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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
WAN
5351
Wealth Advisors Northwest
Portland,
Oregon
| $293M | +$54.8M | +23% | 10.7% | – | 66 | 15.15% | 1.2 |
|
| 5352 |
FI
5352
FIDELIS iM
Medford,
Oregon
| $293M | +$29M | +11% | 10.7% | 40.1% | 27 | 7.41% | 3 |
|
| 5353 |
PMIM
5353
Prudent Man Investment Management
Louisville,
Colorado
| $293M | -$4.14M | -1% | 9.04% | – | 169 | 0% | 1.3 |
|
| 5354 |
ZIG
5354
Zullo Investment Group
Scranton,
Pennsylvania
| $293M | +$29.6M | +11% | 22.6% | 116% | 169 | 13.61% | 3.5 |
|
| 5355 |
LI
5355
LHM Inc
Sandy,
Utah
| $293M | +$39.1M | +15% | 30.4% | – | 24 | 8.33% | 1.5 |
|
| 5356 |
CCM
5356
Colorado Capital Management
Boulder,
Colorado
| $293M | +$24.9M | +9% | 12.4% | 60.4% | 108 | 9.26% | 5.4 |
|
| 5357 |
SCM
5357
Stonehearth Capital Management
Danvers,
Massachusetts
| $293M | +$40.6M | +16% | 17.1% | 87.5% | 107 | 22.43% | 3.5 |
|
| 5358 |
SM
5358
Samjo Management
New York
| $293M | +$61.7M | +27% | 44.8% | – | 67 | 31.34% | 1.6 |
|
| 5359 |
BRG
5359
Bay Rivers Group
Williamsburg,
Virginia
| $293M | +$53M | +22% | 30.1% | 166% | 132 | 21.97% | 2.8 |
|
| 5360 |
PCI
5360
Pacifica Capital Investments
Leander,
Texas
| $293M | -$843K | -0.3% | 3.48% | 70.4% | 15 | 0% | 7.7 |
|
| 5361 |
ECML
5361
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $293M | +$39.2M | +15% | 20.1% | 93.6% | 50 | 2% | 4.4 |
|
| 5362 |
JFG
5362
JDM Financial Group
Austin,
Texas
| $293M | +$33.6M | +13% | 10.2% | 56.7% | 339 | 8.26% | 1.8 |
|
| 5363 |
AFM
5363
Abbot Financial Management
Andover,
Massachusetts
| $293M | +$53.4M | +22% | 20.6% | 102% | 145 | 8.97% | 5.4 |
|
| 5364 |
MC
5364
Muzinich & Co
New York
| $293M | +$6.83M | +2% | 0.73% | 9.67% | 38 | 0% | 8.3 |
|
| 5365 |
AIM
5365
Archer Investment Management
Austin,
Texas
| $293M | +$54.9M | +23% | 13.1% | – | 120 | 18.33% | 0.7 |
|
| 5366 |
WIM
5366
Wittenberg Investment Management
Carlisle,
Massachusetts
| $292M | +$23.5M | +9% | 11.3% | 89.9% | 82 | 14.63% | 5.3 |
|
| 5367 |
SM
5367
Salzhauer Michael
| $292M | +$80.3M | +38% | 16.5% | 107% | 94 | 25.53% | 4.2 |
|
| 5368 |
MWA
5368
Marathon Wealth Advisors
Boston,
Massachusetts
| $292M | +$48.6M | +20% | 26.6% | – | 77 | 6.49% | 0.5 |
|
| 5369 |
PIA
5369
PineBridge Investments Asia
Hong Kong,
| $292M | +$3.11M | +1% | 3.65% | – | 8 | 25% | 0.4 |
|
| 5370 |
HCM
5370
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $292M | +$17.2M | +6% | 2.77% | 58.7% | 30 | 10% | 5.4 |
|
| 5371 |
SPA
5371
Shore Point Advisors
Brielle,
New Jersey
| $292M | +$39.1M | +15% | 11% | 54.6% | 81 | 11.11% | 2.7 |
|
| 5372 |
AP
5372
Advisortrust Partners
Raleigh,
North Carolina
| $292M | +$51.9M | +22% | 14.5% | – | 286 | 41.26% | 0.4 |
|
| 5373 |
FCM
5373
Freshford Capital Management
Rye Brook,
New York
| $292M | +$92.1M | +46% | 31% | 97.3% | 25 | 36% | 0.7 |
|
| 5374 |
SC
5374
Swan Capital
Pensacola,
Florida
| $292M | +$20.2M | +7% | 7.17% | 47.9% | 637 | 21.82% | 1.2 |
|
| 5375 |
SC
5375
Solstein Capital
Menlo Park,
California
| $292M | +$48.4M | +20% | 10.4% | 91.4% | 457 | 8.53% | 3 |
|