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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
PPWM
5176
PFG Private Wealth Management
Lutz,
Florida
| $154M | +$8.88M | +6% | 4.32% | 48.3% | 58 | 0% | 1.1 |
|
| 5177 |
SHA
5177
Seneca House Advisors
Richmond,
Virginia
| $154M | +$12.7M | +9% | 7.9% | 58.2% | 85 | 12.94% | 2.5 |
|
| 5178 |
HM
5178
Harvest Management
New York
| $154M | -$12.9M | -8% | 16.7% | 610% | 93 | 75.27% | 0.5 |
|
| 5179 |
SC
5179
Steph & Co
Marinette,
Wisconsin
| $154M | +$10M | +7% | 5.56% | 61.6% | 243 | 7% | 1.3 |
|
| 5180 |
SFP
5180
Sterling Financial Planning
Sparta,
New Jersey
| $154M | +$13.7M | +10% | 5.55% | 55.5% | 414 | 10.39% | 0.4 |
|
| 5181 |
EIA
5181
Eastover Investment Advisors
Charlotte,
North Carolina
| $154M | +$12.5M | +9% | 5.15% | 105% | 47 | 6.38% | 1.1 |
|
| 5182 |
WC
5182
Wealth CMT
Cherry Hill,
New Jersey
| $154M | -$15.8M | -9% | 6.46% | 25% | 19 | 26.32% | 1.5 |
|
| 5183 |
YAL
5183
Your Advocates Ltd
Houston,
Texas
| $154M | +$18.6M | +14% | 3.41% | 50% | 155 | 18.06% | 0.9 |
|
| 5184 |
WC
5184
Westhampton Capital
Winston-Salem,
North Carolina
| $154M | +$9.06M | +6% | 5.25% | 95.6% | 110 | 1.82% | 1.7 |
|
| 5185 |
MP
5185
Marlowe Partners
New York
| $154M | -$15.2M | -9% | 9.16% | 16.3% | 9 | 33.33% | 1.7 |
|
| 5186 |
WLPWM
5186
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $154M | +$9.52M | +7% | 6.27% | 51.7% | 326 | 5.21% | 1.2 |
|
| 5187 |
SP
5187
SWS Partners
Columbus,
Ohio
| $154M | +$8.35M | +6% | 10.1% | 112% | 86 | 17.44% | 1.9 |
|
| 5188 |
HPWA
5188
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| $154M | – | – | 6.72% | – | 52 | – | 0.4 |
|
| 5189 |
AEPV
5189
AH Equity Partners V
Menlo Park,
California
| $154M | -$30.2M | -16% | 16% | – | 2 | 0% | 0.4 |
|
| 5190 |
PC
5190
Pecaut & Co
Sioux City,
Iowa
| $154M | +$14.9M | +11% | 7.54% | 67.6% | 84 | 33.33% | 2.4 |
|
| 5191 |
FCMT
5191
Founders Capital Management (Texas)
Houston,
Texas
| $153M | +$12.9M | +9% | 7.23% | 131% | 317 | 14.51% | 3 |
|
| 5192 |
MA
5192
Mosaic Advisors
Houston,
Texas
| $153M | +$35.3M | +30% | 4.63% | 50.9% | 43 | 16.28% | 0.4 |
|
| 5193 |
CT
5193
Clearstead Trust
Portland,
Maine
| $153M | +$18.2M | +14% | 9.08% | 111% | 173 | 46.82% | 2 |
|
| 5194 |
IIA
5194
ICW Investment Advisors
Scottsdale,
Arizona
| $153M | +$7.59M | +5% | 5.66% | 50.1% | 126 | 1.59% | 1.4 |
|
| 5195 |
NFG
5195
Northeast Financial Group
Tannersville,
Pennsylvania
| $153M | +$2.37M | +2% | 6.42% | 31.6% | 50 | 8% | 0.4 |
|
| 5196 |
MI
5196
Merk Investments
Menlo Park,
California
| $153M | -$6.85M | -4% | 2.1% | 303% | 17 | 0% | 1.2 |
|
| 5197 |
MSKCC
5197
Memorial Sloan Kettering Cancer Center
New York
| $153M | -$9.29M | -6% | 4.96% | 14.8% | 4 | 0% | 0.5 |
|
| 5198 |
SFA
5198
Seneca Financial Advisors
Rochester,
New York
| $153M | +$10.8M | +8% | 5.9% | 47.3% | 41 | 2.44% | 0.5 |
|
| 5199 |
SVC
5199
Strycker View Capital
New York
| $153M | -$2.97M | -2% | 11.9% | 114% | 29 | 72.41% | 0.1 |
|
| 5200 |
AAM
5200
Ascension Asset Management
New York
| $153M | +$9.96M | +7% | 8.2% | – | 79 | 1.27% | 0.4 |
|