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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 |
PWSG
6376
Pacific Wealth Strategies Group
Santa Barbara,
California
| $94.9M | -$2.79M | -3% | 2.57% | 75.5% | 50 | 8% | 4 |
|
| 6377 |
LC
6377
LTG Capital
Newton,
Massachusetts
| $94.8M | -$6.46M | -6% | 6.31% | 56% | 26 | 0% | 1.6 |
|
| 6378 |
JIM
6378
JCP Investment Management
Houston,
Texas
| $94.7M | -$25.2M | -21% | 4.92% | 94.7% | 15 | 20% | 1.2 |
|
| 6379 |
DWRES
6379
Divco West Real Estate Services
San Francisco,
California
| $94.6M | +$4.7M | +5% | 7.68% | 22.3% | 6 | 16.67% | 0.8 |
|
| 6380 |
CS
6380
Crescent Sterling
Metairie,
Louisiana
| $94.5M | -$10.9M | -10% | 1.36% | 68.6% | 79 | 10.13% | 0.7 |
|
| 6381 |
RH
6381
RenaissanceRe Holdings
Pembroke,
Bermuda
| $94.4M | +$2.23M | +2% | 3.48% | 40.8% | 3 | 0% | 3.8 |
|
| 6382 |
DAM
6382
Draper Asset Management
Smithtown,
New York
| $94.4M | -$6.07M | -6% | 2.85% | 187% | 49 | 46.94% | 0.9 |
|
| 6383 |
RFN
6383
Redwood Financial Network
Solon,
Ohio
| $94.4M | -$12.3M | -12% | 2.38% | 74.1% | 160 | 21.88% | 1.2 |
|
| 6384 |
KCS
6384
Koonce Calvin Scott
| $94.3M | -$7.91M | -8% | 7.73% | 67.9% | 2 | 0% | 4.5 |
|
| 6385 |
CM
6385
CM Management
Gulf Breeze,
Florida
| $94.2M | -$8.29M | -8% | 1.4% | 110% | 75 | 16% | 1.8 |
|
| 6386 |
LIA
6386
LifePlan Investment Advisors
Raleigh,
North Carolina
| $94.1M | +$4.62M | +5% | 4.1% | 60.9% | 63 | 17.46% | 0.2 |
|
| 6387 |
SM
6387
Salzhauer Michael
| $94M | -$1.92M | -2% | 0.68% | 107% | 90 | 17.78% | 4.1 |
|
| 6388 |
KCM
6388
KRS Capital Management
Bloomfield,
Michigan
| $93.8M | -$6.23M | -6% | 3.53% | 233% | 117 | 9.4% | 1.4 |
|
| 6389 |
DVI
6389
Deccan Value Investors
Greenwich,
Connecticut
| $93.8M | -$999M | -91% | 5.71% | 66.5% | 5 | 80% | 3.5 |
|
| 6390 |
DFC
6390
DB Fitzpatrick & Co
Boise,
Idaho
| $93.6M | -$1.24M | -1% | 3.53% | 37.1% | 72 | 6.94% | 1.5 |
|
| 6391 |
LIM
6391
Lancaster Investment Management
London,
United Kingdom
| $93.3M | -$645K | -0.7% | 10.2% | 18% | 3 | 33.33% | 1.9 |
|
| 6392 |
FFP
6392
Forbes Financial Planning
East Greenwich,
Rhode Island
| $93.3M | -$10.3M | -10% | 4.26% | 46.7% | 32 | 25% | 1.2 |
|
| 6393 |
LAS
6393
LWM Advisory Services
Plantation,
Florida
| $93.3M | -$1.4M | -1% | 3.6% | 64.9% | 153 | 54.25% | 0.7 |
|
| 6394 |
LSC
6394
Lesa Sroufe & Co
Seattle,
Washington
| $93.3M | -$444K | -0.5% | 1.08% | – | 69 | 7.25% | 4.6 |
|
| 6395 |
PBT
6395
Pictet Bank & Trust
Nassau,
Bahamas
| $93.2M | -$29.3M | -24% | 3.76% | 66.3% | 45 | 4.44% | 5 |
|
| 6396 |
FWM
6396
FMB Wealth Management
Westlake Village,
California
| $93.2M | -$1.03M | -1% | 2.51% | 71.1% | 55 | 9.09% | 0.7 |
|
| 6397 |
CI
6397
CPR Investments
Rochester,
Michigan
| $93.1M | -$11M | -11% | 0.28% | 79.3% | 42 | 26.19% | 0.7 |
|
| 6398 |
BAM
6398
Broadcrest Asset Management
Winter Park,
Florida
| $93M | -$23.4M | -20% | 0.05% | 54.1% | 7 | 28.57% | 1.2 |
|
| 6399 |
CCM
6399
Crew Capital Management
Cincinnati,
Ohio
| $92.9M | +$4.94M | +6% | 1.99% | 104% | 92 | 27.17% | 1.9 |
|
| 6400 |
YCM
6400
Yost Capital Management
Houston,
Texas
| $92.8M | -$10.3M | -10% | 0.76% | 125% | 15 | 13.33% | 0.6 |
|