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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
RWPA
5026
Richard W. Paul & Associates
Novi,
Michigan
| $327M | +$29.9M | +10% | 12.9% | 65.2% | 334 | 14.37% | 2.5 |
|
| 5027 |
WAOTB
5027
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $327M | +$24.6M | +8% | 12.8% | 86.2% | 96 | 5.21% | 4.1 |
|
| 5028 |
DS
5028
Dalal Street
West Lake Hills,
Texas
| $327M | -$96.1M | -23% | 18.7% | 92.7% | 4 | 25% | 1.6 |
|
| 5029 |
TAFW
5029
Tred Avon Family Wealth
Easton,
Maryland
| $327M | +$25.4M | +8% | 14.7% | – | 278 | 11.87% | 0.7 |
|
| 5030 |
RL
5030
Rogco LP
Claremore,
Oklahoma
| $327M | +$27.2M | +9% | 10.2% | 53.3% | 236 | 18.22% | 1.9 |
|
| 5031 |
JAM
5031
JCIC Asset Management
Toronto,
Ontario, Canada
| $326M | $0 | 0% | 9.06% | – | 113 | 0% | 4.8 |
|
| 5032 |
CIM
5032
Capital Investment Management
Lees Summit,
Missouri
| $326M | +$35.2M | +12% | 11.3% | – | 139 | 15.11% | 0.4 |
|
| 5033 |
VWM
5033
Vigilare Wealth Management
Scottsdale,
Arizona
| $326M | +$30.3M | +10% | 9.28% | 56.9% | 130 | 21.54% | 2.5 |
|
| 5034 |
MFC
5034
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $326M | +$31.6M | +11% | 12% | 56.5% | 207 | 7.25% | 3.1 |
|
| 5035 |
RFA
5035
Register Financial Advisors
Atlanta,
Georgia
| $326M | +$55.5M | +21% | 27.2% | 126% | 438 | 14.38% | 2 |
|
| 5036 |
HWM
5036
Hassell Wealth Management
Houma,
Louisiana
| $326M | +$28M | +9% | 8.97% | 46.3% | 29 | 3.45% | 2.7 |
|
| 5037 |
APW
5037
Aventura Private Wealth
Aventura,
Florida
| $326M | +$52.5M | +19% | 24.2% | – | 1,021 | 15.48% | 1.1 |
|
| 5038 |
LC
5038
LCNB Corp
Lebanon,
Ohio
| $326M | +$28.5M | +10% | 15.4% | 75.2% | 191 | 6.28% | 5.8 |
|
| 5039 |
FWM
5039
Forza Wealth Management
Sarasota,
Florida
| $326M | +$38.5M | +13% | 11.3% | 65.6% | 198 | 7.07% | 2.7 |
|
| 5040 |
SPG
5040
Snow Phipps Group
New York
| $326M | +$8.27M | +3% | 2.58% | 58% | 2 | 0% | 6.3 |
|
| 5041 |
SA
5041
Sycale Advisors
New York
| $326M | +$125M | +63% | 11.8% | 31.5% | 28 | 53.57% | 0.7 |
|
| 5042 |
NPI
5042
New Perspectives Inc
Ridgeland,
Mississippi
| $326M | +$37.1M | +13% | 10.2% | – | 50 | 14% | 2.5 |
|
| 5043 |
FWP
5043
Family Wealth Partners
Matthews,
North Carolina
| $326M | +$33M | +11% | 10.7% | – | 125 | 28.8% | 1.3 |
|
| 5044 |
TJHA
5044
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $326M | +$31.7M | +11% | 4.61% | 17.7% | 148 | 35.14% | 3.4 |
|
| 5045 |
WAG
5045
Wilkerson Advisory Group
Columbia,
Missouri
| $326M | +$34.6M | +12% | 12.6% | – | 659 | 12.29% | 0.4 |
|
| 5046 |
TWM
5046
Triton Wealth Management
Sun City,
Arizona
| $326M | +$56M | +21% | 21.2% | – | 142 | 19.01% | 2.6 |
|
| 5047 |
SAM
5047
S.A. Mason
Holland,
Michigan
| $326M | +$59.1M | +22% | 20.6% | 116% | 294 | 13.61% | 4.5 |
|
| 5048 |
MAM
5048
Mullooly Asset Management
Wall Township,
New Jersey
| $325M | +$53.9M | +20% | 20.4% | – | 60 | 15% | 1 |
|
| 5049 |
SC
5049
Sykon Capital
Harrison,
New York
| $325M | +$24.8M | +8% | 11.2% | 63.7% | 132 | 48.48% | 1 |
|
| 5050 |
BCIM
5050
Bishop & Co Investment Management
Erie,
Pennsylvania
| $325M | +$33.3M | +11% | 11.1% | 47.6% | 26 | 0% | 6.9 |
|