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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
RWM
3026
RKL Wealth Management
Lancaster,
Pennsylvania
| $174M | -$41.4M | -19% | 0.98% | 70.2% | 65 | 27.69% | 1.3 |
|
| 3027 |
AIA
3027
Allegis Investment Advisors
Idaho Falls,
Idaho
| $174M | -$4.66M | -3% | 1.29% | – | 1,171 | 84.03% | 0.2 |
|
| 3028 |
KL
3028
Kinsight LLC
Birmingham,
Alabama
| $174M | +$2.45M | +1% | 1.64% | 15.7% | 35 | 8.57% | 2.1 |
|
| 3029 |
IIC
3029
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $174M | +$46.9M | +37% | 1.75% | 70.2% | 598 | 80.6% | 0 |
|
| 3030 |
BA
3030
Bard Associates
Chicago,
Illinois
| $174M | +$4.06M | +2% | 2.33% | 241% | 169 | 7.69% | 2.1 |
|
| 3031 |
PSC
3031
Prentiss Smith & Co
Brattleboro,
Vermont
| $174M | -$15.4M | -8% | 0.08% | 63.9% | 366 | 16.12% | 1.7 |
|
| 3032 |
SP
3032
Summit Partners
Boston,
Massachusetts
| $173M | -$146M | -46% | 1.64% | 13.7% | 3 | 0% | 2.4 |
|
| 3033 |
RCM
3033
Riverpark Capital Management
New York
| $173M | +$19.8M | +13% | 0.59% | 152% | 49 | 36.73% | 1.4 |
|
| 3034 |
LWM
3034
LBA Wealth Management
Jacksonville,
Florida
| $173M | -$673K | -0.4% | 1.2% | 19.2% | 463 | 18.79% | 1.3 |
|
| 3035 |
CS
3035
Credential Securities
Vancouver,
| $173M | +$20.4M | +13% | 6.75% | 32.5% | 242 | 15.29% | 1.5 |
|
| 3036 |
WFC
3036
West Face Capital
Toronto,
Ontario, Canada
| $173M | -$32.5M | -16% | 1.05% | 10.9% | 5 | 20% | 1.9 |
|
| 3037 |
BCCM
3037
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $173M | +$7.28M | +4% | 3.13% | 76.5% | 82 | 3.66% | 0.2 |
|
| 3038 |
BSWMG
3038
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| $173M | +$1.66M | +1% | 0.79% | 17.9% | 101 | 7.92% | 2.2 |
|
| 3039 |
FCT
3039
Family Capital Trust
Peabody,
Massachusetts
| $173M | -$10.6M | -6% | 0.65% | 32.3% | 81 | 24.69% | 2.1 |
|
| 3040 |
IAS
3040
IMA Advisory Services
Denver,
Colorado
| $172M | +$7.67M | +5% | 1.76% | 74.5% | 138 | 37.68% | 1.7 |
|
| 3041 |
VNA
3041
VNBTrust National Association
Charlottesville,
Virginia
| $172M | -$11.1M | -6% | 1.75% | 42.9% | 157 | 22.29% | 2 |
|
| 3042 |
HP
3042
HT Partners
Centerbrook,
Connecticut
| $172M | +$17.7M | +11% | 0.85% | 63.1% | 49 | 71.43% | 1.2 |
|
| 3043 |
GHA
3043
Garcia Hamilton & Associates
Houston,
Texas
| $172M | +$1.33M | +0.8% | 1.9% | 39.1% | 73 | 15.07% | 1.7 |
|
| 3044 |
RCS
3044
Retirement Capital Strategies
San Jose,
California
| $172M | +$8.66M | +5% | 1.98% | 59% | 17 | 17.65% | 1.4 |
|
| 3045 |
FCMC
3045
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $172M | +$5.76M | +3% | 2.84% | 88.9% | 55 | 1.82% | 1.8 |
|
| 3046 |
FSA
3046
Financial Sense Advisors
San Diego,
California
| $172M | -$41.9M | -20% | 6.35% | 152% | 109 | 44.95% | 1 |
|
| 3047 |
MMEA
3047
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| $172M | +$13.5M | +9% | 0.05% | 18.2% | 28 | 10.71% | 0.3 |
|
| 3048 |
OCM
3048
Oskie Capital Management
New York
| $172M | -$8.16M | -5% | 1.88% | 69.3% | 29 | 41.38% | 0.5 |
|
| 3049 |
GAM
3049
Gemmer Asset Management
Walnut Creek,
California
| $171M | +$2.18M | +1% | 0.11% | 90.5% | 1,387 | 13.05% | 1.7 |
|
| 3050 |
GCM
3050
Gladius Capital Management
Chicago,
Illinois
| $171M | +$1.76M | +1% | 1.09% | 78% | 2 | 0% | 2.3 |
|