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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
PFGIA
3926
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $135M | +$1.47M | +1% | 0.2% | 97.3% | 1,016 | 15.35% | 1 |
|
| 3927 |
IAMOG
3927
Investors Asset Management of Georgia
Atlanta,
Georgia
| $135M | -$5.76M | -4% | 1.41% | 113% | 153 | 5.88% | 2.6 |
|
| 3928 |
SC
3928
Scholtz & Company
Stamford,
Connecticut
| $135M | -$2.82M | -2% | 4.85% | 89.2% | 71 | 33.8% | 0.8 |
|
| 3929 |
WFG
3929
Wills Financial Group
Richmond,
Virginia
| $135M | -$8.34M | -6% | 3.6% | 57.5% | 70 | 8.57% | 2.7 |
|
| 3930 |
SC
3930
Spindletop Capital
Chappaqua,
New York
| $135M | -$3.18M | -2% | 2.49% | – | 10 | 0% | 2.6 |
|
| 3931 |
FAM
3931
Foresters Asset Management
Toronto,
Ontario, Canada
| $135M | -$115M | -46% | 0.07% | 55.6% | 69 | 13.04% | 1.4 |
|
| 3932 |
CWM
3932
Concentric Wealth Management
Lafayette,
California
| $135M | -$3.6M | -3% | 2.87% | 33.4% | 90 | 3.33% | 1.2 |
|
| 3933 |
SLA
3933
Silver Lake Advisory
Cottonwood Heights,
Utah
| $135M | -$5.72M | -4% | 3.13% | 70.9% | 88 | 6.82% | 2.9 |
|
| 3934 |
NWM
3934
Northwest Wealth Management
Spencer,
Iowa
| $135M | +$11.9M | +10% | 2.32% | 63.4% | 544 | 82.72% | 0.2 |
|
| 3935 |
CNC
3935
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $134M | -$6.12M | -4% | 1.49% | 73.3% | 99 | 11.11% | 3.2 |
|
| 3936 |
RIM
3936
Reliant Investment Management
Memphis,
Tennessee
| $134M | -$11.6M | -8% | 1.7% | 129% | 62 | 19.35% | 2.2 |
|
| 3937 |
GA
3937
Gagnon Advisors
New York
| $134M | -$2.04M | -1% | 10.2% | 129% | 31 | 3.23% | 2.4 |
|
| 3938 |
WPA
3938
West Paces Advisors
Atlanta,
Georgia
| $134M | -$751K | -0.6% | 1.11% | 57.7% | 471 | 6.37% | 1.2 |
|
| 3939 |
IP
3939
Investment Partners
New Philadelphia,
Ohio
| $134M | -$639K | -0.5% | 1.58% | 74.1% | 163 | 14.11% | 1.9 |
|
| 3940 |
AFM
3940
Anson Funds Management
Dallas,
Texas
| $134M | -$14M | -9% | 4.15% | 2,010% | 70 | 82.86% | 0.8 |
|
| 3941 |
RW
3941
REDW Wealth
Albuquerque,
New Mexico
| $134M | +$5.35M | +4% | 1.63% | 54.1% | 86 | 5.81% | 1 |
|
| 3942 |
HIM
3942
Harbour Investment Management
Edmonds,
Washington
| $134M | -$7.98M | -6% | 0.66% | 58.8% | 68 | 4.41% | 4.2 |
|
| 3943 |
SAM
3943
Security Asset Management
New York
| $134M | +$1.45M | +1% | 4.38% | 67.4% | 82 | 3.66% | 2.5 |
|
| 3944 |
CPA
3944
Clear Perspective Advisors
Aurora,
Illinois
| $134M | +$3.11M | +2% | 0.69% | 88.5% | 548 | 24.09% | 0.9 |
|
| 3945 |
VCM
3945
Vivaldi Capital Management
Chicago,
Illinois
| $134M | +$14.7M | +12% | 4.32% | 69.2% | 168 | 28.57% | 0.4 |
|
| 3946 |
MAP
3946
Milestone Advisory Partners
Southern Pines,
North Carolina
| $134M | +$224K | +0.2% | 0.4% | 19.7% | 56 | 16.07% | 0.2 |
|
| 3947 |
BP
3947
Bandera Partners
New York
| $134M | +$12.3M | +10% | 2.45% | 55.4% | 25 | 52% | 1.4 |
|
| 3948 |
FCCM
3948
First City Capital Management
Savannah,
Georgia
| $134M | -$13M | -9% | 3.35% | 76.5% | 149 | 14.77% | 3.6 |
|
| 3949 |
PCA
3949
Providence Capital Advisors
Charlotte,
North Carolina
| $134M | +$4.13M | +3% | 1.99% | 47.4% | 322 | 26.4% | 0.2 |
|
| 3950 |
EIA
3950
Eldridge Investment Advisors
Manchester,
New Hampshire
| $134M | +$3.83M | +3% | 0.99% | 50.9% | 63 | 19.05% | 0.2 |
|