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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
CPC
5426
Consolidated Planning Corp
Atlanta,
Georgia
| $135M | -$21.5M | -14% | 7.27% | 82.3% | 61 | 11.48% | 4.2 |
|
| 5427 |
DI
5427
DRH Investments
Thousand Oaks,
California
| $135M | +$3.08M | +2% | 6.45% | 81.2% | 15 | 33.33% | 2.6 |
|
| 5428 |
SFG
5428
Sowa Financial Group
Lincoln,
Rhode Island
| $135M | -$6.98M | -5% | 7.43% | 77.7% | 74 | 9.46% | 5.4 |
|
| 5429 |
LA
5429
Latitude Advisors
Vero Beach,
Florida
| $135M | +$12.8M | +11% | 6.81% | 72% | 185 | 24.32% | 1.5 |
|
| 5430 |
DIS
5430
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $135M | +$6.26M | +5% | 9.59% | 86% | 42 | 4.76% | 13.7 |
|
| 5431 |
CPWA
5431
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $135M | – | – | 7.67% | – | 116 | – | 1.5 |
|
| 5432 |
EM
5432
ELCO Management
New York
| $135M | +$24.2M | +22% | 10.3% | 93% | 140 | 17.86% | 10.5 |
|
| 5433 |
KCM
5433
Kennicott Capital Management
Corte Madera,
California
| $135M | +$13M | +11% | 7.67% | 85.5% | 51 | 19.61% | 0.9 |
|
| 5434 |
RDFA
5434
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $134M | +$9.37M | +7% | 4.84% | 56.7% | 213 | 10.8% | 1.8 |
|
| 5435 |
SFP
5435
Sandbox Financial Partners
Bethesda,
Maryland
| $134M | +$11.6M | +9% | 8.44% | 69.6% | 116 | 41.38% | 1.2 |
|
| 5436 |
RC
5436
Rovin Capital
Mesa,
Arizona
| $134M | +$18.5M | +16% | 6.77% | 63.8% | 57 | 15.79% | 3.5 |
|
| 5437 |
BI
5437
Blooom Inc
Overland Park,
Kansas
| $134M | +$6.47M | +5% | 7.04% | – | 53 | 13.21% | 1.7 |
|
| 5438 |
RF
5438
RHS Financial
San Francisco,
California
| $134M | +$13.9M | +12% | 5.51% | 57.8% | 83 | 15.66% | 6.5 |
|
| 5439 |
CG
5439
Clarus Group
Houston,
Texas
| $134M | +$13.6M | +11% | 6.24% | 65.5% | 113 | 10.62% | 1.7 |
|
| 5440 |
HCCM
5440
Hudson Canyon Capital Management
New York
| $134M | +$6.21M | +5% | 10.7% | 160% | 60 | 6.67% | 1.9 |
|
| 5441 |
WPA
5441
Winning Points Advisors
Boca Raton,
Florida
| $133M | -$207K | -0.2% | 7.2% | – | 67 | 14.93% | 14 |
|
| 5442 |
SCA
5442
St. Clair Advisors
Mayfield Hts,
Ohio
| $133M | +$8.53M | +7% | 6.83% | 64% | 43 | 9.3% | 1.8 |
|
| 5443 |
AIM
5443
Alhambra Investment Management
Palmetto Bay,
Florida
| $133M | +$9.18M | +7% | 6.32% | 61.5% | 151 | 9.27% | 4.1 |
|
| 5444 |
TFA
5444
Tranquilli Financial Advisor
Clinton,
New Jersey
| $133M | +$9.34M | +8% | 5.78% | 55.1% | 84 | 19.05% | 1.6 |
|
| 5445 |
EA
5445
Eclectic Associates
Fullerton,
California
| $133M | +$12.4M | +10% | 4.07% | 53.8% | 66 | 6.06% | 1.8 |
|
| 5446 |
AWM
5446
Activest Wealth Management
Aventure,
Florida
| $133M | +$10.8M | +9% | 8.09% | 105% | 335 | 10.15% | 0.9 |
|
| 5447 |
SIA
5447
Stegner Investment Associates
Louisville,
Kentucky
| $133M | +$9.71M | +8% | 8.57% | 75.3% | 21 | 4.76% | 2.8 |
|
| 5448 |
CCP
5448
Cassia Capital Partners
Winston Salem,
North Carolina
| $133M | +$22.5M | +20% | 4.96% | 55% | 50 | 54% | 0.8 |
|
| 5449 |
RFMS
5449
RWQ Financial Management Services
Naples,
Florida
| $133M | +$7.17M | +6% | 13.1% | 415% | 41 | 48.78% | 2 |
|
| 5450 |
RCIM
5450
Russell Clark Investment Management
London,
United Kingdom
| $133M | +$9.68M | +8% | 5.63% | 172% | 46 | 8.7% | 5.9 |
|