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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 |
W
4101
WealthOne
Albany,
New York
| $140M | -$1.59M | -1% | 1.04% | 23.4% | 105 | 25.71% | 0.5 |
|
| 4102 |
SPIO
4102
Seven Post Investment Office
San Francisco,
California
| $140M | -$7.78M | -5% | 5.95% | 52.6% | 25 | 12% | 1.8 |
|
| 4103 |
SC
4103
Sagil Capital
London,
United Kingdom
| $140M | -$5.34M | -4% | 9.21% | 104% | 31 | 51.61% | 0.6 |
|
| 4104 |
ISSM
4104
Invesco Senior Secured Management
New York
| $140M | -$50.7M | -27% | 6.53% | 18.1% | 20 | 15% | 1.3 |
|
| 4105 |
RC
4105
RV Capital
Schindellegi,
Switzerland
| $140M | +$3.9M | +3% | 5.86% | 250% | 4 | 0% | 0.8 |
|
| 4106 |
ILM
4106
Indigo Latam Management
Phoenix,
Arizona
| $140M | +$8.78M | +7% | 6.72% | 39.3% | 1 | 0% | 5.8 |
|
| 4107 |
WAM
4107
Westport Asset Management
Southport,
Connecticut
| $139M | -$6.98M | -5% | 2.7% | 63.9% | 64 | 3.13% | 3.3 |
|
| 4108 |
MFM
4108
Mirsky Financial Management
Rochester,
New York
| $139M | +$6.37M | +5% | 0.55% | 39.3% | 37 | 8.11% | 0.7 |
|
| 4109 |
SIC
4109
Shoker Investment Counsel
Oxford,
Ohio
| $139M | +$2.24M | +2% | 1.85% | 83.8% | 101 | 6.93% | 4 |
|
| 4110 |
NEGWA
4110
New England Guild Wealth Advisors
Avon,
Connecticut
| $139M | +$4.58M | +3% | 0.36% | 6.04% | 55 | 3.64% | 1.5 |
|
| 4111 |
MFS
4111
Monetta Financial Services
Wheaton,
Illinois
| $139M | -$6.79M | -5% | 1.35% | 275% | 45 | 33.33% | 2.1 |
|
| 4112 |
BIMC
4112
Benson Investment Management Company
Roanoke,
Virginia
| $139M | +$6.25M | +5% | 3.3% | 99.8% | 63 | 12.7% | 1.4 |
|
| 4113 |
TA
4113
TCG Advisors
Austin,
Texas
| $139M | +$30.1M | +28% | 0.98% | – | 480 | 77.5% | 0.5 |
|
| 4114 |
SWMG
4114
Strategic Wealth Management Group
Fulton,
Maryland
| $139M | +$7.55M | +6% | 1.65% | – | 89 | 12.36% | 0.7 |
|
| 4115 |
WCM
4115
WealthBridge Capital Management
Westerville,
Ohio
| $139M | +$29.4M | +27% | 0.79% | 82.1% | 130 | 20% | 0.6 |
|
| 4116 |
BWI
4116
Beacon Wealthcare Inc
Raleigh,
North Carolina
| $139M | +$7.43M | +6% | 1.05% | 31.6% | 10 | 10% | 1.4 |
|
| 4117 |
FWM
4117
Foresight Wealth Management
Draper,
Utah
| $139M | +$6.33M | +5% | 1.06% | 19.1% | 130 | 16.92% | 0.6 |
|
| 4118 |
WPA
4118
Winning Points Advisors
Boca Raton,
Florida
| $139M | +$875K | +0.6% | 1.79% | – | 72 | 4.17% | 2.4 |
|
| 4119 |
ACP
4119
Acuta Capital Partners
Redwood City,
California
| $139M | -$143M | -51% | 8.44% | 7,269% | 41 | 51.22% | 1 |
|
| 4120 |
CCG
4120
Ceeto Capital Group
Coral Gables,
Florida
| $138M | +$2.5M | +2% | 2.61% | 94.4% | 137 | 7.3% | 1.6 |
|
| 4121 |
HP
4121
Harvey Partners
Tarrytown,
New York
| $138M | +$65.9M | +91% | 1.77% | 174% | 37 | 43.24% | 0.9 |
|
| 4122 |
CCM
4122
Consolidated Capital Management
Burbank,
California
| $138M | -$12.3M | -8% | 0.59% | 166% | 35 | 2.86% | 2.4 |
|
| 4123 |
TFCM
4123
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $138M | -$5.89M | -4% | 0.98% | 131% | 89 | 8.99% | 2.7 |
|
| 4124 |
WPSG
4124
Wealth & Pension Services Group
Atlanta,
Georgia
| $138M | +$604K | +0.4% | 0.89% | – | 125 | 6.4% | 0.9 |
|
| 4125 |
BWP
4125
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $138M | +$10.4M | +8% | 1.88% | 50.7% | 165 | 14.55% | 0.6 |
|