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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
RAM
6676
Revere Asset Management
Dallas,
Texas
| $125M | +$24.7M | +25% | 11.7% | 592% | 32 | 71.88% | 0.2 |
|
| 6677 |
DM
6677
Diker Management
New York
| $125M | +$7.27M | +6% | 10.4% | 210% | 45 | 26.67% | 2.4 |
|
| 6678 |
ADBIC
6678
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $125M | +$5.62M | +5% | 6.88% | 83.3% | 89 | 11.24% | 4.4 |
|
| 6679 |
OC
6679
Opinicus Capital
Tampa,
Florida
| $125M | +$6.47M | +5% | 5.36% | – | 100 | 5% | 0.7 |
|
| 6680 |
CCM
6680
Crew Capital Management
Cincinnati,
Ohio
| $125M | +$121K | +0.1% | 7.03% | 104% | 139 | 23.02% | 1.5 |
|
| 6681 |
BIG
6681
Bush Investment Group
Valdosta,
Georgia
| $125M | +$8.61M | +7% | 5.63% | – | 32 | 9.38% | 0.6 |
|
| 6682 |
GPA
6682
Guerra Pan Advisors
Montclair,
New Jersey
| $125M | +$5.54M | +5% | 3.11% | 135% | 107 | 6.54% | 2.1 |
|
| 6683 |
SWM
6683
Seed Wealth Management
Evanston,
Illinois
| $125M | +$10.2M | +9% | 5.62% | 58.4% | 162 | 11.11% | 1.3 |
|
| 6684 |
EAM
6684
Exane Asset Management
Paris,
France
| $125M | -$17.7M | -12% | 3.07% | 77.5% | 25 | 56% | 0.6 |
|
| 6685 |
KPPF
6685
Klein Pavlis & Peasley Financial
Irvine,
California
| $125M | +$12.3M | +11% | 9.4% | 97.4% | 84 | 13.1% | 0.6 |
|
| 6686 |
RL
6686
RPO LLC
Stamford,
Connecticut
| $125M | +$1.32M | +1% | 2.43% | 66.2% | 52 | 30.77% | 0.8 |
|
| 6687 |
OC
6687
Oppenheimer & Close
New York
| $125M | +$10.9M | +10% | 15.8% | 149% | 57 | 12.28% | 5 |
|
| 6688 |
VIP
6688
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $125M | +$10.4M | +9% | 4.72% | 31.9% | 9 | 0% | 2.6 |
|
| 6689 |
PPWM
6689
Perissos Private Wealth Management
Bethany,
Oklahoma
| $125M | +$13M | +12% | 4.62% | – | 94 | 21.28% | 0.4 |
|
| 6690 |
SFSG
6690
Sound Financial Strategies Group
Madison,
Mississippi
| $125M | +$9.43M | +8% | 6.65% | 26.4% | 92 | 4.35% | 1.1 |
|
| 6691 |
FW
6691
Fidato Wealth
Middleburg Heights,
Ohio
| $124M | +$11.3M | +10% | 7.85% | 61.1% | 10 | 0% | 1.8 |
|
| 6692 |
FCC
6692
Florin Court Capital
London,
United Kingdom
| $124M | +$51.7M | +71% | 6.7% | 108% | 34 | 32.35% | 0.7 |
|
| 6693 |
BOM
6693
Bank of Marin
Novato,
California
| $124M | +$7.91M | +7% | 5.46% | 80.3% | 130 | 11.54% | 3.2 |
|
| 6694 |
NF
6694
NavPoint Financial
Prior Lake,
Minnesota
| $124M | +$8.91M | +8% | 7.04% | – | 46 | 4.35% | 0.7 |
|
| 6695 |
EPCA
6695
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $124M | +$8.33M | +7% | 19.9% | 119% | 54 | 38.89% | 1.8 |
|
| 6696 |
DWM
6696
Dopkins Wealth Management
Williamsville,
New York
| $124M | -$40.7M | -25% | 6.54% | 64.4% | 89 | 32.58% | 1.3 |
|
| 6697 |
WDOM
6697
Wasserstein Debt Opportunities Management
New York
| $124M | +$13.1M | +12% | 11% | – | 1 | 0% | 0.8 |
|
| 6698 |
DG
6698
DMC Group
Birmingham,
Alabama
| $124M | +$6.9M | +6% | 6.34% | 99.2% | 136 | 14.71% | 1.9 |
|
| 6699 |
PHIC
6699
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $124M | +$7.2M | +6% | 6.05% | 72.1% | 113 | 7.08% | 2.3 |
|
| 6700 |
ACP
6700
Acuta Capital Partners
Redwood City,
California
| $123M | +$4.73M | +4% | 25.9% | 7,269% | 49 | 48.98% | 0.7 |
|