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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
HCA
3826
Horan Capital Advisors
Cincinnati,
Ohio
| $164M | +$15M | +10% | 2.94% | 26.6% | 287 | 74.91% | 0.8 |
|
| 3827 |
SCC
3827
Second Curve Capital
Radnor,
Pennsylvania
| $163M | +$17.8M | +12% | 6.07% | 160% | 23 | 13.04% | 1.9 |
|
| 3828 |
ACM
3828
Aubrey Capital Management
Edinburgh,
United Kingdom
| $163M | -$45.9M | -22% | 1.28% | 264% | 37 | 32.43% | 0.9 |
|
| 3829 |
OQC
3829
Optimum Quantvest Corp
Stamford,
Connecticut
| $163M | +$3.69M | +2% | 2.46% | – | 13 | 0% | 0.3 |
|
| 3830 |
PWA
3830
Peterson Wealth Advisors
Orem,
Utah
| $163M | +$5.38M | +3% | 0.72% | 50.9% | 42 | 4.76% | 1.5 |
|
| 3831 |
RGC
3831
Roberts, Glore & Co
Deerfield,
Illinois
| $163M | -$542K | -0.3% | 1.17% | 72.3% | 147 | 8.16% | 4.3 |
|
| 3832 |
ETI
3832
Enterprise Trust & Investment
Los Gatos,
California
| $163M | +$2.24M | +1% | 1.99% | 58.6% | 208 | 15.38% | 0.2 |
|
| 3833 |
FA
3833
Financial Advisors
Andover,
Massachusetts
| $163M | +$7.32M | +5% | 1.2% | 71.5% | 59 | 0% | 0.7 |
|
| 3834 |
BI
3834
Ballast Inc
Lexington,
Kentucky
| $163M | +$1.9M | +1% | 0.86% | 66% | 103 | 1.94% | 1.4 |
|
| 3835 |
NL
3835
NVWM LLC
Yardley,
Pennsylvania
| $163M | -$3.03M | -2% | 0.72% | 119% | 424 | 14.62% | 1.2 |
|
| 3836 |
IWA
3836
Intercontinental Wealth Advisors
San Antonio,
Texas
| $163M | -$31M | -16% | 0.46% | 46.7% | 473 | 17.76% | 1.1 |
|
| 3837 |
CHJWM
3837
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $163M | -$3.17M | -2% | 0.6% | 58.2% | 98 | 5.1% | 3.5 |
|
| 3838 |
PWSG
3838
Pacific Wealth Strategies Group
Santa Barbara,
California
| $162M | +$2.84M | +2% | 1.71% | 75.5% | 85 | 7.06% | 2.3 |
|
| 3839 |
UWPG
3839
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $162M | +$2.31M | +1% | 0.92% | 62.2% | 67 | 2.99% | 1.8 |
|
| 3840 |
SC
3840
Steginsky Capital
Port Washington,
New York
| $162M | +$9.35M | +6% | 6.58% | 99.4% | 8 | 0% | 2.7 |
|
| 3841 |
HCM
3841
Highlander Capital Management
Short Hills,
New Jersey
| $162M | -$2.55M | -2% | 1.51% | 34.4% | 714 | 9.1% | 3.8 |
|
| 3842 |
VMI
3842
VHCP Management III
New York
| $162M | -$52.2M | -24% | 22.2% | – | 20 | 30% | 0.7 |
|
| 3843 |
WS
3843
Wela Strategies
Atlanta,
Georgia
| $162M | +$4.28M | +3% | 1.32% | 51.3% | 36 | 16.67% | 1.7 |
|
| 3844 |
CCM
3844
Clearfield Capital Management
New York
| $162M | -$26.8M | -14% | 5.65% | 421% | 14 | 64.29% | 0.4 |
|
| 3845 |
NCM
3845
Neumann Capital Management
Foster City,
California
| $162M | +$504K | +0.3% | 0.97% | 89.9% | 73 | 1.37% | 4.1 |
|
| 3846 |
FVCM
3846
F&V Capital Management
Boca Raton,
Florida
| $161M | -$6.52M | -4% | 1.47% | 107% | 61 | 11.48% | 3.7 |
|
| 3847 |
GA
3847
Gagnon Advisors
New York
| $161M | -$13.9M | -8% | 3.85% | 129% | 33 | 3.03% | 3 |
|
| 3848 |
WAAG
3848
Wealth Alliance Advisory Group
Wichita,
Kansas
| $161M | -$1.34M | -0.8% | 1% | 72.7% | 134 | 8.96% | 1.4 |
|
| 3849 |
LFA
3849
Landmark Financial Advisors
Bowling Green,
Kentucky
| $161M | -$2.49M | -2% | 0.39% | 11.8% | 62 | 11.29% | 3.5 |
|
| 3850 |
AC
3850
Avestar Capital
New York
| $161M | +$3.04M | +2% | 1.4% | 101% | 990 | 84.95% | 1.4 |
|