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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
IP
3576
Investment Partners
New Philadelphia,
Ohio
| $180M | +$45.4M | +34% | 3.14% | 74.1% | 172 | 41.86% | 2.4 |
|
| 3577 |
PFA
3577
Pathway Financial Advisors
South Burlington,
Vermont
| $180M | +$9.67M | +6% | 4.59% | 52.7% | 437 | 81.24% | 0.7 |
|
| 3578 |
HCM
3578
Highlander Capital Management
Short Hills,
New Jersey
| $180M | +$2.43M | +1% | 4.88% | 34.4% | 797 | 8.03% | 3.3 |
|
| 3579 |
MFT
3579
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $180M | +$7.68M | +4% | 4.05% | 51.1% | 311 | 7.07% | 1.2 |
|
| 3580 |
WCWM
3580
Willow Creek Wealth Management
Sebastopol,
California
| $179M | +$1.59M | +0.9% | 1.57% | 36.5% | 77 | 16.88% | 1 |
|
| 3581 |
PM
3581
Prosight Management
Dallas,
Texas
| $179M | +$42.9M | +31% | 7.6% | 39.5% | 43 | 53.49% | 0.3 |
|
| 3582 |
CAN
3582
Claraphi Advisory Network
Aliso Viejo,
United States
| $179M | +$24.2M | +16% | 8.09% | 88.3% | 304 | 27.3% | 0.6 |
|
| 3583 |
SC
3583
Schulhoff & Co
Cincinnati,
Ohio
| $179M | +$10.8M | +6% | 5.75% | 51.8% | 110 | 2.73% | 4.4 |
|
| 3584 |
DWM
3584
Darwin Wealth Management
Tampa,
Florida
| $179M | +$24.8M | +16% | 8.07% | 56.8% | 131 | 18.32% | 1.3 |
|
| 3585 |
BC
3585
Burleson & Co
Petaluma,
California
| $179M | +$7.04M | +4% | 3.15% | 49.1% | 118 | 21.19% | 0.7 |
|
| 3586 |
HM
3586
Heronetta Management
New York
| $179M | +$3.34M | +2% | 1.94% | 59.7% | 35 | 17.14% | 3.5 |
|
| 3587 |
SPCP
3587
Snow Park Capital Partners
New York
| $179M | -$81.6M | -31% | 1.38% | – | 78 | 66.67% | 0.3 |
|
| 3588 |
RIS
3588
Retirement Income Solutions
Ann Arbor,
Michigan
| $178M | +$14.3M | +9% | 5.71% | 60.8% | 72 | 8.33% | 0.7 |
|
| 3589 |
SFC
3589
SYM Financial Corp
Winona Lake,
Indiana
| $178M | +$10.3M | +6% | 2.24% | 56% | 84 | 25% | 0.5 |
|
| 3590 |
FA
3590
Fortis Advisors
Wayne,
Pennsylvania
| $178M | +$3.92M | +2% | 4.18% | 72.8% | 343 | 19.24% | 0.9 |
|
| 3591 |
MCM
3591
Monument Capital Management
Alexandria,
Virginia
| $178M | +$33.8M | +23% | 6.85% | 170% | 363 | 61.16% | 0.3 |
|
| 3592 |
AHC
3592
Anderson Hoagland & Co
St Louis,
Missouri
| $178M | -$1.34M | -0.7% | 8.1% | 95.1% | 102 | 16.67% | 3 |
|
| 3593 |
SIG
3593
Schaller Investment Group
Winston Salem,
North Carolina
| $178M | -$1.43M | -0.8% | 4.2% | 21.9% | 41 | 17.07% | 3.8 |
|
| 3594 |
TGM
3594
Tenzing Global Management
San Francisco,
California
| $178M | -$1.52M | -0.9% | 1.52% | 273% | 16 | 31.25% | 1 |
|
| 3595 |
WAG
3595
Winthrop Advisory Group
Boston,
Massachusetts
| $178M | +$25M | +16% | 6.14% | 70.4% | 90 | 13.33% | 0.6 |
|
| 3596 |
BCP
3596
Berkeley Capital Partners
Milton,
Georgia
| $178M | +$6.57M | +4% | 2.26% | 62.8% | 124 | 12.1% | 1.8 |
|
| 3597 |
ECML
3597
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $177M | +$18.9M | +12% | 9.75% | 93.6% | 38 | 0% | 2.8 |
|
| 3598 |
SHCM
3598
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $177M | +$17.7M | +11% | 20.8% | 39.8% | 6 | 0% | 1.8 |
|
| 3599 |
DR
3599
Davis Rea
Toronto,
Ontario, Canada
| $177M | +$24.6M | +16% | 4.92% | 66.9% | 50 | 4% | 3.2 |
|
| 3600 |
MBA
3600
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| $176M | +$11.2M | +7% | 7.81% | 53.6% | 117 | 5.98% | 2.1 |
|