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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
LWP
5801
Legacy Wealth Planning
Reno,
Nevada
| $78M | -$9.52M | -11% | 11.6% | 14.6% | 89 | 15.73% | 0.8 |
|
| 5802 |
TWP
5802
Tempus Wealth Planning
Irvine,
California
| $77.5M | +$8.39M | +12% | 15% | 95% | 90 | 24.44% | 0.7 |
|
| 5803 |
SAM
5803
Skyline Asset Management
Chicago,
Illinois
| $77.5M | -$287M | -79% | 33.6% | 26.1% | 60 | 13.33% | 4.1 |
|
| 5804 |
CCI
5804
Credit Capital Investments
Livingston,
New Jersey
| $77.4M | +$19.7M | +34% | 31.8% | 481% | 29 | 17.24% | 1 |
|
| 5805 |
GA
5805
Greenspring Associates
Owings Mills,
Maryland
| $77M | +$12.7M | +20% | 61.7% | – | 15 | 73.33% | 0.6 |
|
| 5806 |
A
5806
Attestor
London,
United Kingdom
| $77M | +$19M | +33% | 32.7% | 55.7% | 1 | 0% | 2 |
|
| 5807 |
PVMCV
5807
Polaris Venture Management Co V
Boston,
Massachusetts
| $76.6M | +$16M | +26% | 89.2% | 281% | 9 | 11.11% | 4.9 |
|
| 5808 |
WI
5808
Wedgewood Investors
Erie,
Pennsylvania
| $76.6M | +$9.69M | +14% | 11.9% | – | 91 | 10.99% | 5.2 |
|
| 5809 |
ALS
5809
Andrew L. Share
| $76.6M | +$9.49M | +14% | 0.4% | 14.8% | 2 | 50% | 1.5 |
|
| 5810 |
EWM
5810
Echo Wealth Management
Plymouth,
Minnesota
| $76.5M | – | – | 11.3% | 42.9% | 53 | – | 0 |
|
| 5811 |
NIM
5811
NuWave Investment Management
Parsippany,
New Jersey
| $76.4M | +$11.3M | +17% | 10.8% | 26.4% | 561 | 43.85% | 1.3 |
|
| 5812 |
OP
5812
Osmium Partners
Greenbrae,
California
| $75.7M | +$35.9M | +90% | 48.1% | 28.4% | 14 | 50% | 1.7 |
|
| 5813 |
SAMC
5813
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $75.4M | -$188M | -71% | 5.29% | 0.74% | 8 | 37.5% | 2.9 |
|
| 5814 |
MECA
5814
Miller Equity Capital Advisors
Irving,
Texas
| $74.9M | +$8.5M | +13% | 15% | 23.7% | 41 | 4.88% | 0.9 |
|
| 5815 |
TOCUITCONY
5815
Trustees of Columbia University in the City of New York
New York
| $74.8M | – | – | 39.8% | – | 13 | – | 0 |
|
| 5816 |
MAM
5816
Miria Asset Management
St. Julians,
Malta
| $74.8M | -$34.3M | -31% | 19.1% | 265% | 18 | 77.78% | 0.4 |
|
| 5817 |
ACM
5817
Altai Capital Management
West Hollywood,
California
| $74.7M | -$19.2M | -20% | 68.3% | 24.9% | 6 | 66.67% | 0.7 |
|
| 5818 |
TCB
5818
Texas Capital Bancshares
Dallas,
Texas
| $74.7M | +$3.48M | +5% | 13.9% | 175% | 51 | 17.65% | 2.1 |
|
| 5819 |
KM
5819
Kabouter Management
Chicago,
Illinois
| $74.4M | – | – | 16.5% | 12.9% | 5 | – | 0 |
|
| 5820 |
AC
5820
Amia Capital
London,
United Kingdom
| $74.2M | -$11.9M | -14% | 33.4% | 30.1% | 36 | 86.11% | 0.8 |
|
| 5821 |
AM
5821
Anqa Management
Sag Harbor,
New York
| $74M | +$9.28M | +14% | 35.9% | 171% | 13 | 23.08% | 0.2 |
|
| 5822 |
TPW
5822
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $74M | +$19.9M | +37% | 6.54% | 53.5% | 30 | 13.33% | 2.8 |
|
| 5823 |
NAM
5823
NewGen Asset Management
Toronto,
Ontario, Canada
| $73.9M | – | – | 24.3% | 402% | 31 | – | 0 |
|
| 5824 |
ACI
5824
AB CarVal Investors
Minneapolis,
Minnesota
| $73.5M | +$55.5M | +308% | 45.2% | 24% | 2 | 50% | 1.1 |
|
| 5825 |
DFG
5825
DWM Financial Group
Palatine,
Illinois
| $73.4M | +$9.42M | +15% | 11.5% | – | 18 | 11.11% | 0.6 |
|