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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
PFG
5751
Peterson Financial Group
Des Moines,
Iowa
| $103M | -$3.4M | -3% | 4.89% | 32.4% | 81 | 17.28% | 0.7 |
|
| 5752 |
PPWM
5752
Paragon Private Wealth Management
Lexington,
Kentucky
| $103M | +$8.95M | +10% | 3.92% | 93.9% | 129 | 20.93% | 0.6 |
|
| 5753 |
TIM
5753
Tevis Investment Management
Plano,
Texas
| $103M | -$1.73M | -2% | 5.44% | 58.7% | 497 | 23.34% | 0.7 |
|
| 5754 |
FHC
5754
Fort Henry Capital
Wheeling,
West Virginia
| $103M | -$4.4M | -4% | 5.78% | 37% | 15 | 0% | 1.4 |
|
| 5755 |
SC
5755
Soundwatch Capital
Rowayton,
Connecticut
| $103M | -$2.15M | -2% | 4.94% | 68.6% | 14 | 35.71% | 1 |
|
| 5756 |
BMD
5756
Better Money Decisions
Santa Fe,
New Mexico
| $103M | -$15.4M | -13% | 4.8% | 32.7% | 489 | 87.93% | 1.3 |
|
| 5757 |
USPCM
5757
Union Square Park Capital Management
New York
| $103M | +$4.76M | +5% | 11.4% | 75.8% | 128 | 33.59% | 0.8 |
|
| 5758 |
IAC
5758
ION Acquisition Corp
Herzliya,
Israel
| $103M | +$5.43M | +6% | 12.7% | – | 5 | 0% | 0.8 |
|
| 5759 |
BOC
5759
Bull Oak Capital
San Diego,
California
| $103M | -$5.58M | -5% | 3.74% | 55.7% | 27 | 55.56% | 0.3 |
|
| 5760 |
CFO
5760
Custos Family Office
Austin,
Texas
| $103M | -$9.14M | -8% | 6.92% | 57.4% | 24 | 16.67% | 0.6 |
|
| 5761 |
ILCM
5761
Ivy Lane Capital Management
Winter Park,
Florida
| $103M | -$3.06M | -3% | 4.12% | 101% | 13 | 46.15% | 1 |
|
| 5762 |
SPA
5762
Shore Point Advisors
Brielle,
New Jersey
| $102M | -$4.49M | -4% | 6.61% | 54.6% | 38 | 10.53% | 0.6 |
|
| 5763 |
I
5763
IMPACTfolio
Denver,
Colorado
| $102M | -$3.59M | -3% | 6.14% | 51.2% | 55 | 32.73% | 0.6 |
|
| 5764 |
SFS
5764
Starfox Financial Services
The Woodlands,
Texas
| $102M | -$23.9M | -19% | 6.42% | – | 27 | 22.22% | 0.6 |
|
| 5765 |
CGI
5765
Calixto Global Investors
Coral Gables,
Florida
| $102M | +$2.5M | +3% | 4.89% | 180% | 12 | 58.33% | 0.8 |
|
| 5766 |
LFA
5766
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $102M | -$7.24M | -7% | 9.32% | 31% | 27 | 11.11% | 0.7 |
|
| 5767 |
AMR
5767
Asset Management Resources
Hyannis,
Massachusetts
| $102M | -$15.5M | -13% | 4.58% | – | 58 | 18.97% | 0.6 |
|
| 5768 |
OF
5768
Outfitter Financial
Brunswick,
Maine
| $102M | -$7.89M | -7% | 4.21% | 95.9% | 86 | 4.65% | 1.7 |
|
| 5769 |
PCMU
5769
Paragon Capital Management (Utah)
Provo,
Utah
| $102M | +$3.48M | +4% | 2.39% | 72.3% | 90 | 32.22% | 0.5 |
|
| 5770 |
WHP
5770
Washington Harbour Partners
Arlington,
Virginia
| $102M | -$45.7M | -31% | 1.25% | 162% | 26 | 42.31% | 0.5 |
|
| 5771 |
ACM
5771
Alcosta Capital Management
San Ramon,
California
| $102M | -$3.07M | -3% | 2.58% | 175% | 32 | 25% | 1.1 |
|
| 5772 |
MCM
5772
Mork Capital Management
Healdsburg,
California
| $102M | -$7.39M | -7% | 7.57% | 61.9% | 108 | 4.63% | 2.6 |
|
| 5773 |
AP
5773
AtonRa Partners
Geneva,
Switzerland
| $102M | -$7M | -6% | 6.23% | 48.3% | 121 | 7.44% | 1.2 |
|
| 5774 |
TA
5774
TRB Advisors
New York
| $102M | -$57.8M | -36% | 4.88% | 64% | 5 | 20% | 5.1 |
|
| 5775 |
ACM
5775
Altai Capital Management
West Hollywood,
California
| $102M | -$39.5M | -28% | 11.8% | 24.9% | 10 | 20% | 1.5 |
|