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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 |
ACA
5551
American Capital Advisory
Ketchum,
Idaho
| $275M | +$27.1M | +11% | 10% | – | 1,234 | 13.29% | 1.2 |
|
| 5552 |
WFG
5552
Wills Financial Group
Richmond,
Virginia
| $275M | +$9.4M | +4% | 10.6% | 57.5% | 82 | 8.54% | 4.9 |
|
| 5553 |
WA
5553
Westfuller Advisors
New York
| $275M | +$43M | +19% | 15.3% | – | 813 | 14.15% | 0.8 |
|
| 5554 |
SL
5554
SOF Ltd
George Town,
Cayman Islands
| $274M | -$4.4M | -2% | 1.58% | 42.3% | 1 | 0% | 9.5 |
|
| 5555 |
CP
5555
CPV Partners
Stamford,
Connecticut
| $274M | +$50.2M | +22% | 9.46% | 105% | 5 | 20% | 4.3 |
|
| 5556 |
KCM
5556
Kerusso Capital Management
Winston Salem,
North Carolina
| $274M | +$74.7M | +37% | 14.8% | – | 59 | 11.86% | 1.5 |
|
| 5557 |
BWA
5557
Boulder Wealth Advisors
Boulder,
Colorado
| $274M | +$23.4M | +9% | 14.2% | – | 41 | 34.15% | 1.8 |
|
| 5558 |
CCM
5558
Cloud Capital Management
Seattle,
Washington
| $274M | +$44.7M | +19% | 11.9% | – | 127 | 18.11% | 0.8 |
|
| 5559 |
JCFM
5559
JBR Co Financial Management
Ardmore,
Oklahoma
| $274M | +$35.2M | +15% | 19.3% | 126% | 139 | 17.99% | 1.7 |
|
| 5560 |
CB
5560
Chris Bulman
Roseville,
California
| $274M | +$45.5M | +20% | 12.7% | – | 181 | 25.97% | 1.1 |
|
| 5561 |
MFP
5561
Meramec Financial Planners
Saint Louis,
Missouri
| $274M | +$21.6M | +9% | 12.8% | – | 628 | 29.62% | 0.4 |
|
| 5562 |
KC
5562
Kinloch Capital
Glen Allen,
Virginia
| $274M | +$28.4M | +12% | 11.7% | 63.4% | 85 | 9.41% | 3.7 |
|
| 5563 |
PF
5563
Parker Financial
Silverdale,
Washington
| $273M | +$23.2M | +9% | 9.89% | 45% | 37 | 0% | 3 |
|
| 5564 |
MEPT
5564
Missouri Education Pension Trust
Jefferson City,
Missouri
| $273M | -$20.1M | -7% | 17.7% | – | 2 | 0% | 0.5 |
|
| 5565 |
SWA
5565
Sightline Wealth Advisors
Groton,
Connecticut
| $273M | +$37M | +16% | 11.5% | 44.4% | 96 | 9.38% | 2.9 |
|
| 5566 |
LP
5566
LGL Partners
Philadelphia,
Pennsylvania
| $273M | +$30.5M | +13% | 14.6% | 68.9% | 73 | 24.66% | 4.4 |
|
| 5567 |
PWM
5567
Platform Wealth Management
Holladay,
Utah
| $273M | – | – | 10.2% | – | 57 | – | 0.5 |
|
| 5568 |
AAM
5568
Arohi Asset Management
Singapore
| $273M | -$2.24M | -0.8% | 18.9% | – | 10 | 60% | 0.8 |
|
| 5569 |
MMM
5569
Mendel Money Management
Northbrook,
Illinois
| $273M | +$34.1M | +14% | 19.3% | 75.4% | 144 | 16.67% | 4.5 |
|
| 5570 |
VSI
5570
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $273M | -$53.5M | -16% | 10.4% | 120% | 62 | 54.84% | 0.4 |
|
| 5571 |
RGC
5571
Rubicon Global Capital
London,
United Kingdom
| $273M | +$38.3M | +16% | 10.2% | – | 12 | 16.67% | 1.2 |
|
| 5572 |
PCM
5572
Peirce Capital Management
The Woodlands,
Texas
| $273M | +$17.1M | +7% | 10.1% | – | 45 | 4.44% | 1.9 |
|
| 5573 |
TPW
5573
TL Private Wealth
Southlake,
Texas
| $273M | +$19.3M | +8% | 10.4% | 50.6% | 55 | 21.82% | 3.8 |
|
| 5574 |
LCM
5574
Lunt Capital Management
Holladay,
Utah
| $273M | +$12.2M | +5% | 8.13% | 42% | 102 | 16.67% | 2.1 |
|
| 5575 |
LIM
5575
Letson Investment Management
Atlanta,
Georgia
| $273M | +$12.3M | +5% | 10.3% | – | 108 | 10.19% | 2 |
|