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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
AC
6501
Avant Capital
Lafayette,
Louisiana
| $90.6M | +$4.09M | +5% | 4.9% | – | 60 | 11.67% | 5.3 |
|
| 6502 |
BCM
6502
Basso Capital Management
Stamford,
Connecticut
| $90.4M | -$13M | -13% | 6.49% | 85.5% | 121 | 61.16% | 1.1 |
|
| 6503 |
PWA
6503
Providence Wealth Advisors
Frankfort,
Illinois
| $90.4M | -$45M | -33% | 8.28% | 112% | 98 | 32.65% | 15.7 |
|
| 6504 |
JAM
6504
JLP Asset Management
New York
| $90.4M | -$59.7M | -40% | 1.07% | 16.1% | 21 | 4.76% | 9 |
|
| 6505 |
RWMG
6505
Redwood Wealth Management Group
Medford,
New Jersey
| $90.2M | +$1.97M | +2% | 7.5% | 74.1% | 165 | 13.33% | 1.8 |
|
| 6506 |
POIA
6506
Pin Oak Investment Advisors
Houston,
Texas
| $90.2M | +$9.34M | +12% | 4.98% | 62.7% | 493 | 16.02% | 12.4 |
|
| 6507 |
RVM
6507
RiverVest Venture Management
St. Louis,
Missouri
| $90.2M | +$3.72M | +4% | 3.91% | 16.5% | 6 | 0% | 9 |
|
| 6508 |
GPA
6508
Guerra Pan Advisors
Montclair,
New Jersey
| $90.1M | +$10.3M | +13% | 10% | 135% | 99 | 6.06% | 5.2 |
|
| 6509 |
CM
6509
Cohanzick Management
Pleasantville,
New York
| $90M | -$35.9M | -29% | 2.93% | 1.18% | 115 | 61.74% | 2.9 |
|
| 6510 |
ULWM
6510
Upper Left Wealth Management
Tampa,
Florida
| $90M | +$1.9M | +2% | 0.44% | 43.1% | 56 | 5.36% | 4.7 |
|
| 6511 |
DWRES
6511
Divco West Real Estate Services
San Francisco,
California
| $89.9M | -$3.4M | -4% | 1.88% | 22.3% | 6 | 0% | 2 |
|
| 6512 |
AM
6512
Anqa Management
Sag Harbor,
New York
| $89.7M | +$18.2M | +25% | 1.21% | 171% | 16 | 31.25% | 4 |
|
| 6513 |
ARMT
6513
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $89.6M | -$4.76M | -5% | 9.08% | – | 106 | 14.15% | 18.5 |
|
| 6514 |
ZC
6514
Zoom Communications
San Jose,
California
| $89.5M | -$89.7M | -50% | 16.4% | 10.7% | 3 | 33.33% | 5 |
|
| 6515 |
LIA
6515
LifePlan Investment Advisors
Raleigh,
North Carolina
| $89.5M | – | – | 2.78% | 60.9% | 52 | – | 0 |
|
| 6516 |
PHIMC
6516
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $89.5M | +$656K | +0.7% | 5.97% | 82.6% | 45 | 2.22% | 24 |
|
| 6517 |
ST
6517
SAL Trading
Bala Cynwyd,
Pennsylvania
| $89.4M | -$103M | -54% | 14.8% | 18.9% | 55 | 63.64% | 2.1 |
|
| 6518 |
FCT
6518
First Community Trust
Dubuque,
Iowa
| $89.4M | +$4.93M | +6% | 7.42% | 128% | 298 | 2.68% | 5.5 |
|
| 6519 |
CCMW
6519
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $89.4M | +$3.91M | +5% | 3.84% | 161% | 183 | 13.66% | 14.6 |
|
| 6520 |
SEA
6520
Stegent Equity Advisors
Houston,
Texas
| $89.4M | -$11.3M | -11% | 1.24% | 96.4% | 73 | 26.03% | 3.8 |
|
| 6521 |
WHC
6521
Wulff, Hansen & Co
San Rafael,
California
| $89.3M | +$1.71M | +2% | 6.04% | 85.8% | 88 | 9.09% | 5 |
|
| 6522 |
PGWM
6522
Pitti Group Wealth Management
Victor,
New York
| $89.3M | -$257K | -0.3% | 7.65% | 65.3% | 71 | 15.49% | 4.8 |
|
| 6523 |
HP
6523
Highlander Partners
Dallas,
Texas
| $89M | +$15.1M | +20% | 14.2% | 241% | 26 | 11.54% | 4.3 |
|
| 6524 |
JAMONY
6524
Jacob Asset Management of New York
Hermosa Beach,
California
| $88.7M | +$2.97M | +3% | 11.6% | 22.7% | 67 | 5.97% | 8.6 |
|
| 6525 |
MFG
6525
Mendota Financial Group
Madison,
Wisconsin
| $88.6M | -$11.6M | -12% | 8.68% | 50.1% | 399 | 47.62% | 1.4 |
|