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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
CWM
4201
Centric Wealth Management
Chicago,
Illinois
| $133M | +$18.2M | +16% | 7.21% | 44.4% | 127 | 22.83% | 0.6 |
|
| 4202 |
SB
4202
Strategic Blueprint
Atlanta,
Georgia
| $133M | +$15.5M | +13% | 1.77% | 76.6% | 460 | 84.35% | 0.1 |
|
| 4203 |
PWM
4203
Paulson Wealth Management
Wheaton,
Illinois
| $133M | -$1.44M | -1% | 0.65% | 57.1% | 114 | 11.4% | 1.4 |
|
| 4204 |
RCM
4204
RVB Capital Management
Great Neck,
New York
| $133M | -$11.3M | -8% | 4.69% | 10.4% | 51 | 56.86% | 0.5 |
|
| 4205 |
SC
4205
Spinnaker Capital
Boston,
Massachusetts
| $133M | -$59.5M | -31% | 14.3% | 12.4% | 2 | 0% | 1.8 |
|
| 4206 |
FBT
4206
First Bank & Trust
Brookings,
South Dakota
| $133M | +$7.2M | +6% | 3.27% | 78.5% | 522 | 27.97% | 1.6 |
|
| 4207 |
LC
4207
Lavaca Capital
Houston,
Texas
| $133M | +$2.83M | +2% | 0.75% | 46.5% | 109 | 30.28% | 0.5 |
|
| 4208 |
SCA
4208
Sage Capital Advisors
Sioux Falls,
South Dakota
| $133M | -$11.9M | -8% | 1.88% | 105% | 106 | 18.87% | 1.4 |
|
| 4209 |
RCM
4209
Rings Capital Management
Chicago,
Illinois
| $133M | +$2.71M | +2% | 5.84% | 40.9% | 6 | 16.67% | 0.8 |
|
| 4210 |
GCM
4210
Gibraltar Capital Management
Tulsa,
Oklahoma
| $132M | +$35.4M | +36% | 3.69% | 56.6% | 46 | 26.09% | 1.9 |
|
| 4211 |
HCM
4211
Horiko Capital Management
New York
| $132M | +$568K | +0.4% | 2.56% | 275% | 33 | 18.18% | 0.6 |
|
| 4212 |
CCA
4212
Cruiser Capital Advisors
Stamford,
Connecticut
| $132M | -$32.7M | -20% | 2.51% | 192% | 31 | 35.48% | 1.3 |
|
| 4213 |
SFWC
4213
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $132M | +$3.07M | +2% | 0.18% | 72.3% | 67 | 5.97% | 0.7 |
|
| 4214 |
LHC
4214
Little House Capital
Braintree,
Massachusetts
| $132M | -$17.6M | -12% | 2.31% | 108% | 112 | 10.71% | 0.7 |
|
| 4215 |
FAM
4215
Foothills Asset Management
Scottsdale,
Arizona
| $132M | +$2.78M | +2% | 0.76% | 8.84% | 67 | 2.99% | 3.1 |
|
| 4216 |
BAM
4216
Boyar Asset Management
New York
| $132M | -$3.63M | -3% | 0.47% | 75.5% | 72 | 6.94% | 4.5 |
|
| 4217 |
PK
4217
Pflug Koory
Omaha,
Nebraska
| $132M | +$1.17M | +0.9% | 1.33% | – | 420 | 5.48% | 2.3 |
|
| 4218 |
LCM
4218
LDR Capital Management
New York
| $131M | -$14.9M | -10% | 4.26% | 28.4% | 36 | 44.44% | 0.7 |
|
| 4219 |
RTM
4219
Rizvi Traverse Management
West Palm Beach,
Florida
| $131M | +$12.5M | +10% | 10.5% | – | 1 | 0% | 1.8 |
|
| 4220 |
MFGP
4220
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $131M | +$191K | +0.1% | 0.09% | 65.5% | 50 | 4% | 0.7 |
|
| 4221 |
ICM
4221
IMS Capital Management
Portland,
Oregon
| $131M | -$3.48M | -3% | 0.69% | 119% | 139 | 18.71% | 3.1 |
|
| 4222 |
RWM
4222
RBA Wealth Management
Newport Beach,
California
| $131M | +$1.58M | +1% | 2.34% | 77.7% | 103 | 18.45% | 0.4 |
|
| 4223 |
TAS
4223
TIFF Advisory Services
Radnor,
Pennsylvania
| $131M | -$50.3M | -28% | 0.16% | 85.9% | 11 | 18.18% | 1.2 |
|
| 4224 |
AIM
4224
Axiom Investment Management
New York
| $131M | -$423M | -76% | 1.9% | – | 468 | 57.26% | 0.6 |
|
| 4225 |
APW
4225
Acima Private Wealth
Richmond,
Virginia
| $131M | +$4.07M | +3% | 0.04% | 51.1% | 284 | 11.27% | 0.7 |
|