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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
PWS
5551
Precision Wealth Strategies
Saint Louis,
Missouri
| $113M | -$13.7M | -11% | 5.63% | 106% | 158 | 26.58% | 1 |
|
| 5552 |
RB
5552
Renasant Bank
Tupelo,
Mississippi
| $113M | -$9.16M | -7% | 5.14% | 65% | 192 | 19.79% | 1.3 |
|
| 5553 |
OPAM
5553
Olympus Peak Asset Management
Greenwich,
Connecticut
| $113M | -$113M | -50% | 9.7% | – | 5 | 20% | 0.6 |
|
| 5554 |
MTWM
5554
Masso Torrence Wealth Management
Marlton,
New Jersey
| $113M | -$451K | -0.4% | 4.23% | 130% | 87 | 11.49% | 0.6 |
|
| 5555 |
WP
5555
WealthSpring Partners
Long Beach,
California
| $113M | – | – | 5.06% | – | 74 | – | 0 |
|
| 5556 |
BC
5556
Barnett & Company
Chattanooga,
Tennessee
| $113M | -$11.8M | -9% | 2.94% | 65.9% | 92 | 20.65% | 3.9 |
|
| 5557 |
FIM
5557
FWL Investment Management
Dallas,
Texas
| $113M | -$24.7M | -18% | 0.08% | 165% | 74 | 59.46% | 0.7 |
|
| 5558 |
JHA
5558
Jackson Hill Advisors
Houston,
Texas
| $113M | -$1.65M | -1% | 3.62% | 61.2% | 12 | 25% | 0.5 |
|
| 5559 |
SCM
5559
Spreng Capital Management
Bucyrus,
Ohio
| $113M | -$21.2M | -16% | 5.69% | 72.5% | 93 | 10.75% | 2.4 |
|
| 5560 |
CSIA
5560
Carl Stuart Investment Advisor
Austin,
Texas
| $113M | -$2.12M | -2% | 5.56% | 84.4% | 26 | 11.54% | 0.7 |
|
| 5561 |
ITVII
5561
IDG Technology Venture Investment IV
Hong Kong
| $113M | +$30.3M | +37% | 36.9% | 420% | 3 | 0% | 0.8 |
|
| 5562 |
PWM
5562
Pacific Wealth Management
San Diego,
California
| $113M | +$21.9M | +24% | 6.43% | 72.8% | 19 | 26.32% | 0.9 |
|
| 5563 |
CBC
5563
Coombe, Bender & Co
Ellenville,
New York
| $113M | -$5.54M | -5% | 7.12% | – | 80 | 6.25% | 0.2 |
|
| 5564 |
SHCM
5564
Stone House Capital Management
Bay Harbor Islands,
Florida
| $113M | -$6.64M | -6% | 7.02% | 151% | 2 | 0% | 0.6 |
|
| 5565 |
PSC
5565
Prentiss Smith & Co
Brattleboro,
Vermont
| $112M | -$17.1M | -13% | 5.13% | 63.9% | 69 | 11.59% | 5.5 |
|
| 5566 |
BFP
5566
Briaud Financial Planning
College Station,
Texas
| $112M | -$40M | -26% | 7.4% | 93.1% | 31 | 22.58% | 1.3 |
|
| 5567 |
RF
5567
RHS Financial
San Francisco,
California
| $112M | -$9.21M | -8% | 7.58% | 65.6% | 86 | 13.95% | 2.1 |
|
| 5568 |
HFS
5568
Horizon Financial Services
Winston Salem,
North Carolina
| $112M | -$17.3M | -13% | 4.93% | 39.5% | 61 | 14.75% | 1.2 |
|
| 5569 |
AIC
5569
Argus Investors Counsel
New York
| $112M | -$23.1M | -17% | 4.37% | 132% | 92 | 5.43% | 4.9 |
|
| 5570 |
RC
5570
Roubaix Capital
Denver,
Colorado
| $112M | -$3.91M | -3% | 0.57% | 174% | 57 | 61.4% | 0.5 |
|
| 5571 |
SNBOSCI
5571
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $112M | -$4.93M | -4% | 5.3% | 61% | 93 | 5.38% | 4.8 |
|
| 5572 |
MCM
5572
Maytus Capital Management
New York
| $112M | -$252M | -69% | 5.38% | 442% | 60 | 70% | 0.6 |
|
| 5573 |
SWM
5573
Shelton Wealth Management
Fort Worth,
Texas
| $112M | -$5.39M | -5% | 4.28% | 89.4% | 64 | 7.81% | 0.7 |
|
| 5574 |
ACM
5574
Ardent Capital Management
Cincinnati,
Ohio
| $112M | +$31M | +38% | 4.57% | 87.2% | 23 | 47.83% | 0.6 |
|
| 5575 |
WI
5575
WJ Interests
Sugar Land,
Texas
| $112M | -$17.4M | -13% | 6.59% | 55.2% | 17 | 41.18% | 0.3 |
|