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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 |
JWS
4326
Juncture Wealth Strategies
Scottsdale,
Arizona
| $124M | -$5.04M | -4% | 1.4% | 76.5% | 133 | 30.83% | 2.2 |
|
| 4327 |
MA
4327
MONECO Advisors
Fairfield,
Connecticut
| $124M | +$844K | +0.7% | 3.15% | 70.5% | 141 | 10.64% | 0.4 |
|
| 4328 |
THWM
4328
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $124M | -$10.6M | -8% | 3% | 47.8% | 427 | 5.39% | 1.3 |
|
| 4329 |
9WM
4329
9258 Wealth Management
Blue Ash,
Ohio
| $124M | +$6.44M | +5% | 3% | 49.6% | 198 | 17.17% | 0.4 |
|
| 4330 |
ERM
4330
Elm Ridge Management
Briarcliff Manor,
New York
| $124M | -$10.4M | -8% | 5.9% | 93.6% | 34 | 26.47% | 2.3 |
|
| 4331 |
DACG
4331
Donor Advised Charitable Giving
San Francisco,
California
| $124M | +$4.78M | +4% | 4.02% | 365% | 56 | 57.14% | 0.4 |
|
| 4332 |
NWM
4332
Northwest Wealth Management
Spencer,
Iowa
| $124M | -$8.71M | -7% | 2.08% | 63.4% | 543 | 78.27% | 1.8 |
|
| 4333 |
GP
4333
Geneva Partners
Lake Geneva,
Wisconsin
| $124M | +$6.53M | +6% | 7.3% | 401% | 73 | 27.4% | 1.5 |
|
| 4334 |
GPWA
4334
Great Point Wealth Advisors
Boston,
Massachusetts
| $124M | +$6.06M | +5% | 2.38% | – | 45 | 6.67% | 0.5 |
|
| 4335 |
FFC
4335
First Financial Corp
Terre Haute,
Indiana
| $124M | -$10.1M | -8% | 1.35% | 95.3% | 325 | 7.38% | 4.7 |
|
| 4336 |
GCM
4336
GoodHaven Capital Management
Millburn,
New Jersey
| $124M | +$572K | +0.5% | 3.83% | 80.7% | 24 | 8.33% | 3.8 |
|
| 4337 |
HA
4337
Harborview Advisors
Portland,
Maine
| $124M | +$8.22M | +7% | 2.26% | 27.1% | 87 | 11.49% | 0.9 |
|
| 4338 |
DC
4338
Defender Capital
Charlotte,
North Carolina
| $124M | -$1.43M | -1% | 1.54% | 101% | 16 | 0% | 0.5 |
|
| 4339 |
SA
4339
Shilanski & Associates
Anchorage,
Alaska
| $123M | – | – | 4.12% | 84.2% | 91 | – | 0 |
|
| 4340 |
WIA
4340
Westbourne Investment Advisors
Annapolis,
Maryland
| $123M | -$7.22M | -6% | 3.18% | 89.4% | 99 | 13.13% | 2.9 |
|
| 4341 |
RCA
4341
Rex Capital Advisors
Providence,
Rhode Island
| $123M | +$3.2M | +3% | 3.17% | 7.31% | 17 | 5.88% | 3.4 |
|
| 4342 |
WC
4342
Weil Company
San Diego,
California
| $123M | +$3.57M | +3% | 7.67% | 71.7% | 110 | 17.27% | 1.1 |
|
| 4343 |
GAM
4343
GVO Asset Management
Zug,
Switzerland
| $123M | +$8.95M | +8% | 0.83% | 71.2% | 11 | 63.64% | 0.6 |
|
| 4344 |
HWC
4344
Hill Winds Capital
High Falls,
New York
| $123M | -$300K | -0.2% | 0.61% | 8.52% | 36 | 58.33% | 0.3 |
|
| 4345 |
GIM
4345
Groesbeck Investment Management
Paramus,
New Jersey
| $123M | -$8.08M | -6% | 1.48% | 147% | 104 | 14.42% | 2.7 |
|
| 4346 |
HSCU
4346
Half Sky Capital (UK)
London,
United Kingdom
| $123M | +$2.35M | +2% | 3.2% | 13% | 8 | 50% | 0.4 |
|
| 4347 |
TA
4347
TRB Advisors
New York
| $123M | -$211M | -63% | 7.65% | 64% | 20 | 45% | 1.6 |
|
| 4348 |
RMSCM
4348
R.M. Sincerbeaux Capital Management
New York
| $123M | -$1.24M | -1% | 6.01% | 76.4% | 53 | 7.55% | 4.6 |
|
| 4349 |
SMC
4349
S. Muoio & Co
New York
| $123M | +$13.7M | +13% | 11.4% | 327% | 88 | 40.91% | 2 |
|
| 4350 |
C
4350
Cerebellum
San Francisco,
California
| $123M | +$7.63M | +7% | 2.43% | – | 550 | 45.82% | 0.5 |
|