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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 |
FCCM
4826
First City Capital Management
Savannah,
Georgia
| $182M | +$9.31M | +5% | 6.24% | 76.5% | 175 | 5.71% | 4.2 |
|
| 4827 |
CFP
4827
Curran Financial Partners
Daniel Island,
South Carolina
| $182M | +$42.8M | +31% | 6.08% | 49.4% | 65 | 13.85% | 0.4 |
|
| 4828 |
DRS
4828
Deane Retirement Strategies
New Orleans,
Louisiana
| $182M | -$3.84M | -2% | 5.71% | 73.4% | 71 | 30.99% | 2 |
|
| 4829 |
HWM
4829
Howard Wealth Management
Madison,
Connecticut
| $182M | +$10.7M | +6% | 4.74% | 60.3% | 129 | 3.88% | 1.2 |
|
| 4830 |
BFA
4830
Brendel Financial Advisors
Hanover,
New Hampshire
| $182M | +$32.5M | +22% | 8.63% | 126% | 287 | 71.08% | 0.4 |
|
| 4831 |
BA
4831
Bennicas & Associates
Portola Valley,
California
| $182M | +$7.54M | +4% | 4.88% | 40.3% | 100 | 2% | 5 |
|
| 4832 |
HR
4832
Hayden Royal
Charlotte,
North Carolina
| $182M | +$6.97M | +4% | 7.74% | 100% | 231 | 21.65% | 0.7 |
|
| 4833 |
PFA
4833
Professional Financial Advisors
North Platte,
Nebraska
| $182M | +$20.6M | +13% | 7% | 59.2% | 440 | 19.32% | 0.7 |
|
| 4834 |
DI
4834
Dalton Investments
Las Vegas,
Nevada
| $182M | -$1.03M | -0.6% | 0.45% | 95.1% | 30 | 10% | 3.1 |
|
| 4835 |
EW
4835
Emerson Wealth
Bloomfield Hills,
Michigan
| $182M | +$13.3M | +8% | 7.04% | 18.1% | 44 | 18.18% | 1.1 |
|
| 4836 |
MA
4836
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $181M | +$25.5M | +16% | 12.6% | 203% | 102 | 9.8% | 0.4 |
|
| 4837 |
FCP
4837
Fosse Capital Partners
London,
United Kingdom
| $181M | -$10.5M | -5% | 9.53% | 80% | 6 | 16.67% | 0.5 |
|
| 4838 |
CC
4838
Cipher Capital
New York
| $181M | -$673M | -79% | 6.18% | – | 641 | 79.88% | 0.3 |
|
| 4839 |
FPF
4839
First Pacific Financial
Vancouver,
Washington
| $181M | +$20.9M | +13% | 7.17% | 53.6% | 93 | 3.23% | 0.5 |
|
| 4840 |
AP
4840
Agilis Partners
Waltham,
Massachusetts
| $181M | -$38.7M | -18% | 5.86% | 8.47% | 27 | 3.7% | 2.2 |
|
| 4841 |
SFP
4841
Strategic Financial Partners
Bend,
Oregon
| $181M | +$12.4M | +7% | 6.14% | 54.8% | 68 | 10.29% | 1.2 |
|
| 4842 |
HVP
4842
Hudson Value Partners
Palm Beach,
Florida
| $181M | +$15.5M | +9% | 6.88% | 124% | 123 | 16.26% | 0.4 |
|
| 4843 |
YCM
4843
Yaupon Capital Management
New York
| $181M | +$63.2M | +54% | 5.63% | 122% | 81 | 59.26% | 0.4 |
|
| 4844 |
HBCM
4844
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $181M | +$12.6M | +8% | 7.61% | 58.9% | 79 | 21.52% | 0.4 |
|
| 4845 |
AM
4845
Atwater Malick
Lancaster,
Pennsylvania
| $181M | +$17.9M | +11% | 5.46% | 83.4% | 51 | 11.76% | 1.7 |
|
| 4846 |
PFA
4846
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $181M | +$17.3M | +11% | 9.62% | 95.3% | 104 | 22.12% | 0.8 |
|
| 4847 |
CPW
4847
Catalyst Private Wealth
San Mateo,
California
| $181M | +$38.4M | +27% | 11.5% | 120% | 75 | 25.33% | 0.6 |
|
| 4848 |
CCM
4848
Clearfield Capital Management
New York
| $181M | -$82M | -31% | 1.29% | 421% | 13 | 76.92% | 0.2 |
|
| 4849 |
EAM
4849
Eukles Asset Management
Cincinnati,
Ohio
| $180M | +$25.8M | +17% | 7.36% | 77.2% | 249 | 16.06% | 1.6 |
|
| 4850 |
ROC
4850
Running Oak Capital
Edina,
Minnesota
| $180M | -$148M | -45% | 5.83% | 32.7% | 64 | 14.06% | 1.2 |
|