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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
PCAP
4326
Pratt Collard Advisory Partners
Buffalo,
New York
| $110M | -$15.2M | -12% | 8% | 91.7% | 114 | 14.04% | 0.9 |
|
| 4327 |
DRS
4327
Deane Retirement Strategies
New Orleans,
Louisiana
| $110M | -$804K | -0.7% | 0.19% | 73.4% | 67 | 35.82% | 1.9 |
|
| 4328 |
SWM
4328
Strategic Wealth Management
Kirkland,
Washington
| $110M | -$7.99M | -7% | 8.35% | 52.8% | 24 | 16.67% | 1.5 |
|
| 4329 |
FGC
4329
Financial Gravity Companies
Lakeway,
Texas
| $110M | – | – | 9.2% | – | 1,614 | – | 0.8 |
|
| 4330 |
UTC
4330
Unified Trust Company
Lexington,
Kentucky
| $110M | – | – | 10.2% | 69.7% | 50 | – | 0 |
|
| 4331 |
CI
4331
Centerstone Investors
New York
| $110M | – | – | 16.1% | 73.7% | 28 | – | 0 |
|
| 4332 |
AC
4332
Arjuna Capital
Durham,
North Carolina
| $110M | -$23.1M | -17% | 11.6% | 105% | 100 | 18% | 0.8 |
|
| 4333 |
BMCM
4333
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $110M | -$9.34M | -8% | 13% | 71.4% | 93 | 24.73% | 1.5 |
|
| 4334 |
ACM
4334
AUA Capital Management
Camp Hill,
Pennsylvania
| $110M | -$16.7M | -13% | 9.76% | 61.4% | 188 | 2.13% | 1.8 |
|
| 4335 |
SC
4335
Salzman & Co
Pittsford,
New York
| $110M | +$21.9M | +25% | 13.2% | 15.7% | 10 | 60% | 0.5 |
|
| 4336 |
GWAG
4336
Garrett Wealth Advisory Group
Weatherford,
Texas
| $110M | – | – | 10.2% | 66.1% | 45 | – | 0 |
|
| 4337 |
RWG
4337
Regal Wealth Group
Seal Beach,
California
| $110M | -$36.5M | -25% | 11.6% | 17% | 177 | 10.17% | 2.4 |
|
| 4338 |
JC
4338
Jentner Corp
Akron,
Ohio
| $110M | -$11M | -9% | 8.94% | 38.9% | 33 | 18.18% | 1.6 |
|
| 4339 |
OIWM
4339
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
| $109M | -$11.9M | -10% | 8.65% | – | 57 | 22.81% | 0.9 |
|
| 4340 |
GIA
4340
Gargoyle Investment Advisor
Englewood,
New Jersey
| $109M | -$29.7M | -21% | 15.8% | 34.5% | 138 | 63.77% | 1 |
|
| 4341 |
KAM
4341
Kassirer Asset Management
Toronto,
Ontario, Canada
| $109M | -$43.1M | -28% | 13.1% | 577% | 95 | 70.53% | 0.7 |
|
| 4342 |
EIP
4342
Edgbaston Investment Partners
| $109M | -$3.07M | -3% | 3.16% | 4.67% | 2 | 0% | 1 |
|
| 4343 |
MAG
4343
Millrace Asset Group
Berwyn,
Pennsylvania
| $109M | -$19.2M | -15% | 14.1% | 113% | 84 | 47.62% | 0.8 |
|
| 4344 |
PL
4344
Protective Life
Birmingham,
Alabama
| $109M | -$12.5M | -10% | 3.58% | 38.4% | 13 | 7.69% | 0.3 |
|
| 4345 |
AFA
4345
Abacus FCF Advisors
Orlando,
Florida
| $109M | – | – | 11.8% | 197% | 96 | – | 1.1 |
|
| 4346 |
CG
4346
Corundum Group
Colorado Springs,
Colorado
| $109M | – | – | 13.2% | 80.5% | 76 | – | 1.5 |
|
| 4347 |
KSCM
4347
Kamunting Street Capital Management
Miami Beach,
Florida
| $109M | -$552K | -0.5% | 20% | 7.47% | 38 | 50% | 0.6 |
|
| 4348 |
S
4348
SimplyRich
Carlsbad,
California
| $109M | -$74.5M | -41% | 9.66% | 98.3% | 159 | 53.46% | 1 |
|
| 4349 |
SI
4349
SCP Investment
Orinda,
California
| $109M | -$14.9M | -12% | 23.4% | 32.8% | 42 | 52.38% | 0.5 |
|
| 4350 |
SCA
4350
Sander Capital Advisors
Seattle,
Washington
| $109M | -$37.6M | -26% | 15.3% | 68.8% | 13 | 38.46% | 1 |
|