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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
RCM
6751
Riverpark Capital Management
New York
| $55.2M | -$1.26M | -2% | 2.14% | 152% | 41 | 17.07% | 3.5 |
|
| 6752 |
VFO
6752
Virtus Family Office
El Paso,
Texas
| $55.1M | +$1.1M | +2% | 3.54% | 48.4% | 41 | 0% | 0.6 |
|
| 6753 |
CI
6753
CAZ Investments
Houston,
Texas
| $55M | -$29.5M | -35% | 0.35% | 263% | 44 | 6.82% | 2 |
|
| 6754 |
SPW
6754
Sonoma Private Wealth
Sonoma,
California
| $54.8M | -$2.38M | -4% | 2.98% | 85.7% | 80 | 12.5% | 0.6 |
|
| 6755 |
WEO
6755
William E. Oberndorf
| $54.7M | -$8.42M | -13% | 3.53% | 36.2% | 10 | 10% | 1.8 |
|
| 6756 |
MU
6756
Moneda USA
New York
| $54.5M | +$5.71M | +12% | 1.72% | – | 9 | 0% | 1.2 |
|
| 6757 |
TOCUITCONY
6757
Trustees of Columbia University in the City of New York
New York
| $54.3M | -$13.9M | -20% | 0.9% | – | 18 | 33.33% | 1.4 |
|
| 6758 |
IVMX
6758
Institutional Venture Management XIII
Menlo Park,
California
| $54.2M | -$12M | -18% | 16.5% | – | 3 | 0% | 1.7 |
|
| 6759 |
AWA
6759
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $54.1M | +$1.31M | +2% | 1.9% | – | 48 | 20.83% | 4.2 |
|
| 6760 |
1C
6760
1060 Capital
Denver,
Colorado
| $54M | -$25.9M | -32% | 2.78% | 301% | 23 | 82.61% | 0.1 |
|
| 6761 |
MA
6761
Mangham Associates
Charlottesville,
Virginia
| $53.9M | -$4.81M | -8% | 4.16% | 24.4% | 16 | 12.5% | 2.2 |
|
| 6762 |
RFM
6762
RPD Fund Management
New York
| $53.9M | +$4.18M | +8% | 12.4% | – | 3 | 0% | 0.8 |
|
| 6763 |
HMS
6763
Hanseatic Management Services
Albuquerque,
New Mexico
| $53.7M | -$496K | -0.9% | 1.08% | – | 142 | 37.32% | 0.6 |
|
| 6764 |
IA
6764
IFS Advisors
Overland Park,
Kansas
| $53.7M | +$13.2M | +33% | 4.27% | 54.2% | 154 | 9.74% | 1.4 |
|
| 6765 |
BBA
6765
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $53.6M | +$6.91M | +15% | 3.25% | 59.5% | 113 | 85.84% | 0.9 |
|
| 6766 |
RB
6766
Richmond Brothers
Jackson,
Michigan
| $53.2M | -$8.51M | -14% | 2.41% | 77.2% | 25 | 16% | 1.4 |
|
| 6767 |
SFG
6767
SVB Financial Group
Dallas,
Texas
| $53.2M | +$251K | +0.5% | 6.69% | – | 24 | 12.5% | 0.7 |
|
| 6768 |
CFO
6768
Capitol Family Office
Beaverton,
Oregon
| $53.1M | +$9.3M | +21% | 4.11% | 72% | 17 | 23.53% | 0.9 |
|
| 6769 |
CAS
6769
CTC Alternative Strategies
Chicago,
Illinois
| $53M | -$27.4M | -34% | 0.79% | 111% | 214 | 86.45% | 0.1 |
|
| 6770 |
AOG
6770
Alpha Omega Group
Reston,
Virginia
| $52.8M | -$1.19M | -2% | 3.23% | 16.1% | 19 | 0% | 2.1 |
|
| 6771 |
SCGM
6771
Starwood Capital Group Management
Miami Beach,
Florida
| $52.7M | -$10.4M | -17% | 15.9% | 16.2% | 2 | 0% | 0.9 |
|
| 6772 |
AC
6772
Anson Capital
Tyrone,
Georgia
| $52.6M | -$1.3M | -2% | 3.44% | 45.8% | 67 | 23.88% | 1 |
|
| 6773 |
RCA
6773
Reitz Capital Advisors
Freeland,
Michigan
| $52.4M | -$57.2M | -52% | 3.74% | 11% | 71 | 64.79% | 1.4 |
|
| 6774 |
SIM
6774
Strategic Income Management
Seattle,
Washington
| $52.1M | -$957K | -2% | 7.35% | – | 8 | 62.5% | 0.4 |
|
| 6775 |
SWM
6775
Stapp Wealth Management
Olympia,
Washington
| $51.9M | +$1.45M | +3% | 1.02% | 54.4% | 25 | 20% | 0.7 |
|