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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
ICVCFVA
6801
IDG China Venture Capital Fund V Associates
Hong Kong
| $111M | -$4.81M | -4% | 4.17% | 7.34% | 1 | 0% | 2.5 |
|
| 6802 |
PA
6802
Prossimo Advisors
San Luis Obispo,
California
| $110M | +$58.8M | +114% | 3.17% | 78.4% | 128 | 54.69% | 0.6 |
|
| 6803 |
OFG
6803
OmniStar Financial Group
Wilmington,
North Carolina
| $110M | +$1.27M | +1% | 1.75% | 67.1% | 124 | 12.9% | 0.9 |
|
| 6804 |
LC
6804
LTG Capital
Newton,
Massachusetts
| $110M | -$6.23M | -5% | 2.74% | 56% | 26 | 0% | 2.4 |
|
| 6805 |
OIM
6805
Oder Investment Management
Woodland Hills,
California
| $110M | +$3.08M | +3% | 4.11% | 97.5% | 92 | 6.52% | 2.5 |
|
| 6806 |
EI
6806
EDMP Inc
Lutz,
Florida
| $110M | -$9.4M | -8% | 0.99% | 71.6% | 80 | 6.25% | 3.7 |
|
| 6807 |
VM
6807
Valinor Management
New York
| $110M | +$30M | +37% | 39.8% | 12.8% | 1 | 0% | 6.8 |
|
| 6808 |
MWM
6808
Moulton Wealth Management
Spokane,
Washington
| $110M | +$15M | +16% | 1.1% | 47.8% | 34 | 41.18% | 1.1 |
|
| 6809 |
ASFA
6809
All Season Financial Advisors
Denver,
Colorado
| $110M | -$10.4M | -9% | 0.5% | 33.8% | 121 | 43.8% | 1.2 |
|
| 6810 |
LPP
6810
Life Planning Partners
Jacksonville,
Florida
| $110M | +$9.76M | +10% | 0.62% | – | 64 | 7.81% | 2.1 |
|
| 6811 |
LCM
6811
LDR Capital Management
New York
| $110M | -$38.8M | -26% | 1.22% | 28.4% | 42 | 11.9% | 1.8 |
|
| 6812 |
AIA
6812
Arrow Investment Advisors
Laurel,
Maryland
| $110M | -$7.41M | -6% | 0.72% | 36.3% | 66 | 50% | 1.1 |
|
| 6813 |
SCM
6813
Stonepine Capital Management
Bend,
Oregon
| $110M | -$16.5M | -13% | 7.28% | 231% | 31 | 54.84% | 0.7 |
|
| 6814 |
RCM
6814
RMR Capital Management
Tustin,
California
| $110M | +$264K | +0.2% | 0.88% | – | 73 | 12.33% | 0.4 |
|
| 6815 |
LAS
6815
Legacy Advisory Services
Exton,
Pennsylvania
| $109M | +$3.79M | +4% | 3.85% | – | 48 | 2.08% | 0.5 |
|
| 6816 |
GIM
6816
Greenwich Investment Management
Norwalk,
Connecticut
| $109M | -$17.9M | -14% | 1.77% | – | 39 | 12.82% | 4.3 |
|
| 6817 |
ACMA
6817
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| $109M | +$3.82M | +4% | 1.63% | 62.7% | 112 | 11.61% | 1.6 |
|
| 6818 |
CWR
6818
Chico Wealth RIA
Chico,
California
| $109M | +$3.4M | +3% | 1.51% | 74.7% | 30 | 10% | 1.6 |
|
| 6819 |
CM
6819
CM Management
Gulf Breeze,
Florida
| $109M | -$10.1M | -8% | 6.85% | 110% | 73 | 19.18% | 1.8 |
|
| 6820 |
KGC
6820
Kennon-Green & Company
New Albany,
Ohio
| $109M | +$1.64M | +2% | 0.97% | 58.4% | 45 | 6.67% | 1.4 |
|
| 6821 |
MWA
6821
Merkkuri Wealth Advisors
Hicksville,
New York
| $109M | – | – | 1.67% | – | 79 | – | 0 |
|
| 6822 |
GF
6822
GGM Financials
Columbus,
Ohio
| $109M | – | – | 0.27% | – | 52 | – | 0 |
|
| 6823 |
IDP
6823
In-Depth Partners
Miami,
Florida
| $109M | -$18.7M | -15% | 5.06% | 157% | 13 | 7.69% | 2.3 |
|
| 6824 |
LF
6824
LifePlan Financial
Mankato,
Minnesota
| $109M | -$559K | -0.5% | 0.34% | 69.9% | 98 | 12.24% | 0.5 |
|
| 6825 |
RW
6825
Rede Wealth
Charlottesville,
Virginia
| $109M | -$130M | -54% | 3.84% | 80.9% | 101 | 10.89% | 2.4 |
|