| $194M | +$9.22M | +5% | 5.43% | – | 107 | 9.35% | 1.5 |
|
| 4684 |
TWM
4684
TriaGen Wealth Management
Calabasas,
California
| $194M | +$20.2M | +12% | 8.1% | 132% | 200 | 25.5% | 0.4 |
|
| 4685 |
OMC
4685
Oak Management Corp
Wilton,
Connecticut
| $194M | -$59.3M | -23% | 0% | 96.4% | 3 | 100% | 0 |
|
| 4686 |
MSWM
4686
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $194M | +$23.2M | +14% | 5.24% | 53.1% | 26 | 3.85% | 1.3 |
|
| 4687 |
IAMH
4687
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $194M | +$40.3M | +26% | 3.14% | 76% | 14 | 28.57% | 0.4 |
|
| 4688 |
AAM
4688
Augustine Asset Management
Jacksonville,
Florida
| $194M | +$4.03M | +2% | 5.99% | 316% | 97 | 21.65% | 2.9 |
|
| 4689 |
GFS
4689
GYL Financial Synergies
West Hartford,
Connecticut
| $194M | +$12M | +7% | 8.05% | 36% | 187 | 7.49% | 1.6 |
|
| 4690 |
SAM
4690
Stewart Asset Management
New York
| $194M | +$37.3M | +24% | 13.8% | 42.5% | 28 | 7.14% | 1.3 |
|
| 4691 |
NG
4691
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $194M | -$13.7M | -7% | 8.46% | 207% | 69 | 15.94% | 4.6 |
|
| 4692 |
NERM
4692
New England Research & Management
Chicago,
Illinois
| $193M | +$10.9M | +6% | 5.61% | 65% | 197 | 28.43% | 2.4 |
|
| 4693 |
KAM
4693
Karani Asset Management
New York
| $193M | +$23.5M | +14% | 17.3% | – | 46 | 17.39% | 1.2 |
|
| 4694 |
FNBOH
4694
First National Bank of Hutchinson
Hutchinson,
Kansas
| $193M | -$8.71M | -4% | 7.36% | 121% | 137 | 10.95% | 2.7 |
|
| 4695 |
MWM
4695
MBE Wealth Management
Tomah,
Wisconsin
| $193M | +$8.89M | +5% | 6.06% | 60.9% | 70 | 28.57% | 1 |
|
| 4696 |
C1AG
4696
Client 1st Advisory Group
Dunedin,
Florida
| $193M | +$18.2M | +10% | 4.92% | 57.4% | 78 | 17.95% | 0.9 |
|
| 4697 |
CAM
4697
Centre Asset Management
New York
| $193M | -$24.3M | -11% | 8.86% | 45.3% | 68 | 19.12% | 1.8 |
|
| 4698 |
PL
4698
Polianta Ltd
St Helier,
Jersey
| $193M | +$12.3M | +7% | 4.61% | 31.6% | 123 | 94.31% | 0.1 |
|
| 4699 |
EAM
4699
Exos Asset Management
New York
| $193M | +$65.3M | +51% | 1.07% | – | 940 | 65.53% | 0.1 |
|
| 4700 |
SC
4700
Serenity Capital
Palo Alto,
California
| $193M | -$222M | -54% | 2.12% | – | 6 | 33.33% | 2 |
|