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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 |
CCM
5501
Campbell Capital Management
Miami,
Florida
| $279M | +$69.6M | +33% | 35.1% | – | 40 | 30% | 2.3 |
|
| 5502 |
RA
5502
Ruggaard & Associates
Hudson,
Ohio
| $279M | +$26.3M | +10% | 10.1% | 47.6% | 132 | 10.61% | 2.4 |
|
| 5503 |
AA
5503
Altman Advisors
Chicago,
Illinois
| $279M | +$37.4M | +15% | 20% | 127% | 97 | 24.74% | 2.6 |
|
| 5504 |
CA
5504
Cresta Advisors
Laredo,
Texas
| $279M | +$34.4M | +14% | 12.8% | 66.8% | 55 | 5.45% | 2.6 |
|
| 5505 |
OF
5505
Optimize Financial
Laguna Hills,
California
| $278M | +$75.1M | +37% | 69.9% | – | 304 | 5.59% | 0.6 |
|
| 5506 |
YWS
5506
Yarger Wealth Strategies
Westerville,
Ohio
| $278M | +$29.9M | +12% | 14% | 55.1% | 141 | 15.6% | 2.2 |
|
| 5507 |
CIS
5507
Custom Index Systems
New York
| $278M | +$48.7M | +21% | 21.2% | – | 543 | 57.09% | 0.5 |
|
| 5508 |
SI
5508
Shaker Investments
Cleveland,
Ohio
| $278M | +$58.5M | +27% | 41.4% | 205% | 103 | 35.92% | 2 |
|
| 5509 |
GK
5509
Graney & King
Latham,
New York
| $278M | +$92.7M | +50% | 12.7% | – | 388 | 6.19% | 1.3 |
|
| 5510 |
QCIG
5510
Quad-Cities Investment Group
Davenport,
Iowa
| $278M | +$27.4M | +11% | 11.1% | 61% | 220 | 14.09% | 4.1 |
|
| 5511 |
EWP
5511
Equity Wealth Partners
Independence,
Missouri
| $278M | +$124M | +80% | 13.1% | – | 110 | 31.82% | 0.5 |
|
| 5512 |
FIA
5512
FNY Investment Advisers
New York
| $278M | +$49.4M | +22% | 35.5% | 307% | 1,149 | 51.09% | 0.7 |
|
| 5513 |
FAM
5513
Fearnley Asset Management
Oslo,
| $278M | -$27.9M | -9% | 11.3% | – | 21 | 33.33% | 0.4 |
|
| 5514 |
SWM
5514
SFG Wealth Management
Towson,
Maryland
| $278M | +$35.2M | +14% | 15.3% | 82.1% | 125 | 29.6% | 1.7 |
|
| 5515 |
FFG
5515
Forum Finance Group
Geneva,
| $278M | +$93.5M | +51% | 14.2% | – | 364 | 17.31% | 0.2 |
|
| 5516 |
ACM
5516
Ananym Capital Management
New York
| $278M | +$15.8M | +6% | 20.1% | – | 11 | 36.36% | 0.9 |
|
| 5517 |
USPCM
5517
Union Square Park Capital Management
New York
| $278M | +$102M | +58% | 28.9% | 75.8% | 83 | 57.83% | 0.7 |
|
| 5518 |
RPCONE
5518
Retirement Planning Company of New England
Warwick,
Rhode Island
| $278M | +$32.1M | +13% | 22% | 117% | 272 | 13.24% | 3.1 |
|
| 5519 |
VOMP
5519
Vision One Management Partners
Miami,
Florida
| $278M | +$45.7M | +20% | 20.6% | – | 10 | 30% | 1 |
|
| 5520 |
HA
5520
Hanover Advisors
Seneca,
South Carolina
| $278M | +$31.6M | +13% | 12.7% | – | 130 | 15.38% | 1.7 |
|
| 5521 |
CI
5521
Cordant Inc
Portland,
Oregon
| $278M | +$31.3M | +13% | 12% | 47% | 353 | 72.24% | 0.9 |
|
| 5522 |
ICMM
5522
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| $278M | +$40.5M | +17% | 19.7% | – | 64 | 12.5% | 1.4 |
|
| 5523 |
OFA
5523
Onyx Financial Advisors
Idaho Falls,
Idaho
| $278M | +$36.7M | +15% | 11.1% | 52.5% | 18 | 0% | 2.5 |
|
| 5524 |
SERBOO
5524
School Employees Retirement Board of Ohio
Columbus,
Ohio
| $278M | +$32.3M | +13% | 9.02% | – | 7 | 28.57% | 1 |
|
| 5525 |
PB
5525
Prime Buchholz
Portsmouth,
New Hampshire
| $277M | +$86.1M | +45% | 14.8% | – | 41 | 48.78% | 0.7 |
|