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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7776 |
EFP
7776
Elser Financial Planning
Indianapolis,
Indiana
| $80.2M | +$7.93M | +11% | 4.11% | – | 69 | 5.8% | 3.5 |
|
| 7777 |
TIAAOA
7777
Teachers Insurance & Annuity Association of America
New York
| $80.1M | +$5.13M | +7% | 6.84% | – | 79 | 20.25% | 2.9 |
|
| 7778 |
BIS
7778
BG Investment Services
Hagatna,
Guam
| $80M | -$12.8M | -14% | 10.2% | – | 42 | 19.05% | 4.4 |
|
| 7779 |
ICP
7779
Indus Capital Partners
New York
| $79.9M | -$26M | -25% | 9.78% | 117% | 6 | 50% | 9.8 |
|
| 7780 |
QC
7780
Quaero Capital
Geneve,
Switzerland
| $79.8M | +$9.6M | +14% | 9.8% | 62.4% | 71 | 23.94% | 3.6 |
|
| 7781 |
TTA
7781
Thor Trading Advisors
Greensburg,
Pennsylvania
| $79.8M | -$168M | -68% | 7.96% | – | 16 | 81.25% | 0.3 |
|
| 7782 |
FFS
7782
Fortress Financial Solutions
Tucson,
Arizona
| $79.7M | +$10.6M | +15% | 10.4% | – | 64 | 12.5% | 1.7 |
|
| 7783 |
ICM
7783
Irth Capital Management
New York
| $79.7M | +$12.8M | +19% | 19.1% | – | 1 | 0% | 2 |
|
| 7784 |
CIR
7784
Clear Investment Research
Alpharetta,
Georgia
| $79.3M | +$4.41M | +6% | 5.16% | 48.5% | 231 | 2.6% | 17.2 |
|
| 7785 |
MCFP
7785
Mallini Complete Financial Planning
Gainesville,
Florida
| $79.1M | -$25.6M | -24% | 3.6% | – | 62 | 4.84% | 1.9 |
|
| 7786 |
CPM
7786
Corre Partners Management
New York
| $78.9M | -$9.38M | -11% | 3.01% | 109% | 4 | 0% | 9.5 |
|
| 7787 |
SPT
7787
Siemens Pension Trust
Munich Germany,
Germany
| $78.9M | +$21.9M | +38% | 38.4% | 25.4% | 1 | 0% | 10 |
|
| 7788 |
LL
7788
LMDAGG LLC
San Francisco,
California
| $78.8M | +$49.2M | +166% | 209% | – | 2 | 50% | 5.5 |
|
| 7789 |
MFS
7789
Miller Financial Services
Marshall,
Michigan
| $78.4M | +$8.85M | +13% | 11.4% | – | 111 | 16.22% | 1.7 |
|
| 7790 |
CC
7790
CF Capital
Cohasset,
Massachusetts
| $78.4M | -$19.9M | -20% | 0.31% | – | 44 | 18.18% | 1.7 |
|
| 7791 |
VFO
7791
Virtus Family Office
El Paso,
Texas
| $78.1M | +$168K | +0.2% | 5.82% | 48.4% | 51 | 37.25% | 5.7 |
|
| 7792 |
FWM
7792
FSR Wealth Management
Elmhurst,
Illinois
| $77.9M | +$2.1M | +3% | 6.49% | – | 44 | 31.82% | 1.6 |
|
| 7793 |
CZI
7793
Chan Zuckerberg Initiative
Redwood City,
California
| $77.7M | -$40.7M | -34% | 7.67% | 59% | 2 | 0% | 7 |
|
| 7794 |
OWMIAS
7794
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| $77.6M | +$17.2M | +29% | 18.5% | – | 49 | 6.12% | 5.1 |
|
| 7795 |
TR
7795
Tepp RIA
Westfield,
New Jersey
| $77.5M | +$3.84M | +5% | 9.27% | – | 31 | 25.81% | 1.6 |
|
| 7796 |
LCM
7796
LDR Capital Management
New York
| $77.3M | -$5.58M | -7% | 1.44% | 38.9% | 35 | 34.29% | 6.1 |
|
| 7797 |
BV
7797
Boxwood Ventures
Chicago,
Illinois
| $77.3M | +$7.22M | +10% | 13.7% | 88% | 33 | 18.18% | 9.1 |
|
| 7798 |
CFO
7798
Capitol Family Office
Beaverton,
Oregon
| $76.7M | +$6.01M | +9% | 9.72% | 61.9% | 48 | 0% | 3.8 |
|
| 7799 |
RFL
7799
RD Finance Ltd
Limassol,
Cyprus
| $76.5M | -$48.2M | -39% | 7.69% | – | 31 | 38.71% | 0.9 |
|
| 7800 |
WAMC
7800
Western Asset Management Company
Pasadena,
California
| $76.3M | +$28.6M | +60% | 4.08% | 2.29% | 13 | 30.77% | 6.8 |
|