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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
BCM
5251
Bond Capital Management
San Francisco,
California
| $305M | +$195M | +178% | 13.6% | 47.5% | 5 | 20% | 2.7 |
|
| 5252 |
TBT
5252
Texas Bank & Trust
Longview,
Texas
| $305M | +$38.9M | +15% | 21% | – | 192 | 11.98% | 1.3 |
|
| 5253 |
AFS
5253
Access Financial Services
Minneapolis,
Minnesota
| $305M | +$22.9M | +8% | 8.26% | 44.8% | 106 | 13.21% | 4 |
|
| 5254 |
BDA
5254
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $305M | +$24.5M | +9% | 8.24% | 44.2% | 77 | 18.18% | 2.9 |
|
| 5255 |
ACM
5255
Allred Capital Management
Dallas,
Texas
| $305M | +$30M | +11% | 16.2% | 73.5% | 163 | 5.52% | 5.2 |
|
| 5256 |
CAG
5256
Carroll Advisory Group
Texarkana,
Texas
| $305M | +$46.9M | +18% | 11.7% | – | 75 | 10.67% | 0.4 |
|
| 5257 |
IPW
5257
IronBridge Private Wealth
Austin,
Texas
| $304M | -$5.64M | -2% | 8.8% | 122% | 53 | 26.42% | 1.8 |
|
| 5258 |
FSCM
5258
First Sabrepoint Capital Management
Dallas,
Texas
| $304M | +$28.5M | +10% | 21.5% | 218% | 38 | 52.63% | 1 |
|
| 5259 |
RYIA
5259
Roehl & Yi Investment Advisors
Eugene,
Oregon
| $304M | +$37.6M | +14% | 13.1% | – | 205 | 17.56% | 1.1 |
|
| 5260 |
EM
5260
Excalibur Management
Waltham,
Massachusetts
| $303M | +$25M | +9% | 13.6% | 81.7% | 180 | 13.89% | 6.1 |
|
| 5261 |
CCP
5261
Carmel Capital Partners
San Diego,
California
| $303M | +$26.2M | +9% | 9.45% | 65.1% | 160 | 33.75% | 1.7 |
|
| 5262 |
FTIA
5262
Four Tree Island Advisory
Portsmouth,
New Hampshire
| $303M | +$105M | +53% | 60.4% | – | 26 | 19.23% | 1.2 |
|
| 5263 |
BKA
5263
Brick & Kyle Associates
Newtown,
Pennsylvania
| $303M | $0 | 0% | 17.5% | 97.4% | 96 | 0% | 3.4 |
|
| 5264 |
DK
5264
David Kennon
Sarasota,
Florida
| $303M | +$23.7M | +9% | 11.8% | 52.4% | 46 | 13.04% | 2.5 |
|
| 5265 |
FDS
5265
First Dallas Securities
Dallas,
Texas
| $303M | +$32.3M | +12% | 20.3% | 163% | 136 | 21.32% | 3.2 |
|
| 5266 |
LWMI
5266
Landmark Wealth Management (Illinois)
Normal,
Illinois
| $302M | +$37.1M | +14% | 9.2% | – | 46 | 13.04% | 1.6 |
|
| 5267 |
4WM
5267
44 Wealth Management
Eugene,
Oregon
| $302M | +$16.2M | +6% | 17.1% | – | 206 | 21.84% | 2.7 |
|
| 5268 |
RW
5268
Rede Wealth
Charlottesville,
Virginia
| $302M | +$24M | +9% | 9.56% | 80.9% | 120 | 12.5% | 1.5 |
|
| 5269 |
AFM
5269
Armstrong Fleming & Moore
Washington,
District of Columbia
| $302M | +$66.3M | +28% | 12.7% | 124% | 120 | 14.17% | 1.1 |
|
| 5270 |
JCIA
5270
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $302M | -$37.7M | -11% | 31% | 239% | 423 | 56.97% | 0.7 |
|
| 5271 |
OFS
5271
OMC Financial Services
Dewitt,
New York
| $302M | +$43.8M | +17% | 32.2% | – | 65 | 7.69% | 2.1 |
|
| 5272 |
MHP
5272
Manatuck Hill Partners
Westport,
Connecticut
| $302M | -$68.6M | -19% | 33.7% | 556% | 163 | 49.69% | 1 |
|
| 5273 |
EFMH
5273
E Fund Management (HK)
Central,
Hong Kong
| $302M | +$81.7M | +37% | 37.3% | 163% | 566 | 16.25% | 0.9 |
|
| 5274 |
BWA
5274
BCU Wealth Advisors
Vernon Hills,
Illinois
| $301M | +$32.8M | +12% | 11.2% | – | 65 | 10.77% | 1.7 |
|
| 5275 |
AA
5275
ACT Advisors
Asheville,
North Carolina
| $301M | +$65.6M | +28% | 14.2% | 75.4% | 98 | 34.69% | 1.6 |
|