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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
GAM
5326
Geier Asset Management
Marriottsville,
Maryland
| $143M | +$6.53M | +5% | 7.79% | – | 89 | 10.11% | 1.9 |
|
| 5327 |
WFWM
5327
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| $143M | +$7.27M | +5% | 5.53% | 53.8% | 27 | 22.22% | 10.7 |
|
| 5328 |
JC
5328
Jentner Corp
Akron,
Ohio
| $143M | +$14.5M | +11% | 5.12% | 38.9% | 32 | 9.38% | 12.1 |
|
| 5329 |
TFA
5329
Trinity Financial Advisors
Columbus,
Ohio
| $143M | +$13.5M | +10% | 5.12% | 74.5% | 54 | 16.67% | 1.7 |
|
| 5330 |
MWM
5330
McNaughton Wealth Management
San Diego,
California
| $143M | +$12M | +9% | 4.33% | 55.6% | 51 | 3.92% | 4.9 |
|
| 5331 |
TC
5331
Trust Company
Manhattan,
Kansas
| $143M | +$3.84M | +3% | 6.64% | 40.6% | 343 | 13.12% | 14.7 |
|
| 5332 |
SCM
5332
Solas Capital Management
Darien,
Connecticut
| $143M | +$23.6M | +20% | 16.3% | 62.5% | 27 | 25.93% | 4.5 |
|
| 5333 |
TFA
5333
TPG Financial Advisors
Portland,
Oregon
| $142M | -$963K | -0.7% | 4.64% | – | 41 | 12.2% | 7.6 |
|
| 5334 |
SIP
5334
Scott Investment Partners
Henley-On-Thames,
United Kingdom
| $142M | +$6.34M | +5% | 3.98% | 44% | 45 | 0% | 2 |
|
| 5335 |
PI
5335
Pachira Investments
Dana Point,
California
| $142M | +$6.36M | +5% | 3.74% | 72.6% | 30 | 23.33% | 6.2 |
|
| 5336 |
IWA
5336
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $142M | +$15.3M | +12% | 7.12% | 70.8% | 136 | 11.03% | 1.7 |
|
| 5337 |
PCM
5337
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $142M | +$1.01M | +0.7% | 6.26% | 62.6% | 154 | 9.74% | 12.3 |
|
| 5338 |
GCM
5338
Garland Capital Management
Bellevue,
Washington
| $142M | +$9.63M | +7% | 6.57% | 55.7% | 32 | 6.25% | 20 |
|
| 5339 |
SV
5339
Stilwell Value
New York
| $142M | -$6.84M | -5% | 6.22% | 87.9% | 38 | 10.53% | 13.2 |
|
| 5340 |
SN
5340
Sittner & Nelson
Eugene,
Oregon
| $142M | +$7.84M | +6% | 8.23% | 88.1% | 421 | 8.31% | 1.9 |
|
| 5341 |
AIFAIM
5341
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $142M | +$10.9M | +8% | 5.08% | 72.8% | 118 | 6.78% | 4.5 |
|
| 5342 |
BG
5342
BRX Global
New York
| $142M | +$24.5M | +21% | 12.1% | 65.8% | 11 | 36.36% | 1.6 |
|
| 5343 |
ACWM
5343
Adams Chetwood Wealth Management
Durham,
North Carolina
| $142M | +$10.5M | +8% | 6.86% | – | 77 | 5.19% | 5.1 |
|
| 5344 |
RCA
5344
Reitz Capital Advisors
Freeland,
Michigan
| $142M | +$6.38M | +5% | 4.89% | 11% | 55 | 21.82% | 5.3 |
|
| 5345 |
AMAL
5345
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $142M | +$9.51M | +7% | 4.66% | 124% | 19 | 26.32% | 13.2 |
|
| 5346 |
MAM
5346
Must Asset Management
Seoul,
South Korea
| $142M | +$14M | +11% | 8.63% | 65.2% | 37 | 24.32% | 1.5 |
|
| 5347 |
TAM
5347
Tabor Asset Management
New York
| $142M | +$1.75M | +1% | 12.4% | 215% | 45 | 55.56% | 1.1 |
|
| 5348 |
ILCM
5348
Ivy Lane Capital Management
Winter Park,
Florida
| $141M | +$25.2M | +22% | 15.1% | 101% | 9 | 11.11% | 1.7 |
|
| 5349 |
OGF
5349
Orin Green Financial
San Diego,
California
| $141M | +$18.5M | +15% | 6.14% | 53.3% | 69 | 11.59% | 1.8 |
|
| 5350 |
RBC
5350
Rye Brook Capital
Greenwich,
Connecticut
| $141M | +$4.16M | +3% | 7.31% | 77.2% | 32 | 28.13% | 1.4 |
|