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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
KAM
5501
Kopion Asset Management
Mckinney,
Texas
| $125M | -$19.2M | -13% | 9.5% | 80.5% | 20 | 10% | 1.6 |
|
| 5502 |
AA
5502
Addison Advisors
Middlebury,
Vermont
| $125M | +$987K | +0.8% | 0.65% | 50.2% | 465 | 12.04% | 0.6 |
|
| 5503 |
PCP
5503
Polunin Capital Partners
London,
United Kingdom
| $125M | -$199M | -61% | 34.7% | 252% | 12 | 91.67% | 0.3 |
|
| 5504 |
KCMRT
5504
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $125M | -$71.1M | -36% | 1.29% | 21.9% | 2 | 0% | 2.6 |
|
| 5505 |
TNAM
5505
Terra Nova Asset Management
New York
| $125M | +$8.14M | +7% | 0.78% | 172% | 95 | 11.58% | 1.8 |
|
| 5506 |
GWM
5506
Gitterman Wealth Management
Edison,
New Jersey
| $124M | +$977K | +0.8% | 0.49% | 33% | 90 | 30% | 0.4 |
|
| 5507 |
DI
5507
DRH Investments
Thousand Oaks,
California
| $124M | -$10.6M | -8% | 2.86% | 81.2% | 14 | 7.14% | 0.8 |
|
| 5508 |
CCM
5508
Clearfield Capital Management
New York
| $124M | -$56.2M | -31% | 1.95% | 421% | 9 | 44.44% | 0.4 |
|
| 5509 |
PIA
5509
Pinion Investment Advisors
Wichita,
Kansas
| $124M | -$124K | -0.1% | 0.36% | 75.4% | 160 | 18.75% | 1.9 |
|
| 5510 |
ASFA
5510
All Season Financial Advisors
Denver,
Colorado
| $124M | -$15.3M | -11% | 0.49% | 33.8% | 160 | 52.5% | 0.2 |
|
| 5511 |
KFS
5511
Kaizen Financial Strategies
Campbell,
California
| $124M | – | – | 0.94% | 126% | 145 | – | 0.5 |
|
| 5512 |
KLC
5512
Knowledge Leaders Capital
Denver,
Colorado
| $124M | -$25.6M | -17% | 0.54% | 51.6% | 137 | 27.74% | 0.8 |
|
| 5513 |
LWP
5513
Laurel Wealth Planning
Edina,
Minnesota
| $124M | +$9.14M | +8% | 1.3% | 53.1% | 229 | 41.92% | 0.4 |
|
| 5514 |
WW
5514
Westshore Wealth
Newport Beach,
California
| $124M | -$70.6M | -36% | 3.85% | 58.8% | 143 | 48.25% | 1.1 |
|
| 5515 |
AAM
5515
American Asset Management
Boca Raton,
Florida
| $124M | -$3.98M | -3% | 0.09% | 42.5% | 9 | 0% | 3.8 |
|
| 5516 |
AF
5516
Aldebaran Financial
| $124M | +$2.06M | +2% | 0.45% | 89.7% | 91 | 8.79% | 4.3 |
|
| 5517 |
WAM
5517
Werlinich Asset Management
Stamford,
Connecticut
| $124M | -$61.4K | -0% | 0.42% | 232% | 58 | 8.62% | 0.5 |
|
| 5518 |
DP
5518
Divergent Planning
Bethesda,
Maryland
| $124M | +$303K | +0.2% | 0.28% | 43.3% | 17 | 5.88% | 0.7 |
|
| 5519 |
P
5519
Palladiem
Bryn Mawr,
Pennsylvania
| $124M | -$243K | -0.2% | 1.72% | – | 70 | 25.71% | 1.7 |
|
| 5520 |
AA
5520
Alta Advisers
London,
United Kingdom
| $124M | -$15.9M | -11% | 0.76% | 114% | 6 | 16.67% | 2.8 |
|
| 5521 |
MFS
5521
Monetta Financial Services
Wheaton,
Illinois
| $124M | -$6.13M | -5% | 0.67% | 275% | 40 | 25% | 2.8 |
|
| 5522 |
IAP
5522
Indie Asset Partners
Carmel,
Indiana
| $123M | +$112K | +0.1% | 2.66% | 119% | 137 | 14.6% | 1.1 |
|
| 5523 |
RWM
5523
Refined Wealth Management
Salt Lake City,
Utah
| $123M | +$4.36M | +4% | 1.73% | 99.6% | 21 | 4.76% | 0.2 |
|
| 5524 |
SCM
5524
SCW Capital Management
Dallas,
Texas
| $123M | -$20.8M | -14% | 6.13% | 179% | 9 | 22.22% | 1.1 |
|
| 5525 |
CC
5525
Caxton Corporation
Princeton,
New Jersey
| $123M | -$22.6M | -15% | 11.5% | 512% | 66 | 21.21% | 1 |
|