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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
GIM
5851
Guardian Investment Management
Tiburon,
California
| $98.7M | -$16.2M | -14% | 5.73% | 89.7% | 61 | 18.03% | 5.2 |
|
| 5852 |
KFS
5852
Kaizen Financial Strategies
Campbell,
California
| $98.7M | -$2.67M | -3% | 4.3% | 126% | 139 | 29.5% | 1.2 |
|
| 5853 |
KAM
5853
Kraft Asset Management
Nashville,
Tennessee
| $98.7M | -$5.38M | -5% | 5.45% | 41% | 27 | 11.11% | 0.5 |
|
| 5854 |
EA
5854
Echo45 Advisors
Walnut Creek,
California
| $98.6M | -$7.24M | -7% | 5.42% | 53.6% | 53 | 32.08% | 0.7 |
|
| 5855 |
KAM
5855
Karani Asset Management
New York
| $98.6M | -$9.54M | -9% | 0.52% | – | 42 | 19.05% | 1.6 |
|
| 5856 |
FWM
5856
Fortress Wealth Management
Culver City,
California
| $98.5M | -$7.97M | -7% | 6.53% | 52.1% | 58 | 20.69% | 0.6 |
|
| 5857 |
LFA
5857
Lauterbach Financial Advisors
El Paso,
Texas
| $98.2M | -$7.09M | -7% | 5.2% | 71.2% | 52 | 15.38% | 0.6 |
|
| 5858 |
ACM
5858
Arthedge Capital Management
Jericho,
New York
| $98.1M | +$3.55M | +4% | 8.69% | 80.7% | 14 | 21.43% | 1.4 |
|
| 5859 |
WIM
5859
Wilen Investment Management
Bonita Springs,
Florida
| $98.1M | -$17M | -15% | 9.43% | 79.9% | 88 | 1.14% | 4.2 |
|
| 5860 |
ALS
5860
Andrew L. Share
| $97.9M | +$10.8M | +12% | 17.1% | 14.8% | 5 | 20% | 1.9 |
|
| 5861 |
WAM
5861
Werlinich Asset Management
Stamford,
Connecticut
| $97.9M | -$9.11M | -9% | 6.6% | 232% | 56 | 3.57% | 1.4 |
|
| 5862 |
FF
5862
Francis Financial
| $97.8M | -$15.1M | -13% | 6.63% | 56.2% | 40 | 12.5% | 2 |
|
| 5863 |
KA
5863
Kercheville Advisors
San Antonio,
Texas
| $97.8M | -$54.7M | -36% | 2.5% | 240% | 97 | 19.59% | 1.4 |
|
| 5864 |
NCMW
5864
Northern Capital Management (Washington)
Spokane,
Washington
| $97.7M | -$5.01M | -5% | 4.79% | 80% | 39 | 17.95% | 1.5 |
|
| 5865 |
HI
5865
Harper Investing
Santa Clara,
California
| $97.6M | -$822K | -0.8% | 4.23% | 53.4% | 47 | 4.26% | 0.5 |
|
| 5866 |
IAP
5866
Indie Asset Partners
Carmel,
Indiana
| $97.6M | -$15.7M | -14% | 3.43% | 119% | 111 | 22.52% | 1.9 |
|
| 5867 |
BC
5867
Bridgefront Capital
Austin,
Texas
| $97.6M | +$7.64M | +8% | 5.15% | 52.1% | 502 | 84.46% | 0.1 |
|
| 5868 |
AWA
5868
Archvest Wealth Advisors
Concord,
California
| $97.6M | -$2.91M | -3% | 5.83% | 47.8% | 44 | 20.45% | 0.6 |
|
| 5869 |
CWG
5869
Crown Wealth Group
Charlotte,
North Carolina
| $97.5M | -$12.7M | -12% | 3.9% | 86.2% | 75 | 33.33% | 0.5 |
|
| 5870 |
BWS
5870
BCR Wealth Strategies
Vestavia,
Alabama
| $97.5M | +$737K | +0.8% | 6.18% | 42.2% | 116 | 5.17% | 0.7 |
|
| 5871 |
VWA
5871
VERITY Wealth Advisors
Sausalito,
United States
| $97.5M | -$5.42M | -5% | 6.29% | 59.9% | 69 | 4.35% | 2.6 |
|
| 5872 |
AA
5872
AlphaCentric Advisors
San Juan,
Puerto Rico
| $97.4M | – | – | 6.52% | – | 184 | – | 0.7 |
|
| 5873 |
SCM
5873
Saber Capital Management
Fuquay Varina,
North Carolina
| $97.4M | +$1.21M | +1% | 2.36% | – | 18 | 11.11% | 0.5 |
|
| 5874 |
ECM
5874
Empirical Capital Management
Hendersonville,
Tennessee
| $97.4M | -$4.31M | -4% | 0.37% | – | 30 | 23.33% | 1.8 |
|
| 5875 |
UONDDL
5875
University of Notre Dame du Lac
South Bend,
Indiana
| $97.3M | – | – | 2.2% | – | 1 | – | 0 |
|