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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
RWMG
6501
Redwood Wealth Management Group
Medford,
New Jersey
| $85.5M | -$4.67M | -5% | 1.82% | 74.1% | 152 | 6.58% | 0.7 |
|
| 6502 |
FEM
6502
Fulcrum Equity Management
Plano,
Texas
| $85.4M | -$869K | -1% | 1.5% | 110% | 119 | 48.74% | 1 |
|
| 6503 |
SPWM
6503
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $85.3M | – | – | 0.71% | – | 162 | – | 0.9 |
|
| 6504 |
ABG
6504
Ally Bridge Group
New York
| $85.2M | +$2.64M | +3% | 13.4% | 826% | 25 | 56% | 0.3 |
|
| 6505 |
CCMW
6505
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $85.1M | -$4.26M | -5% | 5.98% | 161% | 188 | 11.7% | 3.8 |
|
| 6506 |
ARMT
6506
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $85.1M | -$4.53M | -5% | 2.77% | – | 106 | 11.32% | 4.6 |
|
| 6507 |
KC
6507
Kellner Capital
New York
| $85M | -$2.02M | -2% | 12.4% | 390% | 37 | 72.97% | 0.3 |
|
| 6508 |
WAM
6508
Watershed Asset Management
San Francisco,
California
| $84.9M | +$4.14M | +5% | 3.61% | – | 158 | 50.63% | 0.4 |
|
| 6509 |
ACA
6509
Arena Capital Advisors
Los Angeles,
California
| $84.7M | +$54.8M | +183% | 3.08% | 124% | 71 | 42.25% | 1.2 |
|
| 6510 |
GBA
6510
Garrison Bradford & Associates
New York
| $84.7M | +$1.96M | +2% | 2.39% | 63.5% | 33 | 6.06% | 6.7 |
|
| 6511 |
CCG
6511
Capital CS Group
Irvine,
California
| $84.7M | -$15.7M | -16% | 7.76% | 22.5% | 109 | 56.88% | 0.6 |
|
| 6512 |
SCM
6512
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| $84.6M | +$14.4M | +20% | 21% | 40.8% | 2 | 0% | 1.8 |
|
| 6513 |
PC
6513
Prysm Capital
Princeton,
New Jersey
| $84.3M | +$26.4M | +46% | 45.7% | 46.6% | 1 | 0% | 1.8 |
|
| 6514 |
OFG
6514
OmniStar Financial Group
Wilmington,
North Carolina
| $84.3M | -$803K | -0.9% | 2.92% | 67.1% | 100 | 15% | 1.3 |
|
| 6515 |
HLAM
6515
Hidden Lake Asset Management
New York
| $84M | +$15.1M | +22% | 10.4% | 850% | 14 | 78.57% | 0.6 |
|
| 6516 |
GF
6516
Gates Foundation
Seattle,
Washington
| $83.9M | -$41.8M | -33% | 25% | 58.1% | 9 | 0% | 2.4 |
|
| 6517 |
YEPI
6517
Yorktown Energy Partners IX
New York
| $83.8M | +$16.3M | +24% | 24.8% | 67.3% | 4 | 0% | 2.4 |
|
| 6518 |
YG
6518
York GP
Grand Cayman,
Cayman Islands
| $83.8M | +$22.4M | +36% | 35.8% | – | 3 | 0% | 0.5 |
|
| 6519 |
PIC
6519
Platt Investment Counsel
Lake Mary,
Florida
| $83.8M | -$4.34M | -5% | 4.38% | 62.9% | 9 | 0% | 2.2 |
|
| 6520 |
UOP
6520
University of Pittsburgh
Pittsburgh,
Pennsylvania
| $83.7M | -$2.99M | -3% | 3.45% | 69.2% | 2 | 0% | 0.8 |
|
| 6521 |
UONDDL
6521
University of Notre Dame du Lac
South Bend,
Indiana
| $83.7M | +$2.22M | +3% | 2.73% | – | 1 | 0% | 1 |
|
| 6522 |
CWR
6522
Chico Wealth RIA
Chico,
California
| $83.6M | -$309K | -0.4% | 3.89% | 74.7% | 30 | 30% | 0.9 |
|
| 6523 |
UOMF
6523
University of Maryland Foundation
Adelphi,
Maryland
| $83.6M | -$14M | -14% | 3.57% | 51.2% | 6 | 0% | 3.3 |
|
| 6524 |
MCM
6524
Moon Capital Management
New York
| $82.9M | -$4.92M | -6% | 3.55% | 76.3% | 14 | 42.86% | 3.3 |
|
| 6525 |
ERM
6525
Elm Ridge Management
Briarcliff Manor,
New York
| $82.8M | +$786K | +1% | 3.6% | 93.6% | 26 | 15.38% | 3.7 |
|