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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
1WA
3376
180 Wealth Advisors
Federal Way,
Washington
| $202M | +$9.24M | +5% | 2.34% | 136% | 263 | 19.77% | 0.4 |
|
| 3377 |
FWC
3377
First Washington Corp
Seattle,
Washington
| $202M | +$8.94M | +5% | 4.67% | 142% | 76 | 10.53% | 3 |
|
| 3378 |
QFA
3378
Quattro Financial Advisors
The Woodlands,
Texas
| $202M | -$51.4M | -20% | 1.07% | 77.6% | 89 | 41.57% | 0.7 |
|
| 3379 |
HPIA
3379
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $202M | +$4.71M | +2% | 2.38% | 79.3% | 73 | 8.22% | 3.2 |
|
| 3380 |
TCOO
3380
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $201M | -$5.86M | -3% | 4.08% | 101% | 132 | 9.09% | 3.1 |
|
| 3381 |
HIS
3381
Horizon Investment Services
Hammond,
Indiana
| $201M | -$20.5M | -9% | 0.92% | 250% | 115 | 29.57% | 1.7 |
|
| 3382 |
GWS
3382
Glassman Wealth Services
Vienna,
Virginia
| $201M | +$39.2M | +24% | 6.16% | 62.6% | 1,064 | 18.89% | 1.5 |
|
| 3383 |
BFO
3383
Biltmore Family Office
Charlotte,
North Carolina
| $201M | -$24M | -11% | 0.48% | 78.1% | 158 | 10.76% | 0.5 |
|
| 3384 |
SFA
3384
Stewardship Financial Advisors
Stockbridge,
Georgia
| $201M | +$193K | +0.1% | 0.92% | 39.1% | 48 | 4.17% | 2 |
|
| 3385 |
UAM
3385
UAS Asset Management
New York
| $201M | -$4.03M | -2% | 4.12% | 98% | 35 | 48.57% | 1.8 |
|
| 3386 |
FC
3386
Finepoint Capital
Boston,
Massachusetts
| $200M | -$131M | -39% | 14.1% | 27.4% | 6 | 50% | 2.7 |
|
| 3387 |
TA
3387
Tiptree Advisors
New York
| $200M | -$2.66M | -1% | 5.29% | – | 40 | 60% | 0.8 |
|
| 3388 |
NI
3388
Nepsis Inc
Minneapolis,
Minnesota
| $200M | +$11.4M | +6% | 7.79% | 131% | 43 | 20.93% | 2.1 |
|
| 3389 |
BI
3389
Boulegeris Investments
Sandy Springs,
Georgia
| $200M | +$17.5M | +10% | 7.48% | 39.1% | 58 | 3.45% | 2.5 |
|
| 3390 |
AG
3390
AlphaSimPlex Group
Boston,
Massachusetts
| $200M | +$29.2M | +17% | 2.6% | 35.5% | 100 | 25% | 0.3 |
|
| 3391 |
GCA
3391
Gideon Capital Advisors
New York
| $200M | +$38.5M | +24% | 2.51% | 37.6% | 535 | 74.21% | 0.2 |
|
| 3392 |
CIAS
3392
Capital Investment Advisory Services
Raleigh,
North Carolina
| $200M | +$20.6M | +12% | 2.59% | 69.3% | 225 | 20.89% | 0.9 |
|
| 3393 |
PCA
3393
Peddock Capital Advisors
Braintree,
Massachusetts
| $200M | +$10.1M | +5% | 4.82% | 104% | 274 | 11.31% | 2.1 |
|
| 3394 |
NWP
3394
Northstar Wealth Partners
West Hartford,
Connecticut
| $200M | +$4.14M | +2% | 2.34% | 36.2% | 197 | 15.23% | 0.7 |
|
| 3395 |
PFP
3395
Patriot Financial Partners
Radnor,
Pennsylvania
| $200M | +$26.7M | +15% | 1.6% | 16.6% | 10 | 50% | 2.2 |
|
| 3396 |
HCM
3396
Horrell Capital Management
Little Rock,
Arkansas
| $200M | +$9.14M | +5% | 6.35% | 55.6% | 194 | 15.46% | 3.3 |
|
| 3397 |
ACM
3397
AidennLair Capital Management
New York
| $200M | +$10.8M | +6% | 0.58% | – | 40 | 60% | 0.3 |
|
| 3398 |
PAG
3398
Private Advisory Group
Redmond,
Washington
| $199M | +$37.3M | +23% | 3.17% | 177% | 156 | 58.97% | 0.6 |
|
| 3399 |
KCPG
3399
Kavar Capital Partners Group
Leawood,
Kansas
| $199M | +$7.42M | +4% | 1.05% | 77.2% | 471 | 7.22% | 0.9 |
|
| 3400 |
OWIM
3400
Old West Investment Management
Los Angeles,
California
| $199M | +$25.6M | +15% | 13.5% | 242% | 90 | 25.56% | 1.7 |
|