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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5551 |
DTC
5551
Davidson Trust Company
Seattle,
Washington
| $195M | +$49.5M | +34% | 7.05% | 64.6% | 159 | 13.21% |
|
| 5552 |
NPP
5552
New Potomac Partners
Bethesda,
Maryland
| $195M | +$11.7M | +6% | 5.39% | 37.2% | 152 | 45.39% |
|
| 5553 |
DVF
5553
Discovery Value Fund
Singapore
| $195M | -$2.18M | -1% | 24.4% | 210% | 5 | 40% |
|
| 5554 |
KIG
5554
Kessler Investment Group
Columbus,
Indiana
| $195M | +$9.34M | +5% | 12% | 218% | 207 | 14.98% |
|
| 5555 |
PCM
5555
Perritt Capital Management
Chicago,
Illinois
| $195M | +$11.4M | +6% | 7.41% | 80.9% | 331 | 12.69% |
|
| 5556 |
AC
5556
Applied Capital
Little Rock,
Arkansas
| $194M | +$20.2M | +12% | 6.02% | 52.6% | 47 | 21.28% |
|
| 5557 |
LJCM
5557
Lee Johnson Capital Management
Fort Worth,
Texas
| $194M | -$1.5M | -0.8% | 3.02% | 118% | 37 | 67.57% |
|
| 5558 |
BCM
5558
Brookmont Capital Management
Dallas,
Texas
| $194M | +$11.6M | +6% | 9.21% | 36.6% | 57 | 7.02% |
|
| 5559 |
PFA
5559
Peak Financial Advisors
Denver,
Colorado
| $194M | +$20.2M | +12% | 3.51% | 40.1% | 93 | 43.01% |
|
| 5560 |
FCCM
5560
First City Capital Management
Savannah,
Georgia
| $194M | +$16.4M | +9% | 7.57% | 76.5% | 166 | 7.23% |
|
| 5561 |
DB
5561
Dravo Bay
Rehoboth Beach,
Delaware
| $194M | +$14.3M | +8% | 5.7% | 45.2% | 55 | 29.09% |
|
| 5562 |
VP
5562
venBio Partners
San Francisco,
California
| $194M | -$37.2M | -16% | 1.26% | 564% | 7 | 28.57% |
|
| 5563 |
IFA
5563
Interactive Financial Advisors
New Lenox,
Illinois
| $194M | +$12.8M | +7% | 6.32% | 47.6% | 89 | 3.37% |
|
| 5564 |
MA
5564
Menlo Advisors
Menlo Park,
California
| $194M | +$14.1M | +8% | 8.46% | 108% | 33 | 15.15% |
|
| 5565 |
BA
5565
Baugh & Associates
Atlanta,
Georgia
| $194M | +$1.53M | +0.8% | 6.99% | 83.8% | 41 | 7.32% |
|
| 5566 |
FPW
5566
Flagship Private Wealth
Woburn,
Massachusetts
| $194M | +$25.2M | +15% | 5.4% | 62.7% | 103 | 12.62% |
|
| 5567 |
FFA
5567
Florida Financial Advisors
Tampa,
Florida
| $194M | +$27.2M | +16% | 5.5% | – | 180 | 23.33% |
|
| 5568 |
FCM
5568
Fogel Capital Management
Stuart,
Florida
| $194M | +$6.1M | +3% | 4.48% | – | 40 | 5% |
|
| 5569 |
ACM
5569
Adalta Capital Management
New York
| $194M | +$9.96M | +5% | 6.95% | 80.4% | 103 | 9.71% |
|
| 5570 |
MUAMU
5570
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $194M | +$207K | +0.1% | 7.97% | 138% | 124 | 25% |
|
| 5571 |
DRD
5571
Dennis R. Delaney
| $194M | +$8.82M | +5% | 6.37% | 84.3% | 47 | 4.26% |
|
| 5572 |
CWM
5572
Cahill Wealth Management
Portage,
Michigan
| $194M | +$26.1M | +16% | 8.6% | 24.7% | 51 | 7.84% |
|
| 5573 |
I
5573
IMPACTfolio
Denver,
Colorado
| $194M | +$15.2M | +9% | 5.92% | 51.2% | 55 | 30.91% |
|
| 5574 |
HFO
5574
Heritage Family Offices
Scottsdale,
Arizona
| $194M | +$13.5M | +8% | 7.67% | – | 188 | 14.89% |
|
| 5575 |
BFP
5575
Briaud Financial Planning
College Station,
Texas
| $194M | +$20.4M | +12% | 6.72% | 93.1% | 152 | 13.16% |
|