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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
MLIC
3701
Mandatum Life Insurance Company
Helsinki,
Finland
| $540M | +$95.4M | +21% | 19.5% | 95.9% | 94 | 14.89% | 4.9 |
|
| 3702 |
RPWA
3702
Regent Peak Wealth Advisors
Atlanta,
Georgia
| $540M | +$49.8M | +10% | 17.1% | – | 232 | 19.4% | 3.2 |
|
| 3703 |
NQWM
3703
Northwest Quadrant Wealth Management
Bend,
Oregon
| $540M | +$58.9M | +12% | 10.7% | 45.6% | 77 | 12.99% | 4.8 |
|
| 3704 |
DF
3704
DecisionPoint Financial
Mesa,
Arizona
| $540M | +$76M | +16% | 9.74% | 43.3% | 1,474 | 57.94% | 0.7 |
|
| 3705 |
ACM
3705
Aljian Capital Management
Carson City,
Nevada
| $540M | +$52.9M | +11% | 17.5% | 146% | 143 | 14.69% | 2.6 |
|
| 3706 |
MWM
3706
Mascoma Wealth Management
Hanover,
New Hampshire
| $539M | +$55.5M | +11% | 9.11% | 40% | 636 | 23.27% | 3 |
|
| 3707 |
GA
3707
GoalVest Advisory
New York
| $539M | +$27.1M | +5% | 16.3% | 94.8% | 568 | 33.63% | 1.9 |
|
| 3708 |
AFIA
3708
America First Investment Advisors
Omaha,
Nebraska
| $539M | +$2.38M | +0.4% | 2.63% | 78.2% | 46 | 13.04% | 8.6 |
|
| 3709 |
KWS
3709
Keystone Wealth Services
Palm Desert,
California
| $539M | +$70.9M | +15% | 19.3% | 80.1% | 335 | 14.63% | 1.9 |
|
| 3710 |
MIM
3710
Manitou Investment Management
Toronto,
Ontario, Canada
| $538M | +$32.3M | +6% | 9.96% | 69.3% | 53 | 11.32% | 4 |
|
| 3711 |
RCP
3711
Reverence Capital Partners
New York
| $538M | +$63.7M | +13% | 13.4% | 5.38% | 1 | 0% | 2.3 |
|
| 3712 |
AW
3712
Avion Wealth
The Woodlands,
Texas
| $537M | +$53.5M | +11% | 9.33% | 45.4% | 1,840 | 20.27% | 2.2 |
|
| 3713 |
BWA
3713
Basecamp Wealth Advisors
Bellevue,
Washington
| $537M | +$54.1M | +11% | 18.8% | – | 2,015 | 9.68% | 0.4 |
|
| 3714 |
FCM
3714
Firestone Capital Management
Coral Gables,
Florida
| $537M | +$56.8M | +12% | 10.1% | 51.6% | 174 | 11.49% | 3.9 |
|
| 3715 |
SLC
3715
Second Line Capital
Metairie,
Louisiana
| $537M | +$9.04M | +2% | 11.3% | – | 198 | 17.68% | 1.6 |
|
| 3716 |
MHR
3716
Matthew Hamilton Rosenberg
| $537M | +$48.7M | +10% | 9.81% | 52% | 818 | 5.5% | 4.4 |
|
| 3717 |
SAS
3717
Stelac Advisory Services
New York
| $537M | +$42.3M | +9% | 16.8% | 84.9% | 183 | 19.13% | 3.1 |
|
| 3718 |
HL
3718
HeadInvest LLC
Portland,
Maine
| $536M | +$48.7M | +10% | 14.2% | 59.1% | 235 | 11.91% | 6.4 |
|
| 3719 |
WMG
3719
WESCAP Management Group
Glendale,
California
| $536M | +$28.2M | +6% | 6.3% | 45.7% | 109 | 3.67% | 5.5 |
|
| 3720 |
MWP
3720
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $535M | +$33.3M | +7% | 6.99% | 69.3% | 51 | 7.84% | 6.7 |
|
| 3721 |
SDAM
3721
Shulman DeMeo Asset Management
Lake Success,
New York
| $535M | +$64.1M | +14% | 15.7% | 79.3% | 149 | 8.05% | 3.2 |
|
| 3722 |
1WCM
3722
12 West Capital Management
New York
| $535M | -$57.7M | -10% | 26.1% | 169% | 22 | 27.27% | 3 |
|
| 3723 |
CWM
3723
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $534M | +$42.8M | +9% | 11.4% | 48.8% | 415 | 9.4% | 5.7 |
|
| 3724 |
SCP
3724
SailingStone Capital Partners
Houston,
Texas
| $534M | +$94M | +21% | 1.79% | 152% | 21 | 28.57% | 3 |
|
| 3725 |
BCM
3725
Brigade Capital Management
New York
| $534M | -$272M | -34% | 15.6% | 42.7% | 23 | 56.52% | 1.7 |
|