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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
BGDR
6376
BC Gestao de Recursos
Sao Paulo,
Brazil
| $99M | -$16.4M | -14% | 6.96% | – | 3 | 0% | 1.2 |
|
| 6377 |
CNWM
6377
Clay Northam Wealth Management
Huntington Beach,
California
| $98.8M | -$7.39M | -7% | 6.27% | 125% | 92 | 17.39% | 0.2 |
|
| 6378 |
FC
6378
Family CFO
Los Altos,
California
| $98.5M | -$5.1M | -5% | 4.96% | 84% | 55 | 3.64% | 0.2 |
|
| 6379 |
CPX
6379
Canaan Partners X
Menlo Park,
California
| $98.5M | -$158M | -62% | 48% | 55.4% | 4 | 0% | 1.4 |
|
| 6380 |
CPWM
6380
Cypress Point Wealth Management
Dallas,
Texas
| $98.4M | -$9.45M | -9% | 18.6% | 226% | 33 | 12.12% | 0.9 |
|
| 6381 |
YSP
6381
Yarra Square Partners
New York
| $98.3M | +$3.2M | +3% | 0.15% | 55.9% | 24 | 37.5% | 0.8 |
|
| 6382 |
LPP
6382
Life Planning Partners
Jacksonville,
Florida
| $98.2M | -$1.09M | -1% | 5.46% | – | 189 | 11.64% | 0.2 |
|
| 6383 |
KL
6383
KilterHowling LLC
Boulder,
Colorado
| $98.1M | -$13.2M | -12% | 5.81% | 51.3% | 57 | 12.28% | 0.3 |
|
| 6384 |
CWM
6384
Comprehensive Wealth Management
Lynnwood,
Washington
| $98M | -$37.8M | -28% | 7.13% | 36.9% | 42 | 71.43% | 0.3 |
|
| 6385 |
ALS
6385
Andrew L. Share
| $98M | -$890K | -0.9% | 47.1% | 14.8% | 9 | 55.56% | 1.2 |
|
| 6386 |
GWA
6386
Gibson Wealth Advisors
Tyler,
Texas
| $98M | +$834K | +0.9% | 2.4% | – | 137 | 16.06% | 0.2 |
|
| 6387 |
MPEM
6387
Marathon Partners Equity Management
New York
| $97.9M | -$95.3M | -49% | 8.9% | – | 20 | 65% | 1.6 |
|
| 6388 |
GIM
6388
Guild Investment Management
Los Angeles,
California
| $97.8M | -$1.05M | -1% | 2.15% | 101% | 90 | 26.67% | 1.2 |
|
| 6389 |
WFA
6389
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $97.7M | -$1.35M | -1% | 3.61% | 50.8% | 42 | 9.52% | 0.2 |
|
| 6390 |
RVM
6390
RiverVest Venture Management
St. Louis,
Missouri
| $97.4M | -$42.8M | -31% | 10.4% | 16.5% | 6 | 0% | 1 |
|
| 6391 |
RA
6391
Raffles Associates
New York
| $97.3M | -$7.03M | -7% | 0.65% | 50% | 56 | 32.14% | 1.8 |
|
| 6392 |
ICP
6392
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $97.3M | -$2.24M | -2% | 5.34% | 79.6% | 179 | 29.61% | 0.5 |
|
| 6393 |
APC
6393
Alpine Peaks Capital
New York
| $97.2M | -$4.99M | -5% | 5.52% | 24.3% | 26 | 7.69% | 0.2 |
|
| 6394 |
GFP
6394
Guardian Financial Partners
Orange,
California
| $97.1M | -$7.62M | -7% | 3.97% | 50.2% | 42 | 19.05% | 0.2 |
|
| 6395 |
ICM
6395
Innovius Capital Management
San Francisco,
California
| $97M | -$33.1M | -25% | 25.3% | 56.4% | 2 | 0% | 0.3 |
|
| 6396 |
AC
6396
AWH Capital
Dallas,
Texas
| $97M | -$11.1M | -10% | 0.86% | 183% | 28 | 17.86% | 1.8 |
|
| 6397 |
IAG
6397
Investmark Advisory Group
Shelton,
Connecticut
| $97M | -$9.96M | -9% | 1.65% | 65.1% | 390 | 76.92% | 0.2 |
|
| 6398 |
RCA
6398
Roberts Capital Advisors
Denver,
Colorado
| $96.9M | -$10.3M | -10% | 8.99% | – | 96 | 1.04% | 0.2 |
|
| 6399 |
HC
6399
Hoese & Co
Glencoe,
Minnesota
| $96.9M | -$3.72M | -4% | 3.21% | 46.3% | 220 | 10.45% | 0.8 |
|
| 6400 |
PWA
6400
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $96.7M | -$35.7M | -27% | 4.76% | 60.1% | 132 | 39.39% | 1.1 |
|