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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
PCM
6026
Perkins Capital Management
Wayzata,
Minnesota
| $96.6M | -$25.4M | -21% | 15.1% | 303% | 115 | 13.04% | 3.8 |
|
| 6027 |
CGH
6027
CMG Global Holdings
Plano,
Texas
| $96.6M | -$25.9M | -21% | 14% | 80.8% | 84 | 11.9% | 1.2 |
|
| 6028 |
CWM
6028
Cadence Wealth Management
Westborough,
Massachusetts
| $96.5M | -$33.8M | -26% | 14.2% | 56.4% | 39 | 17.95% | 0.9 |
|
| 6029 |
JSMC
6029
Jess S. Morgan & Co
Los Angeles,
California
| $96.4M | -$41M | -30% | 14.5% | 69.3% | 47 | 29.79% | 1.7 |
|
| 6030 |
MP
6030
Marlowe Partners
New York
| $96.4M | -$37.6M | -28% | 21.9% | 16.3% | 8 | 12.5% | 1.9 |
|
| 6031 |
VBWMG
6031
Von Berge Wealth Management Group
San Diego,
California
| $96.2M | -$13.5M | -12% | 15.6% | 60.5% | 65 | 9.23% | 0.5 |
|
| 6032 |
SCM
6032
Saber Capital Management
Fuquay Varina,
North Carolina
| $96.2M | -$12.5M | -11% | 19.2% | – | 19 | 31.58% | 0.3 |
|
| 6033 |
ACM
6033
Anabranch Capital Management
Stamford,
Connecticut
| $96.2M | -$49.4M | -34% | 26.9% | 139% | 7 | 0% | 1.3 |
|
| 6034 |
CCG
6034
Capital CS Group
Irvine,
California
| $96.1M | -$18.7M | -16% | 20.4% | 22.5% | 83 | 74.7% | 0.5 |
|
| 6035 |
HA
6035
Hofer & Associates
Thousand Oaks,
California
| $96.1M | -$17.5M | -15% | 14.3% | 61.7% | 52 | 5.77% | 0.5 |
|
| 6036 |
MWM
6036
Moulton Wealth Management
Spokane,
Washington
| $96.1M | $0 | 0% | 8.44% | 47.8% | 17 | 0% | 1.4 |
|
| 6037 |
TC
6037
Tenret Company
Tampa,
Florida
| $96M | -$14.9M | -13% | 12.4% | – | 32 | 18.75% | 0.9 |
|
| 6038 |
ICM
6038
Islay Capital Management
Lubbock,
Texas
| $96M | -$24.2M | -20% | 11.7% | 66.3% | 342 | 33.04% | 1.5 |
|
| 6039 |
RF
6039
Robbins Farley
Bedford,
New Hampshire
| $96M | -$37M | -28% | 12.7% | 98.2% | 175 | 41.71% | 0.8 |
|
| 6040 |
LF
6040
LifeSteps Financial
Claremont,
California
| $95.9M | -$39.3M | -29% | 15.9% | 98.4% | 83 | 10.84% | 2.1 |
|
| 6041 |
SPAS
6041
Spectrum Planning & Advisory Services
San Diego,
California
| $95.9M | -$13.5M | -12% | 8.51% | – | 49 | 26.53% | 1.1 |
|
| 6042 |
BIA
6042
Benchmark Investment Advisors
Chicago,
Illinois
| $95.9M | -$37.1M | -28% | 16.3% | – | 155 | 45.16% | 0.4 |
|
| 6043 |
BW
6043
Basepoint Wealth
Cedar Rapids,
Iowa
| $95.8M | -$12.7M | -12% | 13% | 113% | 90 | 18.89% | 0.4 |
|
| 6044 |
DWM
6044
Denver Wealth Management
Denver,
Colorado
| $95.8M | – | – | 14.3% | 64.4% | 53 | – | 0.9 |
|
| 6045 |
LP
6045
Lloyd Park
Wilmette,
Illinois
| $95.6M | +$4.95M | +5% | 16.4% | – | 92 | 53.26% | 0.3 |
|
| 6046 |
AEPLI
6046
AH Equity Partners LSV II
Menlo Park,
California
| $95.6M | -$43.3M | -31% | 26.1% | – | 4 | 0% | 0.5 |
|
| 6047 |
BAM
6047
Broadcrest Asset Management
Winter Park,
Florida
| $95.6M | -$24.7M | -21% | 22.3% | 54.1% | 9 | 33.33% | 0.4 |
|
| 6048 |
NVPX
6048
Norwest Venture Partners XII
Palo Alto,
California
| $95.6M | -$60.9M | -39% | 18.2% | – | 2 | 0% | 0.5 |
|
| 6049 |
FC
6049
Fore Capital
New York
| $95.5M | -$118M | -55% | 1.33% | 25.4% | 41 | 36.59% | 0.6 |
|
| 6050 |
GG
6050
Golden Green
Seneca,
South Carolina
| $95.5M | -$26.1M | -21% | 15.2% | 92.4% | 92 | 42.39% | 0.8 |
|