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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
40.91%
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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 6151 |
DFC
6151
DB Fitzpatrick & Co
Boise,
Idaho
| $82.2M | -$8.59M | -9% | 4.31% | 37.1% | 75 | 10.67% |
|
| 6152 |
CIM
6152
Caldwell Investment Management
Toronto,
Ontario, Canada
| $82.2M | -$17.4M | -17% | 2.88% | 162% | 32 | 34.38% |
|
| 6153 |
GBA
6153
Garrison Bradford & Associates
New York
| $82.2M | -$5.78M | -7% | 3.12% | 63.5% | 45 | 8.89% |
|
| 6154 |
NCA
6154
New Century Advisors
Chevy Chase,
Maryland
| $82.1M | -$6.23M | -7% | 2.49% | – | 105 | 15.24% |
|
| 6155 |
KWA
6155
Kellett Wealth Advisors
Cincinnati,
Ohio
| $82.1M | +$4.72M | +6% | 6.1% | 68.1% | 59 | 15.25% |
|
| 6156 |
BG
6156
BRX Global
New York
| $82.1M | -$4.86M | -6% | 5.07% | 65.8% | 6 | 0% |
|
| 6157 |
PHIC
6157
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $82M | -$3.45M | -4% | 3.53% | 72.1% | 99 | 3.03% |
|
| 6158 |
CAP
6158
Columbia Advisory Partners
Spokane,
Washington
| $82M | -$5.34M | -6% | 5.31% | 63.7% | 51 | 25.49% |
|
| 6159 |
TBNY
6159
Trustco Bank (New York)
Albany,
New York
| $81.9M | -$10.8M | -12% | 6.81% | 131% | 67 | 5.97% |
|
| 6160 |
SC
6160
Samjo Capital
New York
| $81.9M | -$37K | -0% | 13% | 89.1% | 18 | 22.22% |
|
| 6161 |
HFW
6161
Horizon Family Wealth
Chicago,
Illinois
| $81.9M | -$4.16M | -5% | 5.98% | 68.6% | 54 | 3.7% |
|
| 6162 |
WPA
6162
Winning Points Advisors
Boca Raton,
Florida
| $81.8M | -$9.18M | -10% | 1.45% | – | 53 | 11.32% |
|
| 6163 |
CC
6163
Corton Capital
Carrying Place,
Ontario, Canada
| $81.8M | -$24.1M | -23% | 2.43% | 225% | 410 | 56.34% |
|
| 6164 |
FC
6164
Farley Capital
New York
| $81.8M | -$16M | -16% | 10.5% | 105% | 13 | 7.69% |
|
| 6165 |
BDAM
6165
Blue Door Asset Management
Stamford,
Connecticut
| $81.8M | -$15.4M | -16% | 0.94% | 127% | 21 | 33.33% |
|
| 6166 |
HIS
6166
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $81.7M | -$48.8M | -37% | 1.4% | 282% | 172 | 51.74% |
|
| 6167 |
RCM
6167
Regency Capital Management
Honolulu,
Hawaii
| $81.6M | -$11.4M | -12% | 3.1% | 92.1% | 87 | 60.92% |
|
| 6168 |
PFA
6168
Peak Financial Advisors
Denver,
Colorado
| $81.3M | -$19.7M | -19% | 3.79% | 40.1% | 75 | 36% |
|
| 6169 |
CA
6169
Cresta Advisors
Laredo,
Texas
| $81M | – | – | 5.03% | 59.1% | 31 | – |
|
| 6170 |
LP
6170
Lloyd Park
Wilmette,
Illinois
| $81M | -$14.6M | -15% | 0.67% | – | 86 | 12.79% |
|
| 6171 |
BRC
6171
Bell Rock Capital
Rehoboth Beach,
Delaware
| $81M | -$47.6M | -37% | 4.7% | – | 120 | 94.17% |
|
| 6172 |
HAS
6172
Holland Advisory Services
Ormond Beach,
Florida
| $80.8M | -$2.75M | -3% | 6.56% | 57.1% | 32 | 15.63% |
|
| 6173 |
EC
6173
Enhancing Capital
Harrisburg,
Pennsylvania
| $80.8M | -$2.95M | -4% | 4.04% | – | 79 | 8.86% |
|
| 6174 |
LCM
6174
Linker Capital Management
Prospect,
Kentucky
| $80.7M | +$212K | +0.3% | 3.04% | – | 39 | 7.69% |
|
| 6175 |
FC
6175
Fore Capital
New York
| $80.7M | -$14.9M | -16% | 1.03% | 25.4% | 33 | 42.42% |
|