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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
TCM
3276
Tradewinds Capital Management
Bellingham,
Washington
| $122M | -$409K | -0.3% | 4.29% | 85.2% | 674 | 13.95% | 0.9 |
|
| 3277 |
LWM
3277
LBA Wealth Management
Jacksonville,
Florida
| $122M | +$613K | +0.5% | 1.74% | 19.2% | 278 | 13.31% | 0.9 |
|
| 3278 |
HIM
3278
HughesLittle Investment Management
Vancouver,
| $122M | +$7.01M | +6% | 2.51% | 106% | 17 | 11.76% | 0.9 |
|
| 3279 |
PWS
3279
Peloton Wealth Strategists
Indianapolis,
Indiana
| $122M | -$1.85M | -1% | 1.09% | 51.3% | 86 | 20.93% | 2.5 |
|
| 3280 |
QSS
3280
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $122M | -$1.79M | -1% | 4.04% | 133% | 398 | 81.91% | 0.3 |
|
| 3281 |
SM
3281
Selkirk Management
Chatham,
New Jersey
| $122M | -$11.1M | -8% | 5.14% | 245% | 20 | 15% | 2.8 |
|
| 3282 |
CCM
3282
CWH Capital Management
Spokane,
Washington
| $121M | +$4.8M | +4% | 2.68% | 29.9% | 49 | 16.33% | 1 |
|
| 3283 |
GWM
3283
Graybill Wealth Management
Elmhurst,
Illinois
| $121M | +$7.03M | +6% | 3.61% | – | 50 | 2% | 2.7 |
|
| 3284 |
BCM
3284
Boyle Capital Management
West Des Moines,
Iowa
| $121M | +$2.56M | +2% | 5.73% | 19.5% | 25 | 8% | 2.9 |
|
| 3285 |
WA
3285
Winfield Associates
Cleveland,
Ohio
| $121M | -$663K | -0.5% | 0.68% | 77.8% | 321 | 19.63% | 0.9 |
|
| 3286 |
NFG
3286
NewFocus Financial Group
Vancouver,
Washington
| $121M | +$2.37M | +2% | 1.52% | 55.4% | 40 | 7.5% | 0.9 |
|
| 3287 |
KCPG
3287
Kavar Capital Partners Group
Leawood,
Kansas
| $121M | +$9.2M | +8% | 1.31% | 77.2% | 617 | 19.29% | 0.9 |
|
| 3288 |
EP
3288
Emrys Partners
New York
| $121M | -$30.7M | -20% | 2.49% | – | 43 | 60.47% | 0.6 |
|
| 3289 |
KCM
3289
KeyPoint Capital Management
Dallas,
Texas
| $121M | -$15.8M | -12% | 5.49% | – | 35 | 80% | 0.4 |
|
| 3290 |
ACM
3290
Altalis Capital Management
New York
| $121M | -$4.77M | -4% | 1.71% | 3.82% | 23 | 21.74% | 0.9 |
|
| 3291 |
PVMCV
3291
Polaris Venture Management Co V
Boston,
Massachusetts
| $120M | – | – | 32.3% | 281% | 6 | – | 0 |
|
| 3292 |
OIM
3292
Orca Investment Management
Roseburg,
Oregon
| $120M | -$2.65M | -2% | 8.45% | 122% | 92 | 13.04% | 0.9 |
|
| 3293 |
HI
3293
Hudock Inc
Williamsport,
Pennsylvania
| $120M | +$2.33M | +2% | 1.42% | 64.4% | 626 | 14.38% | 2.6 |
|
| 3294 |
SFA
3294
Sequoia Financial Advisors
Akron,
Ohio
| $120M | -$756K | -0.6% | 2.53% | 78.3% | 169 | 20.71% | 0.9 |
|
| 3295 |
LC
3295
Lubar & Co
Milwaukee,
Wisconsin
| $120M | -$8.74M | -7% | 0.31% | – | 39 | 2.56% | 3 |
|
| 3296 |
ACS
3296
Archford Capital Strategies
Swansea,
Illinois
| $120M | – | – | 1.04% | 76.2% | 877 | – | 0 |
|
| 3297 |
OC
3297
Oppenheimer & Close
New York
| $120M | +$3.99M | +3% | 3.77% | 149% | 53 | 5.66% | 2.7 |
|
| 3298 |
AWM
3298
Avior Wealth Management
Omaha,
Nebraska
| $120M | +$14.3M | +14% | 2.46% | 66% | 350 | 82.29% | 0.2 |
|
| 3299 |
RBLCM
3299
Roaring Blue Lion Capital Management
Dallas,
Texas
| $120M | -$43.9M | -27% | 0.2% | – | 69 | 44.93% | 1.8 |
|
| 3300 |
FWM
3300
Focused Wealth Management
Newburgh,
New York
| $120M | +$110K | +0.1% | 2.05% | 73.9% | 697 | 7.89% | 1.8 |
|