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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
40.91%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4851 |
BKA
4851
Brick & Kyle Associates
Newtown,
Pennsylvania
| $172M | +$6.97M | +4% | 9.27% | 97.4% | 57 | 1.75% |
|
| 4852 |
GAG
4852
Goodman Advisory Group
Needham,
Massachusetts
| $172M | -$11.5M | -6% | 8.82% | 88.8% | 170 | 16.47% |
|
| 4853 |
JA
4853
JVL Associates
Wyoming,
Michigan
| $172M | +$6.55M | +4% | 5.84% | 73.3% | 41 | 19.51% |
|
| 4854 |
KC
4854
Kinloch Capital
Glen Allen,
Virginia
| $172M | +$20.3M | +13% | 13% | 63.4% | 77 | 19.48% |
|
| 4855 |
FWM
4855
FSA Wealth Management
Needham,
Massachusetts
| $172M | +$28.8M | +20% | 7.01% | – | 59 | 32.2% |
|
| 4856 |
WA
4856
Waterford Advisors
Orchard Park,
New York
| $172M | – | – | 7.35% | 50.5% | 50 | – |
|
| 4857 |
CCM
4857
Cribstone Capital Management
Augusta,
Maine
| $172M | +$9.92M | +6% | 6.61% | 22.4% | 483 | 19.88% |
|
| 4858 |
TPW
4858
TL Private Wealth
Southlake,
Texas
| $172M | +$10.4M | +6% | 6.51% | 46% | 47 | 14.89% |
|
| 4859 |
VWM
4859
Vigilare Wealth Management
Scottsdale,
Arizona
| $171M | +$94.1M | +122% | 4.72% | 56.9% | 118 | 22.03% |
|
| 4860 |
MWP
4860
Madison Wealth Partners
Madison,
Wisconsin
| $171M | +$18.5M | +12% | 6.72% | 66.9% | 80 | 16.25% |
|
| 4861 |
EAM
4861
Eukles Asset Management
Cincinnati,
Ohio
| $171M | +$18.7M | +12% | 11.9% | 77.2% | 229 | 2.18% |
|
| 4862 |
ROC
4862
Robertson Opportunity Capital
Dallas,
Texas
| $171M | +$8.78M | +5% | 12.5% | 93.4% | 27 | 18.52% |
|
| 4863 |
DI
4863
DAGCO Inc
Westlake,
Ohio
| $171M | +$12.1M | +8% | 9.97% | 66.5% | 90 | 13.33% |
|
| 4864 |
C1AG
4864
Client 1st Advisory Group
Dunedin,
Florida
| $171M | +$10.3M | +6% | 7.03% | 57.4% | 90 | 11.11% |
|
| 4865 |
IWMWV
4865
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $171M | +$31.7M | +23% | 6.96% | 35.2% | 24 | 4.17% |
|
| 4866 |
SL
4866
Sentinus LLC
Oak Brook,
Illinois
| $171M | +$10.9M | +7% | 5.78% | – | 139 | 29.5% |
|
| 4867 |
AA
4867
Altrafin AG
Zurich,
| $171M | +$3.75M | +2% | 6.86% | 97.6% | 77 | 11.69% |
|
| 4868 |
TIA
4868
Tiemann Investment Advisors
Menlo Park,
California
| $171M | +$16.4M | +11% | 7.94% | 77% | 199 | 12.56% |
|
| 4869 |
SPI
4869
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $171M | +$21.9M | +15% | 17.2% | 88% | 53 | 22.64% |
|
| 4870 |
SM
4870
Salzhauer Michael
| $171M | +$7.05M | +4% | 6.65% | 107% | 124 | 16.13% |
|
| 4871 |
FFG
4871
Fortem Financial Group
Palm Desert,
California
| $171M | +$26.1M | +18% | 12.2% | 179% | 159 | 5.66% |
|
| 4872 |
LC
4872
Legacy CG
Plano,
Texas
| $171M | +$18.8M | +12% | 5.44% | 61.2% | 55 | 36.36% |
|
| 4873 |
MSFP
4873
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $171M | +$6.29M | +4% | 8.07% | 92.4% | 405 | 9.14% |
|
| 4874 |
CPC
4874
Congress Park Capital
Saratoga Springs,
New York
| $170M | -$2.25M | -1% | 6.78% | 95.6% | 145 | 14.48% |
|
| 4875 |
OGF
4875
Orin Green Financial
San Diego,
California
| $170M | +$16.5M | +11% | 6.33% | 53.3% | 69 | 8.7% |
|