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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
BWM
4276
Biltmore Wealth Management
Tempe,
Arizona
| $110M | +$4.81M | +5% | 2.15% | 59.8% | 43 | 18.6% | 1.9 |
|
| 4277 |
JPC
4277
Jabodon PT Co
Reno,
Nevada
| $110M | -$423K | -0.4% | 0.58% | 61.9% | 22 | 63.64% | 0.5 |
|
| 4278 |
ODCM
4278
Old Dominion Capital Management
Charlottesville,
Virginia
| $110M | +$3.72M | +3% | 1.29% | 45.9% | 65 | 10.77% | 2.3 |
|
| 4279 |
RVM
4279
Robinson Value Management
San Antonio,
Texas
| $110M | +$1.73M | +2% | 1.17% | 70.8% | 83 | 34.94% | 0.9 |
|
| 4280 |
HLA
4280
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $110M | -$16M | -13% | 9.08% | 187% | 57 | 59.65% | 0.6 |
|
| 4281 |
EWM
4281
Elmwood Wealth Management
Berkeley,
California
| $110M | +$5.37M | +5% | 3.51% | 37.6% | 316 | 11.08% | 0.2 |
|
| 4282 |
FMB
4282
Field & Main Bank
Henderson,
Kentucky
| $110M | +$7.29M | +7% | 3.35% | 107% | 246 | 10.98% | 2.8 |
|
| 4283 |
CWM
4283
Capital Wealth Management
W. Warwick,
Rhode Island
| $110M | +$3.02M | +3% | 3.34% | 46.7% | 43 | 23.26% | 0.4 |
|
| 4284 |
HFA
4284
Huber Financial Advisors
Lincolnshire,
Illinois
| $110M | +$8.18M | +8% | 1.87% | – | 102 | 14.71% | 0.4 |
|
| 4285 |
MTM
4285
Millennium TVP Management
New York
| $110M | +$18.8M | +21% | 25.7% | – | 7 | 28.57% | 3 |
|
| 4286 |
CRA
4286
Circle Road Advisors
New York
| $110M | -$12.5M | -10% | 0.98% | – | 28 | 50% | 0.3 |
|
| 4287 |
ABP
4287
Arthur B. Page
| $110M | -$926K | -0.8% | 2.89% | 40.4% | 61 | 4.92% | 3.6 |
|
| 4288 |
NSB
4288
Norway Savings Bank
Portland,
Maine
| $110M | +$3.55M | +3% | 1.53% | 101% | 252 | 3.57% | 1.4 |
|
| 4289 |
NEGWA
4289
New England Guild Wealth Advisors
Avon,
Connecticut
| $109M | +$3.87M | +4% | 0.24% | 6.04% | 55 | 5.45% | 0.5 |
|
| 4290 |
AAM
4290
Ascension Asset Management
New York
| $109M | -$186K | -0.2% | 0.86% | – | 78 | 5.13% | 0.5 |
|
| 4291 |
KAM
4291
Kazazian Asset Management
Fort Lauderdale,
Florida
| $109M | +$13.7M | +14% | 4.5% | – | 94 | 15.96% | 1.2 |
|
| 4292 |
AA
4292
Altman Advisors
Chicago,
Illinois
| $109M | +$4.52M | +4% | 4.35% | 127% | 104 | 70.19% | 0.2 |
|
| 4293 |
CS
4293
Cisco Systems
San Jose,
California
| $109M | -$530M | -83% | 21.2% | 212% | 5 | 80% | 5 |
|
| 4294 |
RTM
4294
Rizvi Traverse Management
West Palm Beach,
Florida
| $109M | -$23.1M | -18% | 17.5% | – | 1 | 0% | 0.5 |
|
| 4295 |
PPL
4295
PATRIZIA Pty Ltd
Barton,
Australia
| $109M | -$4.64M | -4% | 4.61% | – | 20 | 15% | 0.4 |
|
| 4296 |
HA
4296
Harborview Advisors
Portland,
Maine
| $109M | +$3.26M | +3% | 1.43% | 27.1% | 75 | 8% | 0.4 |
|
| 4297 |
NF
4297
Nikulski Financial
Bettendorf,
Iowa
| $108M | +$7.68M | +8% | 4.01% | 95.8% | 83 | 14.46% | 0.4 |
|
| 4298 |
DIS
4298
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $108M | +$6.21M | +6% | 5.08% | 86% | 46 | 15.22% | 3 |
|
| 4299 |
OC
4299
Oppenheimer & Close
New York
| $108M | +$3.38M | +3% | 4.11% | 149% | 37 | 2.7% | 3.4 |
|
| 4300 |
AWM
4300
Aries Wealth Management
Portland,
Maine
| $108M | +$4.96M | +5% | 2.82% | 75% | 137 | 8.76% | 0.5 |
|