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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
AFC
5101
Adaptive Financial Consulting
Beachwood,
Ohio
| $160M | +$11.5M | +8% | 5.48% | 33.4% | 18 | 5.56% | 1.3 |
|
| 5102 |
RWP
5102
Ridgecrest Wealth Partners
Mill Valley,
California
| $160M | +$55.2M | +53% | 5.69% | 89.7% | 111 | 18.92% | 0.2 |
|
| 5103 |
RC
5103
Roubaix Capital
Denver,
Colorado
| $160M | +$12.1M | +8% | 11.1% | 174% | 59 | 42.37% | 0.6 |
|
| 5104 |
NAG
5104
Northstar Advisory Group
Northfield,
New Jersey
| $160M | +$29.1M | +22% | 7.72% | 141% | 112 | 15.18% | 0.4 |
|
| 5105 |
PM
5105
Prosight Management
Dallas,
Texas
| $160M | +$37.8M | +31% | 6.58% | 39.5% | 54 | 46.3% | 0.6 |
|
| 5106 |
CB
5106
CNB Bank
Clearfield,
Pennsylvania
| $160M | +$15.4M | +11% | 7.42% | 91.6% | 419 | 11.22% | 2.4 |
|
| 5107 |
CWA
5107
Centennial Wealth Advisory
Traverse City,
Michigan
| $160M | +$8.41M | +6% | 4.69% | 57.6% | 102 | 41.18% | 0.3 |
|
| 5108 |
KC
5108
Kelso & Company
New York
| $160M | -$20.3M | -11% | 38.8% | – | 1 | 0% | 0.3 |
|
| 5109 |
CWA
5109
Clarus Wealth Advisors
Peoria,
Arizona
| $160M | +$53K | +0% | 6.84% | 89.7% | 142 | 38.03% | 1.6 |
|
| 5110 |
RWRC
5110
R.W. Roge & Company
Bohemia,
New York
| $160M | +$11.7M | +8% | 5.84% | 68.1% | 42 | 11.9% | 1.2 |
|
| 5111 |
ATWA
5111
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $159M | +$9.63M | +6% | 5.58% | 63.8% | 98 | 3.06% | 1.2 |
|
| 5112 |
VIG
5112
Vienna Insurance Group
Warsaw,
Poland
| $159M | +$54.5M | +52% | 13.4% | 188% | 27 | 44.44% | 0.3 |
|
| 5113 |
FWM
5113
FSA Wealth Management
Needham,
Massachusetts
| $159M | +$9.79M | +7% | 6.42% | – | 45 | 8.89% | 1.4 |
|
| 5114 |
LCM
5114
LDR Capital Management
New York
| $159M | +$27.2M | +21% | 6.51% | 28.4% | 44 | 36.36% | 0.5 |
|
| 5115 |
RCC
5115
Red Cedar Capital
Omaha,
Nebraska
| $159M | +$9.22M | +6% | 8.46% | 43% | 158 | 4.43% | 2.9 |
|
| 5116 |
NS
5116
Newman & Schimel
Deerfield,
Illinois
| $159M | +$9.61M | +6% | 6.19% | – | 48 | 4.17% | 0.5 |
|
| 5117 |
ACA
5117
Ascension Capital Advisors
Houston,
Texas
| $159M | +$11.4M | +8% | 5.6% | 59.3% | 31 | 6.45% | 1 |
|
| 5118 |
MMM
5118
Mendel Money Management
Northbrook,
Illinois
| $159M | +$5.87M | +4% | 7.36% | 75.4% | 70 | 4.29% | 3.3 |
|
| 5119 |
CRC
5119
Catawba River Capital
Lake Wylie,
South Carolina
| $159M | +$9.77M | +7% | 6.3% | 89.5% | 30 | 16.67% | 0.8 |
|
| 5120 |
ACM
5120
Alethea Capital Management
Mercer Island,
Washington
| $159M | -$5M | -3% | 12.4% | 275% | 112 | 55.36% | 1.8 |
|
| 5121 |
LFASL
5121
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $159M | +$15.9M | +11% | 5.08% | 44.9% | 100 | 8% | 1.6 |
|
| 5122 |
SOW
5122
State of Wyoming
Cheyenne,
Wyoming
| $159M | +$97.9M | +161% | 10.3% | 131% | 1,254 | 59.33% | 0.1 |
|
| 5123 |
TCM
5123
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $159M | +$14.2M | +10% | 8.69% | 120% | 89 | 10.11% | 1.2 |
|
| 5124 |
CIA
5124
Cascade Investment Advisors
Oregon City,
Oregon
| $159M | +$5.02M | +3% | 5.51% | 71.4% | 287 | 9.76% | 2.8 |
|
| 5125 |
SC
5125
Sovarnum Capital
New York
| $159M | +$26M | +20% | 6.26% | – | 91 | 34.07% | 0.7 |
|