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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
RWM
7026
Revisor Wealth Management
Akron,
Ohio
| $86.9M | -$30.8M | -26% | 8.08% | 62.8% | 175 | 37.71% | 0.6 |
|
| 7027 |
FVM
7027
Forerunner Ventures Management
San Francisco,
California
| $86.8M | – | – | 41.5% | – | 1 | – | 2 |
|
| 7028 |
NVIM
7028
New Vernon Investment Management
Highland Park,
Illinois
| $86.8M | +$21.4M | +33% | 7.13% | 83.1% | 38 | 21.05% | 3.8 |
|
| 7029 |
MWA
7029
Motive Wealth Advisors
Birmingham,
Michigan
| $86.7M | -$4.34M | -5% | 9.85% | 66% | 50 | 14% | 2.1 |
|
| 7030 |
ACM
7030
Alethea Capital Management
Mercer Island,
Washington
| $86.7M | +$5.27M | +6% | 18.1% | 275% | 53 | 37.74% | 5.4 |
|
| 7031 |
GC
7031
Gratia Capital
Los Angeles,
California
| $86.6M | -$19.8M | -19% | 5.15% | 42.4% | 29 | 37.93% | 0.8 |
|
| 7032 |
GEH
7032
General Equity Holdings
Brooklyn,
New York
| $86.4M | +$4.46M | +5% | 19.7% | 775% | 6 | 16.67% | 2.3 |
|
| 7033 |
MC
7033
Medici Capital
Newport Beach,
California
| $86.2M | +$29.3M | +51% | 12.7% | 127% | 11 | 54.55% | 0.5 |
|
| 7034 |
WAM
7034
Watershed Asset Management
San Francisco,
California
| $86.1M | +$1.22M | +1% | 10.3% | – | 150 | 42% | 0.5 |
|
| 7035 |
PCM
7035
Potomac Capital Management
New York
| $86M | +$7.8M | +10% | 24.4% | – | 63 | 34.92% | 1.5 |
|
| 7036 |
CWA
7036
Clearview Wealth Advisors
Salem,
Oregon
| $85.8M | +$5.01M | +6% | 9.06% | 45.2% | 139 | 37.41% | 1.9 |
|
| 7037 |
IVP
7037
Intrinsic Value Partners
Phoenix,
Arizona
| $85.7M | +$7.96M | +10% | 13.2% | 126% | 55 | 9.09% | 1.8 |
|
| 7038 |
MAG
7038
M3 Advisory Group
Needham Heights,
Massachusetts
| $85.4M | – | – | 10.1% | – | 103 | – | 0 |
|
| 7039 |
KCP
7039
Keyframe Capital Partners
New York
| $85.3M | -$39.4M | -32% | 6.59% | 6.45% | 6 | 0% | 0.8 |
|
| 7040 |
FLC
7040
Fifth Lane Capital
Austin,
Texas
| $85.3M | -$201M | -70% | 11.4% | 80.4% | 283 | 79.15% | 0.5 |
|
| 7041 |
SPL
7041
Smart Portfolios LLC
Seattle,
Washington
| $85.2M | +$29.5M | +53% | 8.09% | 41.3% | 85 | 57.65% | 0.9 |
|
| 7042 |
ASGS
7042
Alpha Square Group S
New York
| $85.1M | -$13.6M | -14% | 26.7% | 53.8% | 23 | 17.39% | 1 |
|
| 7043 |
OCM
7043
Octahedron Capital Management
Burlingame,
California
| $84.9M | -$2.53M | -3% | 16.6% | 234% | 24 | 29.17% | 0.9 |
|
| 7044 |
JIM
7044
JCP Investment Management
Houston,
Texas
| $84.9M | -$9.89M | -10% | 5.46% | 94.7% | 14 | 28.57% | 1.1 |
|
| 7045 |
MIM
7045
Macroview Investment Management
Bethesda,
Maryland
| $84.9M | +$9.84M | +13% | 10.8% | 67.2% | 881 | 38.14% | 2.1 |
|
| 7046 |
BCP
7046
Bluegrass Capital Partners
Palm Beach,
Florida
| $84.6M | +$2.19M | +3% | 14.1% | 60.1% | 14 | 35.71% | 1.8 |
|
| 7047 |
SEA
7047
Stegent Equity Advisors
Houston,
Texas
| $84.6M | +$5.44M | +7% | 8.73% | 96.4% | 67 | 22.39% | 1.3 |
|
| 7048 |
AGAM
7048
Audent Global Asset Management
West Hollywood,
California
| $84.5M | -$53.9M | -39% | 15.8% | 112% | 67 | 25.37% | 1.5 |
|
| 7049 |
NFP
7049
NorthLanding Financial Partners
Rochester,
New York
| $84.5M | +$6.49M | +8% | 9.65% | 54.7% | 33 | 0% | 1.3 |
|
| 7050 |
HH
7050
HP Holding
New York
| $84.5M | +$11.3M | +15% | 15.4% | – | 1 | 0% | 1 |
|