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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
MCI
6351
MRP Capital Investments
Alpharetta,
Georgia
| $102M | +$11.1M | +12% | 8.01% | 222% | 265 | 32.45% | 0.4 |
|
| 6352 |
HFAS
6352
Hummer Financial Advisory Services
Chicago,
Illinois
| $102M | +$8.13M | +9% | 6.44% | 71.8% | 98 | 16.33% | 2.7 |
|
| 6353 |
KCS
6353
Koonce Calvin Scott
| $102M | +$18.3M | +22% | 21.8% | 67.9% | 2 | 50% | 4.3 |
|
| 6354 |
PU
6354
Petiole USA
New York
| $102M | -$17.3M | -14% | 0.51% | 105% | 38 | 5.26% | 1.3 |
|
| 6355 |
KOMWMG
6355
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $102M | +$4.91M | +5% | 3.01% | 60.2% | 64 | 4.69% | 1.8 |
|
| 6356 |
NU
6356
Northwestern University
Evanston,
Illinois
| $102M | -$10.2M | -9% | 3.98% | 31.6% | 7 | 14.29% | 2.9 |
|
| 6357 |
RAM
6357
Robocap Asset Management
London,
United Kingdom
| $102M | +$17.3M | +20% | 15.3% | 259% | 26 | 3.85% | 0.2 |
|
| 6358 |
G
6358
Greycroft
New York
| $102M | -$5.78M | -5% | 5.2% | 20% | 2 | 0% | 1.4 |
|
| 6359 |
BAM
6359
Bosun Asset Management
Chicago,
Illinois
| $102M | +$14.3M | +16% | 3.15% | 278% | 205 | 64.39% | 0.4 |
|
| 6360 |
DWA
6360
Delap Wealth Advisory
Lake Oswego,
Oregon
| $102M | +$4.44M | +5% | 3.57% | 66.1% | 59 | 16.95% | 0.5 |
|
| 6361 |
KFG
6361
Kingdom Financial Group
Peoria,
Arizona
| $102M | – | – | 3.74% | 46.2% | 63 | – | 0 |
|
| 6362 |
NSG
6362
Nalls Sherbakoff Group
Knoxville,
Tennessee
| $102M | +$1.35M | +1% | 3.75% | – | 519 | 7.32% | 2.6 |
|
| 6363 |
WOSD
6363
WFA of San Diego
San Diego,
California
| $102M | +$6.14M | +6% | 6.7% | – | 397 | 82.12% | 0.4 |
|
| 6364 |
LTL
6364
Lowery Thomas LLC
Pebble Beach,
California
| $102M | +$11M | +12% | 6.84% | 74.7% | 47 | 10.64% | 1 |
|
| 6365 |
RPA
6365
Rose Park Advisors
Boston,
Massachusetts
| $102M | +$7.42M | +8% | 8.75% | 11.8% | 1 | 0% | 1.5 |
|
| 6366 |
OR
6366
Olympiad Research
Stamford,
Connecticut
| $102M | +$15.8M | +18% | 9.29% | 189% | 343 | 66.47% | 0.3 |
|
| 6367 |
LC
6367
LTG Capital
Newton,
Massachusetts
| $101M | +$4.71M | +5% | 5.27% | 56% | 26 | 0% | 1.4 |
|
| 6368 |
WFS
6368
Walker Financial Services
Bowling Green,
Kentucky
| $101M | +$4.2M | +4% | 0.42% | 18.9% | 24 | 0% | 1.1 |
|
| 6369 |
LF
6369
LifeSteps Financial
Claremont,
California
| $101M | +$6.91M | +7% | 8.55% | 88% | 74 | 12.16% | 2.6 |
|
| 6370 |
WCBA
6370
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $101M | -$5.85M | -5% | 0.33% | 52.2% | 62 | 0% | 5 |
|
| 6371 |
LFA
6371
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $101M | +$2.46M | +2% | 7.48% | 92.3% | 107 | 3.74% | 1.4 |
|
| 6372 |
BCPWM
6372
Bradley & Co Private Wealth Management
Miami,
Florida
| $101M | +$9.69M | +11% | 11.6% | – | 183 | 8.74% | 1.7 |
|
| 6373 |
KSCM
6373
Kamunting Street Capital Management
Miami Beach,
Florida
| $101M | +$22.6M | +29% | 0.08% | 7.47% | 59 | 77.97% | 0.5 |
|
| 6374 |
SSWM
6374
Strait & Sound Wealth Management
San Francisco,
California
| $101M | +$342K | +0.3% | 12.2% | 74% | 115 | 9.57% | 0.5 |
|
| 6375 |
MJB
6375
Mark J. Bradley
| $101M | -$37.1M | -27% | 10.4% | – | 45 | 11.11% | 2.1 |
|