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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7851 |
BDPWM
7851
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| $66.1M | – | – | 2.5% | – | 231 | – | 0 |
|
| 7852 |
UOC
7852
University of Chicago
Chicago,
Illinois
| $66M | -$40.5M | -38% | 3.01% | 62.3% | 13 | 69.23% | 0.9 |
|
| 7853 |
HAS
7853
Holland Advisory Services
Ormond Beach,
Florida
| $65.9M | -$10.7M | -14% | 3.44% | 57.1% | 46 | 8.7% | 2.3 |
|
| 7854 |
HWP
7854
Heritage Wealth Partners
Dublin,
Ohio
| $65.6M | -$14.1M | -18% | 0.87% | – | 78 | 30.77% | 1.1 |
|
| 7855 |
NWM
7855
Navigation Wealth Management
Fort Collins,
Colorado
| $65.5M | -$23.3M | -26% | 9.2% | 9.65% | 12 | 50% | 0.5 |
|
| 7856 |
ARMT
7856
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $65.4M | -$40.1M | -38% | 1.35% | – | 140 | 8.57% | 4.1 |
|
| 7857 |
CCME
7857
CIBC Capital Markets (Europe)
Luxembourg
| $65.4M | -$7.55M | -10% | 6.96% | – | 10 | 0% | 0.3 |
|
| 7858 |
GP
7858
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $65.3M | +$8.58M | +15% | 34.7% | 82.7% | 2 | 0% | 3.4 |
|
| 7859 |
GCM
7859
GuideStone Capital Management
Dallas,
Texas
| $65.2M | -$8.31M | -11% | 11.3% | 49.2% | 1 | 0% | 5.3 |
|
| 7860 |
YCM
7860
Yost Capital Management
Houston,
Texas
| $65.2M | -$24.8M | -28% | 3.69% | 125% | 18 | 50% | 0.9 |
|
| 7861 |
TAA
7861
Turiya Advisors Asia
Hong Kong
| $65.2M | -$7.45M | -10% | 18.3% | 247% | 3 | 100% | 0 |
|
| 7862 |
MA
7862
MAS Advisors
Miami,
Florida
| $65M | +$5.42M | +9% | 0.22% | 47.9% | 74 | 16.22% | 1.9 |
|
| 7863 |
SWM
7863
Stapp Wealth Management
Olympia,
Washington
| $64.9M | +$790K | +1% | 5.1% | 54.4% | 31 | 35.48% | 1.4 |
|
| 7864 |
WC
7864
Wealthspring Capital
West Harrison,
New York
| $64.9M | -$1.33M | -2% | 2.38% | 24.1% | 110 | 40% | 0.5 |
|
| 7865 |
TIM
7865
Tikehau Investment Management
Paris,
France
| $64.7M | -$18.3M | -22% | 3.29% | 102% | 25 | 28% | 1.8 |
|
| 7866 |
BAS
7866
Breakthru Advisory Services
Muskego,
Wisconsin
| $64.7M | -$45.8M | -41% | 2.72% | – | 55 | 85.45% | 0.2 |
|
| 7867 |
ACA
7867
Arena Capital Advisors
Los Angeles,
California
| $64.5M | -$19.6M | -23% | 1.07% | 124% | 30 | 50% | 2.6 |
|
| 7868 |
GIA
7868
Goodwin Investment Advisory
Woodstock,
Georgia
| $64.4M | -$127M | -66% | 6.2% | 60.8% | 43 | 44.19% | 2.3 |
|
| 7869 |
KCM
7869
Key Colony Management
Little Rock,
Arkansas
| $64M | -$3.03M | -5% | 7.43% | 113% | 8 | 25% | 2.1 |
|
| 7870 |
CSC
7870
Cove Street Capital
El Segundo,
California
| $63.7M | -$22M | -26% | 2.58% | 84.2% | 107 | 20.56% | 2.4 |
|
| 7871 |
KDIA
7871
KPCB DGF II Associates
Menlo Park,
California
| $63.6M | +$4.84M | +8% | 0.86% | 2.08% | 3 | 33.33% | 1 |
|
| 7872 |
CM
7872
Crestline Management
Fort Worth,
Texas
| $63.2M | -$2.94B | -98% | 30.3% | 80.2% | 705 | 99.57% | 4.4 |
|
| 7873 |
JBFJ
7873
James B. Fleming Jr
| $63.1M | -$20.4M | -24% | 22.4% | – | 3 | 0% | 2.3 |
|
| 7874 |
NU
7874
Northwestern University
Evanston,
Illinois
| $62.5M | +$110K | +0.2% | 17.1% | 31.6% | 6 | 16.67% | 3.1 |
|
| 7875 |
CCG
7875
Capital CS Group
Irvine,
California
| $61.9M | -$14.3M | -19% | 8.28% | 22.5% | 89 | 59.55% | 1.1 |
|