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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
ICM
5476
Intrepid Capital Management
Jacksonville Beach,
Florida
| $282M | +$21.3M | +8% | 11.4% | 70.2% | 111 | 6.31% | 2.8 |
|
| 5477 |
AC
5477
Athos Capital
Hong Kong
| $282M | -$42.5M | -13% | 5.58% | 110% | 52 | 42.31% | 1 |
|
| 5478 |
MWM
5478
McNaughton Wealth Management
San Diego,
California
| $282M | +$39.8M | +16% | 12.2% | 55.6% | 78 | 14.1% | 3.8 |
|
| 5479 |
SMBT
5479
Southern Michigan Bank & Trust
Coldwater,
Michigan
| $281M | +$20.7M | +8% | 11.3% | – | 443 | 9.03% | 0.2 |
|
| 5480 |
MHWM
5480
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $281M | +$33.4M | +13% | 14.1% | 84.1% | 103 | 12.62% | 2.6 |
|
| 5481 |
MLM
5481
Mount Lucas Management
Newtown,
Pennsylvania
| $281M | +$9.9M | +4% | 19.9% | 109% | 187 | 22.99% | 1.3 |
|
| 5482 |
HFRG
5482
Houlihan Financial Resource Group
Ashburn,
Virginia
| $281M | +$24M | +9% | 10% | 50.6% | 114 | 5.26% | 2.5 |
|
| 5483 |
RIM
5483
Reliant Investment Management
Memphis,
Tennessee
| $281M | +$73.1M | +35% | 19.7% | 129% | 61 | 22.95% | 3.9 |
|
| 5484 |
WA
5484
Win Advisors
Palm Beach Gardens,
Florida
| $281M | +$61.9M | +28% | 56.7% | 226% | 120 | 72.5% | 0.3 |
|
| 5485 |
MWM
5485
Maripau Wealth Management
Fort Wayne,
Indiana
| $280M | +$53M | +23% | 11.9% | 55.6% | 186 | 15.59% | 1.4 |
|
| 5486 |
FF
5486
Fluent Financial
Dallas,
Texas
| $280M | +$6.9M | +3% | 8.91% | 46.9% | 68 | 52.94% | 1.6 |
|
| 5487 |
TS
5487
TradeWell Securities
Fort Wayne,
Indiana
| $280M | +$42.9M | +18% | 18.3% | – | 54 | 11.11% | 1.2 |
|
| 5488 |
ERFOTCOFW
5488
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $280M | +$49.7M | +22% | 4.2% | 31.5% | 22 | 9.09% | 1.9 |
|
| 5489 |
SC
5489
Sagil Capital
London,
United Kingdom
| $280M | +$17.1M | +7% | 2.75% | 104% | 31 | 58.06% | 0.4 |
|
| 5490 |
SLA
5490
Silver Lake Advisory
Cottonwood Heights,
Utah
| $280M | +$27.8M | +11% | 17.6% | 70.9% | 110 | 7.27% | 4.7 |
|
| 5491 |
BAM
5491
Bayshore Asset Management
Coral Gables,
Florida
| $280M | +$28.6M | +11% | 12.1% | 62.3% | 52 | 23.08% | 2.6 |
|
| 5492 |
OCERS
5492
Orange County Employees Retirement System
Santa Ana,
California
| $280M | +$40.9M | +17% | 9.95% | – | 2 | 0% | 0.5 |
|
| 5493 |
KFP
5493
Keener Financial Planning
Keller,
Texas
| $280M | +$41.6M | +17% | 13.7% | – | 63 | 11.11% | 2.1 |
|
| 5494 |
MFC
5494
Mechanics Financial Corp
Mansfield,
Ohio
| $280M | +$40.8M | +17% | 18.1% | 81.6% | 302 | 25.17% | 2.7 |
|
| 5495 |
HWA
5495
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $279M | +$32.5M | +13% | 12.7% | 55% | 57 | 12.28% | 5 |
|
| 5496 |
IWP
5496
Invenio Wealth Partners
Coral Gables,
Florida
| $279M | +$27.3M | +11% | 12.5% | 52% | 96 | 14.58% | 2 |
|
| 5497 |
RW
5497
REDW Wealth
Albuquerque,
New Mexico
| $279M | +$28.4M | +11% | 12% | 54.1% | 106 | 8.49% | 4.5 |
|
| 5498 |
RC
5498
Roubaix Capital
Denver,
Colorado
| $279M | +$64.6M | +30% | 43.6% | 174% | 71 | 69.01% | 0.4 |
|
| 5499 |
MAS
5499
Madden Advisory Services
Jacksonville,
Florida
| $279M | +$25M | +10% | 11.3% | 52.3% | 110 | 1.82% | 5.9 |
|
| 5500 |
YP
5500
YANKCOM Partnership
Yankton,
South Dakota
| $279M | +$35.6M | +15% | 12.2% | – | 388 | 25.77% | 1.2 |
|