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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 |
ASFA
5976
All Season Financial Advisors
Denver,
Colorado
| $92.1M | -$24.8M | -21% | 4.68% | 33.8% | 139 | 47.48% | 0.6 |
|
| 5977 |
JAMONY
5977
Jacob Asset Management of New York
Hermosa Beach,
California
| $92.1M | -$6.88M | -7% | 2.62% | 22.7% | 71 | 7.04% | 1.8 |
|
| 5978 |
TFP
5978
TrueWealth Financial Partners
Bellevue,
Washington
| $92.1M | -$3.3M | -3% | 5.94% | 36.4% | 14 | 7.14% | 0.8 |
|
| 5979 |
CW
5979
Cook Wealth
Raleigh,
North Carolina
| $92M | -$5.34M | -5% | 8.88% | 7.36% | 50 | 20% | 0.6 |
|
| 5980 |
UI
5980
Unconventional Investor
Portsmouth,
New Hampshire
| $91.9M | -$5.55M | -6% | 5.63% | 62.7% | 35 | 17.14% | 0.7 |
|
| 5981 |
DWM
5981
Defined Wealth Management
Beaverton,
Oregon
| $91.8M | -$5.77M | -6% | 5.84% | 70.3% | 95 | 10.53% | 1.6 |
|
| 5982 |
MSWM
5982
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $91.8M | -$75.6M | -45% | 4.95% | 53.1% | 22 | 50% | 2.9 |
|
| 5983 |
BIM
5983
Bullseye Investment Management
Cincinnati,
Ohio
| $91.8M | -$20M | -18% | 1.44% | 36.2% | 60 | 71.67% | 0.3 |
|
| 5984 |
AWM
5984
Avondale Wealth Management
West Lake Hills,
Texas
| $91.7M | +$5.49M | +6% | 5.27% | 83.8% | 121 | 11.57% | 2.3 |
|
| 5985 |
EAM
5985
Empirical Asset Management
Wellesley,
Massachusetts
| $91.7M | -$3.17M | -3% | 3.82% | 94.5% | 183 | 36.07% | 0.5 |
|
| 5986 |
JGCM
5986
Joseph Group Capital Management
Columbus,
Ohio
| $91.6M | -$8.17M | -8% | 6.39% | 58.4% | 88 | 14.77% | 0.6 |
|
| 5987 |
LCM
5987
Lynwood Capital Management
Toronto,
Ontario, Canada
| $91.6M | +$2.06M | +2% | 3.12% | – | 165 | 24.24% | 0.4 |
|
| 5988 |
VBCG
5988
Valley Brook Capital Group
Venetia,
Pennsylvania
| $91.6M | -$5.42M | -6% | 5.01% | 106% | 106 | 5.66% | 1.7 |
|
| 5989 |
TNAM
5989
Terra Nova Asset Management
New York
| $91.5M | +$1.67M | +2% | 3.14% | 172% | 83 | 8.43% | 2.6 |
|
| 5990 |
UIA
5990
Ulland Investment Advisors
Minneapolis,
Minnesota
| $91.5M | -$6.11M | -6% | 0.27% | 161% | 257 | 13.62% | 0.7 |
|
| 5991 |
ROC
5991
River Oaks Capital
Wayzata,
Minnesota
| $91.5M | -$1.65M | -2% | 0.51% | – | 51 | 0% | 3.2 |
|
| 5992 |
PFWA
5992
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $91.5M | -$10.1M | -10% | 3.78% | 72% | 103 | 10.68% | 1.8 |
|
| 5993 |
ACM
5993
Azarias Capital Management
Berwyn,
Pennsylvania
| $91.4M | -$442K | -0.5% | 0.64% | 58.2% | 18 | 0% | 0.8 |
|
| 5994 |
LC
5994
Lakehouse Capital
Sydney NSW,
Australia
| $91.3M | -$11.2M | -11% | 1.63% | 87.4% | 16 | 25% | 1.7 |
|
| 5995 |
YC
5995
Yunqi Capital
Hong Kong
| $91.3M | -$24.1M | -21% | 21.2% | 71.4% | 5 | 40% | 0.8 |
|
| 5996 |
MWVC
5996
Morgens Waterfall Vintiadis & Co
New York
| $91.3M | -$15.2M | -14% | 7.57% | 594% | 40 | 52.5% | 1.4 |
|
| 5997 |
KAM
5997
Kopion Asset Management
Mckinney,
Texas
| $91.2M | -$2.63M | -3% | 3.13% | 80.5% | 18 | 5.56% | 2.4 |
|
| 5998 |
SC
5998
Settian Capital
New York
| $91.2M | +$27.6M | +43% | 0.1% | 62.5% | 31 | 35.48% | 0.4 |
|
| 5999 |
CF
5999
Convergence Financial
Columbia,
Missouri
| $91.2M | -$5.64M | -6% | 4.7% | 62.3% | 24 | 20.83% | 0.6 |
|
| 6000 |
ICP
6000
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $91.2M | +$2.24M | +3% | 6.2% | 79.6% | 176 | 29.55% | 0.8 |
|