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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
FCAM
5176
First Citizens Asset Management
Raleigh,
North Carolina
| $313M | +$30.8M | +11% | 10.7% | 44.2% | 30 | 6.67% | 2.7 |
|
| 5177 |
RP
5177
Ravenswood Partners
Mclean,
Virginia
| $313M | +$41.9M | +15% | 38.9% | – | 42 | 30.95% | 0.6 |
|
| 5178 |
WAM
5178
Worth Asset Management
Dallas,
Texas
| $313M | +$44.4M | +17% | 20.2% | 115% | 249 | 41.77% | 1.1 |
|
| 5179 |
WPWM
5179
Windward Private Wealth Management
Overland Park,
Kansas
| $313M | +$23.3M | +8% | 7.66% | 35.5% | 44 | 2.27% | 4.8 |
|
| 5180 |
PF
5180
Prosperitas Financial
Valencia,
California
| $312M | +$43.9M | +16% | 13.4% | 107% | 113 | 26.55% | 1.3 |
|
| 5181 |
MFG
5181
Monte Financial Group
Guilford,
Connecticut
| $312M | +$30.6M | +11% | 7.94% | 57.9% | 109 | 14.68% | 3.8 |
|
| 5182 |
PPC
5182
Pennington Partners & Co
Bethesda,
Maryland
| $312M | +$20.1M | +7% | 14.2% | – | 134 | 17.16% | 0.9 |
|
| 5183 |
BWL
5183
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $312M | +$28.5M | +10% | 9.97% | 47% | 26 | 0% | 3.2 |
|
| 5184 |
MCA
5184
Maryland Capital Advisors
Chester,
Maryland
| $312M | – | – | 7.56% | – | 1,043 | – | 0.9 |
|
| 5185 |
PIP
5185
Peachtree Investment Partners
Indian River Shores,,
Florida
| $312M | +$49.5M | +19% | 18.3% | 92.2% | 152 | 21.05% | 3.5 |
|
| 5186 |
TAM
5186
Townsend Asset Management
Raleigh,
North Carolina
| $312M | +$35.1M | +13% | 16% | 77% | 199 | 8.04% | 4.3 |
|
| 5187 |
WAM
5187
Weinberger Asset Management
Los Angeles,
California
| $312M | +$45.1M | +17% | 14.8% | 80% | 101 | 8.91% | 3 |
|
| 5188 |
AIA
5188
Armor Investment Advisors
Raleigh,
North Carolina
| $312M | +$34.2M | +12% | 14.1% | 56.6% | 163 | 6.75% | 5.3 |
|
| 5189 |
FOA
5189
Five Oceans Advisors
Santa Monica,
California
| $311M | +$34.7M | +13% | 16.3% | 78.8% | 214 | 14.49% | 2.7 |
|
| 5190 |
HIP
5190
Hengistbury Investment Partners
London,
United Kingdom
| $311M | +$71M | +30% | 13.9% | 108% | 4 | 25% | 3.6 |
|
| 5191 |
OAM
5191
Oak Asset Management
Westlake Village,
California
| $311M | +$20.6M | +7% | 12% | 91.8% | 117 | 9.4% | 3.2 |
|
| 5192 |
TF
5192
Tenon Financial
Metuchen,
New Jersey
| $311M | +$56.3M | +22% | 12.7% | – | 64 | 20.31% | 1.4 |
|
| 5193 |
CB
5193
Centennial Bank
Conway,
Arkansas
| $311M | +$32.1M | +12% | 14% | 69.9% | 347 | 8.65% | 2.7 |
|
| 5194 |
LFP
5194
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $311M | +$34.8M | +13% | 12% | 65.4% | 99 | 21.21% | 1.8 |
|
| 5195 |
IH
5195
IES Holdings
Houston,
Texas
| $311M | +$96.6M | +45% | 25.7% | – | 18 | 33.33% | 0.3 |
|
| 5196 |
CA
5196
Claar Advisors
New York
| $310M | +$15.3M | +5% | 11.3% | 65.5% | 17 | 11.76% | 5 |
|
| 5197 |
AC
5197
Applied Capital
Little Rock,
Arkansas
| $310M | +$42.5M | +16% | 11.5% | 52.6% | 54 | 9.26% | 2.9 |
|
| 5198 |
SI
5198
Stash Investments
New York
| $310M | +$52.4M | +20% | 8.25% | – | 17 | 70.59% | 0.7 |
|
| 5199 |
CHJWM
5199
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $310M | +$10.7M | +4% | 10.8% | 58.2% | 149 | 8.05% | 6.4 |
|
| 5200 |
FWP
5200
Firethorn Wealth Partners
Augusta,
Georgia
| $310M | +$37.5M | +14% | 13.3% | 75.1% | 212 | 16.04% | 2.6 |
|