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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7601 |
JPT
7601
Jordan Park Trust
Portsmouth,
New Hampshire
| $143M | +$12.3M | +9% | 2.66% | – | 15 | 6.67% | 4.9 |
|
| 7602 |
ICMP
7602
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $143M | -$7.08M | -5% | 7.22% | 39.7% | 60 | 11.67% | 12.3 |
|
| 7603 |
SAM
7603
Sectoral Asset Management
Montreal,
Quebec, Canada
| $143M | +$22.6M | +19% | 21.2% | 168% | 91 | 25.27% | 11.4 |
|
| 7604 |
SL
7604
Sonnipe Ltd
Douglas,
Isle Of Man
| $143M | +$6.49M | +5% | 4.75% | 57.8% | 1 | 0% | 14 |
|
| 7605 |
MA
7605
Maxele Advisors
Webster Groves,
Missouri
| $143M | – | – | 22% | – | 98 | – | 13.4 |
|
| 7606 |
VAM
7606
Vienna Asset Management
Saratoga,
California
| $143M | +$14.3M | +11% | 13.6% | – | 86 | 45.35% | 5.4 |
|
| 7607 |
GC
7607
Grizzlyrock Capital
Chicago,
Illinois
| $143M | +$16.7M | +13% | 19.4% | – | 22 | 27.27% | 3.5 |
|
| 7608 |
CC
7608
Commons Capital
Needham,
Massachusetts
| $143M | +$23.3M | +20% | 17.3% | 137% | 100 | 19% | 7.8 |
|
| 7609 |
MC
7609
Matters Capital
Miami,
Florida
| $143M | +$30.1M | +27% | 25.7% | – | 78 | 21.79% | 1.5 |
|
| 7610 |
CP
7610
Camelot Portfolios
Maumee,
Ohio
| $143M | +$7.65M | +6% | 7.69% | 41.3% | 215 | 15.35% | 13.4 |
|
| 7611 |
MF
7611
Midwestern Financial
Iowa City,
Iowa
| $143M | +$15.7M | +12% | 9.62% | – | 54 | 0% | 3.9 |
|
| 7612 |
SVBP
7612
Strategic Value Bank Partners
Cleveland,
Ohio
| $143M | -$43.3M | -23% | 11.1% | 98.1% | 15 | 40% | 11.1 |
|
| 7613 |
WKSWA
7613
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $143M | +$24.1M | +20% | 16.1% | 111% | 95 | 21.05% | 9.6 |
|
| 7614 |
LF
7614
LifePlan Financial
Mankato,
Minnesota
| $143M | +$7.45M | +6% | 11.7% | – | 92 | 13.04% | 7.2 |
|
| 7615 |
GCG
7615
Gilbert Capital Group
North Yarmouth,
Maine
| $143M | +$13.3M | +10% | 14.5% | – | 63 | 30.16% | 2.9 |
|
| 7616 |
GPCM
7616
Guardsman Private Capital Management
Sarasota,
Florida
| $143M | +$14.7M | +11% | 11.4% | – | 44 | 4.55% | 1.8 |
|
| 7617 |
TCPW
7617
Twin City Private Wealth
Winston-Salem,
North Carolina
| $143M | +$10.8M | +8% | 9.23% | – | 106 | 11.32% | 7 |
|
| 7618 |
OF
7618
Outfitter Financial
Brunswick,
Maine
| $143M | +$13.4M | +10% | 19.5% | 95.9% | 85 | 11.76% | 13.6 |
|
| 7619 |
EIM
7619
Emmett Investment Management
New York
| $143M | +$11.8M | +9% | 18.5% | – | 35 | 51.43% | 2.9 |
|
| 7620 |
RBC
7620
Rye Brook Capital
Greenwich,
Connecticut
| $143M | +$34.2M | +31% | 13.7% | 77.2% | 44 | 45.45% | 3.5 |
|
| 7621 |
CCM
7621
Clearfield Capital Management
New York
| $143M | -$45.3M | -24% | 94.7% | 421% | 18 | 77.78% | 2.6 |
|
| 7622 |
PWM
7622
Peak Wealth Management
Nashua,
New Hampshire
| $143M | +$20.6M | +17% | 15.2% | – | 61 | 14.75% | 1.7 |
|
| 7623 |
SG
7623
Somerset Group
Wayzata,
Minnesota
| $142M | +$7.82M | +6% | 16.2% | 84.6% | 59 | 1.69% | 31.3 |
|
| 7624 |
VAM
7624
Virtue Asset Management
Barrington,
Illinois
| $142M | +$16.9M | +13% | 15.4% | – | 118 | 18.64% | 2.5 |
|
| 7625 |
SAM
7625
Seelaus Asset Management
Chatham,
New Jersey
| $142M | +$3.71M | +3% | 24% | 122% | 239 | 29.71% | 12.3 |
|