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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5526 |
CCM
5526
Cox Capital Management
Andover,
Massachusetts
| $138M | -$15.3M | -10% | 0.34% | 95.3% | 87 | 17.24% |
|
| 5527 |
SA
5527
Stonebridge Advisors
Wilton,
Connecticut
| $138M | -$27.4M | -17% | 0.16% | 3.35% | 5 | 40% |
|
| 5528 |
IGYL
5528
I.G.Y. Ltd
London,
United Kingdom
| $138M | +$1.37M | +1% | 11.1% | 81.2% | 3 | 0% |
|
| 5529 |
LEFP
5529
Leading Edge Financial Planning
Knoxville,
Tennessee
| $138M | +$22.6M | +20% | 4.83% | 44.4% | 68 | 8.82% |
|
| 5530 |
SCA
5530
Sandy Cove Advisors
Hingham,
Massachusetts
| $138M | +$13.9M | +11% | 6.92% | 78% | 94 | 19.15% |
|
| 5531 |
JRCM
5531
Jones Road Capital Management
New York
| $138M | +$26.2M | +23% | 18.7% | 88.5% | 54 | 42.59% |
|
| 5532 |
MJB
5532
Mark J. Bradley
| $138M | +$25.4M | +23% | 9.07% | – | 46 | 13.04% |
|
| 5533 |
BI
5533
Berkeley Inc
Boise,
Idaho
| $138M | +$5.34M | +4% | 1.99% | 40.9% | 79 | 3.8% |
|
| 5534 |
LAM
5534
LifePro Asset Management
San Diego,
California
| $138M | +$943K | +0.7% | 3.13% | 49% | 106 | 1.89% |
|
| 5535 |
SAM
5535
S.A. Mason
Holland,
Michigan
| $138M | +$4.91M | +4% | 6.97% | 105% | 321 | 4.67% |
|
| 5536 |
FZCM
5536
Flynn Zito Capital Management
Garden City,
New York
| $138M | +$18M | +15% | 6.57% | 97.3% | 80 | 12.5% |
|
| 5537 |
VM
5537
Varde Management
Minneapolis,
Minnesota
| $138M | -$105M | -43% | 0.14% | 149% | 9 | 33.33% |
|
| 5538 |
MPM
5538
Mountaineer Partners Management
New York
| $138M | +$32.3M | +31% | 6.79% | 158% | 17 | 70.59% |
|
| 5539 |
MC
5539
Muzinich & Co
New York
| $138M | +$3.81M | +3% | 1.58% | 9.67% | 68 | 42.65% |
|
| 5540 |
EM
5540
ELCO Management
New York
| $138M | +$4.5M | +3% | 3.29% | 93% | 146 | 11.64% |
|
| 5541 |
CWA
5541
Choice Wealth Advisors
Waterville,
Maine
| $138M | +$4.27M | +3% | 6.38% | 52.3% | 26 | 15.38% |
|
| 5542 |
CM
5542
Crystalline Management
Montreal, Quebec,
Canada
| $137M | -$61.5M | -31% | 1.03% | – | 163 | 48.47% |
|
| 5543 |
CBT
5543
CoreFirst Bank & Trust
Topeka,
Kansas
| $137M | +$5.56M | +4% | 3.02% | 61.4% | 403 | 11.17% |
|
| 5544 |
UIA
5544
UG Investment Advisers
Taipei,
Taiwan
| $137M | -$30.2M | -18% | 12.5% | 172% | 26 | 26.92% |
|
| 5545 |
FFL
5545
Financial Freedom LLC
Cincinnati,
Ohio
| $137M | -$11.5M | -8% | 6.03% | 72% | 423 | 8.27% |
|
| 5546 |
PI
5546
Pelion Inc
Salt Lake City,
Utah
| $137M | -$26.9M | -16% | 18.6% | 16.9% | 4 | 0% |
|
| 5547 |
CF
5547
Concorde Financial
Dallas,
Texas
| $137M | -$11.1M | -7% | 0.4% | 81.3% | 59 | 45.76% |
|
| 5548 |
CSC
5548
Caldwell Sutter Capital
Sausalito,
California
| $137M | +$23.8M | +21% | 1.71% | 79.5% | 570 | 45.09% |
|
| 5549 |
BA
5549
Ballew Advisors
Jackson,
Mississippi
| $137M | +$6.61M | +5% | 5.74% | 62.3% | 115 | 21.74% |
|
| 5550 |
BCM
5550
Banyan Capital Management
Atlanta,
Georgia
| $137M | +$2.57M | +2% | 4.71% | 42.5% | 17 | 11.76% |
|