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 |
FCC
6451
Founders Circle Capital
Campbell,
California
| $94.5M | -$13.8M | -13% | 9.73% | 28% | 10 | 10% | 1.6 |
|
| 6452 |
TC
6452
Touchstone Capital
Pittsburgh,
Pennsylvania
| $94.5M | +$3.84M | +4% | 5.84% | – | 20 | 20% | 1.8 |
|
| 6453 |
SWM
6453
Seed Wealth Management
Evanston,
Illinois
| $94.3M | +$6M | +7% | 4.67% | 58.4% | 147 | 15.65% | 0.4 |
|
| 6454 |
TPCM
6454
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| $94.2M | -$1.27M | -1% | 6.98% | 74.3% | 22 | 9.09% | 0.5 |
|
| 6455 |
FWM
6455
FMB Wealth Management
Westlake Village,
California
| $94.2M | +$10.4M | +12% | 5.93% | 71.1% | 54 | 5.56% | 0.5 |
|
| 6456 |
MVA
6456
Mount Vernon Associates
Baltimore,
Maryland
| $94.1M | +$9.51M | +11% | 12% | 119% | 52 | 5.77% | 6.9 |
|
| 6457 |
LIM
6457
Lancaster Investment Management
London,
United Kingdom
| $94M | -$3.9M | -4% | 1.49% | 18% | 4 | 25% | 1.8 |
|
| 6458 |
SC
6458
Sinecera Capital
Austin,
Texas
| $94M | +$846K | +0.9% | 1.2% | 13.7% | 29 | 10.34% | 1.3 |
|
| 6459 |
LFA
6459
LGT Financial Advisors
Dallas,
Texas
| $94M | +$40.2M | +75% | 3.92% | 63.3% | 215 | 59.07% | 0.2 |
|
| 6460 |
AFP
6460
Alpha Financial Partners
Lexington,
Kentucky
| $93.9M | +$5M | +6% | 5.59% | 61.8% | 104 | 25.96% | 0.4 |
|
| 6461 |
CPWM
6461
Cypress Point Wealth Management
Dallas,
Texas
| $93.9M | +$22.9M | +32% | 26.5% | 226% | 45 | 20% | 1 |
|
| 6462 |
LSC
6462
Lesa Sroufe & Co
Seattle,
Washington
| $93.7M | -$5.24M | -5% | 2.15% | – | 71 | 5.63% | 4.5 |
|
| 6463 |
PSC
6463
Piper Sandler & Co
Minneapolis,
Minnesota
| $93.6M | -$52.4M | -36% | 0.04% | 0.04% | 25 | 32% | 0.6 |
|
| 6464 |
RP
6464
Repertoire Partners
New York
| $93.6M | -$253M | -73% | 8.34% | 37.5% | 33 | 63.64% | 1.1 |
|
| 6465 |
TAC
6465
Twenty Acre Capital
Newtown,
Pennsylvania
| $93.6M | +$5.92M | +7% | 11.5% | 196% | 20 | 25% | 1 |
|
| 6466 |
CAP
6466
Columbia Advisory Partners
Spokane,
Washington
| $93.5M | -$12.5M | -12% | 3.17% | 63.7% | 65 | 21.54% | 0.8 |
|
| 6467 |
ACM
6467
Alethea Capital Management
Mercer Island,
Washington
| $93.5M | -$1.2M | -1% | 6.54% | 275% | 72 | 48.61% | 3.6 |
|
| 6468 |
ABLA
6468
Alan B. Lancz & Associates
Toledo,
Ohio
| $93.5M | -$2.99M | -3% | 7.08% | – | 184 | 31.52% | 1.3 |
|
| 6469 |
APCM
6469
Arbiter Partners Capital Management
New York
| $93.4M | -$13.6M | -13% | 2.94% | 378% | 51 | 27.45% | 2.7 |
|
| 6470 |
LCAM
6470
Long Corridor Asset Management
Hong Kong
| $93.2M | +$9.97M | +12% | 0.16% | 73.6% | 18 | 27.78% | 1.1 |
|
| 6471 |
CG
6471
Clifford Group
Wayland,
Massachusetts
| $93.1M | +$10.6M | +13% | 5.26% | 67.9% | 72 | 9.72% | 0.4 |
|
| 6472 |
WCG
6472
Wall Capital Group
Phoenix,
Arizona
| $93.1M | +$10.9M | +13% | 5.91% | – | 29 | 27.59% | 0.9 |
|
| 6473 |
YMRC
6473
Yorktown Management & Research Company
Forest,
Virginia
| $93M | +$311K | +0.3% | 9.6% | 223% | 218 | 18.81% | 1.6 |
|
| 6474 |
PI
6474
Pachira Investments
Dana Point,
California
| $93M | +$69.8M | +301% | 6.03% | 82.3% | 38 | 31.58% | 2 |
|
| 6475 |
TBNY
6475
Trustco Bank (New York)
Albany,
New York
| $92.9M | +$1.9M | +2% | 4.49% | 131% | 72 | 8.33% | 5.9 |
|