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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
OCM
4751
Orser Capital Management
Southlake,
Texas
| $110M | +$39.4M | +56% | 20.8% | 128% | 66 | 27.27% | 1.5 |
|
| 4752 |
MFP
4752
Meridian Financial Partners
Warrenton,
Virginia
| $110M | +$17.8M | +19% | 14.6% | 73.1% | 64 | 28.13% | 1.1 |
|
| 4753 |
SFG
4753
Sunburst Financial Group
Vestavia Hills,
Alabama
| $110M | +$15.8M | +17% | 17.1% | 55.7% | 57 | 10.53% | 0.4 |
|
| 4754 |
CA
4754
Corrado Advisors
Ramsey,
New Jersey
| $110M | +$3.5M | +3% | 13.2% | 64% | 85 | 25.88% | 1.9 |
|
| 4755 |
OA
4755
Ocean Arete
Hong Kong
| $110M | – | – | 22.4% | – | 12 | – | 0.1 |
|
| 4756 |
GIM
4756
Guardian Investment Management
Tiburon,
California
| $110M | +$12.7M | +13% | 18.7% | 89.7% | 59 | 15.25% | 4 |
|
| 4757 |
WFWM
4757
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| $110M | +$69.4M | +169% | 13.1% | 53.8% | 25 | 28% | 1.9 |
|
| 4758 |
GCM
4758
Garland Capital Management
Bellevue,
Washington
| $110M | +$368K | +0.3% | 11.4% | 55.7% | 32 | 6.25% | 4.6 |
|
| 4759 |
REMS
4759
Real Estate Management Services
| $110M | +$18.5M | +20% | 21.6% | 67.2% | 33 | 12.12% | 2.5 |
|
| 4760 |
SAM
4760
Seelaus Asset Management
Chatham,
New Jersey
| $110M | +$25.3M | +30% | 24% | 134% | 162 | 25.93% | 1.4 |
|
| 4761 |
SW
4761
StrongBox Wealth
Lee's Summit,
Missouri
| $110M | +$21.6M | +24% | 14% | 57.8% | 88 | 20.45% | 0.2 |
|
| 4762 |
NWS
4762
Newport Wealth Strategies
Irvine,
California
| $110M | +$3.35M | +3% | 18.6% | 51.5% | 99 | 26.26% | 1.6 |
|
| 4763 |
LL
4763
LPWM LLC
Minneapolis,
Minnesota
| $110M | +$17.8M | +19% | 18.3% | 54.3% | 48 | 12.5% | 0.4 |
|
| 4764 |
KOMWMG
4764
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $110M | +$20.3M | +23% | 15.3% | 64.9% | 107 | 17.76% | 0.4 |
|
| 4765 |
CMBA
4765
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $110M | +$14.7M | +16% | 22.4% | 70.6% | 477 | 45.7% | 1.2 |
|
| 4766 |
MSWMA
4766
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $110M | +$16.8M | +18% | 18.4% | 44% | 44 | 4.55% | 1.1 |
|
| 4767 |
EP
4767
EPIQ Partners
Minneapolis,
Minnesota
| $110M | +$19.2M | +21% | 18.7% | 49.6% | 63 | 6.35% | 0.5 |
|
| 4768 |
SI
4768
Squadra Investments
Rio De Janeiro,
Brazil
| $109M | +$65.1M | +147% | 101% | 1.55% | 2 | 0% | 0.4 |
|
| 4769 |
SWG
4769
Summit Wealth Group
White River Junction,
Vermont
| $109M | +$10.7M | +11% | 11.7% | 53% | 28 | 3.57% | 0.5 |
|
| 4770 |
BFA
4770
Bluestem Financial Advisors
Champaign,
Illinois
| $109M | +$16.4M | +18% | 13.8% | 39.5% | 25 | 28% | 0.4 |
|
| 4771 |
SIS
4771
SVB Investment Services
Salt Lake City,
Utah
| $109M | -$6.14M | -5% | 14.2% | – | 59 | 6.78% | 0.5 |
|
| 4772 |
WQ
4772
Wealth Quarterback
Toms River,
New Jersey
| $109M | +$118K | +0.1% | 15.6% | 96.7% | 974 | 88.19% | 0.5 |
|
| 4773 |
LCH
4773
Lee Capital Holdings
New York
| $109M | -$12M | -10% | 32.5% | 34.4% | 65 | 44.62% | 1.2 |
|
| 4774 |
TCWM
4774
Total Clarity Wealth Management
St. Charles,
Illinois
| $109M | +$44.2M | +68% | 24.9% | 69.7% | 132 | 32.58% | 0.4 |
|
| 4775 |
CFN
4775
Cordasco Financial Network
Naples,
Florida
| $109M | +$18.8M | +21% | 19.3% | 31.1% | 532 | 12.41% | 2.5 |
|