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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
VIM
4976
VCU Investment Management
Richmond,
Virginia
| $170M | -$19.3M | -10% | 2.39% | – | 8 | 12.5% | 2.5 |
|
| 4977 |
FFG
4977
Fullen Financial Group
Columbus,
Ohio
| $170M | +$13.4M | +9% | 3.98% | 28.4% | 60 | 3.33% | 0.9 |
|
| 4978 |
WFAG
4978
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| $170M | +$15.7M | +10% | 7.64% | 55.5% | 70 | 18.57% | 0.4 |
|
| 4979 |
TI
4979
Truehand Inc
Strafford,
New Hampshire
| $170M | +$6.05M | +4% | 4.8% | 86.9% | 202 | 2.48% | 2.2 |
|
| 4980 |
JF
4980
JSF Financial
Los Angeles,
California
| $170M | +$10.4M | +7% | 6.77% | 79% | 101 | 4.95% | 1.4 |
|
| 4981 |
RH
4981
RFG Holdings
Argyle,
Texas
| $170M | +$10M | +6% | 4.15% | 72.3% | 33 | 12.12% | 0.4 |
|
| 4982 |
IPW
4982
IronBridge Private Wealth
Austin,
Texas
| $170M | +$12.3M | +8% | 11.7% | 122% | 313 | 22.68% | 0.4 |
|
| 4983 |
VIM
4983
Vista Investment Management
Pittsburgh,
Pennsylvania
| $170M | +$8.9M | +6% | 4.65% | 54.4% | 160 | 6.25% | 2.6 |
|
| 4984 |
RSC
4984
Red Spruce Capital
Berwyn,
Pennsylvania
| $169M | +$12.2M | +8% | 8.26% | 98.4% | 91 | 4.4% | 1.3 |
|
| 4985 |
ICM
4985
IMS Capital Management
Portland,
Oregon
| $169M | +$10.6M | +7% | 4.6% | 119% | 140 | 19.29% | 3.2 |
|
| 4986 |
PHAM
4986
Portland Hill Asset Management
London,
United Kingdom
| $169M | +$21.6M | +15% | 10.9% | 30.2% | 33 | 3.03% | 2.6 |
|
| 4987 |
RWG
4987
Regal Wealth Group
Seal Beach,
California
| $169M | -$898K | -0.5% | 5.65% | 17% | 267 | 82.4% | 4.4 |
|
| 4988 |
EWG
4988
Executive Wealth Group
Kirkland,
Washington
| $169M | +$6.57M | +4% | 4.94% | 14.9% | 48 | 6.25% | 2.6 |
|
| 4989 |
ANHIM
4989
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $169M | +$19.5M | +13% | 12.8% | 76.8% | 12 | 0% | 0.5 |
|
| 4990 |
IC
4990
Intel Corp
Santa Clara,
California
| $169M | +$32.3M | +24% | 22.9% | 9.79% | 4 | 25% | 0.4 |
|
| 4991 |
HI
4991
Harrington Investments
Napa,
California
| $169M | +$8.98M | +6% | 7.89% | 109% | 80 | 6.25% | 3.2 |
|
| 4992 |
VLC
4992
Van Leeuwen & Company
Princeton,
New Jersey
| $169M | +$16.6M | +11% | 9.78% | 75.4% | 81 | 34.57% | 1.2 |
|
| 4993 |
SICM
4993
Sustainable Insight Capital Management
New York
| $169M | +$18.4M | +12% | 7.27% | 150% | 145 | 38.62% | 0.9 |
|
| 4994 |
BWM
4994
BCGM Wealth Management
Lafayette,
Indiana
| $169M | +$22.4M | +15% | 5.46% | 54.9% | 100 | 9% | 0.5 |
|
| 4995 |
CSA
4995
Cottage Street Advisors
Marion,
Massachusetts
| $168M | +$16.1M | +11% | 8.23% | 91.4% | 100 | 11% | 3.1 |
|
| 4996 |
LFWA
4996
LBJ Family Wealth Advisors
Austin,
Texas
| $168M | +$9.44M | +6% | 7.47% | 64.9% | 22 | 13.64% | 5.4 |
|
| 4997 |
CCC
4997
Cincinnati Casualty Company
Fairfield,
Ohio
| $168M | +$9.14M | +6% | 6.09% | 56% | 27 | 3.7% | 5.6 |
|
| 4998 |
V
4998
VeraBank
Henderson,
Texas
| $168M | +$14.2M | +9% | 6.5% | 60.6% | 120 | 7.5% | 1.9 |
|
| 4999 |
GPFA
4999
Game Plan Financial Advisors
Westlake,
Ohio
| $168M | +$12.9M | +8% | 8.85% | – | 113 | 16.81% | 0.7 |
|
| 5000 |
HGWM
5000
Harvest Group Wealth Management
Waltham,
Massachusetts
| $168M | +$8.47M | +5% | 3.97% | 28.1% | 69 | 57.97% | 0.6 |
|