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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
LFPWM
4176
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $117M | +$1.63M | +1% | 0.58% | 46.3% | 34 | 32.35% | 1 |
|
| 4177 |
LCM
4177
Leisure Capital Management
Costa Mesa,
California
| $117M | +$3.41M | +3% | 4.18% | 98% | 148 | 16.22% | 1.9 |
|
| 4178 |
MI
4178
Moneywise Inc
Forest,
Virginia
| $117M | -$3.59M | -3% | 2.51% | 58% | 42 | 14.29% | 1.4 |
|
| 4179 |
MF
4179
MHI Funds
Woodstock,
New York
| $117M | +$1.28M | +1% | 1.73% | – | 112 | 30.36% | 0.3 |
|
| 4180 |
LCM
4180
LDR Capital Management
New York
| $117M | +$30.2M | +35% | 5.5% | 28.4% | 26 | 34.62% | 0.4 |
|
| 4181 |
MCM
4181
Mobius Capital Management
Pleasanton,
California
| $117M | -$20.3M | -15% | 22.5% | – | 48 | 60.42% | 0.3 |
|
| 4182 |
HMS
4182
Hanseatic Management Services
Albuquerque,
New Mexico
| $117M | +$12.3M | +12% | 12.9% | – | 531 | 45.39% | 0.7 |
|
| 4183 |
PCM
4183
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $116M | +$484K | +0.4% | 4.53% | 62.6% | 151 | 7.28% | 1.4 |
|
| 4184 |
CCM
4184
Context Capital Management
Lajolla,
California
| $116M | -$21.5M | -16% | 0.08% | 3.38% | 47 | 10.64% | 0.6 |
|
| 4185 |
UBG
4185
United Bank (Georgia)
Zebulon,
Georgia
| $116M | +$6.13M | +6% | 2.35% | 81.2% | 72 | 5.56% | 1.3 |
|
| 4186 |
TCM
4186
Trafelet Capital Management
New York
| $116M | -$19.1M | -14% | 6.24% | 101% | 11 | 27.27% | 2.4 |
|
| 4187 |
SG
4187
StoneX Group
New York
| $116M | +$11.6M | +11% | 3.56% | 85.2% | 234 | 16.67% | 0.8 |
|
| 4188 |
WIA
4188
Westbourne Investment Advisors
Annapolis,
Maryland
| $116M | -$8.96M | -7% | 3.4% | 89.4% | 103 | 14.56% | 2.4 |
|
| 4189 |
SG
4189
Somerset Group
Wayzata,
Minnesota
| $116M | +$4.92M | +4% | 2.09% | 84.6% | 70 | 12.86% | 3.2 |
|
| 4190 |
IAM
4190
ICM Asset Management
Spokane,
Washington
| $116M | +$21.8M | +23% | 12.5% | 58.9% | 54 | 18.52% | 1.8 |
|
| 4191 |
FF
4191
Friedenthal Financial
Marlton,
New Jersey
| $116M | -$1.65M | -1% | 0.85% | 111% | 78 | 41.03% | 1.5 |
|
| 4192 |
SC
4192
Schooner Capital
Vero Beach,
Florida
| $116M | +$7.11M | +7% | 6.54% | 31.1% | 1 | 0% | 5 |
|
| 4193 |
FLI
4193
Family Legacy Inc
Greenville,
South Carolina
| $116M | +$7.68M | +7% | 3.07% | 89% | 176 | 42.61% | 0.4 |
|
| 4194 |
PCAP
4194
Pratt Collard Advisory Partners
Buffalo,
New York
| $116M | +$1.33M | +1% | 3.18% | 91.7% | 115 | 7.83% | 0.5 |
|
| 4195 |
OIWM
4195
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
| $116M | -$4.03M | -3% | 1.02% | – | 59 | 11.86% | 0.5 |
|
| 4196 |
FSA
4196
Financial Services Advisory
Rockville,
Maryland
| $116M | +$21.9M | +23% | 6.68% | 75.8% | 28 | 60.71% | 0.2 |
|
| 4197 |
FAM
4197
Foundation Asset Management
White Plains,
New York
| $116M | -$154M | -57% | 12% | 126% | 24 | 37.5% | 1.2 |
|
| 4198 |
C
4198
Cliffwater
Marina Del Rey,
California
| $116M | +$1.01M | +0.9% | 0.85% | 29.4% | 19 | 0% | 0.5 |
|
| 4199 |
GECH
4199
Garnet Equity Capital Holdings
New York
| $116M | -$5.96M | -5% | 3.39% | 302% | 30 | 23.33% | 1.3 |
|
| 4200 |
PCP
4200
Prisma Capital Partners
New York
| $116M | -$28.3M | -20% | 13.2% | – | 16 | 43.75% | 0.4 |
|