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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7401 |
APCM
7401
Arbiter Partners Capital Management
New York
| $114M | -$24.8M | -18% | 55% | 378% | 34 | 14.71% | 3.9 |
|
| 7402 |
AF
7402
Amara Financial
San Francisco,
California
| $114M | +$5.33M | +5% | 9.97% | – | 47 | 12.77% | 0.7 |
|
| 7403 |
HCG
7403
Haven Capital Group
Westlake Village,
California
| $113M | +$22.7M | +25% | 24.1% | – | 43 | 20.93% | 0.4 |
|
| 7404 |
KF
7404
K2 Financial
Glendora,
California
| $113M | +$11.5M | +11% | 5.6% | – | 62 | 8.06% | 0.5 |
|
| 7405 |
APC
7405
Alpine Peaks Capital
New York
| $113M | +$2.42M | +2% | 5.39% | 24.3% | 25 | 8% | 2.8 |
|
| 7406 |
RWJF
7406
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $113M | -$367M | -76% | 4.84% | 4.83% | 2 | 0% | 8.6 |
|
| 7407 |
GCM
7407
Graver Capital Management
Columbus,
Ohio
| $113M | +$15M | +15% | 7.85% | – | 26 | 3.85% | 0.5 |
|
| 7408 |
SAM
7408
Seelaus Asset Management
Chatham,
New Jersey
| $113M | +$8.13M | +8% | 11.1% | 134% | 190 | 16.32% | 3.3 |
|
| 7409 |
NFP
7409
NorthLanding Financial Partners
Rochester,
New York
| $113M | +$11.1M | +11% | 7.44% | 48.7% | 42 | 7.14% | 2.1 |
|
| 7410 |
JAA
7410
Joel Adams & Associates
Asheville,
North Carolina
| $113M | +$1.83M | +2% | 5.38% | – | 64 | 9.38% | 0.5 |
|
| 7411 |
SEA
7411
Stegent Equity Advisors
Houston,
Texas
| $113M | +$14.4M | +15% | 9.71% | 96.4% | 113 | 21.24% | 1.6 |
|
| 7412 |
AFR
7412
Applied Fundamental Research
Cambridge,
Massachusetts
| $113M | -$6.48M | -5% | 11.9% | 44.6% | 13 | 23.08% | 2.9 |
|
| 7413 |
SAM
7413
Sherman Asset Management
Ventura,
California
| $113M | +$8.11M | +8% | 11.8% | – | 156 | 8.97% | 0.5 |
|
| 7414 |
LCG
7414
Lakeshore Capital Group
Rolling Meadows,
Illinois
| $113M | +$9.07M | +9% | 8.03% | – | 80 | 8.75% | 0.4 |
|
| 7415 |
DFC
7415
DB Fitzpatrick & Co
Boise,
Idaho
| $113M | +$7.52M | +7% | 5.6% | 37.1% | 104 | 8.65% | 2.2 |
|
| 7416 |
MSA
7416
McAlister Sweet & Associates
Houston,
Texas
| $113M | -$19.4M | -15% | 10.2% | 83.6% | 34 | 32.35% | 1.5 |
|
| 7417 |
ACM
7417
Ascent Capital Management
Bend,
Oregon
| $113M | +$13.3M | +13% | 12.5% | – | 67 | 20.9% | 0.4 |
|
| 7418 |
AIP
7418
Arrowpoint Investment Partners
Singapore
| $113M | -$731M | -87% | 19.5% | – | 928 | 95.91% | 0.2 |
|
| 7419 |
BWM
7419
Bosman Wealth Management
Redlands,
California
| $113M | +$14.1M | +14% | 33.1% | – | 52 | 44.23% | 0.3 |
|
| 7420 |
DFP
7420
Defined Financial Planning
San Rafael,
California
| $113M | +$13.9M | +14% | 9.78% | – | 95 | 47.37% | 0.3 |
|
| 7421 |
FF
7421
Fortitude Financial
Spokane,
Washington
| $113M | +$7.54M | +7% | 7.51% | – | 50 | 78% | 0.2 |
|
| 7422 |
OP
7422
Orvieto Partners
Boston,
Massachusetts
| $112M | -$1.54M | -1% | 2.17% | – | 41 | 17.07% | 0.4 |
|
| 7423 |
EVC
7423
Emeth Value Capital
New Orleans,
Louisiana
| $112M | +$208K | +0.2% | 1.07% | – | 5 | 0% | 0.5 |
|
| 7424 |
RA
7424
Rovida Advisors
Fort Lauderdale,
Florida
| $112M | -$21.1M | -16% | 4.01% | 24.8% | 16 | 50% | 1 |
|
| 7425 |
VFP
7425
Vested Financial Planning
San Carlos,
California
| $112M | +$12.3M | +12% | 7.41% | – | 28 | 10.71% | 0.4 |
|