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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 |
ONSWM
6201
Old North State Wealth Management
Wilmington,
North Carolina
| $87.8M | -$12.3M | -12% | 11.7% | 76.7% | 62 | 16.13% | 0.5 |
|
| 6202 |
OC
6202
Oppenheimer & Close
New York
| $87.6M | -$28.3M | -24% | 14.8% | 149% | 61 | 8.2% | 3.9 |
|
| 6203 |
BHCM
6203
Boulder Hill Capital Management
New York
| $87.6M | -$98.7M | -53% | 9.59% | – | 219 | 95.89% | 0 |
|
| 6204 |
AFA
6204
Atlas Financial Advisors
Oroville,
California
| $87.6M | -$11.9M | -12% | 13.3% | 5.34% | 25 | 20% | 0.4 |
|
| 6205 |
MIM
6205
Meixler Investment Management
Show Low,
Arizona
| $87.3M | -$15M | -15% | 9.21% | 66.2% | 85 | 11.76% | 0.5 |
|
| 6206 |
CAP
6206
Columbia Advisory Partners
Spokane,
Washington
| $87.3M | -$12.3M | -12% | 13.8% | 69.7% | 57 | 28.07% | 0.4 |
|
| 6207 |
AGDR
6207
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| $87.3M | -$339M | -80% | 24.7% | 10.7% | 14 | 64.29% | 0.8 |
|
| 6208 |
F4L
6208
Fortune 45 LLC
Gonzales,
Louisiana
| $87.1M | -$19M | -18% | 13.6% | 85.2% | 57 | 24.56% | 0.4 |
|
| 6209 |
SLWA
6209
San Luis Wealth Advisors
San Luis Obispo,
California
| $87.1M | -$117M | -57% | 11.8% | 58.8% | 465 | 87.53% | 1 |
|
| 6210 |
BC
6210
Breakline Capital
New York
| $87M | +$21.9M | +34% | 16.9% | – | 32 | 65.63% | 0.5 |
|
| 6211 |
ALS
6211
Andrew L. Share
| $87M | -$11M | -11% | 3.9% | 14.8% | 5 | 0% | 1.4 |
|
| 6212 |
JC
6212
JCSD Capital
Walnut Creek,
California
| $87M | -$16.2M | -16% | 11.1% | – | 87 | 13.79% | 1.3 |
|
| 6213 |
FC
6213
Foundation Capital
Palo Alto,
California
| $87M | -$69M | -44% | 41.5% | – | 5 | 20% | 2.3 |
|
| 6214 |
BG
6214
BRX Global
New York
| $86.9M | -$18.9M | -18% | 22.5% | 65.8% | 9 | 44.44% | 1.2 |
|
| 6215 |
CI
6215
Centerstone Investors
New York
| $86.8M | -$9.58M | -10% | 7.2% | 73.7% | 22 | 13.64% | 2.6 |
|
| 6216 |
WWM
6216
Westwood Wealth Management
Los Angeles,
California
| $86.7M | -$171M | -66% | 25.9% | 425% | 55 | 34.55% | 0.4 |
|
| 6217 |
HM
6217
Harvest Management
New York
| $86.7M | -$27.6M | -24% | 3.32% | 610% | 83 | 68.67% | 0.4 |
|
| 6218 |
LWM
6218
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $86.5M | +$121K | +0.1% | 6.01% | 66% | 56 | 37.5% | 1.5 |
|
| 6219 |
PCM
6219
Potomac Capital Management
New York
| $86.5M | -$29.5M | -25% | 19.8% | – | 85 | 28.24% | 1.2 |
|
| 6220 |
ULWM
6220
Upper Left Wealth Management
Tampa,
Florida
| $86.4M | -$10.1M | -11% | 10.8% | 52.7% | 57 | 21.05% | 0.4 |
|
| 6221 |
MCM
6221
Moon Capital Management
New York
| $86.3M | -$13.3M | -13% | 9.72% | 76.3% | 17 | 35.29% | 2.4 |
|
| 6222 |
KIA
6222
Kraematon Investment Advisors
Braintree,
Massachusetts
| $86.2M | -$18.9M | -18% | 14.5% | 80.5% | 95 | 12.63% | 0.5 |
|
| 6223 |
AWM
6223
Avondale Wealth Management
West Lake Hills,
Texas
| $86.2M | +$1.07M | +1% | 15.5% | 83.8% | 134 | 28.36% | 2.3 |
|
| 6224 |
HFW
6224
Horizon Family Wealth
Chicago,
Illinois
| $86.1M | -$14.8M | -15% | 15.9% | 68.6% | 62 | 16.13% | 0.4 |
|
| 6225 |
SSIM
6225
Sheets Smith Investment Management
Houston,
Texas
| $86M | +$4.71M | +6% | 4.57% | – | 52 | 73.08% | 0.4 |
|