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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7726 |
BIA
7726
Baer Investment Advisory
Corte Madera,
California
| $87.9M | +$10.7M | +14% | 18% | – | 43 | 11.63% | 1 |
|
| 7727 |
PWM
7727
Partners Wealth Management
Carmel By The Sea,
California
| $87.8M | -$356K | -0.4% | 5.3% | – | 116 | 1.72% | 1.9 |
|
| 7728 |
HCVG
7728
H Capital V GP
Grand Cayman,
Cayman Islands
| $87.8M | -$11.6M | -12% | 11.7% | – | 1 | 0% | 14 |
|
| 7729 |
JPC
7729
Jabodon PT Co
Reno,
Nevada
| $87.7M | +$8.49M | +11% | 10.4% | 61.9% | 2 | 0% | 10 |
|
| 7730 |
TCP
7730
Teleios Capital Partners
Zug,
| $87.4M | +$1.43M | +2% | 1.67% | – | 1 | 0% | 2 |
|
| 7731 |
WWA
7731
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| $87M | +$17.4M | +25% | 14.9% | – | 83 | 19.28% | 1.6 |
|
| 7732 |
WI
7732
Wedgewood Investors
Erie,
Pennsylvania
| $86.8M | +$2.6M | +3% | 6.06% | – | 103 | 7.77% | 29.3 |
|
| 7733 |
MCAI
7733
Members Capital Advisors Inc
Madison,
Wisconsin
| $86.7M | +$422K | +0.5% | 0.95% | – | 30 | 3.33% | 17.9 |
|
| 7734 |
AWP
7734
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| $86.6M | +$5.53M | +7% | 12% | 145% | 56 | 14.29% | 4.5 |
|
| 7735 |
GIA
7735
Goodwin Investment Advisory
Woodstock,
Georgia
| $86.6M | +$22.2M | +35% | 13.8% | 60.8% | 34 | 35.29% | 9.3 |
|
| 7736 |
ES
7736
ETF Store
Overland Park,
Kansas
| $86.3M | +$4.8M | +6% | 5.75% | 55.8% | 89 | 6.74% | 9.5 |
|
| 7737 |
SIC
7737
Sage Investment Counsel
Franklin,
Tennessee
| $86.3M | +$7.37M | +9% | 5.99% | – | 134 | 20.15% | 1.7 |
|
| 7738 |
NVIM
7738
New Vernon Investment Management
Highland Park,
Illinois
| $86M | +$11.2M | +15% | 4.94% | 83.1% | 39 | 17.95% | 17.5 |
|
| 7739 |
CC
7739
Corton Capital
Carrying Place,
Ontario, Canada
| $85.9M | +$55.6M | +184% | 13.8% | 225% | 407 | 77.4% | 0.6 |
|
| 7740 |
CSF
7740
Capital Squared Financial
Rockville,
Maryland
| $85.8M | – | – | 10.4% | – | 66 | – | 0 |
|
| 7741 |
AC
7741
AWH Capital
Dallas,
Texas
| $85.7M | +$16.8M | +24% | 12.2% | 183% | 28 | 46.43% | 8.5 |
|
| 7742 |
ACMH
7742
Andar Capital Management (HK)
Hong Kong
| $85.6M | +$33.7M | +65% | 56.3% | 983% | 24 | 58.33% | 2.1 |
|
| 7743 |
DILH
7743
Dai-ichi Life Holdings
Tokyo,
Japan
| $85.5M | -$3.65M | -4% | 2.77% | – | 22 | 22.73% | 3.1 |
|
| 7744 |
SCA
7744
Sulzberger Capital Advisors
Miami,
Florida
| $85.5M | +$9.37M | +12% | 9.62% | – | 53 | 13.21% | 1.8 |
|
| 7745 |
SIRP
7745
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $85.4M | +$8.14M | +11% | 10.7% | 60.5% | 8 | 0% | 18.6 |
|
| 7746 |
SFO
7746
Standard Family Office
Sioux Falls,
South Dakota
| $85.4M | +$9.17M | +12% | 10.5% | 67.6% | 29 | 0% | 5.4 |
|
| 7747 |
BP
7747
Baypointe Partners
Stamford,
Connecticut
| $85.3M | -$34.9M | -29% | 0.42% | – | 31 | 48.39% | 0.6 |
|
| 7748 |
PBT
7748
Pictet Bank & Trust
Nassau,
Bahamas
| $85.3M | +$3.49M | +4% | 10.1% | 66.3% | 37 | 8.11% | 21.7 |
|
| 7749 |
SC
7749
SkyKnight Capital
San Francisco,
California
| $85.3M | -$12.8M | -13% | 13% | 11% | 3 | 0% | 14 |
|
| 7750 |
NCFG
7750
New Century Financial Group
Princeton,
New Jersey
| $85.2M | -$1.26M | -1% | 10.9% | – | 177 | 64.97% | 3 |
|