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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
CAM
4251
Caprin Asset Management
Henrico,
Virginia
| $129M | +$2.55M | +2% | 1.86% | 7.87% | 18 | 0% | 2.4 |
|
| 4252 |
SCC
4252
Steel Canyon Capital
Phoenix,
Arizona
| $129M | +$10M | +8% | 7.45% | 62.8% | 24 | 29.17% | 0.7 |
|
| 4253 |
FAM
4253
Foothills Asset Management
Scottsdale,
Arizona
| $129M | +$11.7M | +10% | 9.5% | 8.84% | 66 | 9.09% | 2.8 |
|
| 4254 |
VC
4254
Vision Capital
Toronto,
Ontario, Canada
| $129M | -$3.41M | -3% | 16.6% | 19.8% | 12 | 25% | 0.2 |
|
| 4255 |
SIM
4255
Sterling Investment Management
Tucson,
Arizona
| $129M | +$9.45M | +8% | 8.64% | 44.1% | 67 | 26.87% | 2.8 |
|
| 4256 |
DSA
4256
Droms Strauss Advisors
St. Louis,
Missouri
| $129M | +$21.1M | +20% | 14.3% | 68.7% | 44 | 27.27% | 0.2 |
|
| 4257 |
AA
4257
Alta Advisers
London,
United Kingdom
| $129M | +$5.41M | +4% | 5.95% | 114% | 6 | 50% | 2.3 |
|
| 4258 |
AFM
4258
Abbot Financial Management
Andover,
Massachusetts
| $129M | +$15.3M | +13% | 12.2% | 102% | 110 | 4.55% | 1.5 |
|
| 4259 |
PP
4259
PDS Planning
Dublin,
Ohio
| $129M | +$12.3M | +11% | 9.05% | 62.7% | 92 | 15.22% | 0.9 |
|
| 4260 |
OKSA
4260
O'Keefe Stevens Advisory
Rochester,
New York
| $129M | +$17.5M | +16% | 12.3% | 208% | 42 | 9.52% | 1.3 |
|
| 4261 |
PFT
4261
Providence First Trust
Scottsdale,
Arizona
| $129M | +$2.17M | +2% | 10% | 64.1% | 74 | 6.76% | 1.4 |
|
| 4262 |
MFM
4262
Mirsky Financial Management
Rochester,
New York
| $129M | +$14.7M | +13% | 8.05% | 39.3% | 36 | 11.11% | 0.2 |
|
| 4263 |
TFCM
4263
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $129M | +$14.9M | +13% | 21.1% | 131% | 89 | 12.36% | 2.6 |
|
| 4264 |
WPSG
4264
Wealth & Pension Services Group
Atlanta,
Georgia
| $128M | +$17.5M | +16% | 10.1% | – | 120 | 20% | 0.4 |
|
| 4265 |
FRA
4265
Front Row Advisors
Tiburon,
California
| $128M | +$13.5M | +12% | 14.5% | 142% | 1,141 | 10.43% | 1 |
|
| 4266 |
FVWA
4266
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $128M | +$22.3M | +21% | 13.3% | 68.9% | 99 | 22.22% | 0.2 |
|
| 4267 |
BFM
4267
Broadview Financial Management
Wauwatosa,
Wisconsin
| $128M | +$15.9M | +14% | 11.4% | 52.4% | 56 | 26.79% | 1 |
|
| 4268 |
MPA
4268
Marvin & Palmer Associates
Wilmington,
Delaware
| $128M | +$12.3M | +11% | 18.3% | 392% | 34 | 41.18% | 0.9 |
|
| 4269 |
EWG
4269
Executive Wealth Group
Kirkland,
Washington
| $128M | +$22.4M | +21% | 12.9% | 14.9% | 36 | 11.11% | 1.1 |
|
| 4270 |
RWM
4270
RBA Wealth Management
Newport Beach,
California
| $128M | – | – | 10.9% | 77.7% | 82 | – | 0 |
|
| 4271 |
FBT
4271
First Bank & Trust
Brookings,
South Dakota
| $128M | +$10.4M | +9% | 13.7% | 78.5% | 300 | 12.67% | 1.7 |
|
| 4272 |
WPW
4272
Winthrop Partners - WNY
Buffalo,
New York
| $128M | +$21.1M | +20% | 12% | – | 248 | 9.27% | 1 |
|
| 4273 |
SFG
4273
Summit Financial Group
Moorefield,
West Virginia
| $128M | +$10.2M | +9% | 13.4% | 26.1% | 115 | 7.83% | 1.6 |
|
| 4274 |
LIC
4274
Laurus Investment Counsel
Toronto,
Canada
| $128M | +$20.3M | +19% | 23.8% | 14.1% | 30 | 10% | 1.1 |
|
| 4275 |
PK
4275
Pflug Koory
Omaha,
Nebraska
| $128M | +$10.7M | +9% | 12.7% | – | 433 | 5.31% | 1.9 |
|