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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
FPW
5476
Flagship Private Wealth
Woburn,
Massachusetts
| $131M | +$11.7M | +10% | 7.05% | 62.7% | 337 | 12.17% | 1.7 |
|
| 5477 |
BCFD
5477
Boit C.F. David
| $131M | – | – | 6.18% | 75.4% | 101 | – | 0 |
|
| 5478 |
SAM
5478
Satovsky Asset Management
New York
| $131M | +$18.1M | +16% | 8.69% | 53.6% | 30 | 10% | 1.7 |
|
| 5479 |
EL
5479
EQ LLC
Bellevue,
Washington
| $131M | +$11.3M | +9% | 6.1% | 72.9% | 49 | 12.24% | 1.7 |
|
| 5480 |
PFWA
5480
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $131M | +$15.8M | +14% | 10.2% | 72% | 123 | 5.69% | 2.7 |
|
| 5481 |
SNBOSD
5481
Security National Bank of So Dak
Sioux City,
Iowa
| $131M | +$10.6M | +9% | 7.98% | 67.7% | 121 | 42.15% | 15.5 |
|
| 5482 |
SA
5482
Sunesis Advisors
Overland Park,
Kansas
| $131M | +$5.49M | +4% | 5.08% | – | 32 | 6.25% | 9.8 |
|
| 5483 |
GG
5483
Golden Green
Seneca,
South Carolina
| $131M | +$14.6M | +13% | 19.1% | 92.4% | 185 | 27.03% | 1.3 |
|
| 5484 |
OF
5484
Outfitter Financial
Brunswick,
Maine
| $130M | +$9.03M | +7% | 7.87% | 95.9% | 97 | 4.12% | 1.9 |
|
| 5485 |
UOTTAIMCU
5485
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $130M | -$40.1M | -24% | 18.9% | 68.3% | 26 | 50% | 9.3 |
|
| 5486 |
AFA
5486
AllGen Financial Advisors
Orlando,
Florida
| $130M | +$7.96M | +7% | 4.82% | 39.7% | 37 | 18.92% | 1.8 |
|
| 5487 |
AG
5487
Appleton Group
Appleton,
Wisconsin
| $130M | +$53.8M | +70% | 6.63% | 58.3% | 57 | 35.09% | 5.2 |
|
| 5488 |
LF
5488
LifeSteps Financial
Claremont,
California
| $130M | +$10.4M | +9% | 6.74% | 88% | 85 | 2.35% | 5 |
|
| 5489 |
CC
5489
Coann Capital
Westport,
Connecticut
| $130M | +$12.7M | +11% | 1.25% | – | 25 | 60% | 0.8 |
|
| 5490 |
SPL
5490
Smart Portfolios LLC
Seattle,
Washington
| $130M | +$13.7M | +12% | 3.77% | 41.3% | 51 | 27.45% | 4.6 |
|
| 5491 |
JC
5491
Jetstream Capital
Brentwood,
Tennessee
| $130M | -$30.6M | -19% | 23.1% | – | 32 | 59.38% | 0.9 |
|
| 5492 |
BAM
5492
Beaumont Asset Management
Beaumont,
Texas
| $130M | +$10.7M | +9% | 8.87% | 64.3% | 74 | 17.57% | 4.1 |
|
| 5493 |
SM
5493
Saya Management
New York
| $130M | -$11.4M | -8% | 7.41% | 34.8% | 18 | 44.44% | 1.9 |
|
| 5494 |
RFP
5494
Roth Financial Partners
Kingwood,
Texas
| $130M | +$8.9M | +7% | 6.51% | 61% | 24 | 4.17% | 1.8 |
|
| 5495 |
SW
5495
Signify Wealth
Saint Louis,
Missouri
| $130M | -$3.98M | -3% | 1.98% | 36.7% | 18 | 38.89% | 1.4 |
|
| 5496 |
SL
5496
Stevard LLC
Chicago,
Illinois
| $130M | +$7.83M | +6% | 9.48% | – | 51 | 21.57% | 4.3 |
|
| 5497 |
AA
5497
Aufman Associates
Sewickley,
Pennsylvania
| $130M | +$9.54M | +8% | 8.66% | 136% | 49 | 10.2% | 4.1 |
|
| 5498 |
MFS
5498
Monetta Financial Services
Wheaton,
Illinois
| $130M | +$3.17M | +3% | 9.95% | 275% | 42 | 21.43% | 10.6 |
|
| 5499 |
BAM
5499
Banta Asset Management
Newport Beach,
California
| $130M | -$10M | -7% | 1.31% | – | 22 | 0% | 5 |
|
| 5500 |
AWM
5500
AAF Wealth Management
Westborough,
Massachusetts
| $130M | +$11.8M | +10% | 5.49% | 65.8% | 22 | 4.55% | 1.9 |
|