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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
JAMONY
5976
Jacob Asset Management of New York
Hermosa Beach,
California
| $99M | -$65.4M | -40% | 32.3% | 22.7% | 76 | 11.84% | 1.7 |
|
| 5977 |
EFEM
5977
Eos Focused Equity Management
New York
| $98.9M | -$17.9M | -15% | 13.3% | 55.7% | 28 | 21.43% | 1.9 |
|
| 5978 |
CC
5978
Copperleaf Capital
Raleigh,
North Carolina
| $98.8M | -$13.9M | -12% | 11.8% | 102% | 65 | 13.85% | 1.6 |
|
| 5979 |
SWIM
5979
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $98.7M | -$7.12M | -7% | 14.5% | 67.4% | 67 | 25.37% | 0.4 |
|
| 5980 |
PCMU
5980
Paragon Capital Management (Utah)
Provo,
Utah
| $98.7M | -$9.16M | -8% | 10.9% | 72.3% | 85 | 30.59% | 0.4 |
|
| 5981 |
MSA
5981
McAlister Sweet & Associates
Houston,
Texas
| $98.6M | +$4.5M | +5% | 13.8% | 83.6% | 42 | 45.24% | 0.3 |
|
| 5982 |
VCIM
5982
Velan Capital Investment Management
Alpharetta,
Georgia
| $98.6M | -$9.18M | -9% | 5.73% | 2,395% | 30 | 43.33% | 0.3 |
|
| 5983 |
FI
5983
Financial Insights
Tacoma,
Washington
| $98.5M | -$10.3M | -9% | 14.8% | 71.9% | 97 | 28.87% | 2.4 |
|
| 5984 |
LM
5984
Lockheed Martin
Bethesda,
Maryland
| $98.5M | -$85.7M | -47% | 43% | – | 4 | 0% | 0.4 |
|
| 5985 |
AWM
5985
Alterna Wealth Management
Houston,
Texas
| $98.5M | -$20.1M | -17% | 9.09% | 48% | 137 | 48.91% | 1.5 |
|
| 5986 |
AWA
5986
Aletheian Wealth Advisors
Bellevue,
Washington
| $98.5M | -$6.88M | -7% | 11.7% | – | 59 | 13.56% | 0.4 |
|
| 5987 |
EL
5987
EMFO LLC
Weston,
Florida
| $98.5M | -$11.8M | -11% | 13.7% | 25.8% | 351 | 9.97% | 0.9 |
|
| 5988 |
IFS
5988
Intelligent Financial Strategies
Excelsior,
Minnesota
| $98.4M | -$4.17M | -4% | 15.8% | 63.5% | 121 | 31.4% | 0.4 |
|
| 5989 |
HI
5989
Harper Investing
Santa Clara,
California
| $98.4M | -$9.42M | -9% | 11.2% | 53.4% | 51 | 13.73% | 0.2 |
|
| 5990 |
PWA
5990
Pillar Wealth Advisors
West Chester,
Pennsylvania
| $98.3M | -$5.33M | -5% | 10.8% | 21.9% | 61 | 19.67% | 0.4 |
|
| 5991 |
PWM
5991
Prentice Wealth Management
Rochester,
New York
| $98.2M | -$110M | -53% | 9.53% | 44.2% | 199 | 75.38% | 0.4 |
|
| 5992 |
ARS
5992
Adirondack Retirement Specialists
Queensbury,
New York
| $98M | -$13.8M | -12% | 17.5% | 13.1% | 17 | 5.88% | 1.2 |
|
| 5993 |
USPCM
5993
Union Square Park Capital Management
New York
| $97.9M | -$182M | -65% | 14.3% | 75.8% | 134 | 17.16% | 0.6 |
|
| 5994 |
FC
5994
Farley Capital
New York
| $97.8M | -$8.45M | -8% | 8.17% | 105% | 12 | 8.33% | 4.5 |
|
| 5995 |
LM
5995
Lansing Management
New York
| $97.8M | -$39.4M | -29% | 19.1% | 76.9% | 8 | 0% | 2.8 |
|
| 5996 |
IIM
5996
InTrack Investment Management
South Burlington,
Vermont
| $97.7M | -$25.3M | -21% | 16% | 99.2% | 127 | 23.62% | 1.1 |
|
| 5997 |
RB
5997
Richmond Brothers
Jackson,
Michigan
| $97.7M | -$32.2M | -25% | 21.8% | 77.2% | 22 | 0% | 0.5 |
|
| 5998 |
NMG
5998
New Millennium Group
Sandy,
Utah
| $97.7M | -$41.5M | -30% | 14.8% | 176% | 404 | 86.14% | 0.1 |
|
| 5999 |
SFG
5999
Socha Financial Group
Corning,
New York
| $97.7M | -$24.3M | -20% | 17.5% | 81.5% | 18 | 27.78% | 0.4 |
|
| 6000 |
UIA
6000
Ulland Investment Advisors
Minneapolis,
Minnesota
| $97.7M | -$35.7M | -27% | 17.3% | 161% | 281 | 14.23% | 0.4 |
|