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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
EW
5151
Enzi Wealth
Austin,
Texas
| $316M | +$27.7M | +10% | 15% | 77% | 77 | 7.79% | 2.5 |
|
| 5152 |
RCA
5152
Ranch Capital Advisors
Sarasota,
Florida
| $316M | +$39M | +14% | 12.9% | 92.6% | 162 | 8.02% | 3.9 |
|
| 5153 |
TWC
5153
Tencap Wealth Coaching
South Jordan,
Utah
| $315M | +$49.7M | +19% | 9.4% | – | 20 | 65% | 0.2 |
|
| 5154 |
MIM
5154
Meros Investment Management
Dallas,
Texas
| $315M | +$84.4M | +37% | 39.2% | 102% | 59 | 27.12% | 1.6 |
|
| 5155 |
TWM
5155
Trinity Wealth Management
Berwyn,
Pennsylvania
| $315M | +$42.8M | +16% | 15.1% | 56.7% | 82 | 20.73% | 2.9 |
|
| 5156 |
RMP
5156
Richards, Merrill & Peterson
Spokane,
Washington
| $315M | +$42.5M | +16% | 18.8% | – | 295 | 7.46% | 1.1 |
|
| 5157 |
VAM
5157
VMS Asset Management
Hong Kong,
| $315M | +$151M | +92% | 116% | – | 46 | 78.26% | 0.1 |
|
| 5158 |
TC
5158
TAGStone Capital
Charlotte,
North Carolina
| $315M | +$31.8M | +11% | 10.8% | 58.3% | 143 | 6.99% | 2.5 |
|
| 5159 |
TCM
5159
Thomist Capital Management
Houston,
Texas
| $315M | -$56.9M | -15% | 1.38% | 71.2% | 82 | 76.83% | 0.3 |
|
| 5160 |
IWM
5160
Inlight Wealth Management
Atlanta,
Georgia
| $315M | +$44.5M | +16% | 8.08% | – | 63 | 22.22% | 1.1 |
|
| 5161 |
LC
5161
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $314M | +$70M | +29% | 49% | – | 57 | 29.82% | 1.6 |
|
| 5162 |
MAM
5162
MMA Asset Management
Conshohocken,
Pennsylvania
| $314M | +$30.2M | +11% | 10.8% | 54.3% | 188 | 8.51% | 2.2 |
|
| 5163 |
MWM
5163
Mosley Wealth Management
Anaheim,
California
| $314M | +$93.4M | +42% | 12.4% | – | 829 | 49.58% | 0.4 |
|
| 5164 |
AFGI4KRSP
5164
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $314M | +$11.9M | +4% | 9.58% | 17.8% | 1 | 0% | 13 |
|
| 5165 |
CF
5165
Cypress Funds
Los Angeles,
California
| $314M | -$83.5M | -21% | 9.72% | 100% | 14 | 0% | 4.6 |
|
| 5166 |
MCC
5166
Malaga Cove Capital
Pv Estates,
California
| $314M | +$35.8M | +13% | 23.7% | 88.1% | 207 | 17.87% | 2.9 |
|
| 5167 |
DRD
5167
Dennis R. Delaney
| $314M | +$31.6M | +11% | 25.3% | 84.3% | 62 | 4.84% | 5.5 |
|
| 5168 |
SFPG
5168
Stonebridge Financial Planning Group
Orlando,
Florida
| $314M | +$41.6M | +15% | 15.6% | 67.2% | 188 | 11.7% | 3.4 |
|
| 5169 |
PP
5169
Praetorian PR
Rincon,
Puerto Rico
| $314M | +$38.8M | +14% | 1.05% | 80.3% | 16 | 31.25% | 0.8 |
|
| 5170 |
MA
5170
Macro Advisors
York,
Pennsylvania
| $314M | +$71.5M | +30% | 11.5% | – | 48 | 20.83% | 0.2 |
|
| 5171 |
MI
5171
Merk Investments
Menlo Park,
California
| $314M | -$54.3M | -15% | 18.4% | 303% | 11 | 0% | 3.9 |
|
| 5172 |
RCM
5172
Raleigh Capital Management
Cary,
North Carolina
| $313M | +$23.5M | +8% | 10.9% | 71.8% | 785 | 24.84% | 2.3 |
|
| 5173 |
PSA
5173
Plum Street Advisors
New Orleans,
Louisiana
| $313M | +$24.3M | +8% | 8.45% | – | 109 | 11.93% | 1.8 |
|
| 5174 |
SWM
5174
StoneCrest Wealth Management
Chandler,
Arizona
| $313M | +$76.6M | +32% | 42.2% | – | 84 | 26.19% | 1.4 |
|
| 5175 |
BSI
5175
Bennett Selby Investments
Falmouth,
Maine
| $313M | +$28.2M | +10% | 11% | 69.8% | 90 | 15.56% | 3.2 |
|