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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
TWM
4926
Triton Wealth Management
Sun City,
Arizona
| $175M | +$27.8M | +19% | 11.1% | – | 131 | 29.01% | 0.7 |
|
| 4927 |
MWP
4927
Madison Wealth Partners
Madison,
Wisconsin
| $175M | +$32.5M | +23% | 6.22% | 66.9% | 74 | 29.73% | 0.4 |
|
| 4928 |
OPWM
4928
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $175M | +$17.5M | +11% | 5.55% | 91.4% | 171 | 28.65% | 0.4 |
|
| 4929 |
SAM
4929
Sequent Asset Management
Houston,
Texas
| $174M | +$12.5M | +8% | 4.48% | 51.3% | 73 | 15.07% | 2.7 |
|
| 4930 |
SW
4930
StrongBox Wealth
Lee's Summit,
Missouri
| $174M | +$13.1M | +8% | 6.46% | 57.8% | 106 | 16.98% | 0.9 |
|
| 4931 |
MPW
4931
Monterey Private Wealth
Monterey,
California
| $174M | -$7.46M | -4% | 6.65% | 29.8% | 102 | 8.82% | 1.1 |
|
| 4932 |
BCM
4932
Beddow Capital Management
Jackson,
Wyoming
| $174M | +$16.8M | +11% | 5.57% | 50.7% | 60 | 13.33% | 3.9 |
|
| 4933 |
AMC
4933
Asset Management Corp
Northbrook,
Illinois
| $174M | -$59.1M | -25% | 6.32% | 57.1% | 210 | 28.1% | 0.9 |
|
| 4934 |
SIRP
4934
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $174M | -$21.6M | -11% | 6.33% | 60.5% | 11 | 54.55% | 0.7 |
|
| 4935 |
BWA
4935
Bordeaux Wealth Advisors
Menlo Park,
California
| $174M | +$29.9M | +21% | 6.84% | 141% | 70 | 12.86% | 0.4 |
|
| 4936 |
JWS
4936
Juncture Wealth Strategies
Scottsdale,
Arizona
| $174M | +$15M | +9% | 6.89% | 76.5% | 125 | 30.4% | 2.5 |
|
| 4937 |
YEPV
4937
Yorktown Energy Partners VIII
New York
| $174M | +$49.6M | +40% | 41.2% | 15.2% | 2 | 0% | 4.8 |
|
| 4938 |
LWMG
4938
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| $174M | +$21.8M | +14% | 7.21% | 21.1% | 73 | 13.7% | 0.4 |
|
| 4939 |
GWM
4939
Gray Wealth Management
Bangor,
Maine
| $174M | +$16M | +10% | 6.17% | 22.1% | 119 | 9.24% | 1 |
|
| 4940 |
IWMA
4940
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $173M | +$17.5M | +11% | 4.21% | 31.1% | 53 | 11.32% | 2.6 |
|
| 4941 |
AIIC
4941
AJU IB Investment Company
Seoul,
South Korea
| $173M | -$91.7M | -35% | 4.17% | – | 11 | 0% | 0.5 |
|
| 4942 |
GEH
4942
General Equity Holdings
Brooklyn,
New York
| $173M | +$5.05M | +3% | 10.8% | 775% | 14 | 35.71% | 0.6 |
|
| 4943 |
ARCM
4943
Asia Research & Capital Management
Hong Kong
| $173M | – | – | 14.1% | – | 5 | – | 0 |
|
| 4944 |
FA
4944
Fortis Advisors
Wayne,
Pennsylvania
| $173M | +$32.4M | +23% | 6.06% | 72.8% | 287 | 25.44% | 1.6 |
|
| 4945 |
NWS
4945
Newport Wealth Strategies
Irvine,
California
| $173M | +$11.9M | +7% | 7.17% | 51.5% | 115 | 6.09% | 1.9 |
|
| 4946 |
APSI
4946
Asset Planning Services Inc
Covington,
Louisiana
| $173M | +$7.44M | +4% | 5.42% | 138% | 41 | 4.88% | 2.9 |
|
| 4947 |
RPG
4947
Resource Planning Group
Atlanta,
Georgia
| $173M | +$20.2M | +13% | 4.02% | 1.9% | 88 | 29.55% | 1.5 |
|
| 4948 |
EF
4948
Exeter Financial
Scottsdale,
Arizona
| $172M | +$13.9M | +9% | 5.73% | 59.1% | 82 | 4.88% | 2.8 |
|
| 4949 |
ER
4949
EVR Research
Richmond,
Virginia
| $172M | +$40.7M | +31% | 9.96% | 165% | 34 | 44.12% | 0.3 |
|
| 4950 |
FA
4950
Fermata Advisors
Sonoma,
California
| $172M | +$53.2M | +45% | 5.61% | 58.3% | 155 | 56.13% | 0.1 |
|