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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8426 |
FF
8426
Formulate Financial
Boca Raton,
Florida
| $81M | -$4.32M | -5% | 5.5% | – | 30 | 16.67% | 0.5 |
|
| 8427 |
FWM
8427
FSR Wealth Management
Elmhurst,
Illinois
| $80.8M | -$4.31M | -5% | 2.82% | – | 46 | 34.78% | 0.7 |
|
| 8428 |
AM
8428
Ampfield Management
New York
| $80.8M | +$14.1M | +21% | 0.19% | 56.9% | 6 | 50% | 1.8 |
|
| 8429 |
HM
8429
HCEP Management
Hong Kong
| $80.7M | -$41.9M | -34% | 3.88% | 182% | 5 | 40% | 0.6 |
|
| 8430 |
HIIL
8430
HS Investments IV Ltd
St Peter Port,
| $80.6M | -$29.4M | -27% | 39.2% | – | 3 | 66.67% | 0.1 |
|
| 8431 |
PIS
8431
POM Investment Strategies
Raleigh,
North Carolina
| $80.5M | -$114M | -59% | 1.55% | – | 528 | 52.84% | 0.5 |
|
| 8432 |
ELM
8432
Elite Life Management
Sarasota,
Florida
| $80M | +$18.3M | +30% | 2.57% | – | 61 | 19.67% | 1 |
|
| 8433 |
VI
8433
Ventas Inc
Chicago,
Illinois
| $80M | -$2.52M | -3% | 3.06% | – | 1 | 0% | 1.3 |
|
| 8434 |
GCM
8434
Glaxis Capital Management
Sarasota,
Florida
| $79.9M | +$21.5M | +37% | 0.95% | 93.5% | 56 | 50% | 1.3 |
|
| 8435 |
TIAAOA
8435
Teachers Insurance & Annuity Association of America
New York
| $79.7M | -$5.38M | -6% | 5.33% | – | 99 | 21.21% | 1.2 |
|
| 8436 |
CSMC
8436
Children's Medical Center
Boston,
Massachusetts
| $79.7M | -$9.04M | -10% | 8.57% | – | 1 | 0% | 0.3 |
|
| 8437 |
KC
8437
Kize Capital
New York
| $79.6M | -$5.13M | -6% | 3.6% | 34.7% | 6 | 0% | 3.2 |
|
| 8438 |
SCM
8438
SummitPoint Capital Management
Littleton,
Colorado
| $78.8M | – | – | 0.97% | – | 35 | – | 0 |
|
| 8439 |
CA
8439
Centennial Advisors
Austin,
Texas
| $78.6M | +$1.64M | +2% | 0.6% | – | 98 | 33.67% | 0.2 |
|
| 8440 |
SWR
8440
Spahn Wealth & Retirement
Scottsdale,
Arizona
| $78.6M | -$82.6M | -51% | 4.6% | – | 41 | 48.78% | 0.8 |
|
| 8441 |
TPM
8441
Totem Point Management
New York
| $78.4M | -$21.9M | -22% | 5.13% | 577% | 22 | 59.09% | 1.1 |
|
| 8442 |
SWM
8442
Stapp Wealth Management
Olympia,
Washington
| $78.3M | +$675K | +0.9% | 6.23% | 54.4% | 36 | 27.78% | 1.5 |
|
| 8443 |
YIM
8443
Yoffe Investment Management
Lemoyne,
Pennsylvania
| $78.1M | -$279K | -0.4% | 1.87% | – | 114 | 3.51% | 1.2 |
|
| 8444 |
SONJCPFE
8444
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $77.7M | -$13.5M | -15% | 14.8% | 26.4% | 1 | 0% | 0.8 |
|
| 8445 |
AC
8445
Avory & Company
Miami,
Florida
| $77.3M | -$79M | -51% | 10.4% | 61.6% | 50 | 48% | 1.9 |
|
| 8446 |
OWM
8446
Omnitrust Wealth Management
Jacksonville,
Florida
| $77.2M | -$1.46M | -2% | 0.79% | – | 74 | 25.68% | 0.6 |
|
| 8447 |
DCA
8447
DB&C Advisors
Holland,
Michigan
| $77M | -$2.77M | -3% | 1.5% | – | 71 | 9.86% | 0.2 |
|
| 8448 |
NIM
8448
Natixis Investment Managers
Boston,
Massachusetts
| $76.9M | +$41.8M | +119% | 6.27% | – | 2 | 0% | 0.3 |
|
| 8449 |
TC
8449
T3 Companies
New York
| $76.8M | -$3.73M | -5% | 7.25% | – | 279 | 71.33% | 0.1 |
|
| 8450 |
BG
8450
BRX Global
New York
| $76.7M | -$25.5M | -25% | 14.9% | 65.8% | 3 | 0% | 4.3 |
|