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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
AWMF
4151
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $117M | -$14.1M | -11% | 7.83% | 101% | 72 | 30.56% | 1.5 |
|
| 4152 |
LIC
4152
Laurus Investment Counsel
Toronto,
Canada
| $117M | -$7.17M | -6% | 6.34% | 14.1% | 31 | 12.9% | 0.2 |
|
| 4153 |
SBA
4153
Secrest Blakey & Associates
Raleigh,
North Carolina
| $117M | -$6.52M | -5% | 2.41% | 19.4% | 110 | 17.27% | 0.2 |
|
| 4154 |
CAIMH
4154
Central Asset Investments & Management Holdings
Hong Kong
| $117M | -$4.85M | -4% | 13.9% | 3,210% | 48 | 77.08% | 0.3 |
|
| 4155 |
OHA
4155
Oak Hill Advisors
New York
| $117M | -$1.36M | -1% | 0.47% | 42.4% | 5 | 20% | 3.6 |
|
| 4156 |
TCMV
4156
Technology Crossover Management V
Menlo Park,
California
| $117M | -$8.88M | -7% | 7.52% | 2.5% | 2 | 0% | 2.8 |
|
| 4157 |
WI
4157
Wedgewood Investors
Erie,
Pennsylvania
| $117M | -$6.09M | -5% | 1.29% | – | 138 | 8.7% | 3.9 |
|
| 4158 |
OCP
4158
Oakcliff Capital Partners
New York
| $117M | +$2.87M | +3% | 1.87% | 133% | 11 | 18.18% | 0.8 |
|
| 4159 |
AIA
4159
Arcadia Investment Advisors
Eagle,
Idaho
| $117M | -$303K | -0.3% | 0.76% | 56.4% | 73 | 16.44% | 0.2 |
|
| 4160 |
SST
4160
S Squared Technology
New York
| $117M | +$7.1M | +6% | 2.67% | 223% | 49 | 28.57% | 1.8 |
|
| 4161 |
PWS
4161
Paragon Wealth Strategies
Jacksonville,
Florida
| $117M | -$4.56M | -4% | 0.99% | 59.8% | 36 | 22.22% | 0.9 |
|
| 4162 |
CT
4162
Clearstead Trust
Portland,
Maine
| $117M | -$29.8M | -20% | 1.32% | 111% | 218 | 49.08% | 1.1 |
|
| 4163 |
EF
4163
Exeter Financial
Scottsdale,
Arizona
| $117M | +$1.78M | +2% | 2.33% | 59.1% | 74 | 9.46% | 0.2 |
|
| 4164 |
SSW
4164
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $116M | -$1.83M | -2% | 1.67% | 90.2% | 143 | 30.07% | 0.9 |
|
| 4165 |
SAM
4165
Seelaus Asset Management
Chatham,
New Jersey
| $116M | +$860K | +0.7% | 1.8% | 134% | 206 | 23.3% | 0.2 |
|
| 4166 |
RCA
4166
Rex Capital Advisors
Providence,
Rhode Island
| $116M | +$2.26M | +2% | 1.15% | 7.31% | 16 | 12.5% | 3.1 |
|
| 4167 |
EWG
4167
Executive Wealth Group
Kirkland,
Washington
| $116M | +$4.21M | +4% | 2.09% | 14.9% | 35 | 0% | 0.3 |
|
| 4168 |
ADBIC
4168
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $116M | -$5.83M | -5% | 5.25% | 83.3% | 95 | 13.68% | 2.6 |
|
| 4169 |
PCM
4169
Puissance Capital Management
New York
| $116M | -$28.8M | -20% | 21.6% | 116% | 5 | 20% | 0.2 |
|
| 4170 |
PCM
4170
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $116M | -$9.03M | -7% | 3.28% | 62.6% | 155 | 10.97% | 1.2 |
|
| 4171 |
PGA
4171
Premia Global Advisors
Coral Gables,
Florida
| $116M | +$12.6M | +12% | 0.35% | – | 453 | 27.59% | 0.2 |
|
| 4172 |
AMAL
4172
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $116M | -$3.47M | -3% | 4.25% | 124% | 25 | 8% | 2.9 |
|
| 4173 |
BI
4173
Bredin Investment
Wilmington,
Delaware
| $116M | -$8.24M | -7% | 4.58% | – | 80 | 6.25% | 0.2 |
|
| 4174 |
TA
4174
TMD & Associates
Scottsdale,
Arizona
| $116M | +$6.82M | +6% | 1.07% | 20.5% | 19 | 15.79% | 1.6 |
|
| 4175 |
LFPWM
4175
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $116M | -$3.46M | -3% | 0.39% | 46.3% | 25 | 0% | 1.1 |
|