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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 |
PSCM
5001
Prince Street Capital Management
New York
| $168M | +$28M | +20% | 11.9% | 302% | 22 | 45.45% | 0.8 |
|
| 5002 |
KWP
5002
Keystone Wealth Partners
Chandler,
Arizona
| $168M | +$19M | +13% | 3.5% | – | 31 | 29.03% | 0.4 |
|
| 5003 |
HFP
5003
Holistic Financial Partners
Indianapolis,
Indiana
| $168M | +$16M | +11% | 7.53% | 95.7% | 134 | 23.88% | 1.3 |
|
| 5004 |
KCM
5004
Kingstown Capital Management
New York
| $167M | -$123M | -42% | 5.53% | 38.6% | 155 | 70.97% | 0.3 |
|
| 5005 |
GGI
5005
Godsey & Gibb Inc
Richmond,
Virginia
| $167M | -$645M | -79% | 5.06% | 87.5% | 169 | 84.62% | 0.9 |
|
| 5006 |
JPLA
5006
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $167M | -$56.8M | -25% | 6.03% | 74.3% | 646 | 14.4% | 0.7 |
|
| 5007 |
CCM
5007
Courage Capital Management
Nashville,
Tennessee
| $167M | +$30.4M | +22% | 9.38% | 86.5% | 50 | 42% | 1.2 |
|
| 5008 |
WCAMG
5008
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $167M | +$10.1M | +6% | 7.65% | 84.8% | 110 | 15.45% | 1.5 |
|
| 5009 |
LP
5009
LGL Partners
Philadelphia,
Pennsylvania
| $167M | -$7.3M | -4% | 6.37% | 68.9% | 98 | 14.29% | 2.6 |
|
| 5010 |
BC
5010
Birchview Capital
Burlington,
Vermont
| $167M | -$1.27M | -0.8% | 0.66% | 327% | 63 | 15.87% | 2.1 |
|
| 5011 |
PM
5011
Penbrook Management
New York
| $167M | +$27.9M | +20% | 12.8% | 106% | 107 | 7.48% | 4.2 |
|
| 5012 |
FF
5012
Friedenthal Financial
Marlton,
New Jersey
| $167M | +$31M | +23% | 2.75% | 111% | 75 | 45.33% | 2 |
|
| 5013 |
OP
5013
Osmium Partners
Greenbrae,
California
| $167M | +$57.8M | +53% | 1.45% | 28.4% | 16 | 50% | 1.8 |
|
| 5014 |
CFC
5014
Coyle Financial Counsel
Glenview,
Illinois
| $167M | +$22.3M | +15% | 6.53% | 62.4% | 61 | 13.11% | 2.2 |
|
| 5015 |
BWP
5015
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $167M | +$9.4M | +6% | 6.71% | 50.7% | 84 | 19.05% | 1.8 |
|
| 5016 |
PBC
5016
Pavion Blue Capital
Newport Beach,
California
| $167M | +$14.7M | +10% | 7.49% | 77.6% | 93 | 6.45% | 1.2 |
|
| 5017 |
LL
5017
LPWM LLC
Minneapolis,
Minnesota
| $167M | +$17.8M | +12% | 7% | 54.3% | 63 | 9.52% | 1.1 |
|
| 5018 |
FC
5018
Fusion Capital
Mt. Pleasant,
South Carolina
| $166M | +$12.7M | +8% | 7.21% | 100% | 78 | 11.54% | 1 |
|
| 5019 |
HSWM
5019
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $166M | +$10.7M | +7% | 5.69% | 56.8% | 69 | 10.14% | 1.5 |
|
| 5020 |
RCA
5020
Ranch Capital Advisors
Sarasota,
Florida
| $166M | +$14.9M | +10% | 6.79% | 92.6% | 944 | 36.86% | 1 |
|
| 5021 |
HZ
5021
Hixon Zuercher
Findlay,
Ohio
| $166M | +$14.9M | +10% | 10.3% | 101% | 57 | 3.51% | 1.2 |
|
| 5022 |
DFG
5022
Demars Financial Group
Spokane Valley,
Washington
| $166M | +$17.6M | +12% | 7.29% | 59.6% | 85 | 5.88% | 0.9 |
|
| 5023 |
AC
5023
Annandale Capital
Dallas,
Texas
| $166M | +$25.1M | +18% | 8.06% | 57.2% | 84 | 19.05% | 0.4 |
|
| 5024 |
TL
5024
TowerView LLC
New York
| $166M | +$5.17M | +3% | 0.31% | 17.9% | 36 | 38.89% | 2.5 |
|
| 5025 |
TC
5025
Tacita Capital
Toronto,
Ontario, Canada
| $166M | +$11.9M | +8% | 6.44% | 72.3% | 209 | 21.53% | 0.4 |
|