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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
TT
6201
TI-Trust
Quincy,
Illinois
| $110M | -$1.99M | -2% | 0.02% | 85.8% | 116 | 12.93% | 1.9 |
|
| 6202 |
UOMF
6202
University of Massachusetts Foundation
Newton,
Massachusetts
| $110M | -$9.87M | -8% | 6.07% | 53.6% | 5 | 0% | 1.6 |
|
| 6203 |
LFA
6203
Lauterbach Financial Advisors
El Paso,
Texas
| $110M | -$3.23M | -3% | 3.09% | 71.2% | 57 | 15.79% | 0.2 |
|
| 6204 |
SCM
6204
Segra Capital Management
Palm Beach,
Florida
| $110M | +$43.7M | +66% | 22.7% | 19% | 12 | 66.67% | 0.1 |
|
| 6205 |
LC
6205
LTG Capital
Newton,
Massachusetts
| $110M | -$8.5M | -7% | 7.03% | 56% | 27 | 3.7% | 0.3 |
|
| 6206 |
HCP
6206
Hiddenite Capital Partners
New York
| $110M | -$84.7M | -44% | 6.12% | 523% | 60 | 61.67% | 0.1 |
|
| 6207 |
T
6207
Tinicum
New York
| $110M | -$112M | -51% | 20.3% | 21.1% | 2 | 50% | 7 |
|
| 6208 |
LFA
6208
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $110M | -$2.27M | -2% | 4.08% | 92.3% | 108 | 6.48% | 0.2 |
|
| 6209 |
VBWMG
6209
Von Berge Wealth Management Group
San Diego,
California
| $110M | +$1.32M | +1% | 3.87% | 60.5% | 67 | 8.96% | 0.2 |
|
| 6210 |
BA
6210
Bivin & Associates
Ponca City,
Oklahoma
| $110M | -$4.97M | -4% | 2.65% | – | 445 | 29.66% | 0.2 |
|
| 6211 |
GPTE
6211
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $110M | +$4.76M | +5% | 0.02% | 140% | 29 | 6.9% | 0.2 |
|
| 6212 |
KRC
6212
Kehrs Ridge Capital
Holmdel,
New Jersey
| $110M | -$182M | -62% | 4.57% | – | 38 | 76.32% | 0.2 |
|
| 6213 |
SPAS
6213
Spectrum Planning & Advisory Services
San Diego,
California
| $109M | -$588K | -0.5% | 3.39% | – | 52 | 19.23% | 1 |
|
| 6214 |
OCM
6214
Once Capital Management
New York
| $109M | +$2.61M | +2% | 17.1% | 570% | 23 | 26.09% | 0.2 |
|
| 6215 |
AMC
6215
Avenir Management Company
New York
| $109M | -$77.2M | -41% | 42.5% | – | 4 | 25% | 0.2 |
|
| 6216 |
FB
6216
First Bancorp
Damariscotta,
Maine
| $109M | -$5.56M | -5% | 3.36% | 73.8% | 112 | 10.71% | 0.9 |
|
| 6217 |
AIM
6217
AHL Investment Management
Winter Park,
Florida
| $109M | -$489K | -0.4% | 0.6% | 57.7% | 331 | 82.78% | 0.2 |
|
| 6218 |
NPAM
6218
Noble Path Asset Management
New York
| $109M | +$5.9M | +6% | 8.19% | – | 27 | 37.04% | 0.2 |
|
| 6219 |
WFS
6219
Walker Financial Services
Bowling Green,
Kentucky
| $109M | – | – | 2.81% | 18.9% | 26 | – | 0 |
|
| 6220 |
FI
6220
Financial Insights
Tacoma,
Washington
| $109M | -$7.06M | -6% | 3.63% | 71.9% | 88 | 6.82% | 2.4 |
|
| 6221 |
UI
6221
Unconventional Investor
Portsmouth,
New Hampshire
| $109M | +$7.98M | +8% | 0.15% | 62.7% | 35 | 8.57% | 0.2 |
|
| 6222 |
SAM
6222
Steinberg Asset Management
New York
| $109M | +$26.5M | +32% | 42.9% | 130% | 35 | 2.86% | 3.4 |
|
| 6223 |
MCM
6223
M28 Capital Management
Stamford,
Connecticut
| $109M | -$19.3M | -15% | 37.2% | 200% | 14 | 21.43% | 0.2 |
|
| 6224 |
AVAI
6224
Atlas Venture Associates IX
Boston,
Massachusetts
| $109M | -$120M | -53% | 48.1% | 89.8% | 7 | 0% | 4 |
|
| 6225 |
MC
6225
Matisse Capital
Portland,
Oregon
| $109M | -$36M | -25% | 4.29% | 66.9% | 157 | 34.39% | 2 |
|