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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6851 |
TP
6851
Toronado Partners
San Francisco,
California
| $141M | -$2.04M | -1% | 16.4% | 158% | 12 | 16.67% | 2.6 |
|
| 6852 |
FGI
6852
Foresight Global Investors
Purchase,
New York
| $141M | -$1.43M | -1% | 9.32% | 72.8% | 13 | 23.08% | 1.5 |
|
| 6853 |
SR
6853
Syntax Research
Boca Raton,
Florida
| $141M | -$4.04M | -3% | 7.32% | 42.9% | 182 | 10.44% | 1.6 |
|
| 6854 |
TTIC
6854
Tower Trust & Investment Company
Davenport,
Iowa
| $141M | +$16.6M | +13% | 12.7% | – | 198 | 3.54% | 0.2 |
|
| 6855 |
KCM
6855
Knoll Capital Management
Miami,
Florida
| $141M | -$13.1M | -9% | 4.95% | 258% | 39 | 10.26% | 2.3 |
|
| 6856 |
ASG
6856
Ariston Services Group
San Diego,
California
| $141M | +$21M | +18% | 7.86% | – | 73 | 8.22% | 1.1 |
|
| 6857 |
CNTOF
6857
Canandaigua National Trust of Florida
Canandaigua,
New York
| $141M | +$27.2M | +24% | 5.99% | – | 125 | 19.2% | 0.6 |
|
| 6858 |
CW
6858
Code Waechter
Tampa,
Florida
| $141M | +$19M | +16% | 6.5% | – | 138 | 28.26% | 0.5 |
|
| 6859 |
EWA
6859
Elevate Wealth Advisory
Athens,
Georgia
| $141M | -$633K | -0.4% | 5.95% | – | 139 | 8.63% | 1.2 |
|
| 6860 |
MCM
6860
MontVue Capital Management
Lynchburg,
Virginia
| $140M | +$15.5M | +12% | 10.7% | – | 65 | 12.31% | 1.2 |
|
| 6861 |
WMRU
6861
William Marsh Rice University
Houston,
Texas
| $140M | -$96.5M | -41% | 2.59% | 4.44% | 3 | 33.33% | 4.5 |
|
| 6862 |
OCM
6862
Orser Capital Management
Southlake,
Texas
| $140M | +$4.16M | +3% | 14% | 128% | 58 | 36.21% | 4.5 |
|
| 6863 |
TL
6863
TowerView LLC
New York
| $140M | +$1.32M | +1% | 5.5% | 17.9% | 24 | 16.67% | 4.4 |
|
| 6864 |
HWM
6864
Horizons Wealth Management
Asheville,
North Carolina
| $140M | +$5.91M | +4% | 4.27% | – | 181 | 1.66% | 2.5 |
|
| 6865 |
BWM
6865
BCO Wealth Management
Carlsbad,
New Mexico
| $140M | +$12.7M | +10% | 5.97% | – | 37 | 18.92% | 0.4 |
|
| 6866 |
AGAM
6866
Audent Global Asset Management
West Hollywood,
California
| $140M | +$18.9M | +16% | 15.1% | 112% | 54 | 11.11% | 2.5 |
|
| 6867 |
YC
6867
Yunqi Capital
Hong Kong
| $140M | +$38.5M | +38% | 2.23% | 71.4% | 6 | 50% | 1.6 |
|
| 6868 |
UPS
6868
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| $140M | +$4.29M | +3% | 8.92% | – | 209 | 20.57% | 0.6 |
|
| 6869 |
SA
6869
Sage Advisors
Boulder,
Colorado
| $140M | -$2.05M | -1% | 0.71% | – | 38 | 21.05% | 1 |
|
| 6870 |
TAC
6870
Twenty Acre Capital
Newtown,
Pennsylvania
| $140M | +$14M | +11% | 21.3% | 196% | 19 | 21.05% | 2.4 |
|
| 6871 |
CIAM
6871
Caitong International Asset Management
Hong Kong
| $140M | +$5.5M | +4% | 37.1% | – | 2,604 | 43.89% | 0.3 |
|
| 6872 |
FW
6872
Fidato Wealth
Middleburg Heights,
Ohio
| $140M | +$9.26M | +7% | 7.96% | 61.1% | 25 | 60% | 2.3 |
|
| 6873 |
ZC
6873
Zeit Capital
Greenwood Village,
Colorado
| $140M | +$9.91M | +8% | 7.67% | 51.6% | 28 | 7.14% | 3.8 |
|
| 6874 |
RCM
6874
RMR Capital Management
Tustin,
California
| $140M | -$1.04M | -0.7% | 2.32% | – | 80 | 10% | 1.3 |
|
| 6875 |
PIS
6875
POM Investment Strategies
Raleigh,
North Carolina
| $140M | +$54.3M | +64% | 9.49% | – | 242 | 53.72% | 0.8 |
|