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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
RCA
6326
Roberts Capital Advisors
Denver,
Colorado
| $69M | -$3.88M | -5% | 3.95% | – | 88 | 0% | 0.7 |
|
| 6327 |
VH
6327
Varley Holdings
Tomago NSW,
Australia
| $68.9M | -$65.8M | -49% | 47.6% | – | 1 | 0% | 0.3 |
|
| 6328 |
PIC
6328
Platt Investment Counsel
Lake Mary,
Florida
| $68.9M | -$4.73M | -6% | 4.72% | 62.9% | 13 | 7.69% | 1.5 |
|
| 6329 |
QUSVM
6329
Qiming U.S. Ventures Management
Bellevue,
Washington
| $68.8M | -$3.2M | -4% | 61.8% | 1,484% | 7 | 0% | 0.7 |
|
| 6330 |
VA
6330
Verdad Advisers
Boston,
Massachusetts
| $68.8M | -$37.3M | -35% | 5.49% | – | 31 | 29.03% | 0.8 |
|
| 6331 |
AM
6331
Ampfield Management
New York
| $68.8M | +$4.33M | +7% | 5.16% | 56.9% | 4 | 0% | 1.3 |
|
| 6332 |
FFP
6332
Forbes Financial Planning
East Greenwich,
Rhode Island
| $68.7M | -$1.03M | -1% | 5.79% | 46.7% | 28 | 3.57% | 0.7 |
|
| 6333 |
AC
6333
AWH Capital
Dallas,
Texas
| $68.7M | -$5.55M | -7% | 2.86% | 183% | 26 | 19.23% | 2.5 |
|
| 6334 |
CMANY
6334
Capital Management Associates (New York)
New York
| $68.7M | +$794K | +1% | 2.17% | 205% | 82 | 19.51% | 2 |
|
| 6335 |
GPA
6335
Guerra Pan Advisors
Montclair,
New Jersey
| $68.6M | -$12.1M | -15% | 7.19% | 135% | 97 | 11.34% | 0.8 |
|
| 6336 |
OCA
6336
Offit Capital Advisors
New York
| $68.6M | -$61.6M | -47% | 29.9% | – | 2 | 50% | 0.8 |
|
| 6337 |
FWM
6337
Fingerlakes Wealth Management
Ithaca,
New York
| $68.6M | -$4.54M | -6% | 4.75% | 80.2% | 90 | 6.67% | 0.7 |
|
| 6338 |
ECM
6338
Evolution Capital Management
Crystal Bay,
Nevada
| $68.1M | +$1.33M | +2% | 15% | – | 74 | 37.84% | 0.5 |
|
| 6339 |
MCA
6339
Martin Capital Advisors
San Antonio,
Texas
| $68.1M | -$45.4M | -40% | 2.84% | 117% | 60 | 8.33% | 0.8 |
|
| 6340 |
FCC
6340
Flower City Capital
Pittsford,
New York
| $68M | -$34.9M | -34% | 7.23% | 60.7% | 33 | 30.3% | 0.6 |
|
| 6341 |
ECP
6341
Elemental Capital Partners
San Francisco,
California
| $67.8M | -$8.94M | -12% | 4.15% | – | 8 | 25% | 1.1 |
|
| 6342 |
1IA
6342
1620 Investment Advisors
Plymouth,
Massachusetts
| $67.8M | -$4.74M | -7% | 4.68% | 68.9% | 135 | 18.52% | 0.6 |
|
| 6343 |
CFS
6343
Capital Financial Services
Clifton Park,
New York
| $67.6M | -$3.31M | -5% | 4.04% | – | 80 | 8.75% | 1.4 |
|
| 6344 |
FNA
6344
First National Advisers
Omaha,
Nebraska
| $67.5M | +$19.3M | +40% | 5.04% | 87.9% | 129 | 31.78% | 0.2 |
|
| 6345 |
ICM
6345
Infini Capital Management
Central,
Hong Kong
| $67.4M | -$6.98M | -9% | 1.57% | – | 28 | 85.71% | 0.6 |
|
| 6346 |
CFA
6346
Compass Financial Advisors
Fort Wayne,
Indiana
| $67.3M | -$6.04M | -8% | 3.69% | – | 128 | 10.94% | 0.7 |
|
| 6347 |
HP
6347
Highlander Partners
Dallas,
Texas
| $67.2M | -$8.79M | -12% | 3.09% | 241% | 25 | 20% | 0.7 |
|
| 6348 |
WRCAI
6348
West Rim Capital Associates II
Lehi,
Utah
| $67.1M | -$5.91M | -8% | 7.2% | – | 2 | 0% | 0.8 |
|
| 6349 |
SCA
6349
SMH Capital Advisors
Fort Worth,
Texas
| $67M | -$7.15M | -10% | 2.63% | 10.7% | 65 | 9.23% | 2.1 |
|
| 6350 |
RC
6350
Resonate Capital
San Francisco,
California
| $67M | -$23.3M | -26% | 5.56% | – | 20 | 0% | 0.7 |
|