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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
SAM
4701
Stringer Asset Management
Memphis,
Tennessee
| $90.3M | -$8.84M | -9% | 2.92% | 16.4% | 27 | 29.63% | 4.5 |
|
| 4702 |
PI
4702
Pachira Investments
Dana Point,
California
| $90.2M | -$21M | -19% | 2.92% | 72.6% | 15 | 13.33% | 5.6 |
|
| 4703 |
PWM
4703
PRW Wealth Management
Quincy,
Massachusetts
| $90.2M | -$17.4M | -16% | 4.28% | 42.3% | 800 | 93.13% | 1.9 |
|
| 4704 |
GIA
4704
Gargoyle Investment Advisor
Englewood,
New Jersey
| $90.1M | -$13.9M | -13% | 1.96% | 34.5% | 120 | 15.83% | 3.5 |
|
| 4705 |
CRWM
4705
Castle Rock Wealth Management
Walnut Creek,
California
| $90.1M | +$87.8M | +3,766% | 3.1% | 115% | 161 | 76.4% | 0.4 |
|
| 4706 |
CRIG
4706
Charter Research & Investment Group
Southport,
Connecticut
| $89.9M | -$497K | -0.5% | 3.39% | 82.3% | 84 | 9.52% | 13.8 |
|
| 4707 |
OIM
4707
Orca Investment Management
Roseburg,
Oregon
| $89.7M | +$2.06M | +2% | 0.37% | 122% | 71 | 9.86% | 13.7 |
|
| 4708 |
ALS
4708
Andrew L. Share
| $89.7M | -$28M | -24% | 23.8% | 14.8% | 1 | 0% | 6 |
|
| 4709 |
WA
4709
WP Advisors
San Francisco,
California
| $89.7M | -$2.17M | -2% | 2.85% | 95.5% | 176 | 65.91% | 7.9 |
|
| 4710 |
BCG
4710
Barington Capital Group
New York
| $89.6M | -$5.18M | -5% | 6.45% | 71.1% | 16 | 25% | 5.9 |
|
| 4711 |
AG
4711
Appleton Group
Appleton,
Wisconsin
| $89.6M | -$14.2M | -14% | 3.11% | 58.3% | 32 | 9.38% | 9.7 |
|
| 4712 |
MFP
4712
Meridian Financial Partners
Warrenton,
Virginia
| $89.4M | +$1.12M | +1% | 2.7% | 73.1% | 51 | 1.96% | 1.9 |
|
| 4713 |
TBNY
4713
Trustco Bank (New York)
Albany,
New York
| $89.3M | +$325K | +0.4% | 3.63% | 131% | 68 | 2.94% | 12.9 |
|
| 4714 |
VAM
4714
Verity Asset Management
Durham,
North Carolina
| $89.1M | +$2.63M | +3% | 2.36% | 79.7% | 142 | 28.17% | 5 |
|
| 4715 |
CC
4715
Colrain Capital
Boston,
Massachusetts
| $89M | +$3.75M | +4% | 3.83% | – | 51 | 23.53% | 15.1 |
|
| 4716 |
LMAM
4716
Legg Mason Asset Management
Tokyo,
Japan
| $88.9M | +$3.8M | +4% | 2.49% | – | 143 | 19.58% | 7.6 |
|
| 4717 |
KJWM
4717
Kiley Juergens Wealth Management
Olympia,
Washington
| $88.9M | +$8.58M | +11% | 6.55% | 106% | 40 | 7.5% | 5.3 |
|
| 4718 |
RCA
4718
Reitz Capital Advisors
Freeland,
Michigan
| $88.7M | +$2.27M | +3% | 2.37% | 11% | 44 | 13.64% | 1.6 |
|
| 4719 |
LM
4719
Litespeed Management
New York
| $88.5M | -$9.99M | -10% | 8.73% | 73.7% | 15 | 53.33% | 2.6 |
|
| 4720 |
TG
4720
TRV GP
Boston,
Massachusetts
| $88.4M | -$12.6M | -12% | 10.1% | 3,178% | 4 | 0% | 5.3 |
|
| 4721 |
YECIP
4721
YT Extraction Co Investment Partners
New York
| $88.1M | +$2.03M | +2% | 2.36% | – | 1 | 0% | 10 |
|
| 4722 |
CC
4722
Caxton Corporation
Princeton,
New Jersey
| $88M | -$19.7M | -18% | 6.4% | 512% | 33 | 27.27% | 3.2 |
|
| 4723 |
WCM
4723
Washington Capital Management
Seattle,
Washington
| $88M | -$326K | -0.4% | 3.8% | 76.9% | 108 | 24.07% | 9.6 |
|
| 4724 |
CAM
4724
Costello Asset Management
Feasterville,
Pennsylvania
| $87.9M | +$4.35M | +5% | 3.97% | 65.9% | 53 | 5.66% | 1.9 |
|
| 4725 |
KIA
4725
Kopp Investment Advisors
Bloomington,
Minnesota
| $87.8M | -$35.8M | -29% | 4.4% | 109% | 59 | 20.34% | 14.8 |
|