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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
AWS
5001
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $89.6M | +$15M | +20% | 17.1% | 83.9% | 61 | 18.03% | 0.4 |
|
| 5002 |
SPM
5002
Saddle Point Management
New York
| $89.6M | +$11.8M | +15% | 15.2% | 13.6% | 1 | 0% | 0.5 |
|
| 5003 |
NED
5003
Nancy E. Dempze
| $89.5M | +$15.2M | +20% | 20.1% | 83.1% | 66 | 13.64% | 3.5 |
|
| 5004 |
SRF
5004
Silver Rock Financial
Los Angeles,
California
| $89.4M | +$18.5M | +26% | 40.6% | 2.58% | 18 | 22.22% | 1.4 |
|
| 5005 |
FC
5005
Ferox Capital
London,
United Kingdom
| $89.4M | – | – | 0% | – | 33 | – | 0 |
|
| 5006 |
CNFG
5006
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $88.8M | +$12.2M | +16% | 15.1% | 52.6% | 71 | 5.63% | 3.7 |
|
| 5007 |
LWM
5007
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $88.8M | +$5.19M | +6% | 14.1% | 66% | 47 | 27.66% | 0.4 |
|
| 5008 |
FCM
5008
Fortis Capital Management
Bellevue,
Washington
| $88.6M | +$54.9M | +163% | 14.5% | 82% | 72 | 65.28% | 0.2 |
|
| 5009 |
PAWC
5009
P.A.W. Capital
Greenwich,
Connecticut
| $88.4M | +$14.1M | +19% | 36.7% | 54.6% | 63 | 14.29% | 3.6 |
|
| 5010 |
BC
5010
Blackcrane Capital
Bellevue,
Washington
| $88.4M | -$21M | -19% | 50.6% | 40% | 10 | 20% | 0.8 |
|
| 5011 |
KAM
5011
Kopion Asset Management
Mckinney,
Texas
| $88.3M | +$19.3M | +28% | 27.3% | 80.5% | 22 | 9.09% | 0.5 |
|
| 5012 |
OFG
5012
OTA Financial Group
Purchase,
New York
| $88.3M | +$8.13M | +10% | 19.5% | 320% | 64 | 75% | 0.4 |
|
| 5013 |
WA
5013
WESPAC Advisors
Orinda,
California
| $88.1M | +$46.5M | +111% | 18.7% | 112% | 110 | 64.55% | 0.7 |
|
| 5014 |
MSS
5014
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $88.1M | +$11.7M | +15% | 18.2% | 85.6% | 99 | 13.13% | 4.1 |
|
| 5015 |
AA
5015
Aufman Associates
Sewickley,
Pennsylvania
| $88.1M | +$15.6M | +22% | 19.9% | 136% | 38 | 18.42% | 0.4 |
|
| 5016 |
JC
5016
Jentner Corp
Akron,
Ohio
| $87.9M | +$11.6M | +15% | 21.1% | 38.9% | 30 | 13.33% | 2.7 |
|
| 5017 |
HFA
5017
Harbert Fund Advisors
Birmingham,
Alabama
| $87.8M | +$28M | +47% | 30.2% | 70.8% | 25 | 52% | 0.6 |
|
| 5018 |
TC
5018
Teilinger Capital
Houston,
Texas
| $87.8M | – | – | 28.6% | 30.2% | 9 | – | 0.2 |
|
| 5019 |
SNBOSD
5019
Security National Bank of So Dak
Sioux City,
Iowa
| $87.6M | +$12.6M | +17% | 19.5% | 67.7% | 80 | 15% | 4.3 |
|
| 5020 |
BOM
5020
Bank of Marin
Novato,
California
| $87.6M | +$14.2M | +19% | 20.9% | 80.3% | 124 | 20.97% | 0.4 |
|
| 5021 |
KSCM
5021
Kamunting Street Capital Management
Miami Beach,
Florida
| $87.4M | +$35.3M | +68% | 36% | 7.47% | 61 | 73.77% | 0.5 |
|
| 5022 |
KFI
5022
Key Financial Inc
West Chester,
Pennsylvania
| $87.2M | -$10.3M | -11% | 19.9% | 55.5% | 737 | 86.7% | 0.5 |
|
| 5023 |
NICM
5023
Neo Ivy Capital Management
New York
| $87.2M | +$25.8M | +42% | 18.8% | – | 666 | 66.52% | 0.2 |
|
| 5024 |
MRI
5024
Mad River Investors
Boston,
Massachusetts
| $87.2M | +$22M | +34% | 37% | 225% | 21 | 9.52% | 3.9 |
|
| 5025 |
EW
5025
Element Wealth
Ridgeland,
Mississippi
| $87.1M | +$14.8M | +20% | 19.5% | 59.6% | 133 | 14.29% | 0.4 |
|