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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
RFWA
3501
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $600M | +$120M | +25% | 22.4% | 117% | 148 | 11.49% | 2 |
|
| 3502 |
MWAM
3502
Manhattan West Asset Management
Los Angeles,
California
| $599M | +$87.7M | +17% | 12.2% | 65.6% | 191 | 25.13% | 2.2 |
|
| 3503 |
WMWM
3503
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $599M | +$97.1M | +19% | 15.2% | 75.2% | 121 | 17.36% | 2 |
|
| 3504 |
SL
3504
Systelligence LLC
Bloomington,
Minnesota
| $599M | +$84.3M | +16% | 14.9% | 57.3% | 70 | 31.43% | 1 |
|
| 3505 |
SIAP
3505
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $599M | +$46.3M | +8% | 12.5% | 97.5% | 234 | 13.25% | 4.1 |
|
| 3506 |
ISB
3506
Iowa State Bank
Urbandale,
Iowa
| $598M | +$55M | +10% | 14.2% | 85.7% | 122 | 7.38% | 6.3 |
|
| 3507 |
VHMC
3507
Value Holdings Management Company
Hampton Bays,
New York
| $598M | -$18.4M | -3% | 15.5% | 125% | 25 | 8% | 7.8 |
|
| 3508 |
GS
3508
GWN Securities
Palm Beach Gardens,
Florida
| $598M | +$75.4M | +14% | 18.5% | – | 531 | 21.47% | 1 |
|
| 3509 |
MYA
3509
Meiji Yasuda America
New York
| $598M | +$193M | +48% | 29.9% | – | 58 | 3.45% | 0.5 |
|
| 3510 |
WCM
3510
Woodson Capital Management
Greenwich,
Connecticut
| $597M | -$38.6M | -6% | 29.1% | 235% | 36 | 41.67% | 1.1 |
|
| 3511 |
LHC
3511
Lodge Hill Capital
New York
| $596M | +$78.5M | +15% | 15.9% | 17.9% | 31 | 41.94% | 1.1 |
|
| 3512 |
WPA
3512
West Paces Advisors
Atlanta,
Georgia
| $596M | +$79.9M | +15% | 12.6% | 57.7% | 766 | 74.41% | 1.7 |
|
| 3513 |
TCM
3513
Tufton Capital Management
Hunt Valley,
Maryland
| $596M | +$46.3M | +8% | 17.7% | 86.5% | 132 | 8.33% | 8.2 |
|
| 3514 |
AFG
3514
ABLE Financial Group
Scottsdale,
Arizona
| $596M | +$84.7M | +17% | 11.7% | 64.2% | 229 | 13.1% | 1.9 |
|
| 3515 |
PM
3515
Phraction Management
Colchester,
Connecticut
| $596M | +$113M | +23% | 18.6% | 106% | 66 | 1.52% | 2.8 |
|
| 3516 |
RW
3516
Rockport Wealth
Fairview Park,
Ohio
| $595M | +$46M | +8% | 10.4% | – | 116 | 18.1% | 1.1 |
|
| 3517 |
SWA
3517
SOA Wealth Advisors
New York
| $595M | +$65.3M | +12% | 16.2% | 79.1% | 954 | 15.83% | 3.8 |
|
| 3518 |
CAM
3518
Covenant Asset Management
Chester,
New Jersey
| $595M | -$69.6M | -10% | 23.2% | 177% | 184 | 9.78% | 4.2 |
|
| 3519 |
EWM
3519
Edge Wealth Management
New York
| $594M | +$9.08M | +2% | 7.13% | 75.3% | 91 | 10.99% | 5.8 |
|
| 3520 |
RI
3520
RPTC Inc
Jackson,
Wyoming
| $594M | +$23M | +4% | 4.9% | 66.4% | 7 | 0% | 6.5 |
|
| 3521 |
KMC
3521
Kirr Marbach & Co
Columbus,
Indiana
| $594M | +$45M | +8% | 15.2% | 135% | 59 | 6.78% | 4.5 |
|
| 3522 |
DA
3522
Drake & Associates
Waukesha,
Wisconsin
| $594M | +$68.9M | +13% | 9.04% | 47.9% | 118 | 26.27% | 1.8 |
|
| 3523 |
AFFA
3523
ALM First Financial Advisors
Dallas,
Texas
| $594M | +$36.2M | +6% | 7.28% | 50.5% | 25 | 12% | 2.9 |
|
| 3524 |
JE
3524
JMAC Enterprises
Newtown,
Pennsylvania
| $593M | +$71.4M | +14% | 13.8% | 65% | 126 | 10.32% | 2.9 |
|
| 3525 |
STP
3525
Science & Technology Partners
New York
| $593M | +$211M | +55% | 64.8% | – | 104 | 77.88% | 0.2 |
|