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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
GWAG
5201
Garrett Wealth Advisory Group
Weatherford,
Texas
| $153M | +$11.3M | +8% | 7.21% | 66.1% | 49 | 2.04% | 7.1 |
|
| 5202 |
CMBA
5202
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $153M | +$15.7M | +11% | 7.21% | 70.6% | 645 | 35.81% | 5 |
|
| 5203 |
FDS
5203
First Dallas Securities
Dallas,
Texas
| $153M | +$35M | +30% | 5.44% | 163% | 118 | 14.41% | 11.2 |
|
| 5204 |
CAM
5204
Costello Asset Management
Feasterville,
Pennsylvania
| $153M | +$7.85M | +5% | 8.23% | 65.9% | 269 | 23.79% | 4.5 |
|
| 5205 |
SIM
5205
Sterling Investment Management
Tucson,
Arizona
| $153M | +$6.38M | +4% | 5.92% | 44.1% | 64 | 12.5% | 13.9 |
|
| 5206 |
CG
5206
Corundum Group
Colorado Springs,
Colorado
| $152M | +$24.5M | +19% | 6.64% | 80.5% | 104 | 13.46% | 9.6 |
|
| 5207 |
CHA
5207
Cooper/Haims Advisors
Victor,
New York
| $152M | +$10.9M | +8% | 7.32% | 53.1% | 92 | 19.57% | 6.8 |
|
| 5208 |
CCIA
5208
Cherry Creek Investment Advisors
Englewood,
Colorado
| $152M | – | – | 9.69% | 140% | 112 | – | 0 |
|
| 5209 |
JSMC
5209
Jess S. Morgan & Co
Los Angeles,
California
| $152M | +$9.45M | +7% | 12.9% | 69.3% | 44 | 9.09% | 5.2 |
|
| 5210 |
HWMG
5210
Hurlow Wealth Management Group
Bloomington,
Indiana
| $152M | +$13.3M | +10% | 6.77% | 55.8% | 101 | 7.92% | 8 |
|
| 5211 |
VIP
5211
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $152M | +$20.8M | +16% | 6.64% | 31.9% | 14 | 21.43% | 4.5 |
|
| 5212 |
HG
5212
Harbor Group
Bedford,
New Hampshire
| $152M | +$5.42M | +4% | 6.58% | 41.4% | 54 | 20.37% | 1.9 |
|
| 5213 |
IRAG
5213
Investment Research & Advisory Group
Atlanta,
Georgia
| $152M | +$15.6M | +11% | 8.68% | 88.6% | 183 | 26.78% | 4.3 |
|
| 5214 |
IHWM
5214
Iron Horse Wealth Management
Johston,
Iowa
| $152M | +$18.1M | +14% | 4.6% | 29.1% | 220 | 12.27% | 1.8 |
|
| 5215 |
BBP
5215
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $152M | -$143M | -49% | 9.37% | 134% | 147 | 61.9% | 1.8 |
|
| 5216 |
WFS
5216
Weitzel Financial Services
Dubuque,
Iowa
| $151M | +$8.34M | +6% | 3.58% | 42.4% | 30 | 16.67% | 1.7 |
|
| 5217 |
GB
5217
Gunma Bank
Gunma,
Japan
| $151M | -$23.7M | -14% | 5.82% | 24.5% | 54 | 50% | 3.3 |
|
| 5218 |
XI
5218
XXEC Inc
Tulsa,
Oklahoma
| $151M | +$9.19M | +6% | 13.3% | 19.3% | 30 | 13.33% | 2.6 |
|
| 5219 |
BC
5219
Barnett & Company
Chattanooga,
Tennessee
| $151M | -$36.5M | -19% | 5.65% | 65.9% | 295 | 28.14% | 13.3 |
|
| 5220 |
BP
5220
BCK Partners
Corning,
New York
| $151M | +$11M | +8% | 5.1% | 44.6% | 28 | 3.57% | 1.8 |
|
| 5221 |
A
5221
Attestor
London,
United Kingdom
| $151M | -$9.21M | -6% | 6.93% | 55.7% | 3 | 66.67% | 0.5 |
|
| 5222 |
PWG
5222
Private Wealth Group
Tampa,
Florida
| $151M | +$11.1M | +8% | 4.88% | 48.2% | 39 | 12.82% | 6 |
|
| 5223 |
QC
5223
Quaero Capital
Geneve,
Switzerland
| $151M | +$7.31M | +5% | 9.48% | 62.4% | 60 | 31.67% | 1.4 |
|
| 5224 |
ECM
5224
Empirical Capital Management
Hendersonville,
Tennessee
| $151M | +$8.72M | +6% | 6.9% | – | 27 | 25.93% | 4.8 |
|
| 5225 |
AWM
5225
Accel Wealth Management
Waverly,
Iowa
| $151M | +$27.4M | +22% | 5.94% | 82.4% | 939 | 8.52% | 1.8 |
|