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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
CRC
6126
Catawba River Capital
Lake Wylie,
South Carolina
| $84M | +$7.89M | +10% | 0.6% | 89.5% | 17 | 17.65% | 1.8 |
|
| 6127 |
VIP
6127
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $84M | -$3.97M | -5% | 6.39% | 31.9% | 9 | 0% | 2.3 |
|
| 6128 |
RG
6128
Richelieu Gestion
Paris,
France
| $84M | -$4.22M | -5% | 3.19% | – | 77 | 16.88% | 0.5 |
|
| 6129 |
OFG
6129
OmniStar Financial Group
Wilmington,
North Carolina
| $83.9M | -$6.33M | -7% | 5.87% | 67.1% | 127 | 33.86% | 1.3 |
|
| 6130 |
SAMT
6130
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $83.9M | -$9.05M | -10% | 2.95% | 68.4% | 62 | 9.68% | 3.4 |
|
| 6131 |
BCPWM
6131
Bradley & Co Private Wealth Management
Miami,
Florida
| $83.9M | -$6.88M | -8% | 2.09% | – | 195 | 8.72% | 1.2 |
|
| 6132 |
MP
6132
Marlowe Partners
New York
| $83.6M | -$12.7M | -13% | 10.5% | 16.3% | 8 | 12.5% | 1.9 |
|
| 6133 |
DWA
6133
Delos Wealth Advisors
Dallas,
Texas
| $83.6M | -$5.92M | -7% | 4.43% | 58% | 400 | 39.25% | 0.7 |
|
| 6134 |
BWA
6134
Blodgett Wealth Advisors
Concord,
California
| $83.4M | -$7.85M | -9% | 4.74% | 124% | 68 | 10.29% | 0.7 |
|
| 6135 |
CAAM
6135
Cape Ann Asset Management
London,
United Kingdom
| $83.4M | -$90.3M | -52% | 9.63% | 199% | 9 | 11.11% | 1.3 |
|
| 6136 |
GCWM
6136
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| $83.4M | -$30.6M | -27% | 1.85% | 45.3% | 122 | 58.2% | 0.4 |
|
| 6137 |
ERM
6137
Elm Ridge Management
Briarcliff Manor,
New York
| $83.3M | -$7.82M | -9% | 1.85% | 93.6% | 31 | 22.58% | 3 |
|
| 6138 |
KL
6138
KilterHowling LLC
Boulder,
Colorado
| $83.3M | -$5.8M | -7% | 4.36% | 51.3% | 54 | 11.11% | 0.7 |
|
| 6139 |
TI
6139
TTP Investments
San Jose,
California
| $83.3M | -$687K | -0.8% | 2.36% | 197% | 37 | 16.22% | 0.9 |
|
| 6140 |
LSC
6140
Lesa Sroufe & Co
Seattle,
Washington
| $83.2M | – | – | 2.81% | – | 65 | – | 4.4 |
|
| 6141 |
BWM
6141
BlackDiamond Wealth Management
New York
| $83.1M | +$2.86M | +4% | 4.32% | 70.8% | 119 | 21.85% | 0.6 |
|
| 6142 |
BC
6142
Breakline Capital
New York
| $83M | -$4.09M | -5% | 5.65% | – | 35 | 57.14% | 0.5 |
|
| 6143 |
DG
6143
DMC Group
Birmingham,
Alabama
| $82.8M | -$1.7M | -2% | 4.38% | 99.2% | 110 | 10% | 0.7 |
|
| 6144 |
DAM
6144
Draper Asset Management
Smithtown,
New York
| $82.6M | -$2.52M | -3% | 2.6% | 187% | 48 | 60.42% | 1.4 |
|
| 6145 |
AAM
6145
American Asset Management
Boca Raton,
Florida
| $82.5M | -$8.92M | -10% | 7.83% | 42.5% | 9 | 22.22% | 5.1 |
|
| 6146 |
EWM
6146
Endowment Wealth Management
Appleton,
Wisconsin
| $82.5M | -$533K | -0.6% | 6.06% | 66.3% | 121 | 9.09% | 0.7 |
|
| 6147 |
RH
6147
RFG Holdings
Argyle,
Texas
| $82.4M | -$31.2M | -27% | 3.74% | 72.3% | 17 | 23.53% | 1.6 |
|
| 6148 |
TCM
6148
Trilantic Capital Management
New York
| $82.4M | -$23.6M | -22% | 30.4% | – | 10 | 20% | 0.6 |
|
| 6149 |
PWM
6149
Pinnacle Wealth Management
Roseville,
California
| $82.4M | +$11.2M | +16% | 2.36% | 194% | 55 | 40% | 0.4 |
|
| 6150 |
TMC
6150
Trellus Management Company
Delray Beach,
Florida
| $82.3M | +$175K | +0.2% | 10.6% | 268% | 70 | 45.71% | 1.5 |
|