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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
PAM
3251
Peak Asset Management
Louisville,
Colorado
| $680M | +$113M | +20% | 15.1% | 70.1% | 184 | 20.65% | 5.3 |
|
| 3252 |
FBT
3252
First Bank & Trust
Brookings,
South Dakota
| $680M | +$59.2M | +10% | 13% | 78.5% | 278 | 10.43% | 3.9 |
|
| 3253 |
SFG
3253
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $680M | +$40.1M | +6% | 13.6% | 81.7% | 217 | 8.76% | 5.3 |
|
| 3254 |
CNBTD
3254
Citizens National Bank Trust Department
Meridian,
Mississippi
| $680M | +$79.1M | +13% | 22.9% | 114% | 386 | 2.33% | 4 |
|
| 3255 |
SFA
3255
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $679M | +$159M | +31% | 45.5% | 185% | 33 | 15.15% | 2.6 |
|
| 3256 |
BCM
3256
Bourgeon Capital Management
Darien,
Connecticut
| $679M | +$101M | +18% | 22.1% | 117% | 123 | 27.64% | 3.4 |
|
| 3257 |
MW
3257
Maia Wealth
Denver,
Colorado
| $679M | +$87.7M | +15% | 14.7% | – | 390 | 19.23% | 1.5 |
|
| 3258 |
HCM
3258
Huber Capital Management
El Segundo,
California
| $679M | +$31.1M | +5% | 8.17% | 70.4% | 101 | 3.96% | 5.6 |
|
| 3259 |
ALA
3259
Atlas Legacy Advisors
Los Angeles,
California
| $678M | +$128M | +23% | 17.9% | – | 225 | 18.67% | 1.2 |
|
| 3260 |
ATS
3260
Ashton Thomas Securities
Rochester,
New York
| $677M | -$120M | -15% | 14.8% | – | 505 | 37.23% | 1.2 |
|
| 3261 |
DAM
3261
Deltec Asset Management
New York
| $677M | +$132M | +24% | 19.3% | 128% | 304 | 35.86% | 2.2 |
|
| 3262 |
EGWAG
3262
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $676M | +$86.8M | +15% | 15.9% | 58.2% | 154 | 14.29% | 2.7 |
|
| 3263 |
TW
3263
Tempo Wealth
Independence,
Ohio
| $675M | +$102M | +18% | 23.6% | – | 240 | 12.5% | 0.4 |
|
| 3264 |
CC
3264
Cadinha & Co
Honolulu,
Hawaii
| $675M | +$138M | +26% | 8.88% | 123% | 110 | 9.09% | 6.6 |
|
| 3265 |
BA
3265
Bellwether Advisors
Lincoln,
Nebraska
| $675M | +$84.9M | +14% | 24.8% | 115% | 204 | 40.2% | 2.3 |
|
| 3266 |
CCA
3266
Carrera Capital Advisors
Troy,
Michigan
| $675M | +$25.7M | +4% | 2.68% | – | 220 | 19.09% | 1.1 |
|
| 3267 |
W
3267
WPWealth
Fort Worth,
Texas
| $674M | +$19.6M | +3% | 8.21% | 38.2% | 107 | 13.08% | 2.1 |
|
| 3268 |
OFS
3268
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $674M | +$76.2M | +13% | 14.6% | 73.7% | 121 | 5.79% | 4.4 |
|
| 3269 |
VPP
3269
Vertex Planning Partners
Downers Grove,
Illinois
| $673M | +$159M | +31% | 13.1% | 55.4% | 162 | 19.14% | 1.8 |
|
| 3270 |
TC
3270
Truvestments Capital
Sarasota,
Florida
| $673M | +$119M | +21% | 32.9% | 131% | 1,315 | 23.42% | 1.8 |
|
| 3271 |
PFG
3271
PAX Financial Group
San Antonio,
Texas
| $673M | +$86.7M | +15% | 13.7% | 56% | 226 | 20.35% | 3.4 |
|
| 3272 |
MA
3272
MYDA Advisors
Woodmere,
New York
| $672M | +$64M | +11% | 28% | 232% | 250 | 67.2% | 0.4 |
|
| 3273 |
CFP
3273
Curran Financial Partners
Daniel Island,
South Carolina
| $672M | +$113M | +20% | 6.95% | 49.4% | 144 | 14.58% | 2.4 |
|
| 3274 |
MPW
3274
MA Private Wealth
San Carlos,
California
| $671M | +$80M | +14% | 15.9% | 57.5% | 90 | 6.67% | 3.3 |
|
| 3275 |
PIWA
3275
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $671M | +$77.2M | +13% | 13.2% | 33.5% | 245 | 46.94% | 0.8 |
|