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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
MWA
4101
Meridian Wealth Advisors
Austin,
Texas
| $143M | +$6.17M | +4% | 2.22% | 79.9% | 134 | 8.21% | 0.4 |
|
| 4102 |
BWM
4102
BigSur Wealth Management
Miami,
Florida
| $143M | -$9.14M | -6% | 4.07% | 94.8% | 109 | 11.01% | 1.9 |
|
| 4103 |
ATC
4103
Adirondack Trust Company
Saratoga Springs,
New York
| $143M | -$2.42M | -2% | 3.83% | 96.8% | 360 | 5.56% | 4.1 |
|
| 4104 |
OIWM
4104
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
| $143M | +$20.8M | +17% | 2.76% | – | 79 | 37.97% | 0.8 |
|
| 4105 |
MWM
4105
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $143M | +$9.98M | +7% | 3.67% | 130% | 50 | 12% | 0.9 |
|
| 4106 |
AWM
4106
Aries Wealth Management
Portland,
Maine
| $143M | +$9.3M | +7% | 3.33% | 75% | 169 | 14.2% | 1 |
|
| 4107 |
PCM
4107
Perkins Capital Management
Wayzata,
Minnesota
| $143M | -$9.08M | -6% | 5.62% | 303% | 128 | 16.41% | 2.6 |
|
| 4108 |
TW
4108
Towerpoint Wealth
Sacramento,
California
| $143M | -$610K | -0.4% | 2.4% | 67.7% | 58 | 13.79% | 0.9 |
|
| 4109 |
LC
4109
LCNB Corp
Lebanon,
Ohio
| $142M | +$4.27M | +3% | 4.46% | 75.2% | 140 | 5% | 1.7 |
|
| 4110 |
RTC
4110
Riverview Trust Company
Vancouver,
Washington
| $142M | +$10.1M | +8% | 2.11% | 87.6% | 449 | 41.43% | 0.5 |
|
| 4111 |
HA
4111
Havens Advisors
New York
| $142M | +$38.8M | +38% | 14% | 460% | 46 | 65.22% | 0.2 |
|
| 4112 |
DC
4112
DeDora Capital
Napa,
California
| $142M | +$9.51M | +7% | 3.93% | 81.7% | 92 | 10.87% | 1.2 |
|
| 4113 |
EU
4113
Emory University
Atlanta,
Georgia
| $142M | -$208K | -0.1% | 5.99% | – | 51 | 21.57% | 1.6 |
|
| 4114 |
KIP
4114
Kayak Investment Partners
San Francisco,
California
| $142M | +$12.3M | +9% | 3.77% | 27% | 19 | 52.63% | 0.9 |
|
| 4115 |
ACM
4115
Axel Capital Management
New York
| $142M | -$45.9M | -24% | 10.6% | 194% | 17 | 41.18% | 1.2 |
|
| 4116 |
HIM
4116
Harbour Investment Management
Edmonds,
Washington
| $142M | +$6.31M | +5% | 5.03% | 58.8% | 69 | 4.35% | 4.6 |
|
| 4117 |
MS
4117
Marshall & Sullivan
Seattle,
Washington
| $142M | +$5.56M | +4% | 4.68% | 82% | 45 | 13.33% | 3.8 |
|
| 4118 |
BT
4118
Brandywine Trust
Hockessin,
Delaware
| $142M | +$28M | +25% | 1.06% | 32.7% | 39 | 5.13% | 3.6 |
|
| 4119 |
LIC
4119
Laurus Investment Counsel
Toronto,
Canada
| $142M | +$13.7M | +11% | 7.11% | 14.1% | 29 | 3.45% | 1.3 |
|
| 4120 |
SKK
4120
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $141M | -$18.8M | -12% | 3.25% | 38.5% | 182 | 16.48% | 2.3 |
|
| 4121 |
PCMC
4121
Private Capital Management (Colorado)
Denver,
Colorado
| $141M | +$6.85M | +5% | 3.69% | 20% | 105 | 14.29% | 0.4 |
|
| 4122 |
W
4122
WealthOne
Albany,
New York
| $141M | +$52.8M | +60% | 3.31% | 23.4% | 107 | 39.25% | 0.3 |
|
| 4123 |
SAM
4123
Shamrock Asset Management
Dallas,
Texas
| $141M | +$15.1M | +12% | 2.61% | 31% | 271 | 16.61% | 3 |
|
| 4124 |
MCP
4124
Martin Capital Partners
Eugene,
Oregon
| $141M | +$11.8M | +9% | 4.43% | 42.3% | 64 | 26.56% | 1.2 |
|
| 4125 |
PAM
4125
Peninsula Asset Management
Bradenton,
Florida
| $141M | +$2.61M | +2% | 3.34% | 44.1% | 47 | 2.13% | 4.5 |
|