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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8051 |
SPCM
8051
Stoic Point Capital Management
Palo Alto,
California
| $121M | +$17.9M | +17% | 11.5% | – | 78 | 30.77% | 1.4 |
|
| 8052 |
RCP
8052
Roan Capital Partners
Johnson City,
Tennessee
| $121M | +$12.3M | +11% | 8.34% | – | 89 | 25.84% | 0.8 |
|
| 8053 |
KPWM
8053
KDK Private Wealth Management
Houston,
Texas
| $121M | +$11.3M | +10% | 9.05% | – | 62 | 11.29% | 5.4 |
|
| 8054 |
MFG
8054
Mission Financial Group
Las Vegas,
Nevada
| $121M | – | – | 13.5% | – | 158 | – | 13.2 |
|
| 8055 |
V
8055
Viaable
Wayne,
Pennsylvania
| $121M | – | – | 2.91% | – | 36 | – | 0 |
|
| 8056 |
MM
8056
Morangie Management
Vero Beach,
Florida
| $120M | +$11.8M | +11% | 15.3% | – | 35 | 5.71% | 5 |
|
| 8057 |
HA
8057
Helium Advisors
Everett,
Washington
| $120M | +$15.3M | +15% | 15.1% | – | 110 | 18.18% | 4.1 |
|
| 8058 |
MAM
8058
Mirabaud Asset Management
London,
United Kingdom
| $120M | -$1.16M | -1% | 25.5% | – | 53 | 47.17% | 4.7 |
|
| 8059 |
RG
8059
RHL Group
Holly,
Michigan
| $120M | +$3.1M | +3% | 15.9% | – | 297 | 28.96% | 1.3 |
|
| 8060 |
BHFP
8060
Blom & Howell Financial Planning
Modesto,
California
| $120M | +$18.2M | +18% | 16.3% | – | 67 | 8.96% | 1.8 |
|
| 8061 |
PC
8061
Payne Capital
Lake Oswego,
Oregon
| $120M | +$11.1M | +10% | 11.1% | – | 59 | 6.78% | 2.4 |
|
| 8062 |
BLC
8062
Blue Line Capital
Chicago,
Illinois
| $120M | +$31.5M | +36% | 30.3% | – | 98 | 40.82% | 1.2 |
|
| 8063 |
IMC
8063
Investment Management Corporation
Roanoke,
Virginia
| $120M | +$3.37M | +3% | 11.2% | – | 56 | 17.86% | 4.5 |
|
| 8064 |
JCA
8064
January Capital Advisors
San Francisco,
California
| $120M | +$45.5M | +61% | 13.1% | – | 58 | 15.52% | 5.5 |
|
| 8065 |
CCMW
8065
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $120M | +$11.5M | +11% | 13.6% | 161% | 220 | 10% | 15.2 |
|
| 8066 |
GCIG
8066
Grand Central Investment Group
Tampa,
Florida
| $120M | -$15.6M | -12% | 8.09% | – | 45 | 13.33% | 12.9 |
|
| 8067 |
ES
8067
ETF Store
Overland Park,
Kansas
| $120M | +$16.9M | +16% | 11.6% | 55.8% | 119 | 20.17% | 10.3 |
|
| 8068 |
HA
8068
Heffernan Advisory
Flagstaff,
Arizona
| $120M | +$11.7M | +11% | 9.52% | – | 43 | 44.19% | 1.1 |
|
| 8069 |
MFG
8069
Mann Financial Group
Detroit Lakes,
Minnesota
| $120M | +$13.3M | +13% | 10.8% | – | 35 | 14.29% | 2.6 |
|
| 8070 |
BIA
8070
Baer Investment Advisory
Corte Madera,
California
| $119M | +$19.4M | +19% | 15.5% | – | 43 | 11.63% | 3.7 |
|
| 8071 |
1CP
8071
1015 Capital Partners
Pottstown,
Pennsylvania
| $119M | +$16.5M | +16% | 20.8% | – | 630 | 8.57% | 1.9 |
|
| 8072 |
AW
8072
Ankerstar Wealth
Leander,
Texas
| $119M | +$24.5M | +26% | 9.27% | – | 1,068 | 17.88% | 1.7 |
|
| 8073 |
RMF
8073
Red Mountain Financial
Fort Collins,
Colorado
| $119M | +$13M | +12% | 7.21% | – | 88 | 17.05% | 7.1 |
|
| 8074 |
DFC
8074
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $119M | -$12.9M | -10% | 12% | 52.9% | 61 | 11.48% | 12.4 |
|
| 8075 |
BCM
8075
Bannerstone Capital Management
Wayzata,
Minnesota
| $119M | +$11.5M | +11% | 36.5% | – | 127 | 34.65% | 1.4 |
|