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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
IAS
5076
Investment Advisory Services
The Woodlands,
Texas
| $162M | – | – | 7.24% | 65.4% | 92 | – | 1.2 |
|
| 5077 |
CWA
5077
Clearview Wealth Advisors
Salem,
Oregon
| $162M | +$7.82M | +5% | 4.68% | 45.2% | 699 | 13.3% | 0.4 |
|
| 5078 |
CFA
5078
Camarda Financial Advisors
Fleming Island,
Florida
| $162M | +$22M | +16% | 5.59% | 196% | 102 | 37.25% | 1 |
|
| 5079 |
ACM
5079
AUA Capital Management
Camp Hill,
Pennsylvania
| $162M | +$9.67M | +6% | 5.4% | 61.4% | 369 | 7.86% | 2.2 |
|
| 5080 |
CIA
5080
Citadel Investment Advisory
Chesterland,
Ohio
| $162M | +$8.8M | +6% | 7.15% | 67.4% | 74 | 0% | 0.5 |
|
| 5081 |
SCM
5081
Sterneck Capital Management
Kansas City,
Missouri
| $162M | +$18.4M | +13% | 7.11% | 61.5% | 107 | 27.1% | 3 |
|
| 5082 |
TWP
5082
Treybourne Wealth Planners
Greenwood,
Indiana
| $162M | +$17.3M | +12% | 7.15% | – | 48 | 14.58% | 0.4 |
|
| 5083 |
DCM
5083
Delta Capital Management
Red Bank,
New Jersey
| $162M | +$5.04M | +3% | 4.29% | 125% | 82 | 4.88% | 4.4 |
|
| 5084 |
MCAI
5084
Members Capital Advisors Inc
Madison,
Wisconsin
| $162M | +$31M | +24% | 4.72% | – | 69 | 33.33% | 0.9 |
|
| 5085 |
AIA
5085
Arrow Investment Advisors
Laurel,
Maryland
| $162M | +$16.5M | +11% | 5.26% | 36.3% | 112 | 59.82% | 0.5 |
|
| 5086 |
GWCM
5086
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $161M | +$17.9M | +12% | 8.9% | 61.1% | 119 | 5.88% | 4.6 |
|
| 5087 |
REMS
5087
Real Estate Management Services
| $161M | +$18.5M | +13% | 8.12% | 67.2% | 39 | 20.51% | 2.6 |
|
| 5088 |
BA
5088
Baugh & Associates
Atlanta,
Georgia
| $161M | +$9.76M | +6% | 5.47% | 83.8% | 41 | 2.44% | 2.8 |
|
| 5089 |
PP
5089
Prosperity Planning
Kansas City,
Missouri
| $161M | +$20.4M | +14% | 18.3% | 43.5% | 89 | 20.22% | 0.4 |
|
| 5090 |
GA
5090
GoalVest Advisory
New York
| $161M | +$27M | +20% | 7.51% | 94.8% | 243 | 30.04% | 0.3 |
|
| 5091 |
CAG
5091
Compass Advisory Group
Melville,
New York
| $161M | +$11.2M | +8% | 3.24% | 49.2% | 51 | 21.57% | 0.4 |
|
| 5092 |
FIS
5092
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| $161M | – | – | 13.1% | 53.6% | 29 | – | 0 |
|
| 5093 |
AF
5093
Apexium Financial
Dallas,
Texas
| $161M | +$24.7M | +18% | 8.18% | 89.6% | 83 | 13.25% | 1.2 |
|
| 5094 |
HBWM
5094
Hollow Brook Wealth Management
Katonah,
New York
| $161M | +$8.63M | +6% | 12.7% | 92.8% | 61 | 18.03% | 3.1 |
|
| 5095 |
BFG
5095
Baron Financial Group
Fair Lawn,
New Jersey
| $161M | +$15.5M | +11% | 4.69% | 55.5% | 241 | 1.24% | 0.8 |
|
| 5096 |
OCM
5096
Orion Capital Management
Coronado,
California
| $161M | +$17.5M | +12% | 9.78% | 75.3% | 315 | 7.94% | 0.5 |
|
| 5097 |
BCM
5097
Banyan Capital Management
Atlanta,
Georgia
| $161M | +$9.7M | +6% | 7.19% | 42.5% | 20 | 0% | 2.2 |
|
| 5098 |
EFMH
5098
E Fund Management (HK)
Central,
Hong Kong
| $161M | -$150M | -48% | 3.97% | 163% | 54 | 31.48% | 0.8 |
|
| 5099 |
CL
5099
COWA LLC
Tulsa,
Oklahoma
| $161M | -$6.16M | -4% | 4.87% | 65.5% | 365 | 68.22% | 0.5 |
|
| 5100 |
SMP
5100
Santa Monica Partners
Palm Beach Gardens,
Florida
| $160M | +$4.9M | +3% | 3.43% | 135% | 27 | 11.11% | 2.6 |
|