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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
BMD
5726
Better Money Decisions
Santa Fe,
New Mexico
| $96.9M | – | – | 3.95% | 32.7% | 572 | – | 0 |
|
| 5727 |
OIM
5727
Orca Investment Management
Roseburg,
Oregon
| $96.5M | +$905K | +0.9% | 9.24% | 122% | 67 | 14.93% | 4.2 |
|
| 5728 |
NWM
5728
Navigation Wealth Management
Fort Collins,
Colorado
| $96.4M | +$5.83M | +6% | 3.64% | 9.65% | 62 | 93.55% | 0 |
|
| 5729 |
TM
5729
Titan Managers
Scottsdale,
Arizona
| $96.3M | -$8.96M | -9% | 5.22% | 2.57% | 32 | 78.13% | 0.2 |
|
| 5730 |
CCP
5730
Clifford Capital Partners
Alpine,
Utah
| $96.2M | -$159M | -62% | 19.2% | 77.3% | 42 | 16.67% | 1.9 |
|
| 5731 |
SSC
5731
Syverson Strege & Co
West Des Moines,
Iowa
| $96.2M | -$8.6M | -8% | 3.15% | 66.8% | 293 | 15.7% | 0.2 |
|
| 5732 |
BBHBI
5732
B, B, H, & B Inc
Birmingham,
Alabama
| $96.1M | -$19.9M | -17% | 7.05% | – | 152 | 80.92% | 0.3 |
|
| 5733 |
APC
5733
Asset Planning Corporation
Knoxville,
Tennessee
| $96.1M | -$4.63M | -5% | 5.12% | 44.5% | 69 | 59.42% | 0.2 |
|
| 5734 |
TAM
5734
Toscafund Asset Management
London,
United Kingdom
| $96.1M | +$25.7M | +37% | 22% | 80.9% | 19 | 63.16% | 0.3 |
|
| 5735 |
CPWM
5735
Cypress Point Wealth Management
Dallas,
Texas
| $96.1M | +$30.3M | +46% | 0.89% | 226% | 211 | 54.98% | 0.2 |
|
| 5736 |
SAM
5736
Stringer Asset Management
Memphis,
Tennessee
| $95.7M | +$442K | +0.5% | 7.17% | 16.4% | 42 | 54.76% | 1.1 |
|
| 5737 |
JMF
5737
Johnson Midwest Financial
Glidden,
Iowa
| $95.5M | -$9.46M | -9% | 14.8% | 58.6% | 310 | 20.65% | 0.2 |
|
| 5738 |
FCOI
5738
FirstMark Capital OF I
New York
| $95.5M | -$7.34M | -7% | 31.2% | – | 3 | 0% | 0.3 |
|
| 5739 |
IVMX
5739
Institutional Venture Management XIV
Menlo Park,
California
| $95.1M | -$2.38M | -2% | 6.91% | 18.1% | 2 | 0% | 1.6 |
|
| 5740 |
RCM
5740
Regency Capital Management
Honolulu,
Hawaii
| $95M | – | – | 2.9% | 92.1% | 173 | – | 0 |
|
| 5741 |
BCG
5741
Barington Capital Group
New York
| $95M | +$25.9M | +38% | 36.6% | 71.1% | 14 | 28.57% | 1 |
|
| 5742 |
FCC
5742
Florin Court Capital
London,
United Kingdom
| $94.9M | -$103M | -52% | 7.08% | 108% | 40 | 27.5% | 0.4 |
|
| 5743 |
DWM
5743
Denver Wealth Management
Denver,
Colorado
| $94.8M | – | – | 7.39% | 64.4% | 46 | – | 0 |
|
| 5744 |
ACMH
5744
Andar Capital Management (HK)
Hong Kong
| $94.8M | -$58.4M | -38% | 17.1% | 983% | 22 | 59.09% | 0.2 |
|
| 5745 |
NVPX
5745
Norwest Venture Partners XIV
Palo Alto,
California
| $94.6M | -$6.88M | -7% | 6.77% | – | 1 | 0% | 0.3 |
|
| 5746 |
BWM
5746
Birchcreek Wealth Management
Miami Township,
Ohio
| $94.5M | -$7.42M | -7% | 4.35% | 80.7% | 315 | 67.3% | 0.2 |
|
| 5747 |
TWP
5747
Tempus Wealth Planning
Irvine,
California
| $94.5M | +$16.9M | +22% | 6.55% | 95% | 106 | 29.25% | 0.8 |
|
| 5748 |
EI
5748
EDMP Inc
Lutz,
Florida
| $94.4M | +$21.1M | +29% | 11.8% | 71.6% | 53 | 15.09% | 3.3 |
|
| 5749 |
DM
5749
Delphi Management
Brookline,
Massachusetts
| $94.2M | – | – | 20.6% | 111% | 87 | – | 2.1 |
|
| 5750 |
SGMPI
5750
Spark Growth Management Partners II
Boston,
Massachusetts
| $93.9M | -$39M | -29% | 29.4% | – | 1 | 0% | 0.3 |
|