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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
BFC
3976
Bedel Financial Consulting
Indianapolis,
Indiana
| $132M | +$20.4M | +18% | 3.52% | 104% | 708 | 80.79% | 0 |
|
| 3977 |
SIC
3977
Shoker Investment Counsel
Oxford,
Ohio
| $132M | -$6.87M | -5% | 2.36% | 83.8% | 105 | 3.81% | 3.2 |
|
| 3978 |
MWVC
3978
Morgens Waterfall Vintiadis & Co
New York
| $132M | +$4.48M | +4% | 11.2% | 594% | 75 | 50.67% | 0.7 |
|
| 3979 |
MCM
3979
Mainstay Capital Management
Grand Blanc,
Michigan
| $131M | +$10.8M | +9% | 0.12% | 131% | 451 | 33.48% | 0.2 |
|
| 3980 |
F
3980
F3Logic
Burnsville,
Minnesota
| $131M | – | – | 1.1% | 11.8% | 106 | – | 0 |
|
| 3981 |
GWM
3981
Graybill Wealth Management
Elmhurst,
Illinois
| $131M | -$7.35M | -5% | 2.95% | – | 49 | 8.16% | 3.1 |
|
| 3982 |
LBS
3982
Lawrence B. Seidman
| $131M | +$373K | +0.3% | 1.47% | 12.3% | 31 | 12.9% | 1.9 |
|
| 3983 |
WWMSC
3983
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $131M | -$2.55M | -2% | 1.41% | 36.9% | 713 | 32.12% | 0.2 |
|
| 3984 |
JRWL
3984
Joseph R. Weiss LLC
New York
| $131M | – | – | 7.57% | – | 19 | – | 0 |
|
| 3985 |
BW
3985
Bison Wealth
Atlanta,
Georgia
| $131M | -$4.75M | -3% | 1.11% | 37.4% | 220 | 13.64% | 2 |
|
| 3986 |
CCM
3986
Courage Capital Management
Nashville,
Tennessee
| $131M | -$8.7M | -6% | 5.06% | 86.5% | 31 | 29.03% | 1.3 |
|
| 3987 |
V
3987
ValueWorks
New York
| $131M | -$3.42M | -3% | 2.64% | 190% | 32 | 25% | 2.8 |
|
| 3988 |
ACM
3988
Adalta Capital Management
New York
| $131M | -$368K | -0.3% | 0.48% | 80.4% | 79 | 10.13% | 0.9 |
|
| 3989 |
WCM
3989
Whitener Capital Management
Rocky Mount,
North Carolina
| $131M | +$14.4M | +12% | 0.56% | 112% | 514 | 15.95% | 0.2 |
|
| 3990 |
PGWM
3990
Parisi Gray Wealth Management
Mendham,
New Jersey
| $131M | -$3.46M | -3% | 1.04% | 120% | 687 | 16.45% | 0.2 |
|
| 3991 |
HA
3991
Havens Advisors
New York
| $130M | -$2.42M | -2% | 5.6% | 460% | 38 | 71.05% | 0.3 |
|
| 3992 |
1CM
3992
1492 Capital Management
Milwaukee,
Wisconsin
| $130M | +$1.9M | +1% | 3.77% | 332% | 103 | 21.36% | 1.4 |
|
| 3993 |
BP
3993
Broadleaf Partners
Hudson,
Ohio
| $130M | +$9.56M | +8% | 4.65% | 180% | 57 | 14.04% | 0.2 |
|
| 3994 |
WPW
3994
Winthrop Partners - WNY
Buffalo,
New York
| $130M | +$7.31M | +6% | 3.67% | – | 439 | 71.53% | 0.1 |
|
| 3995 |
PS
3995
Portfolio Strategies
Monsey,
New York
| $130M | -$15.3M | -11% | 0.88% | 120% | 274 | 13.14% | 0.2 |
|
| 3996 |
CF
3996
Corrigan Financial
Middletown,
Rhode Island
| $130M | +$10.6M | +9% | 0.36% | 9.54% | 58 | 13.79% | 1.5 |
|
| 3997 |
RWG
3997
Regal Wealth Group
Seal Beach,
California
| $130M | -$11.7M | -8% | 0.82% | 17% | 177 | 3.39% | 1.8 |
|
| 3998 |
SWMG
3998
Signature Wealth Management Group
Atlanta,
Georgia
| $130M | -$6.79M | -5% | 3.2% | – | 415 | 22.41% | 0.2 |
|
| 3999 |
HW
3999
Hedeker Wealth
Lincolnshire,
Illinois
| $129M | +$1.02M | +0.8% | 0.97% | 141% | 71 | 4.23% | 1.9 |
|
| 4000 |
OAM
4000
Oak Asset Management
Westlake Village,
California
| $129M | -$1.89M | -1% | 2.07% | 91.8% | 91 | 5.49% | 0.2 |
|