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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
RWM
4301
Reston Wealth Management
Reston,
Virginia
| $127M | +$2.43M | +2% | 2.39% | 60.7% | 53 | 5.66% | 0.4 |
|
| 4302 |
PIP
4302
Peachtree Investment Partners
Indian River Shores,,
Florida
| $127M | +$8.71M | +7% | 8.18% | 92.2% | 72 | 16.67% | 0.4 |
|
| 4303 |
AFNAS
4303
American Financial Network Advisory Services
Calabasas,
California
| $127M | -$8.14M | -6% | 3.07% | – | 150 | 12% | 1.5 |
|
| 4304 |
NGA
4304
New Generation Advisors
Manchester,
Massachusetts
| $127M | -$15.1M | -11% | 8.53% | 45.1% | 35 | 14.29% | 1.5 |
|
| 4305 |
PCAP
4305
Pratt Collard Advisory Partners
Buffalo,
New York
| $127M | +$1.58M | +1% | 6.08% | 91.7% | 113 | 10.62% | 1.3 |
|
| 4306 |
OHCM
4306
Oak Hill Capital Management
New York
| $127M | -$154M | -55% | 10.4% | 1.19% | 3 | 33.33% | 2.9 |
|
| 4307 |
APW
4307
Acima Private Wealth
Richmond,
Virginia
| $127M | +$9.9M | +8% | 3.23% | 51.1% | 266 | 4.89% | 0.5 |
|
| 4308 |
KWA
4308
KCS Wealth Advisory
Los Angeles,
California
| $127M | +$11.9M | +10% | 3.18% | 45.3% | 159 | 11.32% | 1.2 |
|
| 4309 |
CPC
4309
Congress Park Capital
Saratoga Springs,
New York
| $126M | +$10.7M | +9% | 5.1% | 99.9% | 98 | 18.37% | 1.2 |
|
| 4310 |
FBCM
4310
Fort Baker Capital Management
Larkspur,
California
| $126M | -$40.9M | -24% | 8.07% | 46.3% | 49 | 91.84% | 0.1 |
|
| 4311 |
CMI
4311
Clare Market Investments
Dallas,
Texas
| $126M | +$11.1M | +10% | 4.54% | – | 107 | 22.43% | 0.4 |
|
| 4312 |
BA
4312
Baugh & Associates
Atlanta,
Georgia
| $126M | +$1.35M | +1% | 1.4% | 83.8% | 41 | 4.88% | 1.4 |
|
| 4313 |
GWAG
4313
Garrett Wealth Advisory Group
Weatherford,
Texas
| $126M | +$3.77M | +3% | 2.4% | 66.1% | 54 | 9.26% | 0.5 |
|
| 4314 |
VCA
4314
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $126M | +$12.8M | +11% | 12.4% | 30.6% | 28 | 57.14% | 0.4 |
|
| 4315 |
SIAM
4315
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $125M | +$3.08M | +3% | 1.8% | 37.8% | 28 | 0% | 3.9 |
|
| 4316 |
ACP
4316
Aquiline Capital Partners
New York
| $125M | +$4.17M | +3% | 5.08% | 14.7% | 1 | 0% | 2 |
|
| 4317 |
FBT
4317
First Bank & Trust
Brookings,
South Dakota
| $125M | -$2.81M | -2% | 1.53% | 78.5% | 507 | 44.97% | 1.1 |
|
| 4318 |
KTM
4318
Keeler Thomas Management
Orem,
Utah
| $125M | +$6.28M | +5% | 3.52% | 46.1% | 57 | 14.04% | 1.3 |
|
| 4319 |
KAH
4319
Kathryn A. Hall
| $125M | -$23.1M | -16% | 12.9% | 95.2% | 39 | 28.21% | 0.7 |
|
| 4320 |
CCM
4320
Campbell Capital Management
Miami,
Florida
| $125M | -$12.9M | -9% | 1.8% | – | 53 | 37.74% | 0.4 |
|
| 4321 |
CT
4321
Clearstead Trust
Portland,
Maine
| $125M | +$5.42M | +5% | 4.56% | 111% | 211 | 12.8% | 1.4 |
|
| 4322 |
CA
4322
Centerpoint Advisors
Needham,
Massachusetts
| $125M | +$7.35M | +6% | 3.07% | 74.2% | 283 | 6.36% | 1.2 |
|
| 4323 |
CGFA
4323
Colton Groome Financial Advisors
Asheville,
North Carolina
| $125M | – | – | 2.23% | 65.8% | 48 | – | 0 |
|
| 4324 |
ACM
4324
AUA Capital Management
Camp Hill,
Pennsylvania
| $125M | +$4.56M | +4% | 3.03% | 70.2% | 189 | 2.12% | 2.3 |
|
| 4325 |
TFGT
4325
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $125M | +$7.04M | +6% | 2.46% | 72.9% | 832 | 7.45% | 0.2 |
|