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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
LAM
5051
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $164M | +$13.8M | +9% | 8.73% | 144% | 78 | 1.28% | 0.9 |
|
| 5052 |
TCM
5052
Trybe Capital Management
Greenwich,
Connecticut
| $164M | +$34.4M | +27% | 18.9% | 681% | 14 | 28.57% | 0.4 |
|
| 5053 |
BAM
5053
Bellevue Asset Management
Bellevue,
Washington
| $164M | +$2.6M | +2% | 8.04% | 56.7% | 663 | 15.84% | 1.3 |
|
| 5054 |
CFO
5054
Colony Family Offices
Charlotte,
North Carolina
| $164M | +$37.2M | +29% | 2.92% | 49.6% | 55 | 63.64% | 0.4 |
|
| 5055 |
EP
5055
Elkhorn Partners
Omaha,
Nebraska
| $163M | +$1.79M | +1% | 2.98% | 32.2% | 54 | 35.19% | 3.5 |
|
| 5056 |
CC
5056
Constitution Capital
Shelton,
Connecticut
| $163M | +$12M | +8% | 7.62% | 70.2% | 71 | 16.9% | 0.4 |
|
| 5057 |
NFSG
5057
Newbridge Financial Services Group
Boca Raton,
Florida
| $163M | +$27.3M | +20% | 10.9% | 164% | 1,560 | 15.9% | 0.5 |
|
| 5058 |
HHRDM
5058
H&H Retirement Design & Management
Las Vegas,
Nevada
| $163M | -$3.24M | -2% | 4.84% | 38.4% | 47 | 6.38% | 1 |
|
| 5059 |
LCM
5059
Lafitte Capital Management
Austin,
Texas
| $163M | +$28.4M | +21% | 13.2% | 55.2% | 13 | 38.46% | 2.5 |
|
| 5060 |
SAM
5060
Stenahm Asset Management
Guernsey
| $163M | +$21.2M | +15% | 9.79% | – | 33 | 42.42% | 0.3 |
|
| 5061 |
RIP
5061
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $163M | +$9.12M | +6% | 1.75% | 110% | 42 | 28.57% | 0.3 |
|
| 5062 |
ADMI
5062
Albert D. Mason Inc
Boston,
Massachusetts
| $163M | +$9.8M | +6% | 4.92% | 82% | 150 | 6.67% | 4.6 |
|
| 5063 |
BSAM
5063
Blue Square Asset Management
New York
| $163M | +$6.09M | +4% | 6.43% | 104% | 93 | 27.96% | 1.2 |
|
| 5064 |
PIA
5064
Powell Investment Advisors
Miami,
Florida
| $163M | +$9.87M | +6% | 6.31% | 76.1% | 127 | 10.24% | 1.2 |
|
| 5065 |
OAP
5065
One Advisory Partners
Overland Park,
Kansas
| $163M | +$10.4M | +7% | 5.07% | 54.2% | 31 | 9.68% | 0.7 |
|
| 5066 |
CAM
5066
Coltrane Asset Management
New York
| $163M | -$222M | -58% | 15.4% | 50.3% | 9 | 66.67% | 0.5 |
|
| 5067 |
HA
5067
HC Advisors
Sandy Springs,
Georgia
| $163M | +$7.83M | +5% | 5.54% | 63.5% | 93 | 16.13% | 0.8 |
|
| 5068 |
CTFG
5068
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $163M | +$11.2M | +7% | 9.32% | – | 126 | 11.9% | 0.5 |
|
| 5069 |
ACM
5069
Alcosta Capital Management
San Ramon,
California
| $162M | +$24.9M | +18% | 17% | 175% | 30 | 6.67% | 0.5 |
|
| 5070 |
CA
5070
Corrado Advisors
Ramsey,
New Jersey
| $162M | +$27.3M | +20% | 5.46% | 64% | 101 | 15.84% | 2.2 |
|
| 5071 |
AC
5071
Amitell Capital
Singapore
| $162M | +$2.98M | +2% | 8.54% | 196% | 58 | 39.66% | 0.4 |
|
| 5072 |
ACM
5072
Anabranch Capital Management
Stamford,
Connecticut
| $162M | +$23.9M | +17% | 5.67% | 139% | 6 | 0% | 0.5 |
|
| 5073 |
AWM
5073
Act Wealth Management
Plano,
Texas
| $162M | +$7.22M | +5% | 5.24% | 70% | 34 | 0% | 0.5 |
|
| 5074 |
LIA
5074
LSP Investment Advisors
New York
| $162M | +$24.4M | +18% | 20.7% | 79.5% | 10 | 40% | 1.2 |
|
| 5075 |
APWM
5075
Atlas Private Wealth Management
Albany,
New York
| $162M | +$5.52M | +4% | 5.84% | 19.8% | 412 | 71.36% | 1.4 |
|