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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
OCA
6701
Offit Capital Advisors
New York
| $63.2M | -$16.6M | -21% | 20.8% | – | 1 | 0% | 1.3 |
|
| 6702 |
MA
6702
Mangham Associates
Charlottesville,
Virginia
| $63.2M | -$5.66M | -8% | 5.31% | 24.4% | 19 | 0% | 1.5 |
|
| 6703 |
NF
6703
Norwood Financial
Honesdale,
Pennsylvania
| $63.1M | -$398K | -0.6% | 1.16% | – | 283 | 1.77% | 1.2 |
|
| 6704 |
JCG
6704
John C. Goff
| $62.8M | -$4.48M | -7% | 5.93% | – | 6 | 16.67% | 0.9 |
|
| 6705 |
WRCAI
6705
West Rim Capital Associates II
Lehi,
Utah
| $62.8M | +$3.16M | +5% | 5.31% | – | 2 | 0% | 1.3 |
|
| 6706 |
CCA
6706
Covey Capital Advisors
Atlanta,
Georgia
| $62.7M | +$1.37M | +2% | 11.2% | 118% | 31 | 6.45% | 3.8 |
|
| 6707 |
SAM
6707
Stone Asset Management
Austin,
Texas
| $62.6M | -$98.5M | -61% | 6.55% | – | 43 | 18.6% | 1.1 |
|
| 6708 |
CC
6708
Commons Capital
Needham,
Massachusetts
| $62.4M | +$1.67M | +3% | 21.5% | 137% | 85 | 16.47% | 1.1 |
|
| 6709 |
MIM
6709
Macroview Investment Management
Bethesda,
Maryland
| $62.4M | +$4.13M | +7% | 6.44% | 67.2% | 526 | 27% | 2.5 |
|
| 6710 |
DLDF
6710
Dan L. Duncan Foundation
Houston,
Texas
| $62.2M | +$3.1M | +5% | 6.45% | 11.8% | 2 | 0% | 2.3 |
|
| 6711 |
JC
6711
JCSD Capital
Walnut Creek,
California
| $61.9M | -$12.8M | -17% | 8.57% | – | 72 | 31.94% | 1.5 |
|
| 6712 |
AC
6712
Anson Capital
Tyrone,
Georgia
| $61.8M | -$13.9M | -18% | 3.92% | 45.8% | 84 | 42.86% | 0.7 |
|
| 6713 |
UFF
6713
USA Financial Formulas
Ada,
Michigan
| $61.7M | – | – | 5.26% | 98.9% | 424 | – | 1.5 |
|
| 6714 |
RC
6714
Resonate Capital
San Francisco,
California
| $61.7M | +$441K | +0.7% | 17.4% | – | 23 | 26.09% | 1.1 |
|
| 6715 |
SPAS
6715
Spectrum Planning & Advisory Services
San Diego,
California
| $61.6M | -$11.7M | -16% | 6.61% | – | 48 | 37.5% | 1.3 |
|
| 6716 |
SP
6716
Syncona Portfolio
St Peter Port,
Guernsey
| $61.5M | -$1.49M | -2% | 2.22% | 6.19% | 4 | 0% | 1.3 |
|
| 6717 |
PML
6717
Prime Movers Lab
Jackson,
Wyoming
| $61.5M | -$22.9M | -27% | 0% | – | 5 | 0% | 0.3 |
|
| 6718 |
SFG
6718
Synergy Financial Group
San Ramon,
California
| $61.5M | +$10.9M | +21% | 26.9% | 133% | 83 | 18.07% | 1 |
|
| 6719 |
WC
6719
Wealthspring Capital
West Harrison,
New York
| $61.3M | -$5.55M | -8% | 2.27% | 24.1% | 224 | 57.14% | 0.7 |
|
| 6720 |
QWM
6720
QP Wealth Management
Eatontown,
New Jersey
| $61.1M | -$3.13M | -5% | 9.73% | – | 76 | 26.32% | 1.8 |
|
| 6721 |
GC
6721
Gratia Capital
Los Angeles,
California
| $60.6M | +$9.86M | +19% | 15.3% | 42.4% | 26 | 38.46% | 0.7 |
|
| 6722 |
BM
6722
Baymount Management
Miami,
Florida
| $60.4M | -$57.7M | -49% | 4.05% | – | 17 | 94.12% | 0 |
|
| 6723 |
HPWM
6723
High Pines Wealth Management
Duxbury,
Massachusetts
| $60.2M | +$3.2M | +6% | 7.19% | 28.3% | 33 | 9.09% | 2 |
|
| 6724 |
KDA
6724
KPCB DGF Associates
Menlo Park,
California
| $59.7M | +$10.5M | +21% | 21.5% | – | 2 | 0% | 1 |
|
| 6725 |
OPPTF
6725
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| $59.7M | +$42.9M | +257% | 4.26% | 13.4% | 2 | 50% | 0.4 |
|