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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
VWM
4901
Vigilare Wealth Management
Scottsdale,
Arizona
| $98.5M | +$15M | +18% | 21.4% | 56.9% | 154 | 46.1% | 0.3 |
|
| 4902 |
RC
4902
Rovin Capital
Mesa,
Arizona
| $98.5M | +$2.8M | +3% | 18.3% | 63.8% | 45 | 31.11% | 0.4 |
|
| 4903 |
ACWM
4903
Adams Chetwood Wealth Management
Durham,
North Carolina
| $98.4M | +$12.9M | +15% | 19.4% | – | 71 | 7.04% | 0.5 |
|
| 4904 |
SCM
4904
Spreng Capital Management
Bucyrus,
Ohio
| $98.3M | +$11.3M | +13% | 15.7% | 72.5% | 85 | 16.47% | 0.4 |
|
| 4905 |
SLWS
4905
Swaine & Leidel Wealth Services
Sebring,
Florida
| $98.1M | +$1.77M | +2% | 18.1% | – | 61 | 31.15% | 0.7 |
|
| 4906 |
TC
4906
Truvestments Capital
Sarasota,
Florida
| $98.1M | +$19.4M | +25% | 20.6% | 131% | 648 | 24.07% | 0.5 |
|
| 4907 |
PWA
4907
Providence Wealth Advisors
Frankfort,
Illinois
| $98M | +$15.2M | +18% | 16.4% | 112% | 90 | 8.89% | 1.7 |
|
| 4908 |
WOA
4908
Water Oak Advisors
Winter Park,
Florida
| $98M | -$27M | -22% | 19.1% | 12.9% | 17 | 29.41% | 4.6 |
|
| 4909 |
SH
4909
Svenska Handelsbanken
Stockholm,
Sweden
| $97.9M | +$22.6M | +30% | 28.4% | – | 52 | 23.08% | 2.5 |
|
| 4910 |
MAG
4910
Millrace Asset Group
Berwyn,
Pennsylvania
| $97.8M | +$31.6M | +48% | 46% | 113% | 94 | 58.51% | 0.7 |
|
| 4911 |
PMAM
4911
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $97.8M | -$40M | -29% | 16.2% | 28.7% | 33 | 18.18% | 1.1 |
|
| 4912 |
AWM
4912
Adams Wealth Management
Logan,
Utah
| $97.8M | +$18.2M | +23% | 19.6% | 105% | 94 | 43.62% | 0.3 |
|
| 4913 |
RFO
4913
RiverGlades Family Offices
Naples,
Florida
| $97.8M | +$3.82M | +4% | 15.2% | – | 69 | 20.29% | 1.1 |
|
| 4914 |
IWAG
4914
Integer Wealth Advisors Group
Cartersville,
Georgia
| $97.7M | +$9.66M | +11% | 23.2% | – | 67 | 7.46% | 0.5 |
|
| 4915 |
BAM
4915
Bellevue Asset Management
Bellevue,
Washington
| $97.4M | +$1.12M | +1% | 19.8% | 56.7% | 650 | 12.77% | 0.4 |
|
| 4916 |
IWP
4916
Insight Wealth Partners
Plano,
Texas
| $97.4M | +$20.7M | +27% | 14.4% | 63.2% | 43 | 11.63% | 0.4 |
|
| 4917 |
QCIG
4917
Quad-Cities Investment Group
Davenport,
Iowa
| $97.3M | +$19.1M | +24% | 19.6% | 61% | 165 | 16.97% | 1.9 |
|
| 4918 |
EAM
4918
Exane Asset Management
Paris,
France
| $97M | +$45.8M | +89% | 18.6% | 77.5% | 19 | 57.89% | 0.4 |
|
| 4919 |
HM
4919
HCSF Management
San Francisco,
California
| $96.9M | +$3.87M | +4% | 36.2% | 58.8% | 14 | 28.57% | 2.4 |
|
| 4920 |
BRG
4920
Bay Rivers Group
Williamsburg,
Virginia
| $96.7M | +$26.1M | +37% | 22.7% | 166% | 66 | 30.3% | 0.4 |
|
| 4921 |
TWM
4921
Triton Wealth Management
Sun City,
Arizona
| $96.6M | +$34.8M | +56% | 29.4% | – | 91 | 42.86% | 0.2 |
|
| 4922 |
GB
4922
Gunma Bank
Gunma,
Japan
| $96.6M | -$28.4M | -23% | 16.4% | 24.5% | 19 | 68.42% | 1.8 |
|
| 4923 |
CC
4923
Copperleaf Capital
Raleigh,
North Carolina
| $96.4M | +$13.2M | +16% | 13.8% | 102% | 51 | 19.61% | 0.4 |
|
| 4924 |
GCM
4924
GoodHaven Capital Management
Millburn,
New Jersey
| $96.4M | +$5.48M | +6% | 27.6% | 80.7% | 28 | 21.43% | 3.8 |
|
| 4925 |
MAS
4925
Madden Advisory Services
Jacksonville,
Florida
| $96.4M | -$47.8M | -33% | 19.5% | 52.3% | 78 | 23.08% | 4 |
|