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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
VCS
5426
Vaughan & Co Securities
Ridgewood,
New Jersey
| $124M | +$11.1M | +10% | 7.39% | 65.6% | 57 | 19.3% | 1 |
|
| 5427 |
CRI
5427
Colonial River Investments
Midlothian,
Virginia
| $124M | -$96.8M | -44% | 6.32% | 144% | 144 | 13.89% | 0.2 |
|
| 5428 |
PFG
5428
Pacific Financial Group
Bellevue,
Washington
| $124M | +$10.7M | +9% | 7.45% | 61.1% | 62 | 16.13% | 3.7 |
|
| 5429 |
TFA
5429
Tranquilli Financial Advisor
Clinton,
New Jersey
| $124M | +$13.7M | +12% | 7.41% | 55.1% | 81 | 24.69% | 0.2 |
|
| 5430 |
RHCA
5430
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $124M | +$27.6M | +29% | 26.9% | 91.9% | 64 | 20.31% | 2.4 |
|
| 5431 |
C
5431
Clearshares
New York
| $124M | – | – | 2.9% | – | 35 | – | 1.6 |
|
| 5432 |
AWM
5432
Accel Wealth Management
Waverly,
Iowa
| $123M | +$16.1M | +15% | 6.18% | 82.4% | 924 | 11.8% | 0.2 |
|
| 5433 |
BCM
5433
Burrage Capital Management
Boston,
Massachusetts
| $123M | -$7.8M | -6% | 11.9% | – | 32 | 37.5% | 0.6 |
|
| 5434 |
SIA
5434
Stegner Investment Associates
Louisville,
Kentucky
| $123M | +$5.37M | +5% | 5.49% | 84.8% | 22 | 9.09% | 0.5 |
|
| 5435 |
MCA
5435
Morris Capital Advisors
Malvern,
Pennsylvania
| $123M | +$1.56M | +1% | 6.97% | 72.9% | 61 | 6.56% | 3.5 |
|
| 5436 |
RCIM
5436
Russell Clark Investment Management
London,
United Kingdom
| $123M | +$16.9M | +16% | 20.1% | 172% | 51 | 31.37% | 1.2 |
|
| 5437 |
S
5437
swisspartners
Vaduz,
Liechtenstein
| $123M | +$8.97M | +8% | 8.83% | – | 93 | 31.18% | 0.2 |
|
| 5438 |
CCM
5438
Ciovacco Capital Management
Atlanta,
Georgia
| $123M | +$6.83M | +6% | 10.2% | 88.5% | 38 | 21.05% | 0.2 |
|
| 5439 |
CIA
5439
Cohen Investment Advisors
Bedford,
New Hampshire
| $123M | +$12.3M | +11% | 8.1% | 76.2% | 78 | 1.28% | 0.3 |
|
| 5440 |
ASI
5440
Advisory Services & Investments
Bend,
Oregon
| $123M | – | – | 4.88% | 19.9% | 22 | – | 0 |
|
| 5441 |
UFF
5441
USA Financial Formulas
Ada,
Michigan
| $123M | -$3.42M | -3% | 16.9% | 104% | 454 | 46.48% | 0.7 |
|
| 5442 |
MWM
5442
Midwest Wealth Management
Indianapolis,
Indiana
| $123M | +$13.6M | +12% | 8.7% | – | 96 | 9.38% | 0.2 |
|
| 5443 |
LC
5443
LNZ Capital
New York
| $123M | -$22.1M | -15% | 5.77% | 58.8% | 27 | 88.89% | 0.1 |
|
| 5444 |
M1FG
5444
Mach-1 Financial Group
Rogers,
Arkansas
| $123M | +$32M | +35% | 2.18% | 83.4% | 248 | 46.77% | 0.2 |
|
| 5445 |
RFO
5445
RiverGlades Family Offices
Naples,
Florida
| $123M | +$5.1M | +4% | 4.69% | – | 80 | 10% | 1.5 |
|
| 5446 |
OGF
5446
Orin Green Financial
San Diego,
California
| $123M | -$3.15M | -3% | 4.93% | 53.3% | 66 | 6.06% | 0.2 |
|
| 5447 |
AIM
5447
Axiom Investment Management
New York
| $123M | +$12.9M | +12% | 8.06% | – | 214 | 45.33% | 0.9 |
|
| 5448 |
CI
5448
Ceera Investments
Bellaire,
Texas
| $123M | – | – | 6.21% | 47.9% | 61 | – | 0 |
|
| 5449 |
SFP
5449
Sandbox Financial Partners
Bethesda,
Maryland
| $123M | +$13.2M | +12% | 1.01% | 69.6% | 94 | 36.17% | 0.2 |
|
| 5450 |
FCFC
5450
First Citizens Financial Corp
Mason City,
Iowa
| $123M | +$7.94M | +7% | 8.08% | 72.9% | 110 | 8.18% | 1 |
|