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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
AWM
5401
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $126M | -$6.73M | -5% | 8.4% | 73.1% | 163 | 10.43% | 1 |
|
| 5402 |
RRA
5402
Round Rock Advisors
Wilton,
Connecticut
| $126M | +$16.6M | +15% | 6.87% | 87.4% | 69 | 23.19% | 0.2 |
|
| 5403 |
CWM
5403
Chicago Wealth Management
Chicago,
Illinois
| $126M | +$17.7M | +16% | 7.93% | 134% | 43 | 44.19% | 0.5 |
|
| 5404 |
GA
5404
Greenspring Associates
Owings Mills,
Maryland
| $126M | +$48.7M | +63% | 0.66% | – | 13 | 84.62% | 0.4 |
|
| 5405 |
KLC
5405
Knowledge Leaders Capital
Denver,
Colorado
| $126M | +$10.6M | +9% | 9.31% | 51.6% | 141 | 41.84% | 0.6 |
|
| 5406 |
HP
5406
HealthInvest Partners
Stockholm,
Sweden
| $126M | -$25.4M | -17% | 3.77% | – | 20 | 40% | 1.1 |
|
| 5407 |
FSCP
5407
Franklin Street Capital Partners
New York
| $126M | +$22.1M | +21% | 7.4% | – | 56 | 71.43% | 0.3 |
|
| 5408 |
SIS
5408
SVB Investment Services
Salt Lake City,
Utah
| $126M | -$3.26M | -3% | 4.27% | – | 63 | 42.86% | 1.2 |
|
| 5409 |
HWM
5409
HighMark Wealth Management
St. Paul,
Minnesota
| $125M | +$9.03M | +8% | 6.81% | 110% | 526 | 21.86% | 0.9 |
|
| 5410 |
GWA
5410
GGM Wealth Advisors
Baltimore,
Maryland
| $125M | +$24M | +24% | 4.96% | 25.9% | 87 | 20.69% | 0.2 |
|
| 5411 |
SA
5411
Sunesis Advisors
Overland Park,
Kansas
| $125M | +$1.52M | +1% | 2.38% | – | 32 | 3.13% | 2.3 |
|
| 5412 |
OFG
5412
OTA Financial Group
Purchase,
New York
| $125M | -$26.1M | -17% | 29.8% | 320% | 98 | 79.59% | 0.1 |
|
| 5413 |
RDFA
5413
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $125M | +$9.88M | +9% | 7.4% | 56.7% | 204 | 11.27% | 0.2 |
|
| 5414 |
CFG
5414
CNO Financial Group
Carmel,
Indiana
| $125M | +$13.5M | +12% | 0.68% | – | 12 | 8.33% | 1.3 |
|
| 5415 |
SCA
5415
St. Clair Advisors
Mayfield Hts,
Ohio
| $125M | +$19.1M | +18% | 7.66% | 77.5% | 46 | 17.39% | 0.2 |
|
| 5416 |
WEO
5416
William E. Oberndorf
| $125M | -$98.4M | -44% | 10.6% | 36.2% | 8 | 12.5% | 1.4 |
|
| 5417 |
TCB
5417
Texas Capital Bancshares
Dallas,
Texas
| $124M | +$49.7M | +67% | 7.74% | 175% | 76 | 40.79% | 1.6 |
|
| 5418 |
RB
5418
Renasant Bank
Tupelo,
Mississippi
| $124M | +$2.24M | +2% | 6.44% | 65% | 204 | 20.59% | 0.2 |
|
| 5419 |
YEPV
5419
Yorktown Energy Partners VIII
New York
| $124M | +$40.9M | +49% | 71% | 15.2% | 2 | 0% | 4.5 |
|
| 5420 |
SPFA
5420
Summit Place Financial Advisors
Summit,
New Jersey
| $124M | +$8.9M | +8% | 5.92% | 95.2% | 103 | 19.42% | 0.6 |
|
| 5421 |
RCM
5421
Rain Capital Management
Lake Oswego,
Oregon
| $124M | -$3.92M | -3% | 1.12% | 18.2% | 51 | 31.37% | 2.3 |
|
| 5422 |
OCP
5422
OCO Capital Partners
New York
| $124M | +$10.2M | +9% | 12.2% | 679% | 6 | 50% | 0.9 |
|
| 5423 |
SFS
5423
Solitude Financial Services
Charlottesville,
Virginia
| $124M | +$10.2M | +9% | 6.75% | 55.4% | 43 | 9.3% | 0.2 |
|
| 5424 |
AIM
5424
Alhambra Investment Management
Palmetto Bay,
Florida
| $124M | +$30.2M | +32% | 4.41% | 67.7% | 150 | 23.33% | 0.8 |
|
| 5425 |
SNBOSCI
5425
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $124M | +$7.26M | +6% | 7.64% | 61% | 106 | 11.32% | 3.9 |
|