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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
SPWG
6251
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $75.7M | +$6.18M | +9% | 4.37% | 67.4% | 193 | 14.51% | 1.4 |
|
| 6252 |
SMC
6252
S. Muoio & Co
New York
| $75.7M | +$5.58M | +8% | 17.2% | 327% | 88 | 53.41% | 2.3 |
|
| 6253 |
TOTUOP
6253
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| $75.6M | -$6.4M | -8% | 7.75% | – | 6 | 33.33% | 0.6 |
|
| 6254 |
MCWA
6254
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| $75.6M | -$5.68M | -7% | 6.74% | – | 104 | 17.31% | 1.8 |
|
| 6255 |
YWS
6255
Yarger Wealth Strategies
Westerville,
Ohio
| $75.4M | -$2.06M | -3% | 0.67% | 55.1% | 48 | 6.25% | 0.7 |
|
| 6256 |
FFMBT
6256
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
| $75.4M | -$5.29M | -7% | 5.35% | – | 92 | 7.61% | 0.7 |
|
| 6257 |
NVPX
6257
Norwest Venture Partners XII
Palo Alto,
California
| $75.4M | -$20.2M | -21% | 18.3% | – | 2 | 0% | 0.8 |
|
| 6258 |
WM
6258
Westpark Management
Plano,
Texas
| $75.3M | +$3.85M | +5% | 5.78% | – | 7 | 57.14% | 0.3 |
|
| 6259 |
GCS
6259
Gordian Capital (Singapore)
Singapore
| $75.3M | +$1.44M | +2% | 6.89% | 321% | 134 | 13.43% | 0.7 |
|
| 6260 |
NSRI
6260
New Silk Road Investment
Singapore
| $75.2M | -$9.99M | -12% | 11.5% | 21.2% | 17 | 23.53% | 1.4 |
|
| 6261 |
PCMN
6261
Paradigm Capital Management (Nevada)
Reno,
Nevada
| $75.1M | -$4.49M | -6% | 5.67% | – | 46 | 10.87% | 0.7 |
|
| 6262 |
BAM
6262
Banta Asset Management
Newport Beach,
California
| $75M | -$6.95M | -8% | 5.4% | – | 16 | 6.25% | 2.3 |
|
| 6263 |
JC
6263
JCSD Capital
Walnut Creek,
California
| $74.7M | -$12.3M | -14% | 1.62% | – | 90 | 13.33% | 1.4 |
|
| 6264 |
SW
6264
Simplicity Wealth
Summit,
New Jersey
| $74.5M | +$5.97M | +9% | 4.39% | 74.5% | 72 | 31.94% | 0.5 |
|
| 6265 |
SCMC
6265
Serent Capital Management Company
San Francisco,
California
| $74.5M | -$1.92M | -3% | 2.51% | – | 1 | 0% | 0.8 |
|
| 6266 |
JAIC
6266
Josh Arnold Investment Consultant
Edina,
Minnesota
| $74.4M | -$3.17M | -4% | 1.65% | 272% | 21 | 52.38% | 0.5 |
|
| 6267 |
EAM
6267
Emso Asset Management
London,
United Kingdom
| $74.4M | +$74.1M | +29,073% | 6.98% | 65% | 2 | 50% | 0.5 |
|
| 6268 |
AC
6268
Anson Capital
Tyrone,
Georgia
| $74.4M | -$20M | -21% | 5.11% | 45.8% | 63 | 14.29% | 0.7 |
|
| 6269 |
CCI
6269
Credit Capital Investments
Livingston,
New Jersey
| $74.4M | -$13.7M | -16% | 2.53% | 481% | 75 | 53.33% | 0.9 |
|
| 6270 |
XXIP
6270
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $74.3M | -$49.4M | -40% | 39.9% | 66.6% | 1 | 0% | 0.8 |
|
| 6271 |
RC
6271
Ronit Capital
London,
United Kingdom
| $74.3M | +$3.82M | +5% | 8.39% | – | 64 | 31.25% | 0.9 |
|
| 6272 |
WA
6272
WESPAC Advisors
Orinda,
California
| $74.3M | -$56.9M | -43% | 4.61% | 112% | 110 | 50.91% | 0.9 |
|
| 6273 |
JPC
6273
Jabodon PT Co
Reno,
Nevada
| $74.1M | +$2.05M | +3% | 4.63% | 61.9% | 3 | 0% | 0.8 |
|
| 6274 |
AC
6274
Avant Capital
Lafayette,
Louisiana
| $74.1M | -$3.25M | -4% | 5.31% | – | 53 | 5.66% | 0.7 |
|
| 6275 |
DG
6275
Daventry Group
New York
| $74M | +$648K | +0.9% | 4.68% | 26.2% | 7 | 0% | 0.6 |
|