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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
VIP
5401
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $290M | +$73.8M | +34% | 4.67% | 31.9% | 135 | 34.07% | 0.6 |
|
| 5402 |
BLAM
5402
Bourne Lent Asset Management
Pawling,
New York
| $289M | +$17.3M | +6% | 13.3% | 76.1% | 66 | 6.06% | 7.7 |
|
| 5403 |
IIM
5403
Ironwood Investment Management
Boston,
Massachusetts
| $289M | +$49.4M | +21% | 28.6% | 164% | 186 | 8.6% | 6.5 |
|
| 5404 |
FIC
5404
FCG Investment Company
Germantown,
Tennessee
| $289M | +$61.1M | +27% | 31.1% | – | 142 | 46.48% | 0.9 |
|
| 5405 |
TW
5405
Towerpoint Wealth
Sacramento,
California
| $289M | +$41.3M | +17% | 14.5% | 67.7% | 117 | 22.22% | 3.6 |
|
| 5406 |
FFC
5406
First Financial Corp
Terre Haute,
Indiana
| $289M | +$34.5M | +14% | 17.2% | 95.3% | 305 | 3.93% | 8.8 |
|
| 5407 |
DB
5407
Dravo Bay
Rehoboth Beach,
Delaware
| $289M | +$42.8M | +17% | 10.2% | 45.2% | 55 | 9.09% | 3.1 |
|
| 5408 |
CCAM
5408
Codex Capital Asset Management
Dallas,
Texas
| $289M | +$30.3M | +12% | 16.2% | – | 34 | 11.76% | 1.5 |
|
| 5409 |
WIA
5409
Wetzel Investment Advisors
Indianapolis,
Indiana
| $289M | +$37.1M | +15% | 13.1% | 72.2% | 147 | 16.33% | 1.8 |
|
| 5410 |
SCI
5410
Stableford Capital II
Scottsdale,
Arizona
| $289M | +$19.5M | +7% | 12.9% | 66.9% | 162 | 20.37% | 2 |
|
| 5411 |
CWA
5411
Crux Wealth Advisors
Long Beach,
California
| $289M | +$27.9M | +11% | 11.5% | – | 200 | 13.5% | 1.1 |
|
| 5412 |
FH
5412
FWG Holdings
Winter Park,
Florida
| $288M | +$23.4M | +9% | 20.4% | 91.6% | 145 | 26.21% | 2.3 |
|
| 5413 |
RCS
5413
Retirement Capital Strategies
San Jose,
California
| $288M | +$23.4M | +9% | 11.3% | 59% | 71 | 16.9% | 3.2 |
|
| 5414 |
5VM
5414
5AM Venture Management
San Francisco,
California
| $288M | -$72.3M | -20% | 23% | 546% | 20 | 20% | 2.2 |
|
| 5415 |
TA
5415
TKG Advisors
Valparaiso,
Indiana
| $288M | +$46M | +19% | 22.9% | 104% | 104 | 24.04% | 2 |
|
| 5416 |
APW
5416
Alliance Private Wealth
North Reading,
Massachusetts
| $288M | +$9.54M | +3% | 13.5% | – | 82 | 2.44% | 0.5 |
|
| 5417 |
IAMOG
5417
Investors Asset Management of Georgia
Atlanta,
Georgia
| $288M | +$43.3M | +18% | 28.6% | 113% | 195 | 6.67% | 6.4 |
|
| 5418 |
MP
5418
Maestria Partners
Atlanta,
Georgia
| $288M | +$13.5M | +5% | 28.3% | – | 14 | 7.14% | 1.1 |
|
| 5419 |
OL
5419
Owen LaRue
Elizabethtown,
Kentucky
| $288M | +$27M | +10% | 13.8% | 126% | 151 | 21.85% | 1.5 |
|
| 5420 |
CFG
5420
Cambridge Financial Group
Columbus,
Ohio
| $287M | +$20M | +7% | 13.8% | – | 34 | 5.88% | 5.5 |
|
| 5421 |
MPAM
5421
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $287M | +$8.17M | +3% | 10.7% | 75.1% | 145 | 14.48% | 6.2 |
|
| 5422 |
QFW
5422
QTR Family Wealth
Lake Mary,
Florida
| $287M | +$46.9M | +20% | 23.7% | – | 369 | 30.89% | 0.7 |
|
| 5423 |
OCM
5423
Ogborne Capital Management
San Francisco,
California
| $287M | +$90.1M | +46% | 34.6% | 251% | 20 | 80% | 0.6 |
|
| 5424 |
PCM
5424
Pavaki Capital Management
Pueblo,
Colorado
| $287M | +$51.4M | +22% | 11.9% | – | 177 | 19.77% | 0.4 |
|
| 5425 |
RSC
5425
Red Spruce Capital
Berwyn,
Pennsylvania
| $287M | +$43.2M | +18% | 24.6% | 98.4% | 99 | 10.1% | 4.1 |
|