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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
GPC
5051
Guardian Point Capital
Charlottesville,
Virginia
| $325M | +$82.1M | +34% | 21.4% | 142% | 14 | 21.43% | 2.3 |
|
| 5052 |
LCM
5052
Lazari Capital Management
Woodland Hills,
California
| $325M | +$37.2M | +13% | 18.4% | 124% | 198 | 16.67% | 2 |
|
| 5053 |
NCM
5053
NCM Capital Management
Ramsey,
New Jersey
| $324M | +$45.2M | +16% | 17.4% | 105% | 200 | 10.5% | 3.2 |
|
| 5054 |
PH
5054
Pinnacle Holdings
Tulsa,
Oklahoma
| $324M | +$15.1M | +5% | 11.2% | 79.6% | 265 | 25.66% | 5.1 |
|
| 5055 |
NG
5055
NWK Group
San Francisco,
California
| $324M | +$63.6M | +24% | 33% | 268% | 75 | 17.33% | 3.6 |
|
| 5056 |
WMR
5056
Wealth Management Resources
Smithfield,
Rhode Island
| $324M | +$36.9M | +13% | 9.02% | 36.5% | 31 | 9.68% | 3.2 |
|
| 5057 |
SHCM
5057
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $324M | +$63.9M | +25% | 59.5% | 39.8% | 4 | 0% | 7.3 |
|
| 5058 |
BA
5058
Bluesphere Advisors
East Norriton,
Pennsylvania
| $324M | +$42.6M | +15% | 17.1% | 93.4% | 132 | 16.67% | 2.4 |
|
| 5059 |
IRAG
5059
Investment Research & Advisory Group
Atlanta,
Georgia
| $324M | +$37.6M | +13% | 14.7% | 88.6% | 325 | 18.15% | 2.8 |
|
| 5060 |
NIM
5060
Nicollet Investment Management
Minneapolis,
Minnesota
| $324M | +$31.9M | +11% | 13.2% | 104% | 79 | 6.33% | 5.1 |
|
| 5061 |
WQ
5061
Wealth Quarterback
Toms River,
New Jersey
| $324M | +$69.8M | +27% | 21.8% | 96.7% | 180 | 13.89% | 2.9 |
|
| 5062 |
MCM
5062
Magarian Capital Management
San Antonio,
Texas
| $324M | – | – | 19.3% | – | 13 | – | 0 |
|
| 5063 |
LB
5063
Legacy Bridge
West Des Moines,
Iowa
| $324M | +$61.6M | +23% | 38.3% | 225% | 334 | 7.78% | 4.5 |
|
| 5064 |
HAG
5064
HF Advisory Group
Annapolis,
Maryland
| $323M | +$30M | +10% | 8.78% | 73.2% | 174 | 8.05% | 2.8 |
|
| 5065 |
OCM
5065
Orion Capital Management
Coronado,
California
| $323M | +$33.2M | +11% | 15.2% | 75.3% | 534 | 14.04% | 1.9 |
|
| 5066 |
SIM
5066
Sims Investment Management
Cincinnati,
Ohio
| $323M | +$51.3M | +19% | 16.1% | – | 184 | 80.98% | 0.3 |
|
| 5067 |
NWMG
5067
National Wealth Management Group
Cincinnati,
Ohio
| $323M | +$54.9M | +20% | 22.9% | 123% | 247 | 21.46% | 1.6 |
|
| 5068 |
UCB
5068
United Community Bank
Greenville,
South Carolina
| $323M | +$23.5M | +8% | 10.7% | 66.2% | 584 | 11.82% | 2.2 |
|
| 5069 |
WFS
5069
Walker Financial Services
Bowling Green,
Kentucky
| $323M | +$31M | +11% | 4.99% | 18.9% | 48 | 16.67% | 2.1 |
|
| 5070 |
ILI
5070
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $323M | +$37.7M | +13% | 19.8% | 113% | 138 | 7.97% | 2.4 |
|
| 5071 |
NC
5071
Naman Capital
Sao Paulo,
Brazil
| $323M | -$36.7M | -10% | 15.7% | 89.9% | 14 | 28.57% | 2.7 |
|
| 5072 |
GM
5072
Granger Management
New York
| $323M | -$35.4M | -10% | 13.1% | 69.9% | 15 | 60% | 1.9 |
|
| 5073 |
FWP
5073
Forefront Wealth Partners
Austin,
Texas
| $323M | +$83.8M | +35% | 21.2% | – | 190 | 21.58% | 0.8 |
|
| 5074 |
SG
5074
Sharper & Granite
El Segundo,
California
| $323M | +$30M | +10% | 11% | 47.1% | 109 | 1.83% | 2.9 |
|
| 5075 |
RHP
5075
Royal Harbor Partners
Houston,
Texas
| $323M | +$27.4M | +9% | 8.09% | 49.5% | 61 | 24.59% | 2.1 |
|