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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7801 |
EBA
7801
Eagle Bay Advisors
New York
| $134M | +$20.3M | +18% | 15.9% | 78.4% | 151 | 22.52% | 10.4 |
|
| 7802 |
DWM
7802
DWR Wealth Management
San Jose,
California
| $134M | +$18.7M | +16% | 12% | – | 56 | 8.93% | 1.8 |
|
| 7803 |
CH
7803
Cannae Holdings
Las Vegas,
Nevada
| $134M | +$109M | +444% | 4.46% | 88.6% | 3 | 66.67% | 9.5 |
|
| 7804 |
NC
7804
Nightview Capital
Austin,
Texas
| $134M | +$2.98M | +2% | 10.6% | 142% | 17 | 29.41% | 6.5 |
|
| 7805 |
NPAN
7805
Northeast Planning Associates NH
Bedford,
New Hampshire
| $133M | -$15.4M | -10% | 0.19% | – | 69 | 26.09% | 3.6 |
|
| 7806 |
CF
7806
Carter Financial
La Jolla,
California
| $133M | +$18.4M | +16% | 13.2% | – | 33 | 15.15% | 1.5 |
|
| 7807 |
CWM
7807
Capstone Wealth Management
Billings,
Montana
| $133M | +$15.3M | +13% | 11.8% | – | 48 | 20.83% | 1.6 |
|
| 7808 |
HAP
7808
Harbor Asset Planning
Belmont,
Massachusetts
| $133M | +$14.3M | +12% | 15.2% | – | 428 | 4.91% | 3.7 |
|
| 7809 |
AC
7809
Aldebaran Capital
Carmel,
Indiana
| $133M | +$2.28M | +2% | 7.57% | 80.4% | 43 | 9.3% | 9.5 |
|
| 7810 |
WA
7810
Winter & Associates
St. Paul,
Minnesota
| $133M | +$18.9M | +17% | 14.3% | – | 99 | 29.29% | 1.6 |
|
| 7811 |
AA
7811
Alpha Advisors
Richmond,
Virginia
| $133M | +$6.36M | +5% | 6.99% | – | 51 | 7.84% | 4.7 |
|
| 7812 |
PCM
7812
Perkins Capital Management
Wayzata,
Minnesota
| $133M | +$26.3M | +25% | 53.7% | 303% | 90 | 16.67% | 22.4 |
|
| 7813 |
BCVI
7813
Bain Capital Venture Investors
Boston,
Massachusetts
| $133M | -$42.1M | -24% | 6.63% | 34.2% | 4 | 25% | 1.7 |
|
| 7814 |
SWM
7814
Sherman Wealth Management
Gaithersburg,
Maryland
| $133M | +$16.4M | +14% | 15.6% | – | 87 | 11.49% | 1.8 |
|
| 7815 |
RHIG
7815
R.H. Investment Group
Scottsdale,
Arizona
| $133M | +$3.1M | +2% | 7.19% | – | 48 | 8.33% | 4.1 |
|
| 7816 |
SI
7816
Severin Investments
St. Louis,
Missouri
| $133M | +$16.2M | +14% | 24.1% | – | 203 | 30.05% | 3.9 |
|
| 7817 |
FFP
7817
Frisco Financial Planning
Frisco,
Texas
| $133M | +$11.5M | +9% | 9.04% | – | 29 | 0% | 4.5 |
|
| 7818 |
CWM
7818
Centrica Wealth Management
Miami,
Florida
| $133M | – | – | 18.4% | – | 7 | – | 0 |
|
| 7819 |
NCTC
7819
New Covenant Trust Company
Jeffersonville,
Indiana
| $133M | +$20.6M | +18% | 18.2% | – | 108 | 12.04% | 6.3 |
|
| 7820 |
HFCIV
7820
H&F Corporate Investors VIII
San Francisco,
California
| $133M | +$69.1M | +109% | 109% | 33.8% | 1 | 0% | 22 |
|
| 7821 |
DG
7821
Daventry Group
New York
| $133M | +$44.7M | +51% | 42.6% | 26.2% | 13 | 53.85% | 1.4 |
|
| 7822 |
VCM
7822
Veradace Capital Management
Dallas,
Texas
| $132M | +$20M | +18% | 36.2% | – | 31 | 29.03% | 1.5 |
|
| 7823 |
DFG
7823
Dynamic Financial Group
Cedar Falls,
Iowa
| $132M | +$10.1M | +8% | 5.43% | – | 79 | 16.46% | 4.6 |
|
| 7824 |
NDWM
7824
New Dimensions Wealth Management
Allen,
Texas
| $132M | +$14.9M | +13% | 8.76% | – | 21 | 4.76% | 4.6 |
|
| 7825 |
NC
7825
North Capital
Salt Lake City,
Utah
| $132M | +$14.3M | +12% | 11.6% | – | 106 | 16.04% | 4 |
|