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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
SCM
3776
Stellar Capital Management
Phoenix,
Arizona
| $152M | -$2.37M | -2% | 0.66% | 23.4% | 83 | 7.23% | 3 |
|
| 3777 |
MFP
3777
Mosaic Financial Partners
San Francisco,
California
| $152M | -$12.8M | -8% | 0.34% | 6.05% | 54 | 14.81% | 3.4 |
|
| 3778 |
MWA
3778
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $152M | +$19.7M | +15% | 2.19% | 68.6% | 59 | 18.64% | 0.4 |
|
| 3779 |
AWMS
3779
Advocacy Wealth Management Services
Atlanta,
Georgia
| $152M | +$6.61M | +5% | 0.99% | 48.3% | 236 | 22.46% | 2.2 |
|
| 3780 |
DR
3780
Davis Rea
Toronto,
Ontario, Canada
| $152M | -$5.46M | -3% | 2.62% | 66.9% | 49 | 6.12% | 3.1 |
|
| 3781 |
DCM
3781
Dean Capital Management
Overland Park,
Kansas
| $152M | -$50M | -25% | 3.75% | 89.7% | 75 | 21.33% | 0.8 |
|
| 3782 |
KCM
3782
Kempner Capital Management
Galveston,
Texas
| $152M | +$5.38M | +4% | 2.55% | 60.9% | 66 | 12.12% | 3 |
|
| 3783 |
HCIA
3783
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $152M | +$8.79M | +6% | 2.52% | 42.7% | 106 | 8.49% | 1.8 |
|
| 3784 |
TWS
3784
Thomas W. Smith
| $152M | +$16.3M | +12% | 17% | – | 10 | 0% | 4.3 |
|
| 3785 |
TP
3785
Truvvo Partners
New York
| $152M | -$118M | -44% | 2.05% | 21.1% | 96 | 52.08% | 1.8 |
|
| 3786 |
AAM
3786
American Asset Management
Boca Raton,
Florida
| $152M | +$36.3M | +31% | 1.95% | 42.5% | 113 | 14.16% | 1.3 |
|
| 3787 |
RP
3787
Rice Partnership
Honolulu,
Hawaii
| $152M | +$1.89M | +1% | 3.13% | 123% | 74 | 10.81% | 0.5 |
|
| 3788 |
IDBONY
3788
Israel Discount Bank of New York
New York
| $152M | +$1.48M | +1% | 0.26% | 40.8% | 418 | 4.07% | 1.4 |
|
| 3789 |
FF
3789
Fluent Financial
Dallas,
Texas
| $151M | +$7.53M | +5% | 1.26% | 46.9% | 88 | 50% | 0.3 |
|
| 3790 |
GCM
3790
GoodHaven Capital Management
Millburn,
New Jersey
| $151M | -$1.96M | -1% | 2.13% | 80.7% | 24 | 16.67% | 3.2 |
|
| 3791 |
NERM
3791
New England Research & Management
Chicago,
Illinois
| $151M | +$2.01M | +1% | 0.26% | 56.4% | 189 | 30.69% | 1.8 |
|
| 3792 |
VFPI
3792
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $151M | +$5.02M | +3% | 0.92% | 13.1% | 81 | 9.88% | 0.8 |
|
| 3793 |
JSA
3793
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| $151M | +$3.38M | +2% | 7.01% | 70.3% | 51 | 17.65% | 1.9 |
|
| 3794 |
NU
3794
Northwestern University
Evanston,
Illinois
| $151M | -$118M | -44% | 2.94% | 31.6% | 4 | 50% | 1.7 |
|
| 3795 |
FUBT
3795
First United Bank & Trust
Oakland,
Maryland
| $151M | -$1.13M | -0.7% | 2.2% | 69.2% | 113 | 4.42% | 3.2 |
|
| 3796 |
FCAG
3796
First Capital Advisors Group
Little Silver,
New Jersey
| $151M | -$21.7M | -13% | 2.59% | – | 910 | 82.64% | 1.1 |
|
| 3797 |
BF
3797
Blankinship & Foster
Solana Beach,
California
| $151M | -$82K | -0.1% | 0.82% | 60.4% | 39 | 10.26% | 1.2 |
|
| 3798 |
EU
3798
Emory University
Atlanta,
Georgia
| $151M | +$10.6M | +8% | 3.88% | – | 53 | 26.42% | 1.1 |
|
| 3799 |
SDWMA
3799
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $151M | -$26.8M | -15% | 13.7% | 55% | 59 | 18.64% | 1.4 |
|
| 3800 |
PS
3800
Portfolio Strategies
Monsey,
New York
| $151M | +$20.8M | +16% | 6.16% | 120% | 278 | 20.14% | 0.4 |
|