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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
BFA
4501
Brendel Financial Advisors
Hanover,
New Hampshire
| $112M | +$24.5M | +28% | 13% | 126% | 89 | 31.46% | 0.2 |
|
| 4502 |
MG
4502
MilWealth Group
Milwaukee,
Wisconsin
| $111M | +$8.21M | +8% | 9.83% | 36.8% | 77 | 18.18% | 0.2 |
|
| 4503 |
PI
4503
Pachira Investments
Dana Point,
California
| $111M | +$33.7M | +44% | 13.1% | 82.3% | 13 | 15.38% | 1.4 |
|
| 4504 |
PSC
4504
Piper Sandler & Co
Minneapolis,
Minnesota
| $111M | +$21.8M | +24% | 2.18% | 0.04% | 21 | 71.43% | 0.2 |
|
| 4505 |
PAM
4505
PVG Asset Management
Golden,
Colorado
| $111M | +$9.53M | +9% | 4.51% | – | 85 | 52.94% | 0.8 |
|
| 4506 |
TA
4506
Trellis Advisors
Ellensburg,
Washington
| $111M | +$12.6M | +13% | 12.2% | 23.3% | 46 | 10.87% | 1 |
|
| 4507 |
PLU
4507
Performa Ltd (US)
Charleston,
South Carolina
| $111M | +$26.9M | +32% | 12.9% | 55.8% | 12 | 58.33% | 0.3 |
|
| 4508 |
BMCM
4508
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $111M | +$1.08M | +1% | 12.7% | 71.4% | 88 | 19.32% | 1.4 |
|
| 4509 |
AWA
4509
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $111M | +$13.2M | +14% | 10.5% | 53.6% | 123 | 8.13% | 1.1 |
|
| 4510 |
VIP
4510
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $111M | +$52M | +89% | 10.6% | 31.9% | 13 | 69.23% | 0.3 |
|
| 4511 |
SMP
4511
Santa Monica Partners
Palm Beach Gardens,
Florida
| $111M | +$19.1M | +21% | 21.9% | 135% | 27 | 3.7% | 1.2 |
|
| 4512 |
SAM
4512
Steinberg Asset Management
New York
| $111M | -$21.8M | -16% | 11.2% | 130% | 43 | 25.58% | 3.2 |
|
| 4513 |
CIP
4513
Capital Insight Partners
Scottsdale,
Arizona
| $111M | +$13.8M | +14% | 14.1% | 51.7% | 80 | 8.75% | 2.3 |
|
| 4514 |
RFO
4514
RiverGlades Family Offices
Naples,
Florida
| $111M | -$7.76M | -7% | 9.71% | – | 93 | 88.17% | 0.1 |
|
| 4515 |
LCC
4515
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $111M | +$2.09M | +2% | 10.3% | 82% | 54 | 22.22% | 1.3 |
|
| 4516 |
AM
4516
Account Management
Boxford,
Massachusetts
| $110M | +$8.8M | +9% | 11.2% | 87.4% | 22 | 0% | 3.7 |
|
| 4517 |
SCI
4517
SkyBridge Capital II
New York
| $110M | -$9.19M | -8% | 7.27% | – | 30 | 0% | 1.7 |
|
| 4518 |
SB
4518
Strategic Blueprint
Atlanta,
Georgia
| $110M | +$41.3M | +60% | 11% | 76.6% | 74 | 35.14% | 0.2 |
|
| 4519 |
QCIG
4519
Quad-Cities Investment Group
Davenport,
Iowa
| $110M | +$12.7M | +13% | 13.1% | 61% | 927 | 12.41% | 0.7 |
|
| 4520 |
WA
4520
Wambolt & Associates
Littleton,
Colorado
| $110M | +$19.4M | +21% | 13.8% | 62.2% | 161 | 17.39% | 0.2 |
|
| 4521 |
FA
4521
Freestate Advisors
Overland Park,
Kansas
| $110M | +$6.31M | +6% | 9.49% | – | 6 | 66.67% | 0.1 |
|
| 4522 |
QI
4522
Qtron Investments
Boston,
Massachusetts
| $110M | -$20.4M | -16% | 18.5% | 139% | 251 | 52.99% | 0.2 |
|
| 4523 |
BBWA
4523
Bell & Brown Wealth Advisors
Newport Beach,
California
| $110M | +$16.2M | +17% | 14.1% | – | 90 | 14.44% | 1 |
|
| 4524 |
NCM
4524
Northstar Capital Management
New York
| $110M | +$15.6M | +17% | 14.7% | – | 93 | 21.51% | 0.9 |
|
| 4525 |
TA
4525
TCG Advisors
Austin,
Texas
| $110M | +$10.9M | +11% | 10% | – | 513 | 85.58% | 0 |
|