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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
AEPLI
6401
AH Equity Partners LSV II
Menlo Park,
California
| $93.2M | +$11.1M | +13% | 16% | – | 4 | 0% | 1.3 |
|
| 6402 |
TM
6402
Titan Managers
Scottsdale,
Arizona
| $93.2M | +$872K | +0.9% | 0.4% | 2.57% | 7 | 0% | 1.5 |
|
| 6403 |
4WM
6403
4J Wealth Management
Alexandria,
Virginia
| $93.2M | +$7.05M | +8% | 7.39% | 68.2% | 83 | 16.87% | 1.5 |
|
| 6404 |
SC
6404
Sinecera Capital
Austin,
Texas
| $93.1M | +$2.53M | +3% | 4.73% | 13.7% | 30 | 16.67% | 1.1 |
|
| 6405 |
SWP
6405
Semus Wealth Partners
Boca Raton,
Florida
| $93M | +$10.7M | +13% | 13.8% | 88.7% | 113 | 7.08% | 0.2 |
|
| 6406 |
ZCM
6406
Zenyatta Capital Management
Dover,
Delaware
| $93M | -$86M | -48% | 12.6% | – | 44 | 68.18% | 0.4 |
|
| 6407 |
IIL
6407
Insight Inv LLC
El Segundo,
California
| $92.7M | -$6.39M | -6% | 3.93% | 136% | 99 | 13.13% | 1.2 |
|
| 6408 |
MFA
6408
Morling Financial Advisors
Fremont,
California
| $92.7M | +$14.3M | +18% | 14.5% | 91.2% | 91 | 24.18% | 0.9 |
|
| 6409 |
YMRC
6409
Yorktown Management & Research Company
Forest,
Virginia
| $92.7M | +$10.9M | +13% | 12.9% | 223% | 220 | 29.09% | 1.4 |
|
| 6410 |
OL
6410
Owen LaRue
Elizabethtown,
Kentucky
| $92.5M | $0 | 0% | 4.71% | 126% | 72 | 0% | 0.3 |
|
| 6411 |
DFC
6411
DB Fitzpatrick & Co
Boise,
Idaho
| $92.3M | +$5.03M | +6% | 5.62% | 37.1% | 73 | 13.7% | 1.2 |
|
| 6412 |
EG
6412
Ellerson Group
Annapolis,
Maryland
| $92.3M | -$2.15M | -2% | 13.4% | 148% | 47 | 12.77% | 0.3 |
|
| 6413 |
MAG
6413
Mayfair Advisory Group
Birmingham,
Alabama
| $92.2M | +$13.7M | +17% | 4.22% | 64.6% | 126 | 16.67% | 1.6 |
|
| 6414 |
FCM
6414
Firsthand Capital Management
San Jose,
California
| $92.1M | +$6.4M | +7% | 18.6% | 265% | 46 | 6.52% | 3.6 |
|
| 6415 |
UOMF
6415
University of Maryland Foundation
Adelphi,
Maryland
| $91.7M | +$3.78M | +4% | 4.39% | 51.2% | 6 | 0% | 2.8 |
|
| 6416 |
PC
6416
Pavadi Capital
New York
| $91.6M | -$14.5M | -14% | 1.88% | – | 22 | 45.45% | 0.7 |
|
| 6417 |
GL
6417
Gemsstock Ltd
London,
United Kingdom
| $91.5M | -$34.1M | -27% | 0.32% | 149% | 9 | 33.33% | 0.9 |
|
| 6418 |
NCM
6418
Nine27 Capital Management
New York
| $91.5M | +$74M | +421% | 5.82% | – | 12 | 91.67% | 0 |
|
| 6419 |
MWA
6419
Motive Wealth Advisors
Birmingham,
Michigan
| $91.4M | -$39.4M | -30% | 7.31% | 66% | 60 | 18.33% | 1.3 |
|
| 6420 |
BCPWM
6420
Bradley & Co Private Wealth Management
Miami,
Florida
| $91.3M | +$9.17M | +11% | 17.9% | – | 177 | 7.34% | 1.6 |
|
| 6421 |
YWS
6421
Yarger Wealth Strategies
Westerville,
Ohio
| $91.3M | +$10.5M | +13% | 5.06% | 55.1% | 50 | 12% | 1 |
|
| 6422 |
YCM
6422
Yost Capital Management
Houston,
Texas
| $91.2M | -$4.88M | -5% | 7.29% | 125% | 16 | 50% | 0.9 |
|
| 6423 |
LCM
6423
Linker Capital Management
Prospect,
Kentucky
| $91.2M | +$4.08M | +5% | 4.3% | – | 39 | 0% | 1.2 |
|
| 6424 |
NWA
6424
Navis Wealth Advisors
Rye Brook,
New York
| $91.2M | +$20.8M | +30% | 25.8% | 107% | 92 | 18.48% | 1.5 |
|
| 6425 |
MCI
6425
MRP Capital Investments
Alpharetta,
Georgia
| $91.1M | +$715K | +0.8% | 9.27% | 222% | 277 | 39.71% | 0.2 |
|