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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
JIC
5226
Juniper Investment Company
New York
| $151M | +$10.7M | +8% | 36.8% | 358% | 11 | 9.09% | 5.8 |
|
| 5227 |
TWP
5227
Tempus Wealth Planning
Irvine,
California
| $151M | +$56.3M | +60% | 4.99% | 89.9% | 154 | 37.66% | 2.6 |
|
| 5228 |
FFC
5228
First Financial Corp
Terre Haute,
Indiana
| $150M | +$6.33M | +4% | 4.43% | 95.3% | 356 | 3.09% | 21.1 |
|
| 5229 |
GCM
5229
GoodHaven Capital Management
Millburn,
New Jersey
| $150M | +$16.8M | +13% | 9.82% | 80.7% | 28 | 14.29% | 13.6 |
|
| 5230 |
RHP
5230
Royal Harbor Partners
Houston,
Texas
| $150M | +$19.2M | +15% | 6.59% | 49.5% | 80 | 16.25% | 3.7 |
|
| 5231 |
BFP
5231
Briaud Financial Planning
College Station,
Texas
| $150M | +$14.3M | +11% | 4.68% | 93.1% | 23 | 17.39% | 4 |
|
| 5232 |
BDS
5232
Banco de Sabadell
Miami,
Florida
| $150M | -$819M | -84% | 7.82% | 75.1% | 318 | 63.21% | 9 |
|
| 5233 |
LAIC
5233
Lederer & Associates Investment Counsel
Long Beach,
California
| $150M | +$8.29M | +6% | 7.87% | 75.5% | 154 | 44.81% | 14.9 |
|
| 5234 |
PCAP
5234
Pratt Collard Advisory Partners
Buffalo,
New York
| $150M | +$10.2M | +7% | 6.72% | 91.7% | 100 | 6% | 10.8 |
|
| 5235 |
SIS
5235
SVB Investment Services
Salt Lake City,
Utah
| $150M | +$24.4M | +19% | 5.51% | – | 38 | 7.89% | 5.5 |
|
| 5236 |
AWAM
5236
Appian Way Asset Management
New York
| $150M | -$45.9M | -23% | 6.49% | 49.4% | 77 | 84.42% | 0.5 |
|
| 5237 |
CWAF
5237
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $150M | +$36.5M | +32% | 5.18% | 59.7% | 216 | 26.85% | 3.7 |
|
| 5238 |
MJB
5238
Mark J. Bradley
| $150M | +$2.19M | +1% | 7.51% | – | 51 | 1.96% | 2 |
|
| 5239 |
VSAM
5239
Value Star Asset Management
Hong Kong
| $150M | +$12.3M | +9% | – | – | 29 | 48.28% | 1 |
|
| 5240 |
WCM
5240
Washburn Capital Management
Vero Beach,
Florida
| $150M | +$2.21M | +2% | 8.84% | 117% | 59 | 20.34% | 4.3 |
|
| 5241 |
KLC
5241
Knowledge Leaders Capital
Denver,
Colorado
| $149M | +$23.8M | +19% | 7.48% | 51.6% | 151 | 40.4% | 2.2 |
|
| 5242 |
GC
5242
Grace Capital
Quincy,
Massachusetts
| $149M | -$7.9M | -5% | 8.31% | 127% | 214 | 30.37% | 8.5 |
|
| 5243 |
CCM
5243
Cox Capital Management
Andover,
Massachusetts
| $149M | +$4.89M | +3% | 4.86% | 106% | 83 | 6.02% | 8.8 |
|
| 5244 |
OCPWS
5244
One Charles Private Wealth Services
Hingham,
Massachusetts
| $149M | +$127M | +584% | 4.55% | 99.7% | 111 | 70.27% | 0.7 |
|
| 5245 |
NWA
5245
New World Advisors
Hingham,
Massachusetts
| $149M | -$32.9M | -18% | 8% | 84.1% | 109 | 87.16% | 1 |
|
| 5246 |
PWM
5246
Palumbo Wealth Management
Great Neck,
New York
| $149M | +$16.4M | +12% | 8% | 115% | 107 | 18.69% | 1.7 |
|
| 5247 |
IA
5247
IFS Advisors
Overland Park,
Kansas
| $149M | +$21.1M | +17% | 4.37% | 48.3% | 29 | 20.69% | 1.5 |
|
| 5248 |
AFR
5248
Applied Fundamental Research
Cambridge,
Massachusetts
| $149M | +$30.3M | +26% | 5.56% | 44.6% | 12 | 16.67% | 1.8 |
|
| 5249 |
CCM
5249
Colorado Capital Management
Boulder,
Colorado
| $149M | +$8.66M | +6% | 5.04% | 53.4% | 74 | 1.35% | 17.3 |
|
| 5250 |
BCM
5250
Brightline Capital Management
Miami,
Florida
| $149M | +$370K | +0.2% | 17.7% | 810% | 15 | 40% | 2.3 |
|