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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
PG
3351
Patten Group
Chattanooga,
Tennessee
| $643M | +$68M | +12% | 17.6% | 88.1% | 342 | 18.42% | 5.1 |
|
| 3352 |
CWM
3352
Centric Wealth Management
Chicago,
Illinois
| $643M | +$142M | +28% | 11.8% | 44.4% | 209 | 2.87% | 2.9 |
|
| 3353 |
HP
3353
Holistic Planning
Nacogdoches,
Texas
| $643M | +$141M | +28% | 11% | – | 349 | 19.48% | 1.2 |
|
| 3354 |
FCMV
3354
Foresite Capital Management VI
Larkspur,
California
| $643M | +$182M | +40% | 21.6% | – | 25 | 40% | 0.5 |
|
| 3355 |
GG
3355
GenWealth Group
Maplewood,
New Jersey
| $642M | +$57.4M | +10% | 11.8% | 67.8% | 98 | 22.45% | 4.6 |
|
| 3356 |
MC
3356
Martin & Co
Knoxville,
Tennessee
| $640M | +$52.7M | +9% | 12.5% | 67.8% | 102 | 2.94% | 9.8 |
|
| 3357 |
AMCA
3357
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $640M | +$77.5M | +14% | 18.8% | 110% | 140 | 10% | 5.1 |
|
| 3358 |
SIM
3358
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| $639M | +$14.1M | +2% | 18% | 45.5% | 42 | 4.76% | 5.5 |
|
| 3359 |
IF
3359
Ironwood Financial
Tucson,
Arizona
| $639M | +$66M | +12% | 10.5% | 48.8% | 182 | 9.34% | 5.5 |
|
| 3360 |
KJWM
3360
Kiley Juergens Wealth Management
Olympia,
Washington
| $639M | +$71.8M | +13% | 17.5% | 106% | 248 | 8.06% | 1.8 |
|
| 3361 |
SCA
3361
Scott Capital Advisors
Portland,
Oregon
| $639M | +$145M | +29% | 8.85% | 50.9% | 68 | 17.65% | 2.6 |
|
| 3362 |
FWM
3362
FFT Wealth Management
Philadelphia,
Pennsylvania
| $638M | +$85.9M | +16% | 14.4% | 65.6% | 110 | 22.73% | 2.9 |
|
| 3363 |
AHSW
3363
Adventist Health System West
Roseville,
California
| $638M | +$74.2M | +13% | 13.5% | 60.2% | 13 | 7.69% | 1.7 |
|
| 3364 |
GFWA
3364
Grey Fox Wealth Advisors
Rockland,
Delaware
| $637M | +$119M | +23% | 9.18% | 41.9% | 186 | 28.49% | 1.9 |
|
| 3365 |
SIG
3365
Sky Investment Group
Hartford,
Connecticut
| $637M | +$53.5M | +9% | 11.8% | 68% | 151 | 9.27% | 6.5 |
|
| 3366 |
SM
3366
Sunriver Management
Greenwich,
Connecticut
| $637M | +$45.5M | +8% | 12.7% | 9.27% | 29 | 65.52% | 0.7 |
|
| 3367 |
LRIA
3367
Leonard Rickey Investment Advisors
Yakima,
Washington
| $637M | +$58.9M | +10% | 15.2% | 55.9% | 135 | 20% | 3.7 |
|
| 3368 |
MAM
3368
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $636M | +$93.5M | +17% | 14% | 64% | 296 | 32.09% | 1.3 |
|
| 3369 |
MCM
3369
Maytus Capital Management
New York
| $636M | +$73.8M | +13% | 73% | 442% | 99 | 74.75% | 0.3 |
|
| 3370 |
MWA
3370
Martel Wealth Advisors
Vancouver,
Washington
| $636M | +$48.2M | +8% | 7.8% | 43.4% | 78 | 28.21% | 4.3 |
|
| 3371 |
MPIA
3371
Mountain Pacific Investment Advisers
Boise,
Idaho
| $635M | +$51.6M | +9% | 18.6% | 79.5% | 149 | 7.38% | 7.9 |
|
| 3372 |
TAM
3372
TFG Asset Management
Grand Cayman,
Cayman Islands
| $635M | +$120M | +23% | 13.2% | 72.1% | 46 | 36.96% | 1.1 |
|
| 3373 |
GRR
3373
Golden Reserve Retirement
Dublin,
Ohio
| $635M | +$150M | +31% | 17% | – | 131 | 35.11% | 0.4 |
|
| 3374 |
GAM
3374
Gould Asset Management
Claremont,
California
| $635M | +$59.1M | +10% | 7.81% | 42.8% | 181 | 8.29% | 6 |
|
| 3375 |
AFG
3375
Altiora Financial Group
Lebanon,
Ohio
| $634M | +$27.4M | +5% | 6.97% | 38.3% | 117 | 10.26% | 2.2 |
|