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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
CWA
4701
Clarity Wealth Advisors
San Jose,
California
| $193M | +$17.2M | +10% | 8.44% | 85.1% | 59 | 5.08% | 1.3 |
|
| 4702 |
TA
4702
Trellis Advisors
Ellensburg,
Washington
| $193M | +$14.1M | +8% | 6.78% | 23.3% | 77 | 2.6% | 2.1 |
|
| 4703 |
3F
4703
360 Financial
Wayzata,
Minnesota
| $192M | +$14.8M | +8% | 6.22% | 82.5% | 94 | 18.09% | 1 |
|
| 4704 |
LD
4704
Lipe & Dalton
Syracuse,
New York
| $192M | +$12.1M | +7% | 7.78% | 101% | 108 | 8.33% | 3.6 |
|
| 4705 |
PEA
4705
Pacific Edge Advisors
Corona Del Mar,
California
| $192M | -$15.3M | -7% | 5.77% | 31.3% | 39 | 10.26% | 2.6 |
|
| 4706 |
IMA
4706
Investment Management Associates
Greenwood Village,
Colorado
| $192M | +$21.1M | +12% | 7.6% | 51.6% | 59 | 11.86% | 0.4 |
|
| 4707 |
AFA
4707
Alta Fundamental Advisers
New York
| $192M | +$23.9M | +14% | 20.9% | 340% | 32 | 53.13% | 0.9 |
|
| 4708 |
SCM
4708
Seascape Capital Management
Portsmouth,
New Hampshire
| $192M | +$12.4M | +7% | 5.2% | 111% | 93 | 7.53% | 1 |
|
| 4709 |
CRCM
4709
Crystal Rock Capital Management
Bannockburn,
Illinois
| $192M | +$7.92M | +4% | 13.2% | 172% | 37 | 13.51% | 2.8 |
|
| 4710 |
MHR
4710
Matthew Hamilton Rosenberg
| $192M | +$16.9M | +10% | 5.27% | 52% | 587 | 6.13% | 1 |
|
| 4711 |
NC
4711
Naman Capital
Sao Paulo,
Brazil
| $192M | +$10.4M | +6% | 5.38% | 89.9% | 17 | 0% | 1.9 |
|
| 4712 |
THP
4712
Tower House Partners
London,
United Kingdom
| $192M | -$13.4M | -7% | 11.6% | 21.4% | 6 | 16.67% | 1.4 |
|
| 4713 |
PWC
4713
PYA Waltman Capital
Knoxville,
Tennessee
| $192M | +$15.7M | +9% | 7.67% | 62.4% | 50 | 30% | 1.2 |
|
| 4714 |
MPPLM
4714
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $192M | +$90.7M | +90% | 7.58% | 130% | 129 | 48.06% | 1.7 |
|
| 4715 |
SFSIG
4715
San Francisco Sentry Investment Group
San Francisco,
California
| $192M | -$42.9M | -18% | 9.64% | 436% | 760 | 13.42% | 3.4 |
|
| 4716 |
CCP
4716
Cunning Capital Partners
Morrisville,
North Carolina
| $192M | +$31.3M | +20% | 14.3% | 268% | 45 | 15.56% | 0.5 |
|
| 4717 |
MAG
4717
Millrace Asset Group
Berwyn,
Pennsylvania
| $192M | +$5.98M | +3% | 10% | 113% | 100 | 32% | 0.9 |
|
| 4718 |
PCM
4718
Perritt Capital Management
Chicago,
Illinois
| $192M | +$8.28M | +5% | 6.19% | 80.9% | 214 | 14.02% | 3.6 |
|
| 4719 |
WAOI
4719
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $192M | +$12.2M | +7% | 5.51% | 60.9% | 58 | 17.24% | 0.7 |
|
| 4720 |
WPEP
4720
Walnut Private Equity Partners
Omaha,
Nebraska
| $192M | +$35.1M | +22% | 20.7% | 48% | 17 | 0% | 4.8 |
|
| 4721 |
BKA
4721
Brick & Kyle Associates
Newtown,
Pennsylvania
| $192M | +$10.6M | +6% | 8.2% | 97.4% | 62 | 12.9% | 3.9 |
|
| 4722 |
KCM
4722
Knoll Capital Management
Miami,
Florida
| $191M | +$38M | +25% | 26.8% | 258% | 42 | 7.14% | 1.4 |
|
| 4723 |
MS
4723
Madden Securities
Dallas,
Texas
| $191M | +$20.4M | +12% | 8.09% | 92.2% | 141 | 9.22% | 1 |
|
| 4724 |
PAM
4724
Peninsula Asset Management
Bradenton,
Florida
| $191M | +$11.5M | +6% | 6.48% | 44.1% | 46 | 2.17% | 5.7 |
|
| 4725 |
CC
4725
Codex Capital
New York
| $191M | +$31M | +19% | 13.8% | 84.4% | 48 | 33.33% | 0.5 |
|