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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
WPA
3901
West Paces Advisors
Atlanta,
Georgia
| $160M | +$17.4M | +12% | 3.49% | 57.7% | 476 | 2.52% | 2.3 |
|
| 3902 |
BE
3902
Bonness Enterprises
Washington,
District of Columbia
| $160M | +$6.19M | +4% | 4.17% | 98.6% | 46 | 4.35% | 5 |
|
| 3903 |
CI
3903
Centerstone Investors
New York
| $160M | +$19.9M | +14% | 3.85% | 73.7% | 30 | 6.67% | 0.5 |
|
| 3904 |
UWPG
3904
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $160M | +$4.58M | +3% | 2.99% | 62.2% | 69 | 7.25% | 1.6 |
|
| 3905 |
SV
3905
Stilwell Value
New York
| $160M | +$9.21M | +6% | 9.7% | 87.9% | 42 | 7.14% | 2.5 |
|
| 3906 |
OQC
3906
Optimum Quantvest Corp
Stamford,
Connecticut
| $160M | – | – | 3.97% | – | 13 | – | 0 |
|
| 3907 |
MWM
3907
Mascoma Wealth Management
Hanover,
New Hampshire
| $160M | +$10.7M | +7% | 2.57% | 40% | 422 | 13.51% | 1.8 |
|
| 3908 |
SFA
3908
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $160M | +$13.7M | +9% | 12% | 185% | 16 | 25% | 1.1 |
|
| 3909 |
PWSG
3909
Pacific Wealth Strategies Group
Santa Barbara,
California
| $160M | +$4.77M | +3% | 3.31% | 75.5% | 82 | 2.44% | 2.1 |
|
| 3910 |
NIM
3910
Nicollet Investment Management
Minneapolis,
Minnesota
| $159M | +$7.48M | +5% | 5.13% | 104% | 68 | 5.88% | 1.4 |
|
| 3911 |
EA
3911
Evergreen Advisors
Chattanooga,
Tennessee
| $159M | +$40.6M | +34% | 2.9% | – | 18 | 27.78% | 0.4 |
|
| 3912 |
SAMC
3912
Spectrum Asset Management (California)
Newport Beach,
California
| $159M | +$10.6M | +7% | 3.07% | 62.9% | 94 | 23.4% | 1.8 |
|
| 3913 |
IC
3913
Innealta Capital
Austin,
Texas
| $159M | -$8.88M | -5% | 2.13% | 63.7% | 64 | 26.56% | 0.4 |
|
| 3914 |
DCM
3914
Delta Capital Management
Red Bank,
New Jersey
| $159M | +$3.58M | +2% | 4.42% | 125% | 68 | 7.35% | 4.1 |
|
| 3915 |
PP
3915
Parplus Partners
New York
| $158M | +$16.6M | +12% | 3.72% | – | 1 | 0% | 0.5 |
|
| 3916 |
SIM
3916
Stratos Investment Management
Beachwood,
Ohio
| $158M | +$31.6M | +25% | 3.31% | 58.2% | 77 | 18.18% | 0.2 |
|
| 3917 |
PBO
3917
Peoples Bank (Ohio)
Marietta,
Ohio
| $158M | +$146K | +0.1% | 3.17% | 71.7% | 102 | 6.86% | 2.7 |
|
| 3918 |
PWA
3918
Peterson Wealth Advisors
Orem,
Utah
| $158M | +$8.46M | +6% | 2.46% | 50.9% | 42 | 7.14% | 1.3 |
|
| 3919 |
CI
3919
Chartist Inc
Seal Beach,
California
| $158M | +$38.8M | +33% | 4.1% | – | 36 | 33.33% | 3.1 |
|
| 3920 |
JFGLC
3920
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $158M | +$28M | +22% | 1.38% | 58.7% | 29 | 48.28% | 1.3 |
|
| 3921 |
AC
3921
Avestar Capital
New York
| $158M | +$5.54M | +4% | 3.05% | 101% | 1,027 | 9.64% | 1.2 |
|
| 3922 |
HW
3922
Hedeker Wealth
Lincolnshire,
Illinois
| $158M | +$25.2M | +19% | 4.85% | 141% | 66 | 15.15% | 3.2 |
|
| 3923 |
SCA
3923
Sander Capital Advisors
Seattle,
Washington
| $158M | +$16.5M | +12% | 13% | 68.8% | 13 | 30.77% | 1 |
|
| 3924 |
HKIM
3924
Hayek Kallen Investment Management
Fairhope,
Alabama
| $158M | +$3.46M | +2% | 3.34% | 71.9% | 69 | 4.35% | 4.3 |
|
| 3925 |
DC
3925
Diametric Capital
Boston,
Massachusetts
| $158M | +$30.3M | +24% | 4.31% | 175% | 164 | 65.85% | 0.4 |
|