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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 |
CSIA
5851
Carl Stuart Investment Advisor
Austin,
Texas
| $130M | +$25.8M | +25% | 5.57% | 84.4% | 52 | 80.77% | 0.6 |
|
| 5852 |
PAA
5852
Peregrine Asset Advisers
Portland,
Oregon
| $130M | +$28.1M | +28% | 11.7% | 182% | 81 | 28.4% | 2.8 |
|
| 5853 |
YAVAPFMC
5853
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| $130M | +$28.6M | +28% | 8.43% | 201% | 64 | 32.81% | 1.3 |
|
| 5854 |
MCM
5854
Mork Capital Management
Healdsburg,
California
| $130M | +$7.26M | +6% | 5.92% | 61.9% | 117 | 2.56% | 2.6 |
|
| 5855 |
AWM
5855
Avaii Wealth Management
Appleton,
Wisconsin
| $130M | +$15.5M | +13% | 5.94% | 100% | 151 | 24.5% | 0.8 |
|
| 5856 |
TBC
5856
Ted Buchan & Co
San Diego,
California
| $130M | +$10.4M | +9% | 4.86% | 61% | 90 | 17.78% | 0.4 |
|
| 5857 |
SWM
5857
Salvus Wealth Management
Red Bank,
New Jersey
| $130M | +$6.44M | +5% | 6.72% | 108% | 106 | 5.66% | 2 |
|
| 5858 |
WS
5858
Wela Strategies
Atlanta,
Georgia
| $130M | -$56.8M | -30% | 0.47% | 51.3% | 46 | 13.04% | 3.3 |
|
| 5859 |
QC
5859
Quaero Capital
Geneve,
Switzerland
| $130M | -$6.94M | -5% | 2.97% | 62.4% | 91 | 17.58% | 1.1 |
|
| 5860 |
CW
5860
Cook Wealth
Raleigh,
North Carolina
| $130M | +$12.4M | +11% | 3.65% | 7.36% | 57 | 26.32% | 0.9 |
|
| 5861 |
EBWM
5861
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $130M | +$7.76M | +6% | 5.83% | 95.3% | 67 | 1.49% | 1.2 |
|
| 5862 |
LAM
5862
LifePro Asset Management
San Diego,
California
| $130M | -$8.03M | -6% | 1.91% | 49% | 145 | 54.48% | 0.9 |
|
| 5863 |
UFG
5863
United Fire Group
Cedar Rapids,
Iowa
| $130M | -$29.8M | -19% | 1.09% | 27.4% | 44 | 15.91% | 8.5 |
|
| 5864 |
GAM
5864
GEM Asset Management
Plymouth,
Michigan
| $130M | +$5.8M | +5% | 3.69% | 62.9% | 79 | 8.86% | 0.4 |
|
| 5865 |
WWM
5865
Wolff Wiese Magana
Carslbad,
California
| $130M | +$6.33M | +5% | 6.47% | 149% | 850 | 14.82% | 1.7 |
|
| 5866 |
RA
5866
Rise Advisors
Rochester,
New York
| $129M | -$3.12M | -2% | 4.2% | 58.9% | 822 | 19.22% | 1.3 |
|
| 5867 |
VCM
5867
Viewpoint Capital Management
Seattle,
Washington
| $129M | +$17.9M | +16% | 10.4% | 120% | 126 | 9.52% | 1.3 |
|
| 5868 |
BWS
5868
BCR Wealth Strategies
Vestavia,
Alabama
| $129M | +$3.89M | +3% | 2.6% | 42.2% | 19 | 5.26% | 1.3 |
|
| 5869 |
SCP
5869
Stevens Capital Partners
Omaha,
Nebraska
| $129M | +$9.96M | +8% | 7.28% | 68.8% | 52 | 7.69% | 0.5 |
|
| 5870 |
EMCIP
5870
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $129M | +$2.45M | +2% | 4.28% | 63.5% | 31 | 12.9% | 0.6 |
|
| 5871 |
LHA
5871
Little Harbor Advisors
Marblehead,
Massachusetts
| $129M | +$28.7M | +29% | 7.54% | 59% | 9 | 77.78% | 0.3 |
|
| 5872 |
ECM
5872
EMC Capital Management
Houston,
Texas
| $129M | +$10.2M | +9% | 2.89% | – | 292 | 4.45% | 1.3 |
|
| 5873 |
GCGDR
5873
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $129M | -$5.81M | -4% | 1.76% | 30.7% | 41 | 4.88% | 2.4 |
|
| 5874 |
SWM
5874
Shelton Wealth Management
Fort Worth,
Texas
| $129M | +$5.73M | +5% | 4.37% | 88% | 70 | 7.14% | 1.2 |
|
| 5875 |
RWS
5875
Resolute Wealth Strategies
Jackson,
Mississippi
| $129M | +$11.5M | +10% | 10.8% | 105% | 94 | 10.64% | 0.2 |
|