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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
AEPLI
6526
AH Equity Partners LSV II
Menlo Park,
California
| $82.2M | -$29.9M | -27% | 24.3% | – | 4 | 0% | 1 |
|
| 6527 |
JAMONY
6527
Jacob Asset Management of New York
Hermosa Beach,
California
| $82.2M | -$9.92M | -11% | 4.12% | 22.7% | 72 | 13.89% | 1.8 |
|
| 6528 |
BCPWM
6528
Bradley & Co Private Wealth Management
Miami,
Florida
| $82.1M | -$1.75M | -2% | 3.91% | – | 191 | 13.09% | 1.4 |
|
| 6529 |
3CP
6529
3G Capital Partners
New York
| $82.1M | +$34.7M | +73% | 4.44% | 351% | 12 | 58.33% | 0.5 |
|
| 6530 |
NPAM
6530
Noble Path Asset Management
New York
| $82M | -$2.77M | -3% | 9.39% | – | 22 | 18.18% | 0.8 |
|
| 6531 |
YMRC
6531
Yorktown Management & Research Company
Forest,
Virginia
| $81.8M | +$4.64M | +6% | 9.69% | 223% | 229 | 37.55% | 1.5 |
|
| 6532 |
T
6532
Tinicum
New York
| $81.7M | +$11.8M | +17% | 16.9% | 21.1% | 1 | 0% | 7.8 |
|
| 6533 |
AC
6533
Avant Capital
Lafayette,
Louisiana
| $81.5M | +$7.4M | +10% | 10% | – | 56 | 10.71% | 0.9 |
|
| 6534 |
VP
6534
Verum Partners
Charlotte,
North Carolina
| $81.4M | – | – | 9.39% | 53.9% | 69 | – | 0 |
|
| 6535 |
UWM
6535
Udine Wealth Management
Boca Raton,
Florida
| $81.3M | +$18M | +28% | 12.3% | 127% | 20 | 55% | 0.8 |
|
| 6536 |
POIA
6536
Pin Oak Investment Advisors
Houston,
Texas
| $81.1M | +$1.44M | +2% | 9.5% | 62.7% | 441 | 13.38% | 3.1 |
|
| 6537 |
SIA
6537
Schear Investment Advisers
Cincinnati,
Ohio
| $81.1M | – | – | 10.7% | 241% | 90 | – | 0 |
|
| 6538 |
HI
6538
Harper Investing
Santa Clara,
California
| $81M | -$16.6M | -17% | 2.53% | 53.4% | 49 | 14.29% | 0.7 |
|
| 6539 |
SWM
6539
SFG Wealth Management
Towson,
Maryland
| $81M | +$7.04M | +10% | 9.12% | 82.1% | 90 | 27.78% | 0.8 |
|
| 6540 |
A
6540
Atomvest
Hong Kong
| $80.9M | -$15.1M | -16% | 11.5% | 90% | 5 | 40% | 1.1 |
|
| 6541 |
YWS
6541
Yarger Wealth Strategies
Westerville,
Ohio
| $80.7M | +$5.33M | +7% | 4.38% | 55.1% | 51 | 17.65% | 0.8 |
|
| 6542 |
SAM
6542
Soditic Asset Management
Tonbridge,
United Kingdom
| $80.7M | +$502K | +0.6% | 8.16% | 23.4% | 11 | 18.18% | 1.9 |
|
| 6543 |
P
6543
Pariax
Newport Beach,
California
| $80.7M | -$6.45M | -7% | 4.98% | – | 31 | 22.58% | 0.8 |
|
| 6544 |
EECFI
6544
EnCap Energy Capital Fund IX
Houston,
Texas
| $80.5M | -$11.9M | -13% | 4.41% | 69.2% | 2 | 50% | 2 |
|
| 6545 |
BIP
6545
Blue Investment Partners
Alamo,
California
| $80.5M | – | – | 3.53% | – | 27 | – | 0 |
|
| 6546 |
OIM
6546
Oder Investment Management
Woodland Hills,
California
| $80.5M | -$4.74M | -6% | 2.84% | 97.5% | 101 | 26.73% | 1.2 |
|
| 6547 |
BCP
6547
Bluegrass Capital Partners
Palm Beach,
Florida
| $80.4M | -$20.9M | -21% | 10.3% | 60.1% | 12 | 0% | 1.5 |
|
| 6548 |
AC
6548
AWH Capital
Dallas,
Texas
| $80.4M | +$11.7M | +17% | 8.52% | 183% | 25 | 16% | 2.3 |
|
| 6549 |
CCMW
6549
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $80.3M | +$9.97M | +14% | 3.74% | 161% | 170 | 7.06% | 3.6 |
|
| 6550 |
SPWM
6550
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $80.2M | +$3.84M | +5% | 7.58% | – | 174 | 48.85% | 0.4 |
|