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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 |
AFGAS
3576
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $578M | +$74.9M | +15% | 12.3% | 62.6% | 241 | 32.78% | 1.4 |
|
| 3577 |
HIM
3577
HughesLittle Investment Management
Vancouver,
| $577M | +$66.3M | +13% | 16.3% | 106% | 14 | 7.14% | 6.4 |
|
| 3578 |
KA
3578
Kozak & Associates
Highlands Ranch,
Colorado
| $576M | +$63.3M | +12% | 17.3% | 97.4% | 469 | 10.66% | 3.1 |
|
| 3579 |
CNHF
3579
Conrad N. Hilton Foundation
Agoura Hills,
California
| $576M | +$347M | +152% | 14.2% | – | 2 | 0% | 1 |
|
| 3580 |
CAM
3580
Columbia Asset Management
Ann Arbor,
Michigan
| $575M | +$50.1M | +10% | 15.3% | 84.4% | 175 | 6.86% | 7.1 |
|
| 3581 |
WAM
3581
Winslow Asset Management
Beachwood,
Ohio
| $575M | +$60.4M | +12% | 16.5% | 89.9% | 83 | 4.82% | 7.7 |
|
| 3582 |
MCA
3582
MSH Capital Advisors
Scottsdale,
Arizona
| $575M | +$102M | +22% | 13.6% | 66.5% | 334 | 22.46% | 2.3 |
|
| 3583 |
MM
3583
M37 Management
Menlo Park,
California
| $575M | +$324M | +129% | 22.7% | – | 14 | 50% | 0.3 |
|
| 3584 |
SW
3584
Solidarity Wealth
Lehi,
Utah
| $574M | +$53.5M | +10% | 12.1% | 85.9% | 102 | 27.45% | 2.3 |
|
| 3585 |
SWA
3585
Serenus Wealth Advisors
Santa Monica,
California
| $573M | +$71.6M | +14% | 14.1% | – | 78 | 16.67% | 1.1 |
|
| 3586 |
BZWA
3586
Blue Zone Wealth Advisors
Los Angeles,
California
| $573M | +$81.3M | +17% | 21.8% | 78.3% | 137 | 13.87% | 2.8 |
|
| 3587 |
LA
3587
Lynch & Associates
Newburgh,
Indiana
| $573M | +$39.9M | +7% | 9.47% | 73.5% | 131 | 5.34% | 7.9 |
|
| 3588 |
TCOT
3588
Trust Company of Tennessee
Knoxville,
Tennessee
| $572M | +$35.2M | +7% | 13.1% | – | 8 | 0% | 1.7 |
|
| 3589 |
SEP
3589
Southland Equity Partners
Wildwood,
Missouri
| $571M | +$57.9M | +11% | 12% | 66.1% | 312 | 14.42% | 2.8 |
|
| 3590 |
SWMG
3590
Sanchez Wealth Management Group
Jacksonville,
Florida
| $571M | +$108M | +23% | 15.8% | 56.9% | 54 | 5.56% | 4.1 |
|
| 3591 |
PE
3591
PCM Encore
Aspen,
Colorado
| $569M | +$83.1M | +17% | 25.1% | – | 500 | 19.2% | 0.4 |
|
| 3592 |
OCP
3592
OCO Capital Partners
New York
| $569M | +$161M | +39% | 61% | 679% | 9 | 44.44% | 1.4 |
|
| 3593 |
MCCP
3593
Mission Creek Capital Partners
San Francisco,
California
| $569M | +$67.7M | +13% | 14.9% | 138% | 250 | 20% | 3.5 |
|
| 3594 |
CD
3594
Chapin Davis
Baltimore,
Maryland
| $569M | +$120M | +27% | 70.1% | 339% | 285 | 18.6% | 2.3 |
|
| 3595 |
SPP
3595
Single Point Partners
Boston,
Massachusetts
| $568M | +$65.5M | +13% | 11.9% | 52.3% | 105 | 22.86% | 1.8 |
|
| 3596 |
PC
3596
Panview Capital
Hong Kong
| $568M | +$101M | +22% | 26.9% | – | 17 | 47.06% | 0.5 |
|
| 3597 |
HCM
3597
Horiko Capital Management
New York
| $568M | +$134M | +31% | 70.3% | 275% | 21 | 23.81% | 4.3 |
|
| 3598 |
WC
3598
Weil Company
San Diego,
California
| $568M | +$122M | +27% | 11.2% | 71.7% | 137 | 18.98% | 3.5 |
|
| 3599 |
IA
3599
Insight Advisors
Newtown,
Pennsylvania
| $567M | +$41.8M | +8% | 17.2% | 66.7% | 258 | 12.4% | 3.8 |
|
| 3600 |
CA
3600
Crossingbridge Advisors
Pleasantville,
New York
| $567M | +$14.2M | +3% | 0.59% | – | 207 | 52.17% | 0.3 |
|