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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
RPG
5526
Resource Planning Group
Atlanta,
Georgia
| $115M | -$5.09M | -4% | 6.12% | 1.9% | 67 | 11.94% | 2.7 |
|
| 5527 |
TLA
5527
Tree Line Advisors
Central,
Hong Kong
| $115M | +$7.71M | +7% | 8.16% | 670% | 6 | 0% | 1.6 |
|
| 5528 |
JSMC
5528
Jess S. Morgan & Co
Los Angeles,
California
| $115M | +$18.5M | +19% | 0.44% | 69.3% | 39 | 12.82% | 1.9 |
|
| 5529 |
GCM
5529
Garland Capital Management
Bellevue,
Washington
| $115M | -$19M | -14% | 9.71% | 55.7% | 34 | 17.65% | 5.4 |
|
| 5530 |
WMA
5530
West Michigan Advisors
Holland,
Michigan
| $115M | -$1.64M | -1% | 4.31% | 86.6% | 121 | 13.22% | 0.7 |
|
| 5531 |
EA
5531
Evolution Advisers
Richmond,
Virginia
| $115M | -$7.72M | -6% | 6.29% | 40.8% | 152 | 4.61% | 0.7 |
|
| 5532 |
CWM
5532
Concentrum Wealth Management
San Jose,
California
| $115M | -$7.11M | -6% | 6.08% | 174% | 63 | 23.81% | 1.9 |
|
| 5533 |
RCM
5533
Rutabaga Capital Management
Boston,
Massachusetts
| $115M | -$10.4M | -8% | 6.3% | 57% | 48 | 2.08% | 3.7 |
|
| 5534 |
TWM
5534
TLW Wealth Management
Indian Rocks Beach,
Florida
| $115M | -$13.5M | -11% | 3.75% | 82.9% | 19 | 5.26% | 2.6 |
|
| 5535 |
ORC
5535
O'Rourke & Company
Boston,
Massachusetts
| $115M | -$3.3M | -3% | 5.78% | 71.9% | 121 | 9.09% | 0.7 |
|
| 5536 |
ES
5536
ETF Store
Overland Park,
Kansas
| $115M | -$7.9M | -6% | 5.1% | 55.8% | 87 | 9.2% | 0.7 |
|
| 5537 |
MPW
5537
Melone Private Wealth
Auburn Hills,
Michigan
| $114M | -$3.51M | -3% | 6.65% | 30.4% | 57 | 3.51% | 0.7 |
|
| 5538 |
PIA
5538
Pinion Investment Advisors
Wichita,
Kansas
| $114M | -$5.57M | -5% | 4.73% | 75.4% | 165 | 16.97% | 2.5 |
|
| 5539 |
PC
5539
Prysm Capital
Princeton,
New Jersey
| $114M | +$13M | +13% | 27.9% | 46.6% | 1 | 0% | 0.8 |
|
| 5540 |
VFG
5540
V2 Financial group
Naperville,
Illinois
| $114M | -$9.9M | -8% | 7.19% | 63.3% | 60 | 6.67% | 1.4 |
|
| 5541 |
RCM
5541
Ravenstone Capital Management
Toronto,
| $114M | -$9.46M | -8% | 5.9% | 63% | 39 | 7.69% | 1.1 |
|
| 5542 |
BU
5542
Builders Union
London,
United Kingdom
| $114M | +$60.7M | +114% | 8.38% | – | 17 | 82.35% | 0.4 |
|
| 5543 |
WMP
5543
Wealth Management Partners
Tucson,
Arizona
| $114M | -$645K | -0.6% | 3.92% | 179% | 102 | 14.71% | 1.5 |
|
| 5544 |
DIV
5544
DCM International VI
Menlo Park,
California
| $114M | -$19.8M | -15% | 1.6% | – | 3 | 0% | 0.8 |
|
| 5545 |
NLP
5545
Next Level Private
Harrison,
New York
| $114M | -$148M | -57% | 4.18% | 92.4% | 184 | 83.15% | 0.3 |
|
| 5546 |
AWM
5546
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $114M | -$12.3M | -10% | 5.17% | 73.1% | 165 | 2.42% | 2 |
|
| 5547 |
SC
5547
Solstein Capital
Menlo Park,
California
| $114M | -$17.1M | -13% | 1.96% | 91.4% | 350 | 14.57% | 1.4 |
|
| 5548 |
C
5548
Covestor
London,
United Kingdom
| $114M | -$12.7M | -10% | 3.48% | 136% | 2,892 | 20.89% | 0.6 |
|
| 5549 |
SFMG
5549
Sage Financial Management Group
Mclean,
Virginia
| $113M | -$29.4M | -21% | 5.62% | 47.3% | 33 | 12.12% | 0.8 |
|
| 5550 |
PWMG
5550
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $113M | -$6.04M | -5% | 4.62% | 64.3% | 120 | 15.83% | 1 |
|