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 |
ASA
6401
Armstrong Shaw Associates
New Canaan,
Connecticut
| $98.3M | -$3.58M | -4% | 8.62% | 51.2% | 47 | 4.26% | 5.7 |
|
| 6402 |
F4L
6402
Fortune 45 LLC
Gonzales,
Louisiana
| $98.1M | -$1.21M | -1% | 9.12% | 85.2% | 38 | 26.32% | 1.1 |
|
| 6403 |
LCM
6403
Linker Capital Management
Prospect,
Kentucky
| $97.9M | +$6.7M | +7% | 6.54% | – | 40 | 5% | 1.4 |
|
| 6404 |
CCP
6404
Crocodile Capital Partners
Ursensollen,
Germany
| $97.8M | -$50M | -34% | 7.61% | 126% | 7 | 28.57% | 0.4 |
|
| 6405 |
CCA
6405
Cruiser Capital Advisors
Stamford,
Connecticut
| $97.7M | -$16.6M | -15% | 3.12% | 192% | 78 | 41.03% | 1.5 |
|
| 6406 |
PWSG
6406
Pacific Wealth Strategies Group
Santa Barbara,
California
| $97.7M | +$10.1M | +12% | 10.5% | 75.5% | 50 | 6% | 3.8 |
|
| 6407 |
MCAI
6407
Members Capital Advisors Inc
Madison,
Wisconsin
| $97.7M | -$40.7M | -29% | 0.91% | – | 72 | 5.56% | 2.4 |
|
| 6408 |
TM
6408
Triatomic Management
Palo Alto,
California
| $97.6M | -$51M | -34% | 12.7% | – | 77 | 61.04% | 0.5 |
|
| 6409 |
TP
6409
Teca Partners
Austin,
Texas
| $97.6M | +$14.5M | +17% | 8.41% | 66% | 16 | 18.75% | 0.8 |
|
| 6410 |
SC
6410
Saltoro Capital
Dallas,
Texas
| $97.5M | -$63.8M | -40% | 10% | 130% | 84 | 76.19% | 0.4 |
|
| 6411 |
UOMF
6411
University of Maryland Foundation
Adelphi,
Maryland
| $97.5M | +$5.83M | +6% | 6.44% | 51.2% | 6 | 0% | 3 |
|
| 6412 |
PCM
6412
Potomac Capital Management
New York
| $97.5M | +$2.03M | +2% | 0.33% | – | 69 | 24.64% | 1.5 |
|
| 6413 |
MC
6413
Mayo Clinic
Rochester,
Minnesota
| $97.4M | -$24.4M | -20% | 8.09% | – | 13 | 15.38% | 2.2 |
|
| 6414 |
UIA
6414
Ulland Investment Advisors
Minneapolis,
Minnesota
| $97.4M | +$12.3M | +14% | 8.95% | 161% | 228 | 10.96% | 1.3 |
|
| 6415 |
AC
6415
Aldebaran Capital
Carmel,
Indiana
| $97.4M | -$560K | -0.6% | 2.89% | 80.4% | 35 | 8.57% | 0.5 |
|
| 6416 |
RM
6416
RP Management
New York
| $97.3M | +$25.1M | +35% | 49.9% | 208% | 3 | 0% | 2.2 |
|
| 6417 |
P
6417
Palladiem
Bryn Mawr,
Pennsylvania
| $97.2M | +$3.41M | +4% | 2.12% | – | 62 | 14.52% | 2.1 |
|
| 6418 |
IIL
6418
Insight Inv LLC
El Segundo,
California
| $97.2M | +$4.45M | +5% | 5.21% | 136% | 88 | 0% | 1.4 |
|
| 6419 |
PWG
6419
Private Wealth Group
Tampa,
Florida
| $97.2M | +$24.5M | +34% | 3.86% | 48.2% | 52 | 3.85% | 2.6 |
|
| 6420 |
SFS
6420
Starfox Financial Services
The Woodlands,
Texas
| $97.1M | +$880K | +0.9% | 2.7% | – | 24 | 4.17% | 1.2 |
|
| 6421 |
CWMGP
6421
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $96.9M | +$6.69M | +7% | 5.11% | 75.9% | 62 | 17.74% | 1.2 |
|
| 6422 |
MW
6422
Marks Wealth
Annapolis,
Maryland
| $96.8M | +$85.7M | +768% | 1.26% | 169% | 8 | 25% | 1.6 |
|
| 6423 |
LW
6423
Lauer Wealth
Valparaiso,
Indiana
| $96.7M | +$16.7M | +21% | 5.51% | 89.4% | 53 | 37.74% | 0.2 |
|
| 6424 |
YSP
6424
Yarra Square Partners
New York
| $96.7M | +$15.3M | +19% | 7.82% | 55.9% | 20 | 10% | 1.2 |
|
| 6425 |
BWA
6425
Blodgett Wealth Advisors
Concord,
California
| $96.6M | +$10.1M | +12% | 13.6% | 124% | 68 | 13.24% | 1.2 |
|