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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
D
7526
Drystone
Ivy,
Virginia
| $111M | +$2.03M | +2% | 2% | – | 18 | 0% | 3.4 |
|
| 7527 |
MAM
7527
Maytree Asset Management
Hong Kong
| $111M | +$51.3M | +86% | 28.7% | 402% | 14 | 35.71% | 1 |
|
| 7528 |
TBNY
7528
Trustco Bank (New York)
Albany,
New York
| $111M | +$8.99M | +9% | 9.57% | 131% | 72 | 8.33% | 7.4 |
|
| 7529 |
S
7529
SharpePoint
Phoenix,
Arizona
| $111M | +$13.7M | +14% | 11.5% | – | 45 | 11.11% | 0.6 |
|
| 7530 |
CWD
7530
Clarity Wealth Development
Corvallis,
Oregon
| $111M | +$10.3M | +10% | 6.37% | – | 47 | 10.64% | 0.7 |
|
| 7531 |
ABLA
7531
Alan B. Lancz & Associates
Toledo,
Ohio
| $111M | +$10.8M | +11% | 12.6% | – | 137 | 10.95% | 2.9 |
|
| 7532 |
DFC
7532
DB Fitzpatrick & Co
Boise,
Idaho
| $111M | -$2.06M | -2% | 4.06% | 37.1% | 110 | 18.18% | 2.3 |
|
| 7533 |
SPC
7533
Square Peg Capital
Surry Hills, NSW,
Australia
| $111M | -$13.4M | -11% | 6.08% | – | 9 | 11.11% | 0.7 |
|
| 7534 |
MDA
7534
Minot DeBlois Advisors
Boston,
Massachusetts
| $110M | +$4.81M | +5% | 5.8% | – | 259 | 6.18% | 0.7 |
|
| 7535 |
BI
7535
Bolthouse Investments
Bakersfield,
California
| $110M | +$9.38M | +9% | 15% | – | 77 | 9.09% | 0.7 |
|
| 7536 |
SF
7536
Schaeffer Financial
Rockville,
Maryland
| $110M | +$7.9M | +8% | 5.61% | – | 20 | 10% | 2.4 |
|
| 7537 |
CP
7537
Clarendon Private
Boston,
Massachusetts
| $110M | +$6.16M | +6% | 8.67% | – | 108 | 13.89% | 0.6 |
|
| 7538 |
SC
7538
Shuttleworth & Co
Powell,
Ohio
| $110M | – | – | 7.65% | – | 63 | – | 0 |
|
| 7539 |
RAM
7539
RK Asset Management
Grosse Pointe Farms,
Michigan
| $110M | +$6.23M | +6% | 8.28% | 47.6% | 23 | 0% | 4.6 |
|
| 7540 |
DI
7540
DRH Investments
Thousand Oaks,
California
| $110M | +$13.1M | +14% | 9.39% | 81.2% | 12 | 8.33% | 2.9 |
|
| 7541 |
VMMC
7541
V.M. Manning & Co
Greenville,
South Carolina
| $110M | +$19.3M | +21% | 13.1% | – | 54 | 16.67% | 0.2 |
|
| 7542 |
KSB
7542
Kennebec Savings Bank
Augusta,
Maine
| $110M | +$7.67M | +8% | 9.12% | – | 264 | 6.44% | 0.9 |
|
| 7543 |
TGV
7543
TRV GP VI
Boston,
Massachusetts
| $110M | +$45.4M | +71% | 99.6% | – | 4 | 25% | 0.8 |
|
| 7544 |
KC
7544
Katamaran Capital
London,
United Kingdom
| $110M | +$1.95M | +2% | 7.73% | – | 36 | 52.78% | 0.3 |
|
| 7545 |
BWLSA
7545
Blue Water Life Science Advisors
Larkspur,
California
| $110M | -$16.7M | -13% | 10.8% | 503% | 9 | 33.33% | 2.1 |
|
| 7546 |
S2L
7546
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| $109M | -$7.33M | -6% | 0.16% | 83.7% | 5 | 20% | 0.8 |
|
| 7547 |
SPW
7547
Surience Private Wealth
Yakima,
Washington
| $109M | +$2.93M | +3% | 13.8% | 169% | 44 | 65.91% | 0.4 |
|
| 7548 |
CIM
7548
CenturyLink Investment Management
Denver,
Colorado
| $109M | +$7.9M | +8% | 7.8% | – | 1 | 0% | 3.8 |
|
| 7549 |
BCM
7549
BML Capital Management
Zionsville,
Indiana
| $109M | -$23M | -17% | 23.2% | 349% | 28 | 42.86% | 1.3 |
|
| 7550 |
LRWM
7550
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| $109M | +$13.5M | +14% | 3.45% | – | 55 | 10.91% | 0.6 |
|