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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
FNBOSM
5276
First National Bank of South Miami
South Miami,
Florida
| $147M | +$15.5M | +12% | 5.92% | 35.2% | 340 | 11.76% | 6.9 |
|
| 5277 |
PWA
5277
Providence Wealth Advisors
Frankfort,
Illinois
| $146M | +$10.3M | +8% | 5.07% | 112% | 96 | 3.13% | 9.2 |
|
| 5278 |
TIAM2
5278
Tru Independence Asset Management 2
Portland,
Oregon
| $146M | +$20M | +16% | 5.95% | – | 125 | 27.2% | 1.5 |
|
| 5279 |
TC
5279
Tatro Capital
Lexington,
Kentucky
| $146M | +$17.4M | +13% | 4.79% | – | 122 | 31.97% | 2.8 |
|
| 5280 |
PG
5280
Prostatis Group
Hanover,
Maryland
| $146M | +$19M | +15% | 6.71% | 72.9% | 110 | 21.82% | 3 |
|
| 5281 |
CCM
5281
Conway Capital Management
Burbank,
California
| $146M | +$12.7M | +10% | 13.1% | 139% | 81 | 14.81% | 1.7 |
|
| 5282 |
MFP
5282
Meridian Financial Partners
Warrenton,
Virginia
| $146M | +$13.5M | +10% | 5.68% | 73.1% | 80 | 17.5% | 5.9 |
|
| 5283 |
GIM
5283
Guardian Investment Management
Tiburon,
California
| $146M | +$5.37M | +4% | 5.22% | 89.7% | 56 | 1.79% | 18 |
|
| 5284 |
LAI
5284
Legal Advantage Investments
Los Altos Hills,
California
| $146M | +$12.3M | +9% | 9.95% | 116% | 78 | 6.41% | 1.9 |
|
| 5285 |
GCM
5285
Gables Capital Management
Miami,
Florida
| $146M | -$36.5M | -20% | 7.4% | 151% | 388 | 11.86% | 9.9 |
|
| 5286 |
CC
5286
Caxton Corporation
Princeton,
New Jersey
| $146M | -$8M | -5% | 3.55% | 512% | 70 | 11.43% | 2.9 |
|
| 5287 |
TP
5287
Truvvo Partners
New York
| $146M | +$14.1M | +11% | 10.5% | 21.1% | 27 | 18.52% | 7.6 |
|
| 5288 |
FFA
5288
Fi3 Financial Advisors
Indianapolis,
Indiana
| $146M | +$29.5M | +25% | 5.99% | 83.1% | 56 | 32.14% | 0.8 |
|
| 5289 |
KIC
5289
Kensington Investment Counsel
Long Beach,
California
| $146M | +$12.7M | +10% | 7.91% | 81.9% | 88 | 4.55% | 1.9 |
|
| 5290 |
SCC
5290
Steel Canyon Capital
Phoenix,
Arizona
| $146M | +$30.9M | +27% | 11.4% | 62.8% | 35 | 42.86% | 2.7 |
|
| 5291 |
CWM
5291
Chronos Wealth Management
Clearwater,
Florida
| $146M | +$13.5M | +10% | 9.68% | 86.4% | 47 | 0% | 4.8 |
|
| 5292 |
BEI
5292
Benjamin Edwards Inc
Clayton,
Missouri
| $146M | +$14M | +11% | 5.39% | 66.5% | 445 | 24.27% | 5.1 |
|
| 5293 |
BWM
5293
Benchmark Wealth Management
Old Lyme,
Connecticut
| $146M | +$10.8M | +8% | 4.82% | 42.7% | 47 | 8.51% | 5 |
|
| 5294 |
LWM
5294
Long Walk Management
Greenwich,
Connecticut
| $146M | – | – | 20.2% | 302% | 6 | – | 0 |
|
| 5295 |
WEO
5295
William E. Oberndorf
| $146M | +$20.8M | +17% | 5.58% | 36.2% | 8 | 25% | 3 |
|
| 5296 |
ACM
5296
Asymmetry Capital Management
San Francisco,
California
| $145M | -$47.9M | -25% | 3.13% | 300% | 40 | 52.5% | 1.6 |
|
| 5297 |
CPSC
5297
Carl P. Sherr & Co
Worcester,
Massachusetts
| $145M | +$12.5M | +9% | 6.6% | 68.8% | 121 | 10.74% | 4.8 |
|
| 5298 |
SC
5298
Sagil Capital
London,
United Kingdom
| $145M | +$62.6M | +76% | 15.6% | 104% | 26 | 53.85% | 2.6 |
|
| 5299 |
SAM
5299
S.A. Mason
Holland,
Michigan
| $145M | +$11.5M | +9% | 7.66% | 116% | 324 | 5.56% | 5 |
|
| 5300 |
EFG
5300
Everhart Financial Group
Dublin,
Ohio
| $145M | +$31.3M | +27% | 7.69% | 123% | 101 | 23.76% | 1.6 |
|