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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8251 |
GC
8251
Grange Capital
Beaverton,
Oregon
| $108M | +$8.11M | +8% | 17.1% | – | 61 | 36.07% | 3.9 |
|
| 8252 |
CI
8252
Corient IA
Miami,
Florida
| $108M | +$2.07M | +2% | 29.5% | – | 292 | 19.18% | 3.7 |
|
| 8253 |
RRA
8253
Red Reef Advisors
Boca Raton,
Florida
| $108M | +$12.9M | +13% | 26.6% | – | 194 | 13.4% | 1.8 |
|
| 8254 |
BCM
8254
Barden Capital Management
Austin,
Texas
| $108M | -$8.53M | -7% | 14.6% | 80.1% | 61 | 18.03% | 12.3 |
|
| 8255 |
YAIA
8255
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| $108M | +$11.9M | +12% | 13.6% | – | 34 | 0% | 2 |
|
| 8256 |
UFA
8256
Unify Financial Advisors
Clearwater,
Florida
| $108M | +$11.9M | +12% | 18.3% | – | 95 | 11.58% | 1.8 |
|
| 8257 |
SA
8257
SPWM Advisors
Traverse City,
Michigan
| $108M | -$6.94M | -6% | 10.2% | – | 98 | 13.27% | 1.7 |
|
| 8258 |
MMRF
8258
Michelson Medical Research Foundation
Los Angeles,
California
| $108M | +$9.72M | +10% | 12.8% | 52.2% | 23 | 17.39% | 8.6 |
|
| 8259 |
BC
8259
Bayforest Capital
London,
United Kingdom
| $108M | +$18.9M | +21% | 20.5% | – | 1,251 | 56.43% | 1.6 |
|
| 8260 |
SF
8260
Schuylkill Financial
Wyomissing,
Pennsylvania
| $108M | – | – | 11.6% | – | 66 | – | 0 |
|
| 8261 |
YEPX
8261
Yorktown Energy Partners XI
New York
| $108M | -$33.4M | -24% | 12.3% | 105% | 4 | 0% | 18 |
|
| 8262 |
YF
8262
Yu Fan
| $108M | +$10.9M | +11% | 21.6% | 42.7% | 8 | 0% | 3.6 |
|
| 8263 |
WIM
8263
Walsky Investment Management
Wyomissing,
Pennsylvania
| $108M | +$9.72M | +10% | 13.2% | – | 54 | 11.11% | 1.8 |
|
| 8264 |
AW
8264
Aspirean Wealth
Mill Valley,
California
| $108M | +$15.5M | +17% | 10.2% | – | 20 | 10% | 1.8 |
|
| 8265 |
RL
8265
Retireful LLC
Haslett,
Michigan
| $107M | +$36.5M | +51% | 76.8% | 437% | 121 | 63.64% | 1.6 |
|
| 8266 |
MPEM
8266
Marathon Partners Equity Management
New York
| $107M | +$18.9M | +21% | 31.7% | – | 21 | 38.1% | 7.8 |
|
| 8267 |
GFP
8267
Gainline Financial Partners
Louisville,
Colorado
| $107M | – | – | 11.8% | – | 56 | – | 0 |
|
| 8268 |
BAM
8268
Burkett Asset Management
Victoria,
| $107M | +$5.53M | +5% | 14.1% | – | 66 | 18.18% | 1.7 |
|
| 8269 |
FA
8269
Fullerton Advisors
Danville,
California
| $107M | +$10.4M | +11% | 12.2% | – | 56 | 8.93% | 1.9 |
|
| 8270 |
IWS
8270
Intentional Wealth Strategies
Colorado Springs,
Colorado
| $107M | -$727K | -0.7% | 17.3% | – | 945 | 93.12% | 1 |
|
| 8271 |
OPWM
8271
Oregon Pacific Wealth Management
Medford,
Oregon
| $107M | +$10.7M | +11% | 11.5% | – | 122 | 19.67% | 3.7 |
|
| 8272 |
AWA
8272
American Wealth Advisors
Johns Creek,
Georgia
| $107M | +$10.6M | +11% | 12.3% | – | 42 | 2.38% | 2.9 |
|
| 8273 |
ECM
8273
Ebert Capital Management
Eureka,
California
| $107M | +$8.65M | +9% | 12.8% | – | 29 | 13.79% | 1.8 |
|
| 8274 |
CWMS
8274
CFG Wealth Management Services
Indianapolis,
Indiana
| $107M | -$3.63M | -3% | 6.04% | – | 152 | 47.37% | 1.8 |
|
| 8275 |
OE
8275
October Effect
Virginia Beach,
Virginia
| $106M | +$19.5M | +22% | 64.6% | – | 76 | 31.58% | 2.7 |
|