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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
AFA
4826
Abacus FCF Advisors
Orlando,
Florida
| $105M | +$17.8M | +20% | 28.6% | 197% | 93 | 30.11% | 1.4 |
|
| 4827 |
AIC
4827
Aurora Investment Counsel
Atlanta,
Georgia
| $105M | +$14.6M | +16% | 29.7% | 31.7% | 134 | 28.36% | 1.1 |
|
| 4828 |
TC
4828
Trust Company
Manhattan,
Kansas
| $105M | +$14.5M | +16% | 18.7% | 40.6% | 321 | 13.08% | 3.2 |
|
| 4829 |
BRC
4829
BHF RG Capital
Scottsdale,
Arizona
| $105M | +$29.3M | +39% | 17.5% | – | 38 | 55.26% | 0.3 |
|
| 4830 |
MWA
4830
Moser Wealth Advisors
Bellevue,
Washington
| $105M | +$18.7M | +22% | 21.6% | – | 128 | 14.06% | 0.5 |
|
| 4831 |
WPA
4831
Winning Points Advisors
Boca Raton,
Florida
| $105M | +$2.37M | +2% | 22.9% | – | 66 | 15.15% | 2.8 |
|
| 4832 |
TM
4832
Titan Managers
Scottsdale,
Arizona
| $105M | +$5.46M | +5% | 12.3% | 2.57% | 22 | 81.82% | 0.3 |
|
| 4833 |
MRA
4833
Mountain Road Advisors
New York
| $105M | +$75.5M | +258% | 3.56% | – | 22 | 54.55% | 0.3 |
|
| 4834 |
QAM
4834
Q3 Asset Management
Birmingham,
Michigan
| $105M | +$7.22M | +7% | 22.6% | 96.2% | 40 | 70% | 0.3 |
|
| 4835 |
ACM
4835
Ategra Capital Management
Vienna,
Virginia
| $105M | +$19.4M | +23% | 14.5% | 114% | 91 | 19.78% | 1 |
|
| 4836 |
MC
4836
Mayo Clinic
Rochester,
Minnesota
| $105M | +$65M | +164% | 49% | – | 10 | 30% | 0.4 |
|
| 4837 |
LBA
4837
Lowell Blake & Associates
Boston,
Massachusetts
| $105M | +$26.6M | +34% | 25.1% | 44.2% | 55 | 18.18% | 0.4 |
|
| 4838 |
JWM
4838
JFG Wealth Management
Denver,
Colorado
| $104M | +$43.4M | +71% | 34.8% | 65.2% | 19 | 47.37% | 0.7 |
|
| 4839 |
KCM
4839
Kendall Capital Management
Rockville,
Maryland
| $104M | +$16M | +18% | 24.7% | 120% | 120 | 15.83% | 1.8 |
|
| 4840 |
TK
4840
TIAA Kaspick
Boston,
Massachusetts
| $104M | -$68.4M | -40% | 16.8% | 45.9% | 28 | 35.71% | 0.7 |
|
| 4841 |
ACM
4841
ADW Capital Management
Miami Beach,
Florida
| $104M | +$101M | +3,196% | 69.6% | 78.2% | 4 | 50% | 0.4 |
|
| 4842 |
CRCM
4842
Corbett Road Capital Management
Mclean,
Virginia
| $104M | +$34M | +48% | 17.3% | – | 121 | 49.59% | 0.2 |
|
| 4843 |
IF
4843
Insight Folios
Charlotte,
North Carolina
| $104M | +$16.8M | +19% | 17.5% | 32.9% | 43 | 25.58% | 0.4 |
|
| 4844 |
KFA
4844
Kelleher Financial Advisors
New York
| $104M | +$20.5M | +25% | 26.1% | 72.4% | 111 | 23.42% | 2.6 |
|
| 4845 |
FC
4845
Fusion Capital
Mt. Pleasant,
South Carolina
| $104M | +$20.4M | +24% | 20.9% | 100% | 62 | 20.97% | 0.4 |
|
| 4846 |
KPWG
4846
KFA Private Wealth Group
Tysons,
Virginia
| $104M | +$19.5M | +23% | 18% | 62.8% | 58 | 27.59% | 0.4 |
|
| 4847 |
LM
4847
Lansing Management
New York
| $104M | +$35.5M | +52% | 55.4% | 76.9% | 6 | 0% | 1.5 |
|
| 4848 |
HWMG
4848
Hurlow Wealth Management Group
Bloomington,
Indiana
| $104M | +$10.2M | +11% | 18.7% | 55.8% | 94 | 9.57% | 1.3 |
|
| 4849 |
AWM
4849
Aprio Wealth Management
Atlanta,
Georgia
| $104M | +$24.7M | +31% | 12.6% | 60.6% | 81 | 40.74% | 0.3 |
|
| 4850 |
CI
4850
Centerstone Investors
New York
| $103M | -$6.91M | -6% | 26.3% | 73.7% | 28 | 17.86% | 1.1 |
|