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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
BVLP
6451
Bailey Value Limited Partnership
Danvers,
Massachusetts
| $92.6M | -$11.4M | -11% | 1.08% | – | 11 | 0% | 0.3 |
|
| 6452 |
WKSWA
6452
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $92.5M | -$3.15M | -3% | 1.93% | 111% | 75 | 10.67% | 0.2 |
|
| 6453 |
WA
6453
WESPAC Advisors
Orinda,
California
| $92.4M | -$57M | -38% | 0.41% | 112% | 160 | 48.13% | 1 |
|
| 6454 |
KCM
6454
KRS Capital Management
Bloomfield,
Michigan
| $92.4M | -$24.2M | -21% | 7.23% | 233% | 400 | 71.5% | 0.3 |
|
| 6455 |
HJMC
6455
Hellman Jordan Management Company
Quincy,
Massachusetts
| $92.2M | +$8.88M | +11% | 1.17% | 203% | 70 | 22.86% | 0.7 |
|
| 6456 |
SHG
6456
Sheares Healthcare Group
Singapore
| $92.2M | -$53.6M | -37% | 36.9% | – | 1 | 0% | 0.3 |
|
| 6457 |
DWM
6457
Dopkins Wealth Management
Williamsville,
New York
| $92.1M | -$9.22M | -9% | 3.8% | 64.4% | 39 | 5.13% | 0.2 |
|
| 6458 |
MCWA
6458
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| $92.1M | -$13.9M | -13% | 1.47% | – | 125 | 21.6% | 1.3 |
|
| 6459 |
TWP
6459
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $92.1M | -$6.61M | -7% | 3.96% | 53.7% | 53 | 16.98% | 1 |
|
| 6460 |
SSC
6460
Syverson Strege & Co
West Des Moines,
Iowa
| $92M | -$43M | -32% | 3.62% | 66.8% | 342 | 17.25% | 1 |
|
| 6461 |
1IA
6461
1620 Investment Advisors
Plymouth,
Massachusetts
| $91.9M | +$2.54M | +3% | 3.79% | 68.9% | 124 | 4.84% | 0.2 |
|
| 6462 |
UWM
6462
Udine Wealth Management
Boca Raton,
Florida
| $91.7M | -$5.13M | -5% | 2.22% | 127% | 23 | 39.13% | 0.2 |
|
| 6463 |
TP
6463
Teca Partners
Austin,
Texas
| $91.7M | -$27.1M | -23% | 16.2% | 66% | 16 | 43.75% | 0.2 |
|
| 6464 |
FW
6464
Fidato Wealth
Middleburg Heights,
Ohio
| $91.7M | -$2.28M | -2% | 5.68% | 61.1% | 7 | 28.57% | 0.2 |
|
| 6465 |
MIC
6465
MU Investments Company
Tokyo,
Japan
| $91.6M | -$7.58M | -8% | 7.53% | 40.4% | 24 | 0% | 4.7 |
|
| 6466 |
7IH
6466
72 Investment Holdings
Stamford,
Connecticut
| $91.4M | -$21.3M | -19% | 14.1% | 1,556% | 6 | 0% | 0.6 |
|
| 6467 |
SC
6467
Schubert & Co
Mckinney,
Texas
| $91.2M | -$7.14M | -7% | 1.89% | 47.3% | 1,447 | 5.39% | 0.2 |
|
| 6468 |
JCM
6468
J2 Capital Management
Troy,
Michigan
| $91.2M | -$14M | -13% | 1.35% | – | 117 | 23.08% | 0.2 |
|
| 6469 |
SIM
6469
Symetra Investment Management
Farmington,
Connecticut
| $91.2M | +$20.9M | +30% | 5.7% | 37.3% | 3 | 33.33% | 0.5 |
|
| 6470 |
KCIA
6470
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| $90.8M | – | – | 7.02% | – | 97 | – | 0 |
|
| 6471 |
SWM
6471
Sanctuary Wealth Management
Pocatello,
Idaho
| $90.8M | -$3.16M | -3% | 6.55% | – | 42 | 30.95% | 2 |
|
| 6472 |
CIM
6472
CenturyLink Investment Management
Denver,
Colorado
| $90.7M | -$36.2M | -29% | 4.88% | – | 1 | 0% | 0.3 |
|
| 6473 |
LP
6473
Lloyd Park
Wilmette,
Illinois
| $90.7M | -$88.1M | -49% | 4.56% | – | 111 | 55.86% | 0.2 |
|
| 6474 |
MAM
6474
Maytree Asset Management
Hong Kong
| $90.6M | +$14.3M | +19% | 28.9% | 402% | 20 | 45% | 0.2 |
|
| 6475 |
CFA
6475
Compass Financial Advisors
Fort Wayne,
Indiana
| $90.5M | -$345K | -0.4% | 3.17% | – | 152 | 19.74% | 0.2 |
|