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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
SCM
5076
Sophron Capital Management
Summit,
New Jersey
| $323M | -$16.7M | -5% | 9.68% | – | 49 | 28.57% | 0.9 |
|
| 5077 |
PFG
5077
Prosperity Financial Group
San Ramon,
California
| $323M | +$51.9M | +19% | 20.7% | 108% | 203 | 17.73% | 1.8 |
|
| 5078 |
QFPS
5078
Quantum Financial Planning Services
Spokane,
Washington
| $323M | +$44.2M | +16% | 9.78% | – | 62 | 20.97% | 0.9 |
|
| 5079 |
NAG
5079
Northstar Advisory Group
Northfield,
New Jersey
| $322M | +$53.9M | +20% | 14.4% | 141% | 137 | 29.2% | 1.9 |
|
| 5080 |
CW
5080
Curio Wealth
Annapolis,
Maryland
| $322M | +$29.7M | +10% | 8.9% | – | 1,256 | 93.79% | 1.5 |
|
| 5081 |
SST
5081
S Squared Technology
New York
| $322M | +$58.1M | +22% | 56.9% | 223% | 37 | 16.22% | 3.2 |
|
| 5082 |
SCM
5082
Squadron Capital Management
Westmont,
Illinois
| $322M | +$49.3M | +18% | 34.4% | – | 60 | 66.67% | 0.2 |
|
| 5083 |
WW
5083
Westshore Wealth
Newport Beach,
California
| $322M | +$37.1M | +13% | 14.8% | 58.8% | 114 | 16.67% | 3.1 |
|
| 5084 |
JGIA
5084
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $322M | +$22.5M | +8% | 11.3% | 54.3% | 435 | 11.72% | 4.9 |
|
| 5085 |
EI
5085
EnCap Investments
Houston,
Texas
| $322M | -$583M | -64% | 16% | – | 4 | 25% | 0.3 |
|
| 5086 |
KF
5086
Ketron Financial
Novato,
California
| $322M | +$42.6M | +15% | 18.1% | – | 66 | 19.7% | 0.4 |
|
| 5087 |
MC
5087
Mathes Company
New York
| $322M | +$48.1M | +18% | 18.5% | 121% | 131 | 5.34% | 6.8 |
|
| 5088 |
AA
5088
AJ Advisors
Nashville,
Tennessee
| $322M | +$52.3M | +19% | 15% | 59.8% | 38 | 15.79% | 2.4 |
|
| 5089 |
MA
5089
MKT Advisors
Escondido,
California
| $322M | +$23.5M | +8% | 9.2% | 49.2% | 168 | 14.29% | 3.1 |
|
| 5090 |
SA
5090
Sonoma Allocations
Santa Rosa,
California
| $322M | +$32.1M | +11% | 13.5% | – | 161 | 36.65% | 0.6 |
|
| 5091 |
RIA
5091
Realta Investment Advisors
Wilmington,
Delaware
| $322M | +$33.5M | +12% | 19.3% | 151% | 421 | 23.04% | 2.7 |
|
| 5092 |
LJHT
5092
Laurie J. Hall Trustee
| $322M | +$38.2M | +13% | 24% | 105% | 107 | 6.54% | 9.2 |
|
| 5093 |
HAFS
5093
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $321M | +$70.1M | +28% | 11.3% | 58.5% | 37 | 16.22% | 3.6 |
|
| 5094 |
NTCM
5094
Nine Ten Capital Management
Chicago,
Illinois
| $321M | +$6.53M | +2% | 22.4% | 166% | 8 | 0% | 5.5 |
|
| 5095 |
MC
5095
Miramontes Capital
Newport,
California
| $321M | +$32.7M | +11% | 12.2% | – | 146 | 19.86% | 0.4 |
|
| 5096 |
HCM
5096
Hall Capital Management
Barrington,
Rhode Island
| $321M | +$41.4M | +15% | 8.25% | – | 116 | 15.52% | 6 |
|
| 5097 |
FBT
5097
First Bankers Trust
Louisville,
Kentucky
| $321M | +$25.1M | +8% | 13.3% | 78.9% | 158 | 10.76% | 6.8 |
|
| 5098 |
SM
5098
Selkirk Management
Chatham,
New Jersey
| $321M | +$26.8M | +9% | 21.7% | 245% | 16 | 43.75% | 3.8 |
|
| 5099 |
RAM
5099
RJA Asset Management
Stamford,
Connecticut
| $321M | +$49.1M | +18% | 20.1% | 80.2% | 4 | 0% | 2.4 |
|
| 5100 |
GJIA
5100
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $321M | +$30.9M | +11% | 10.9% | 58.3% | 643 | 9.49% | 2.6 |
|