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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 |
MI
6701
Mercer Investments
Boston,
Massachusetts
| $62.5M | -$6.53M | -9% | 3.66% | 33.1% | 11 | 0% | 3.2 |
|
| 6702 |
IFO
6702
Intrepid Family Office
Sarasota,
Florida
| $62.4M | +$9.85M | +19% | 0.15% | – | 34 | 41.18% | 0.8 |
|
| 6703 |
JPC
6703
Jabodon PT Co
Reno,
Nevada
| $62.3M | -$12.3M | -16% | 2.89% | 61.9% | 4 | 50% | 1.2 |
|
| 6704 |
NF
6704
Norwood Financial
Honesdale,
Pennsylvania
| $61.8M | -$5M | -7% | 4.92% | – | 286 | 1.05% | 1.6 |
|
| 6705 |
GSC
6705
Ground Swell Capital
Folly Beach,
South Carolina
| $61M | +$19.5M | +47% | 8.96% | 71.1% | 126 | 93.65% | 0.1 |
|
| 6706 |
FWA
6706
Freedom Wealth Alliance
Brookfield,
Wisconsin
| $60.8M | -$10.8M | -15% | 3.33% | – | 71 | 43.66% | 0.6 |
|
| 6707 |
HPWM
6707
High Pines Wealth Management
Duxbury,
Massachusetts
| $60.8M | -$4.84M | -7% | 3.42% | 28.3% | 33 | 9.09% | 2.2 |
|
| 6708 |
DC
6708
Dryden Capital
Miami,
Florida
| $60.3M | -$10.4M | -15% | 1.21% | – | 36 | 33.33% | 0.9 |
|
| 6709 |
BAM
6709
Broadmark Asset Management
San Francisco,
California
| $60.3M | -$71.1M | -54% | 5.31% | 39.6% | 2 | 100% | 0 |
|
| 6710 |
NCM
6710
Nine27 Capital Management
New York
| $60.2M | -$90.6M | -60% | 19.1% | – | 28 | 89.29% | 0.1 |
|
| 6711 |
DADR
6711
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| $60.2M | +$26.6M | +79% | 10.3% | 350% | 5 | 0% | 3.5 |
|
| 6712 |
OCA
6712
Offit Capital Advisors
New York
| $60.1M | -$1.41M | -2% | 2.29% | – | 1 | 0% | 1.8 |
|
| 6713 |
MMX
6713
MV Management XI
Menlo Park,
California
| $60.1M | +$2.96M | +5% | 25% | – | 3 | 0% | 1.8 |
|
| 6714 |
BAWC
6714
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $60M | +$175K | +0.3% | 3.19% | 58.2% | 50 | 10% | 1.1 |
|
| 6715 |
DLDF
6715
Dan L. Duncan Foundation
Houston,
Texas
| $60M | -$3.18M | -5% | 4.58% | 11.8% | 2 | 0% | 2.8 |
|
| 6716 |
CIA
6716
Capital Impact Advisors
Boston,
Massachusetts
| $59.9M | -$31M | -34% | 5% | – | 175 | 38.29% | 1.6 |
|
| 6717 |
JDR
6717
Jay D. Rosenbaum
| $59.7M | -$2.6M | -4% | 2.87% | 12.9% | 72 | 23.61% | 3.8 |
|
| 6718 |
GIM
6718
Guild Investment Management
Los Angeles,
California
| $59.7M | -$11.4M | -16% | 1.32% | 101% | 64 | 23.44% | 2 |
|
| 6719 |
BHIC
6719
Bassett Hargrove Investment Counsel
Greenville,
Delaware
| $59.6M | +$6.23M | +12% | 3.69% | – | 48 | 8.33% | 2.1 |
|
| 6720 |
SCG
6720
Social Capital Group
Menlo Park,
California
| $59.5M | -$115M | -66% | 58.1% | – | 4 | 50% | 0.8 |
|
| 6721 |
PM
6721
Parametrica Management
Wanchai,
Hong Kong
| $59.4M | +$7.5M | +14% | 4.14% | 584% | 35 | 37.14% | 0.8 |
|
| 6722 |
AAM
6722
American Asset Management
Boca Raton,
Florida
| $59.4M | -$36.4M | -38% | 6.9% | 42.5% | 15 | 46.67% | 3.9 |
|
| 6723 |
BM
6723
Brandywine Managers
Hockessin,
Delaware
| $59.3M | -$92.2M | -61% | 1.62% | 96.3% | 49 | 24.49% | 3.4 |
|
| 6724 |
LAMC
6724
Lubert-Adler Management Company
Philadelphia,
Pennsylvania
| $59.2M | +$3.25M | +6% | 3.44% | 40.5% | 3 | 0% | 1.4 |
|
| 6725 |
CF
6725
Concorde Financial
Dallas,
Texas
| $58.6M | -$94.2M | -62% | 7.76% | 81.3% | 35 | 17.14% | 1.3 |
|