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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
BI
5126
Berkeley Inc
Boise,
Idaho
| $319M | +$20.6M | +7% | 9% | 40.9% | 88 | 10.23% | 3.1 |
|
| 5127 |
SC
5127
Summa Corp
Tomball,
Texas
| $319M | +$76.7M | +32% | 58.9% | – | 90 | 15.56% | 1.4 |
|
| 5128 |
AWMNH
5128
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $319M | +$42.2M | +15% | 11.3% | 50.2% | 73 | 17.81% | 2.2 |
|
| 5129 |
BIA
5129
Beacon Investment Advisors
Gaithersburg,
Maryland
| $318M | +$53.5M | +20% | 26.5% | 96.4% | 182 | 8.24% | 2.5 |
|
| 5130 |
CCM
5130
Chaney Capital Management
Lynnwood,
Washington
| $318M | +$34.4M | +12% | 14% | – | 47 | 17.02% | 1.8 |
|
| 5131 |
SWP
5131
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $318M | +$39.4M | +14% | 14.3% | 63.8% | 114 | 16.67% | 2.4 |
|
| 5132 |
SN
5132
Sittner & Nelson
Eugene,
Oregon
| $318M | +$44.3M | +16% | 15.2% | 88.1% | 650 | 18% | 3.3 |
|
| 5133 |
NC
5133
Nixon Capital
Austin,
Texas
| $318M | +$25M | +9% | 19.9% | 118% | 27 | 40.74% | 1.1 |
|
| 5134 |
GCM
5134
GoodHaven Capital Management
Millburn,
New Jersey
| $318M | +$30.7M | +11% | 9.98% | 80.7% | 26 | 0% | 6.1 |
|
| 5135 |
CFGA
5135
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $318M | +$22.2M | +8% | 13.3% | 69.5% | 177 | 17.51% | 2 |
|
| 5136 |
MWA
5136
Mills Wealth Advisors
Southlake,
Texas
| $318M | +$31.3M | +11% | 6.56% | 37.4% | 88 | 22.73% | 1.8 |
|
| 5137 |
BIG
5137
Boothe Investment Group
Dover,
Delaware
| $317M | +$6.73M | +2% | 10.7% | 59.8% | 41 | 9.76% | 2.4 |
|
| 5138 |
GCA
5138
Genesee Capital Advisors
Auburn,
New York
| $317M | +$78.7M | +33% | 25.3% | 101% | 181 | 28.73% | 1.9 |
|
| 5139 |
TF
5139
Theory Financial
Fort Collins,
Colorado
| $317M | +$32.4M | +11% | 13.2% | 54.5% | 104 | 14.42% | 2 |
|
| 5140 |
WP
5140
Wealthspan Partners
Davenport,
Iowa
| $317M | +$33.5M | +12% | 9.99% | 65% | 133 | 10.53% | 2.8 |
|
| 5141 |
MWA
5141
Medallion Wealth Advisors
Farmington,
Connecticut
| $317M | +$11M | +4% | 12.7% | – | 1,314 | 21.77% | 1.1 |
|
| 5142 |
MAM
5142
Montanaro Asset Management
London,
United Kingdom
| $317M | -$17.2M | -5% | 18.7% | 49.6% | 47 | 21.28% | 2.5 |
|
| 5143 |
TW
5143
ticino wealth
Mission Viejo,
California
| $317M | +$29.4M | +10% | 13.6% | – | 149 | 16.78% | 0.5 |
|
| 5144 |
PIA
5144
Powell Investment Advisors
Miami,
Florida
| $317M | +$26.7M | +9% | 15.9% | 76.1% | 187 | 17.65% | 3.5 |
|
| 5145 |
FDW
5145
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| $316M | +$52.6M | +20% | 20% | – | 713 | 21.74% | 1.1 |
|
| 5146 |
NF
5146
Nvest Financial
Portsmouth,
New Hampshire
| $316M | +$47.9M | +18% | 17% | 92.8% | 156 | 14.74% | 1.9 |
|
| 5147 |
BWG
5147
Balanced Wealth Group
Westlake,
Ohio
| $316M | +$36.9M | +13% | 14.1% | – | 79 | 8.86% | 2 |
|
| 5148 |
LAM
5148
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $316M | +$43.4M | +16% | 32.2% | 144% | 57 | 12.28% | 3.7 |
|
| 5149 |
RIS
5149
Richmond Investment Services
Mequon,
Wisconsin
| $316M | -$303M | -49% | 17.5% | – | 270 | 51.85% | 1.1 |
|
| 5150 |
IA
5150
IMZ Advisory
Boca Raton,
Florida
| $316M | +$51.4M | +19% | 17.1% | – | 40 | 7.5% | 2.2 |
|