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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 |
LWA
3276
Lowe Wealth Advisors
Columbia,
Maryland
| $149M | +$3.11M | +2% | 2.67% | 63.3% | 270 | 18.52% | 4.5 |
|
| 3277 |
DWM
3277
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $149M | +$9.46M | +7% | 3.09% | 112% | 53 | 5.66% | 5.4 |
|
| 3278 |
NJBEST
3278
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| $149M | +$4.49M | +3% | 1.51% | 42% | 235 | 44.68% | 4.2 |
|
| 3279 |
NFG
3279
Noven Financial Group
Denver,
Colorado
| $149M | +$7.6M | +5% | 2.87% | 45.1% | 47 | 27.66% | 4.5 |
|
| 3280 |
SDWMA
3280
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $148M | +$4.78M | +3% | 0.47% | 55% | 30 | 13.33% | 1.7 |
|
| 3281 |
HWA
3281
Heritage Wealth Advisors
Richmond,
Virginia
| $148M | +$20.5M | +16% | 2.78% | 65% | 94 | 11.7% | 6.5 |
|
| 3282 |
LCM
3282
Liberty Capital Management
Birmingham,
Michigan
| $148M | +$14.8M | +11% | 3.51% | – | 114 | 19.3% | 8.6 |
|
| 3283 |
BHA
3283
Beech Hill Advisors
New York
| $148M | +$20.1M | +16% | 3.27% | 105% | 83 | 36.14% | 5.7 |
|
| 3284 |
RCI
3284
Redwood Capital Investments
Hanover,
Maryland
| $148M | +$2.06M | +1% | 2.07% | – | 2 | 0% | 2 |
|
| 3285 |
KFP
3285
Keystone Financial Planning
Cleveland,
Ohio
| $148M | +$7.97M | +6% | 5.87% | 46% | 48 | 18.75% | 7.3 |
|
| 3286 |
MIC
3286
MU Investments Company
Tokyo,
Japan
| $148M | -$10.7M | -7% | 1.22% | 40.4% | 203 | 24.63% | 8.1 |
|
| 3287 |
MA
3287
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $147M | +$55K | +0% | 3.38% | 166% | 72 | 8.33% | 9.7 |
|
| 3288 |
MIC
3288
Meridian Investment Counsel
Lafayette,
California
| $147M | +$4.33M | +3% | 3.88% | 103% | 176 | 6.25% | 8.1 |
|
| 3289 |
BI
3289
Boulegeris Investments
Sandy Springs,
Georgia
| $147M | +$5.05M | +4% | 6.37% | 39.1% | 52 | 13.46% | 5.5 |
|
| 3290 |
TG
3290
TLP Group
Evanston,
Illinois
| $147M | -$17.7M | -11% | 3.51% | 42.7% | 455 | 73.85% | 0.6 |
|
| 3291 |
MC
3291
MRJ Capital
New York
| $147M | +$308K | +0.2% | 1.7% | 127% | 55 | 14.55% | 8.3 |
|
| 3292 |
AWM
3292
Affinity Wealth Management
Wilmington,
Delaware
| $147M | -$16M | -10% | 2.61% | 116% | 60 | 23.33% | 4.9 |
|
| 3293 |
VWM
3293
Vector Wealth Management
Minneapolis,
Minnesota
| $147M | +$11.7M | +9% | 4.69% | 2.13% | 82 | 7.32% | 8.2 |
|
| 3294 |
MC
3294
Miles Capital
West Des Moines,
Iowa
| $147M | -$2.09M | -1% | 2.59% | 15.4% | 215 | 43.26% | 3.3 |
|
| 3295 |
FPA
3295
Fieldpoint Private Advisors
New York
| $147M | +$5.69M | +4% | 0.64% | 34% | 66 | 16.67% | 7.2 |
|
| 3296 |
AAM
3296
American Asset Management
Boca Raton,
Florida
| $147M | +$15.3M | +12% | 5.29% | 42.5% | 12 | 25% | 3.8 |
|
| 3297 |
DDC
3297
Daniel Devine & Co
Parkland,
Florida
| $147M | -$6.83M | -4% | 1.7% | 34.2% | 59 | 15.25% | 5.3 |
|
| 3298 |
SFA
3298
Stewardship Financial Advisors
Stockbridge,
Georgia
| $147M | +$20.1M | +16% | 2.67% | 39.1% | 47 | 21.28% | 1.8 |
|
| 3299 |
CAM
3299
Crestone Asset Management
Boulder,
Colorado
| $146M | +$33.7M | +30% | 4.65% | 6.65% | 27 | 25.93% | 1.8 |
|
| 3300 |
FCMI
3300
Foresite Capital Management II
Larkspur,
California
| $146M | -$58M | -28% | 1.06% | 66.2% | 20 | 25% | 4.7 |
|