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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
WSL
5326
Western Standard LLC
Los Angeles,
California
| $295M | +$105M | +55% | 17.2% | 83.7% | 41 | 78.05% | 0.3 |
|
| 5327 |
TC
5327
Towle & Co
Denver,
Colorado
| $295M | +$37.7M | +15% | 31.8% | 172% | 69 | 36.23% | 0.9 |
|
| 5328 |
CG
5328
Clarus Group
Houston,
Texas
| $295M | +$16.1M | +6% | 11.6% | 65.5% | 132 | 18.18% | 2.6 |
|
| 5329 |
UHC
5329
Union Heritage Capital
Bloomfield Hills,
Michigan
| $295M | +$25.8M | +10% | 18.4% | 82.1% | 65 | 7.69% | 4 |
|
| 5330 |
DCM
5330
Decatur Capital Management
Decatur,
Georgia
| $295M | +$76.3M | +35% | 16% | 135% | 61 | 59.02% | 2.6 |
|
| 5331 |
NI
5331
Nepsis Inc
Minneapolis,
Minnesota
| $295M | -$3.75M | -1% | 19.3% | 131% | 31 | 16.13% | 4.5 |
|
| 5332 |
BAM
5332
Bastion Asset Management
Montreal,
Canada
| $295M | -$33.2M | -10% | 12.3% | – | 91 | 69.23% | 0.3 |
|
| 5333 |
ASG
5333
Advisory Solutions Group
Plymouth,
Minnesota
| $295M | – | – | 12.7% | – | 206 | – | 0 |
|
| 5334 |
KIG
5334
Kennedy Investment Group
West Depford,
New Jersey
| $295M | +$39.3M | +15% | 21.3% | 84.8% | 150 | 12.67% | 2.2 |
|
| 5335 |
T
5335
TrustBank
Olney,
Illinois
| $295M | +$36.8M | +14% | 13.1% | – | 178 | 15.17% | 0.4 |
|
| 5336 |
BFP
5336
Beacon Financial Planning
Hyannis,
Massachusetts
| $295M | +$36.4M | +14% | 16.6% | 71.1% | 88 | 17.05% | 1.6 |
|
| 5337 |
TGIA
5337
Torrey Growth & Income Advisors
Del Mar,
California
| $294M | +$55.8M | +23% | 49.3% | – | 123 | 22.76% | 0.6 |
|
| 5338 |
ISFAN
5338
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| $294M | -$32M | -10% | 16% | – | 291 | 31.96% | 1.1 |
|
| 5339 |
MFG
5339
Mainsail Financial Group
Bellevue,
Washington
| $294M | +$54.3M | +23% | 16.1% | 57.2% | 73 | 16.44% | 2.3 |
|
| 5340 |
IFPG
5340
Intrepid Financial Planning Group
Carmel,
Indiana
| $294M | +$46.4M | +19% | 25.4% | 92.5% | 141 | 15.6% | 2.5 |
|
| 5341 |
LPFG
5341
Landing Point Financial Group
Avon,
Ohio
| $294M | +$88.1M | +43% | 13.5% | – | 104 | 15.38% | 1 |
|
| 5342 |
WFS
5342
Weitzel Financial Services
Dubuque,
Iowa
| $294M | +$28.7M | +11% | 9.91% | 42.4% | 54 | 12.96% | 3.4 |
|
| 5343 |
WIA
5343
Wealthedge Investment Advisors
New York
| $294M | +$21.8M | +8% | 18% | – | 160 | 22.5% | 1 |
|
| 5344 |
VW
5344
Veridan Wealth
West Linn,
Oregon
| $294M | +$23.6M | +9% | 10.8% | – | 91 | 16.48% | 1.6 |
|
| 5345 |
SCA
5345
Summit Creek Advisors
Minneapolis,
Minnesota
| $294M | -$193M | -40% | 21.5% | 68.8% | 73 | 23.29% | 3.7 |
|
| 5346 |
BIM
5346
Breakwater Investment Management
Seattle,
Washington
| $294M | +$24.8M | +9% | 9.05% | – | 662 | 32.93% | 1.2 |
|
| 5347 |
DRP
5347
Decker Retirement Planning
Levi,
Utah
| $294M | +$72.9M | +33% | 34.3% | – | 490 | 52.04% | 0.5 |
|
| 5348 |
AWM
5348
Aviso Wealth Management
Bellevue,
Washington
| $294M | +$71.7M | +32% | 24.8% | – | 149 | 9.4% | 2 |
|
| 5349 |
MFP
5349
Meridian Financial Partners
Warrenton,
Virginia
| $293M | +$30.2M | +11% | 15.6% | 73.1% | 128 | 12.5% | 2.5 |
|
| 5350 |
DIM
5350
DC Investments Management
Mclean,
Virginia
| $293M | +$32M | +12% | 12.8% | 56.3% | 82 | 40.24% | 1.4 |
|