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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
FWP
3826
Fiduciary Wealth Partners
Boston,
Massachusetts
| $95.2M | -$19.3M | -17% | 0.24% | – | 15 | 13.33% | 0.9 |
|
| 3827 |
CAW
3827
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $95M | +$3.93M | +4% | 3.1% | 24.3% | 1,001 | 23.48% | 6.2 |
|
| 3828 |
WCM
3828
Weyland Capital Management
Portsmouth,
New Hampshire
| $95M | -$14.8M | -13% | 1.38% | 25.7% | 9 | 11.11% | 9.1 |
|
| 3829 |
RWM
3829
Rezny Wealth Management
Fort Myers,
Florida
| $94.8M | -$1.55M | -2% | 0.22% | 91.9% | 47 | 70.21% | 3.6 |
|
| 3830 |
SIAM
3830
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $94.8M | +$2.05M | +2% | 2.09% | 37.8% | 29 | 0% | 4.8 |
|
| 3831 |
TCM
3831
Towercrest Capital Management
Newtown,
Pennsylvania
| $94.5M | +$1.91M | +2% | 1.08% | 39.1% | 24 | 4.17% | 4.5 |
|
| 3832 |
TFCM
3832
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $94.5M | +$5.61M | +6% | 1.93% | 131% | 98 | 18.37% | 3.8 |
|
| 3833 |
ECM
3833
Engine Capital Management
New York
| $94.2M | -$13M | -12% | 7.02% | 21.1% | 41 | 17.07% | 0.9 |
|
| 3834 |
WCM
3834
Wesley Capital Management
New York
| $93.9M | -$20.6M | -18% | 3.95% | 6.19% | 24 | 58.33% | 4.5 |
|
| 3835 |
TAA
3835
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $93.8M | -$8.82M | -9% | 8.92% | 325% | 19 | 57.89% | 3 |
|
| 3836 |
NA
3836
NS Advisors
Westport,
Connecticut
| $93.5M | +$4.1M | +5% | 11.5% | 16.3% | 18 | 16.67% | 6.1 |
|
| 3837 |
MCM
3837
Millie Capital Management
Walnut Creek,
California
| $93.3M | -$2.45M | -3% | 2.69% | 24.5% | 71 | 25.35% | 3.8 |
|
| 3838 |
CC
3838
Cassaday & Co
Mclean,
Virginia
| $92.9M | -$115M | -55% | 3.3% | 62.5% | 33 | 24.24% | 3.5 |
|
| 3839 |
OFS
3839
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $92.6M | +$171K | +0.2% | 2.06% | – | 265 | 36.6% | 7 |
|
| 3840 |
BCIM
3840
Bishop & Co Investment Management
Erie,
Pennsylvania
| $92.6M | +$557K | +0.6% | 1.19% | 47.6% | 15 | 0% | 1 |
|
| 3841 |
NR
3841
Newfound Research
Wellesley Hills,
Massachusetts
| $92.4M | +$8.69M | +10% | 5.32% | 54.6% | 84 | 36.9% | 0.9 |
|
| 3842 |
JIC
3842
JRM Investment Counsel
Omaha,
Nebraska
| $92.3M | +$8.19M | +10% | 0.72% | 65.5% | 36 | 41.67% | 3.7 |
|
| 3843 |
SG
3843
Somerset Group
Wayzata,
Minnesota
| $92M | -$2.39M | -3% | 1.63% | 84.6% | 70 | 11.43% | 8.6 |
|
| 3844 |
CAAS
3844
Capital Asset Advisory Services
Williamston,
Michigan
| $91.8M | +$20.4M | +29% | 0.06% | 51% | 78 | 28.21% | 0.7 |
|
| 3845 |
DI
3845
Diligent Investors
Redlands,
California
| $91.7M | +$3.03M | +3% | 1.52% | 71.9% | 147 | 6.8% | 4.5 |
|
| 3846 |
IACCA
3846
IDG-Accel China Capital Associates
Central,
Hong Kong
| $90.9M | -$78M | -46% | 34.3% | 43% | 2 | 0% | 7 |
|
| 3847 |
PM
3847
Penbrook Management
New York
| $90.8M | -$6.68M | -7% | 1.09% | 106% | 118 | 12.71% | 6.9 |
|
| 3848 |
MC
3848
Marcus Capital
Northbrook,
Illinois
| $90.8M | -$3.32M | -4% | 6.03% | 101% | 54 | 14.81% | 0.9 |
|
| 3849 |
KCM
3849
Key Colony Management
Little Rock,
Arkansas
| $90.6M | +$8.77M | +11% | 17.4% | 113% | 13 | 30.77% | 4.7 |
|
| 3850 |
SCM
3850
Stellar Capital Management
Phoenix,
Arizona
| $90.4M | +$7.46M | +9% | 1.91% | 23.4% | 65 | 12.31% | 7.4 |
|