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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
CFN
4526
Cordasco Financial Network
Naples,
Florida
| $105M | +$2.27M | +2% | 1.48% | 31.1% | 503 | 11.33% | 8.7 |
|
| 4527 |
LSC
4527
Lesa Sroufe & Co
Seattle,
Washington
| $105M | -$8.32M | -7% | 0.85% | – | 63 | 4.76% | 12.1 |
|
| 4528 |
LB
4528
Legacy Bridge
West Des Moines,
Iowa
| $105M | +$1.07M | +1% | 1.07% | 225% | 306 | 13.07% | 2.7 |
|
| 4529 |
AW
4529
Avion Wealth
The Woodlands,
Texas
| $105M | – | – | 0.05% | 45.4% | 43 | – | 0 |
|
| 4530 |
TA
4530
Townsend & Associates
Westminster,
Colorado
| $105M | -$26.4M | -20% | 0.68% | 54.1% | 84 | 23.81% | 5.3 |
|
| 4531 |
LFPWM
4531
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $105M | +$2.56M | +3% | 0.86% | 46.3% | 53 | 16.98% | 4.3 |
|
| 4532 |
EIP
4532
Edgbaston Investment Partners
| $105M | -$14.5M | -12% | 8.78% | 4.67% | 3 | 0% | 5.3 |
|
| 4533 |
LAIC
4533
Lederer & Associates Investment Counsel
Long Beach,
California
| $105M | -$4.26M | -4% | 2.28% | 75.5% | 92 | 7.61% | 12.4 |
|
| 4534 |
FNBOSM
4534
First National Bank of South Miami
South Miami,
Florida
| $105M | -$2.25M | -2% | 0.76% | 35.2% | 286 | 2.1% | 2.8 |
|
| 4535 |
WMRU
4535
William Marsh Rice University
Houston,
Texas
| $105M | -$23.1M | -18% | 8.38% | 4.44% | 5 | 80% | 3.7 |
|
| 4536 |
HAS
4536
HBW Advisory Services
Simi Valley,
California
| $104M | – | – | 2.41% | 62.1% | 60 | – | 0 |
|
| 4537 |
FI
4537
Financial Insights
Tacoma,
Washington
| $104M | +$5.87M | +6% | 1.64% | 71.9% | 70 | 11.43% | 2.5 |
|
| 4538 |
JA
4538
JVL Advisors
Houston,
Texas
| $104M | -$33.7M | -24% | 23.7% | 89.4% | 11 | 36.36% | 6.7 |
|
| 4539 |
AIM
4539
Act II Management
New York
| $104M | -$5.15M | -5% | 0.85% | 43.6% | 23 | 13.04% | 9.3 |
|
| 4540 |
PD
4540
Planning Directions
Glen Mills,
Pennsylvania
| $104M | +$5.71M | +6% | 1.54% | 46.3% | 60 | 18.33% | 4.8 |
|
| 4541 |
OAMA
4541
Oslo Asset Management AS
Oslo,
Norway
| $104M | -$284M | -73% | 32.4% | 82.7% | 14 | 14.29% | 11.3 |
|
| 4542 |
FP
4542
Factorial Partners
Mt. Kisco,
New York
| $104M | -$155K | -0.1% | 0.5% | 88.7% | 121 | 25.62% | 4.2 |
|
| 4543 |
JCM
4543
Jacobsen Capital Management
Salt Lake City,
Utah
| $104M | +$3.59M | +4% | 1.83% | 86.7% | 67 | 11.94% | 0.9 |
|
| 4544 |
AFM
4544
Andesa Financial Management
Allentown,
Pennsylvania
| $103M | -$2.15M | -2% | 3.02% | 73.6% | 112 | 13.39% | 4.1 |
|
| 4545 |
RAM
4545
RK Asset Management
Grosse Pointe Farms,
Michigan
| $103M | -$966K | -0.9% | 1.8% | 47.6% | 19 | 10.53% | 11.9 |
|
| 4546 |
DM
4546
Delphi Management
Brookline,
Massachusetts
| $103M | -$8.2M | -7% | 2.84% | 111% | 100 | 15% | 8.8 |
|
| 4547 |
TM
4547
Titan Managers
Scottsdale,
Arizona
| $103M | -$2.44M | -2% | 0.93% | 2.57% | 50 | 84% | 2.3 |
|
| 4548 |
SCM
4548
Stonepine Capital Management
Bend,
Oregon
| $103M | -$42.2M | -29% | 7.67% | 231% | 32 | 40.63% | 4 |
|
| 4549 |
MSWMA
4549
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $103M | -$823K | -0.8% | 0.59% | 44% | 38 | 5.26% | 2.7 |
|
| 4550 |
MRI
4550
Mad River Investors
Boston,
Massachusetts
| $103M | -$11.4M | -10% | 4.39% | 225% | 28 | 17.86% | 14.3 |
|