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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
WSC
3551
Wellington Shields & Co
New York
| $185M | -$8.39M | -4% | 10.5% | 109% | 158 | 15.19% | 3.1 |
|
| 3552 |
AWA
3552
Artemis Wealth Advisors
New York
| $184M | +$46.9M | +34% | 8.04% | 174% | 30 | 0% | 1.4 |
|
| 3553 |
MCC
3553
Malaga Cove Capital
Pv Estates,
California
| $184M | -$13.6M | -7% | 0.85% | 88.1% | 178 | 20.79% | 1.2 |
|
| 3554 |
BSWM
3554
Boston Standard Wealth Management
Winchester,
Massachusetts
| $184M | – | – | 2.58% | 47.1% | 30 | – | 2.1 |
|
| 3555 |
TWA
3555
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $184M | +$3.99M | +2% | 4.73% | 27.4% | 59 | 6.78% | 1.5 |
|
| 3556 |
YEPI
3556
Yorktown Energy Partners IX
New York
| $184M | -$32.2M | -15% | 7.12% | 67.3% | 2 | 0% | 1.6 |
|
| 3557 |
S
3557
SimplyRich
Carlsbad,
California
| $183M | +$9.07M | +5% | 5.98% | 98.3% | 165 | 6.67% | 0.7 |
|
| 3558 |
AWMG
3558
Alliance Wealth Management Group
Flemington,
New Jersey
| $183M | +$10.6M | +6% | 2.76% | – | 59 | 10.17% | 1.7 |
|
| 3559 |
ECM
3559
EII Capital Management
New York
| $183M | -$2.38M | -1% | 0.03% | 46.9% | 255 | 14.9% | 1.3 |
|
| 3560 |
MIC
3560
Meridian Investment Counsel
Lafayette,
California
| $183M | +$5.89M | +3% | 5.25% | 116% | 191 | 6.28% | 3.5 |
|
| 3561 |
MC
3561
MRJ Capital
New York
| $183M | +$2.38M | +1% | 5.88% | 127% | 53 | 20.75% | 3 |
|
| 3562 |
RWA
3562
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $183M | – | – | 6.76% | 116% | 120 | – | 0 |
|
| 3563 |
DI
3563
Diligent Investors
Redlands,
California
| $182M | +$17.9M | +11% | 6.19% | 71.9% | 213 | 8.92% | 2.3 |
|
| 3564 |
MCM
3564
Mengis Capital Management
Portland,
Oregon
| $182M | +$12.8M | +8% | 7.55% | 104% | 127 | 8.66% | 2.7 |
|
| 3565 |
GL
3565
Globe Life
Mckinney,
Texas
| $181M | +$12.7M | +8% | 7.03% | 60.1% | 1 | 0% | 1.8 |
|
| 3566 |
FIG
3566
FundX Investment Group
San Francisco,
California
| $181M | -$20.7M | -10% | 7.45% | 94.6% | 43 | 23.26% | 1.3 |
|
| 3567 |
FSCM
3567
First Sabrepoint Capital Management
Dallas,
Texas
| $181M | +$16.3M | +10% | 4.97% | 218% | 30 | 46.67% | 0.5 |
|
| 3568 |
NI
3568
Nepsis Inc
Minneapolis,
Minnesota
| $181M | -$19.1M | -10% | 4.18% | 131% | 40 | 10% | 2.4 |
|
| 3569 |
PEA
3569
Pacific Edge Advisors
Corona Del Mar,
California
| $181M | -$162K | -0.1% | 3.68% | 31.3% | 41 | 4.88% | 0.6 |
|
| 3570 |
B
3570
Bridgeworth
Birmingham,
Alabama
| $181M | -$51.3M | -22% | 4.05% | 19.3% | 664 | 80.57% | 0.8 |
|
| 3571 |
DPI
3571
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $181M | +$5.53M | +3% | 4.34% | 38.2% | 51 | 9.8% | 2.8 |
|
| 3572 |
SNB
3572
Security National Bank
Omaha,
Nebraska
| $181M | +$23.7M | +15% | 10.6% | 113% | 68 | 11.76% | 1.3 |
|
| 3573 |
AAM
3573
Augustine Asset Management
Jacksonville,
Florida
| $181M | +$9.12M | +5% | 7.35% | 316% | 76 | 3.95% | 2.3 |
|
| 3574 |
SCC
3574
Spring Creek Capital
Wichita,
Kansas
| $180M | -$682M | -79% | 2.76% | 312% | 862 | 96.98% | 0.2 |
|
| 3575 |
II
3575
Ibex Investors
Denver,
Colorado
| $180M | +$3.83M | +2% | 6.72% | 16.6% | 295 | 79.32% | 0.1 |
|