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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
RCP
6526
Rho Capital Partners
New York
| $58.8M | -$85.7M | -59% | 29.2% | – | 5 | 40% | 3.9 |
|
| 6527 |
CFG
6527
CMC Financial Group
Atlanta,
Georgia
| $58.7M | -$31M | -35% | 7.31% | 102% | 29 | 34.48% | 1.6 |
|
| 6528 |
NF
6528
Norwood Financial
Honesdale,
Pennsylvania
| $58.7M | -$10.2M | -15% | 12.4% | – | 268 | 1.87% | 0.5 |
|
| 6529 |
OPPS
6529
Obsidian Personal Planning Solutions
Rockville,
Maryland
| $58.7M | – | – | 13.8% | 58.2% | 42 | – | 0 |
|
| 6530 |
AMC
6530
Avenir Management Company
New York
| $58.5M | -$50.8M | -47% | 57.5% | – | 6 | 33.33% | 0.3 |
|
| 6531 |
CRCM
6531
Corbett Road Capital Management
Mclean,
Virginia
| $58.4M | -$19.3M | -25% | 8.96% | – | 118 | 47.46% | 1.2 |
|
| 6532 |
CPM
6532
Connective Portfolio Management
New York
| $58.3M | +$11.5M | +25% | 15.5% | 448% | 66 | 68.18% | 0.2 |
|
| 6533 |
BI
6533
Blooom Inc
Overland Park,
Kansas
| $58.2M | -$66.7M | -53% | 13.4% | – | 53 | 24.53% | 1.2 |
|
| 6534 |
PGF
6534
Plan Group Financial
Oklahoma City,
Oklahoma
| $58.1M | – | – | 9.3% | 56.3% | 59 | – | 0 |
|
| 6535 |
NVIM
6535
New Vernon Investment Management
Highland Park,
Illinois
| $58.1M | -$13.7M | -19% | 7.95% | 83.1% | 36 | 16.67% | 3.7 |
|
| 6536 |
ARCM
6536
Asia Research & Capital Management
Hong Kong
| $58.1M | -$353M | -86% | 5.21% | – | 10 | 80% | 0.3 |
|
| 6537 |
AE
6537
AMH Equity
Great Neck,
New York
| $57.9M | -$38.5M | -40% | 18.4% | 267% | 39 | 53.85% | 0.4 |
|
| 6538 |
HCM
6538
Highline Capital Management
New York
| $57.9M | -$24.5M | -30% | 16.8% | 198% | 15 | 33.33% | 0.8 |
|
| 6539 |
CPX
6539
Canaan Partners X
Menlo Park,
California
| $57.8M | -$40.7M | -41% | 3.26% | 55.4% | 4 | 25% | 1.9 |
|
| 6540 |
EGA
6540
Evermore Global Advisors
Summit,
New Jersey
| $57.8M | -$23.3M | -29% | 19.4% | 133% | 15 | 40% | 2.5 |
|
| 6541 |
SEM
6541
Spectrum Equity Management
San Francisco,
California
| $57.6M | -$11.4M | -16% | 7.06% | – | 2 | 0% | 2 |
|
| 6542 |
GI
6542
Gavea Investimentos
Rj,
Brazil
| $57.6M | -$4.55M | -7% | 43.5% | 60.3% | 12 | 66.67% | 0.4 |
|
| 6543 |
6C
6543
6elm Capital
New York
| $57.3M | -$136M | -70% | 16.5% | – | 16 | 75% | 0.2 |
|
| 6544 |
OFA
6544
Oaktree Fund Advisors
Los Angles,
California
| $57M | -$4.23M | -7% | 25.8% | 132% | 32 | 12.5% | 0.5 |
|
| 6545 |
CPWM
6545
Cypress Point Wealth Management
Dallas,
Texas
| $57M | -$41.4M | -42% | 29.2% | 226% | 35 | 40% | 1.1 |
|
| 6546 |
ICM
6546
Innovius Capital Management
San Francisco,
California
| $56.6M | -$40.5M | -42% | 39.8% | 56.4% | 2 | 0% | 0.5 |
|
| 6547 |
BAM
6547
Bruderman Asset Management
Locust Valley,
New York
| $55.7M | -$10.6M | -16% | 11.4% | 31.7% | 75 | 18.67% | 3.6 |
|
| 6548 |
MIMC
6548
Matrix IX Management Company
Cambridge,
Massachusetts
| $55.4M | -$64M | -54% | 53.6% | – | 1 | 0% | 0.5 |
|
| 6549 |
UWM
6549
Udine Wealth Management
Boca Raton,
Florida
| $55.2M | -$36.5M | -40% | 21.1% | 127% | 19 | 52.63% | 0.4 |
|
| 6550 |
BAWC
6550
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $55M | -$11.9M | -18% | 11% | 58.2% | 57 | 24.56% | 0.2 |
|