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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 |
MSAGDF
6451
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $88.4M | -$32.5M | -27% | 2.9% | 34.5% | 44 | 20.45% | 2.2 |
|
| 6452 |
PCU
6452
Palliser Capital (UK)
London,
United Kingdom
| $88.3M | +$47.2M | +115% | 3.54% | 57% | 11 | 54.55% | 0.5 |
|
| 6453 |
SWM
6453
Seed Wealth Management
Evanston,
Illinois
| $88.3M | +$955K | +1% | 4.63% | 58.4% | 138 | 10.14% | 0.2 |
|
| 6454 |
SAM
6454
Sequent Asset Management
Houston,
Texas
| $88.2M | -$60.2M | -41% | 5.01% | 51.3% | 72 | 23.61% | 2.9 |
|
| 6455 |
RWMG
6455
Redwood Wealth Management Group
Medford,
New Jersey
| $88.2M | +$8.08M | +10% | 8.93% | 74.1% | 162 | 12.35% | 0.2 |
|
| 6456 |
FNA
6456
First National Advisers
Omaha,
Nebraska
| $88.2M | +$10.1M | +13% | 8.96% | 87.9% | 114 | 8.77% | 0.6 |
|
| 6457 |
HC
6457
Hoese & Co
Glencoe,
Minnesota
| $88.2M | -$6.98M | -7% | 4.12% | 46.3% | 177 | 5.65% | 1.7 |
|
| 6458 |
MFP
6458
Meridian Financial Partners
Warrenton,
Virginia
| $88.1M | -$880K | -1% | 3.13% | 73.1% | 51 | 9.8% | 2.3 |
|
| 6459 |
ULWM
6459
Upper Left Wealth Management
Tampa,
Florida
| $88.1M | +$3.45M | +4% | 4.97% | 52.7% | 56 | 10.71% | 1 |
|
| 6460 |
SLFPAM
6460
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| $87.9M | -$14.4M | -14% | 3.51% | 136% | 42 | 61.9% | 0.1 |
|
| 6461 |
HA
6461
HFG Advisors
Cincinatti,
Ohio
| $87.8M | +$2.69M | +3% | 4.04% | 69.7% | 99 | 17.17% | 0.9 |
|
| 6462 |
BAM
6462
Bosun Asset Management
Chicago,
Illinois
| $87.6M | +$17M | +24% | 6.93% | 278% | 84 | 23.81% | 0.8 |
|
| 6463 |
TAC
6463
Twenty Acre Capital
Newtown,
Pennsylvania
| $87.6M | +$5.26M | +6% | 23.8% | 196% | 21 | 14.29% | 0.9 |
|
| 6464 |
WHC
6464
Wulff, Hansen & Co
San Rafael,
California
| $87.6M | +$5.26M | +6% | 5.53% | 85.8% | 89 | 15.73% | 1 |
|
| 6465 |
PWSG
6465
Pacific Wealth Strategies Group
Santa Barbara,
California
| $87.6M | +$12.9M | +17% | 13.2% | 75.5% | 51 | 19.61% | 3.6 |
|
| 6466 |
CCG
6466
Coastwise Capital Group
La Jolla,
California
| $87.5M | +$3.23M | +4% | 11.7% | 88.8% | 114 | 10.53% | 0.8 |
|
| 6467 |
NWMG
6467
National Wealth Management Group
Cincinnati,
Ohio
| $87.5M | +$4.08M | +5% | 8.37% | 123% | 172 | 45.35% | 0.6 |
|
| 6468 |
SIM
6468
Strategic Investment Management
Arlington,
Virginia
| $87.5M | -$58.7M | -40% | 3.87% | 53.3% | 10 | 0% | 5.6 |
|
| 6469 |
FIA
6469
FNY Investment Advisers
New York
| $87.4M | +$15.7M | +22% | 15.5% | 357% | 870 | 64.02% | 0.5 |
|
| 6470 |
CPM
6470
Corre Partners Management
New York
| $87.3M | +$48.7M | +126% | 2.12% | 109% | 7 | 42.86% | 1.4 |
|
| 6471 |
AE
6471
AMH Equity
Great Neck,
New York
| $87.3M | +$19.8M | +29% | 30.6% | 267% | 27 | 44.44% | 0.6 |
|
| 6472 |
SPWG
6472
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $87.1M | +$2.82M | +3% | 4.17% | 67.4% | 49 | 14.29% | 1.8 |
|
| 6473 |
NCG
6473
Newport Capital Group
Red Bank,
New Jersey
| $87M | -$13.2M | -13% | 9.51% | – | 61 | 98.36% | 0.1 |
|
| 6474 |
MIG
6474
MGG Investment Group
New York
| $87M | -$21.8M | -20% | 20% | 44.1% | 2 | 0% | 1.3 |
|
| 6475 |
HH
6475
HP Holding
New York
| $87M | -$1.74M | -2% | 1.96% | – | 1 | 0% | 0.3 |
|