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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
CIM
7076
Cowen Investment Management
New York
| $81.8M | +$2.96M | +4% | 2.7% | 1.87% | 16 | 43.75% | 1.7 |
|
| 7077 |
SFG
7077
Synergy Financial Group
San Ramon,
California
| $81.6M | +$9.96M | +14% | 19.1% | 133% | 91 | 19.78% | 1.4 |
|
| 7078 |
PIM
7078
Plato Investment Management
Sydney, NSW,
Australia
| $81.6M | – | – | 13.6% | – | 455 | – | 0 |
|
| 7079 |
SFM
7079
Spartan Fund Management
Toronto, Ontario,
Canada
| $81.5M | -$51.6M | -39% | 2.45% | 25% | 331 | 50.76% | 0.7 |
|
| 7080 |
PC
7080
Pavadi Capital
New York
| $81.2M | +$4.4M | +6% | 6.07% | – | 19 | 42.11% | 1.2 |
|
| 7081 |
SWAG
7081
Spectrum Wealth Advisory Group
Granite Bay,
California
| $81M | +$8.76M | +12% | 12.5% | 67.9% | 32 | 9.38% | 3.1 |
|
| 7082 |
FEM
7082
Fulcrum Equity Management
Plano,
Texas
| $80.9M | -$4.44M | -5% | 9.5% | 110% | 122 | 47.54% | 1.2 |
|
| 7083 |
DOFI
7083
DCVC Opportunity Fund II
Palo Alto,
California
| $80.9M | – | – | 26.1% | – | 4 | – | 1.9 |
|
| 7084 |
FA
7084
FSA Advisors
Troy,
Michigan
| $80.8M | – | – | 9.52% | – | 120 | – | 0 |
|
| 7085 |
MFG
7085
Menard Financial Group
Houston,
Texas
| $80.6M | +$11.4M | +16% | 11.4% | 141% | 73 | 12.33% | 1.6 |
|
| 7086 |
FI
7086
FWG Investments
Lexington,
Kentucky
| $80.5M | – | – | 10.6% | – | 100 | – | 0 |
|
| 7087 |
KSCM
7087
Kamunting Street Capital Management
Miami Beach,
Florida
| $80.5M | -$51.5M | -39% | 1.42% | 7.47% | 34 | 67.65% | 0.9 |
|
| 7088 |
BAM
7088
Broadmark Asset Management
San Francisco,
California
| $80.4M | +$20.1M | +33% | 11.4% | 39.6% | 1 | 0% | 0.3 |
|
| 7089 |
LG
7089
Lane Generational
Dover,
Massachusetts
| $80.4M | -$569K | -0.7% | 14% | 148% | 35 | 20% | 1.4 |
|
| 7090 |
WI
7090
Wedgewood Investors
Erie,
Pennsylvania
| $80.4M | +$6.54M | +9% | 11.6% | – | 96 | 6.25% | 7.1 |
|
| 7091 |
YEPX
7091
Yorktown Energy Partners X
New York
| $80.2M | -$53.6M | -40% | 37.9% | 95.9% | 5 | 20% | 2.6 |
|
| 7092 |
MG
7092
Meditor Group
Hamilton,
Bermuda
| $80M | +$2.87M | +4% | 37.5% | 41.1% | 4 | 0% | 8 |
|
| 7093 |
CPX
7093
Canaan Partners XI
Menlo Park,
California
| $80M | -$34M | -30% | 1.48% | 1,312% | 5 | 40% | 2 |
|
| 7094 |
OFG
7094
OmniStar Financial Group
Wilmington,
North Carolina
| $79.7M | -$4.59M | -5% | 8.74% | 67.1% | 99 | 15.15% | 1.6 |
|
| 7095 |
LGG
7095
Luts & Greenleigh Group
Bethesda,
Maryland
| $79.3M | -$1.26M | -2% | 3.55% | – | 67 | 17.91% | 0.8 |
|
| 7096 |
CLCM
7096
Center Lake Capital Management
West Palm Beach,
Florida
| $79.3M | -$40.3M | -34% | 16.5% | 98.3% | 9 | 22.22% | 1.6 |
|
| 7097 |
A
7097
AJOVista
Boston,
Massachusetts
| $79.2M | – | – | 15.2% | – | 455 | – | 0 |
|
| 7098 |
DC
7098
Dantai Capital
Hong Kong
| $79.2M | +$32.6M | +70% | 18.3% | – | 35 | 42.86% | 0.3 |
|
| 7099 |
RA
7099
Raffles Associates
New York
| $79.1M | +$3.62M | +5% | 14.3% | 50% | 55 | 30.91% | 2.7 |
|
| 7100 |
MAM
7100
Maytree Asset Management
Hong Kong
| $79M | +$803K | +1% | 7.45% | 402% | 37 | 75.68% | 0.3 |
|