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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 |
OC
6751
Oppenheimer & Close
New York
| $114M | -$1.38M | -1% | 0.82% | 149% | 58 | 8.62% | 4.6 |
|
| 6752 |
FFWM
6752
Future Financial Wealth Management
Cincinnati,
Ohio
| $114M | -$16.2M | -12% | 2.17% | 59.5% | 509 | 76.03% | 2 |
|
| 6753 |
IG
6753
Inherent Group
New York
| $114M | -$51.3M | -31% | 11.3% | 61.7% | 13 | 15.38% | 2.3 |
|
| 6754 |
GPW
6754
Gentry Private Wealth
Wichita,
Kansas
| $114M | – | – | 3.17% | – | 76 | – | 0 |
|
| 6755 |
RSWA
6755
Robinson Smith Wealth Advisors
South Portland,
Maine
| $114M | +$9.5M | +9% | 2.4% | – | 92 | 16.3% | 0.4 |
|
| 6756 |
SFG
6756
Somnio Financial Group
Glastonbury,
Connecticut
| $113M | – | – | 0.03% | – | 14 | – | 0 |
|
| 6757 |
FW
6757
Fidato Wealth
Middleburg Heights,
Ohio
| $113M | +$1.71M | +2% | 1.21% | 61.1% | 10 | 0% | 1.6 |
|
| 6758 |
BSHC
6758
Breed's Hill Capital
Charlestown,
Massachusetts
| $113M | +$4.27M | +4% | 4.13% | – | 98 | 10.2% | 0.5 |
|
| 6759 |
TIM
6759
Tikehau Investment Management
Paris,
France
| $113M | -$10.5M | -8% | 3.03% | 102% | 16 | 6.25% | 2.8 |
|
| 6760 |
NL
6760
NDWM LLC
La Jolla,
California
| $113M | +$3.02M | +3% | 2.1% | – | 34 | 8.82% | 0.4 |
|
| 6761 |
USPCM
6761
Union Square Park Capital Management
New York
| $113M | -$12.8M | -10% | 12.6% | 75.8% | 37 | 37.84% | 0.7 |
|
| 6762 |
PI
6762
Pachira Investments
Dana Point,
California
| $113M | -$9.52M | -8% | 1.57% | 82.3% | 48 | 16.67% | 2.5 |
|
| 6763 |
SRB
6763
Shotwell Rutter Baer
Lansing,
Michigan
| $113M | +$63.5M | +129% | 0.08% | 45.5% | 34 | 50% | 0.3 |
|
| 6764 |
MVA
6764
Mount Vernon Associates
Baltimore,
Maryland
| $113M | -$5.04M | -4% | 5.91% | 119% | 56 | 10.71% | 7.1 |
|
| 6765 |
TPCM
6765
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| $113M | +$4.67M | +4% | 2.25% | 74.3% | 52 | 30.77% | 0.6 |
|
| 6766 |
SG
6766
Somerset Group
Wayzata,
Minnesota
| $113M | +$6.09M | +6% | 4.93% | 84.6% | 65 | 12.31% | 6.2 |
|
| 6767 |
FC
6767
Fairscale Capital
Nashua,
New Hampshire
| $113M | – | – | 5.61% | – | 363 | – | 0 |
|
| 6768 |
KPPF
6768
Klein Pavlis & Peasley Financial
Irvine,
California
| $113M | +$1.93M | +2% | 0.3% | 97.4% | 85 | 20% | 0.4 |
|
| 6769 |
MC
6769
Marest Capital
Tarzana,
California
| $113M | +$4.06M | +4% | 5.68% | – | 26 | 34.62% | 0.4 |
|
| 6770 |
PSB
6770
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $113M | -$760K | -0.7% | 2.41% | 85.5% | 405 | 15.06% | 2.9 |
|
| 6771 |
S2L
6771
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| $112M | -$156K | -0.1% | 6.13% | 83.7% | 15 | 53.33% | 0.5 |
|
| 6772 |
DW
6772
Durante & Waters
Brewster,
New York
| $112M | +$2.88M | +3% | 1.95% | – | 33 | 12.12% | 0.5 |
|
| 6773 |
AWM
6773
Allen Wealth Management
Boone,
North Carolina
| $112M | -$1.02M | -0.9% | 0.69% | – | 58 | 1.72% | 0.5 |
|
| 6774 |
EAM
6774
Exome Asset Management
New York
| $112M | -$4.46M | -4% | 0.6% | – | 80 | 68.75% | 0.2 |
|
| 6775 |
RH
6775
RenaissanceRe Holdings
Pembroke,
Bermuda
| $112M | -$5.97M | -5% | 4.95% | 40.8% | 3 | 0% | 4.5 |
|