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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
DSN
3601
D. Scott Neal
Lexington,
Kentucky
| $147M | -$8.41M | -5% | 2.03% | 105% | 194 | 16.49% | 1.3 |
|
| 3602 |
BJCM
3602
Blue Jay Capital Management
Los Angeles,
California
| $147M | -$56.7M | -28% | 11.7% | – | 30 | 63.33% | 0.3 |
|
| 3603 |
FPS
3603
Fieldpoint Private Securities
Greenwich,
Connecticut
| $147M | +$18M | +14% | 3.01% | 47.2% | 357 | 63.87% | 0.2 |
|
| 3604 |
HWP
3604
Hefty Wealth Partners
Auburn,
Indiana
| $146M | +$8.95M | +7% | 1.58% | – | 264 | 14.02% | 1.1 |
|
| 3605 |
WA
3605
WESPAC Advisors
Orinda,
California
| $146M | +$59.6M | +69% | 3.04% | 112% | 144 | 34.03% | 0.7 |
|
| 3606 |
RWA
3606
RGT Wealth Advisors
Dallas,
Texas
| $146M | -$1.18M | -0.8% | 2.26% | 9.35% | 117 | 35.9% | 0.5 |
|
| 3607 |
FCAG
3607
First Capital Advisors Group
Little Silver,
New Jersey
| $146M | +$12.2M | +9% | 2.28% | – | 149 | 18.79% | 0.4 |
|
| 3608 |
LFG
3608
LifePlan Financial Group
Dayton,
Ohio
| $146M | +$1.94M | +1% | 1.98% | 20.2% | 111 | 5.41% | 2.6 |
|
| 3609 |
SC
3609
Searle & Co
Greenwich,
Connecticut
| $146M | +$3.1M | +2% | 2.6% | 93.8% | 138 | 13.04% | 0.9 |
|
| 3610 |
MSFP
3610
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $146M | +$5.36M | +4% | 3.98% | 92.4% | 391 | 8.18% | 2.2 |
|
| 3611 |
HBWM
3611
Hollow Brook Wealth Management
Katonah,
New York
| $146M | +$17.1M | +13% | 3.39% | 92.8% | 49 | 22.45% | 2.2 |
|
| 3612 |
FM
3612
Family Management
New York
| $145M | +$155K | +0.1% | 0.29% | 69% | 80 | 25% | 1.9 |
|
| 3613 |
TCCM
3613
Timber Creek Capital Management
Boston,
Massachusetts
| $145M | +$12.2M | +9% | 1.87% | 139% | 149 | 10.07% | 2.3 |
|
| 3614 |
MS
3614
Maven Securities
St Helier,
Jersey
| $145M | -$8.5M | -6% | 6.45% | 135% | 63 | 76.19% | 0.2 |
|
| 3615 |
IAMOG
3615
Investors Asset Management of Georgia
Atlanta,
Georgia
| $145M | +$1.17M | +0.8% | 1.99% | 113% | 147 | 3.4% | 2.1 |
|
| 3616 |
RA
3616
RFG Advisory
Birmingham,
Alabama
| $145M | +$12.9M | +10% | 1.17% | 52.3% | 144 | 14.58% | 0.9 |
|
| 3617 |
TWM
3617
Torch Wealth Management
Cincinnati,
Ohio
| $145M | -$5.09M | -3% | 1.91% | 48.8% | 99 | 9.09% | 2.4 |
|
| 3618 |
FA
3618
FC Advisory
West Chester,
Pennsylvania
| $145M | +$3.17M | +2% | 2.13% | 46.6% | 43 | 13.95% | 1.6 |
|
| 3619 |
BWA
3619
Burt Wealth Advisors
North Bethesda,
Maryland
| $145M | +$5.91M | +4% | 2.9% | 57.3% | 452 | 20.35% | 1.7 |
|
| 3620 |
HCIA
3620
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $145M | +$6.9M | +5% | 2.61% | 42.7% | 94 | 12.77% | 1.2 |
|
| 3621 |
DCCA
3621
D.C. Capital Advisors
New York
| $145M | +$1.31M | +0.9% | 3.13% | 59.9% | 26 | 26.92% | 1.5 |
|
| 3622 |
KOCAA
3622
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $144M | +$2.93M | +2% | 2.44% | 137% | 97 | 15.46% | 0.2 |
|
| 3623 |
BSWM
3623
Boston Standard Wealth Management
Winchester,
Massachusetts
| $144M | +$13.4M | +10% | 2.19% | 47.1% | 21 | 0% | 2.2 |
|
| 3624 |
MCAI
3624
Meritech Capital Associates III
Palo Alto,
California
| $144M | +$57.2M | +66% | 8.62% | 135% | 4 | 25% | 2.4 |
|
| 3625 |
NR
3625
Newfound Research
Wellesley Hills,
Massachusetts
| $143M | +$15M | +12% | 1.93% | 54.6% | 232 | 6.03% | 0.9 |
|