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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
AF
5576
Aldebaran Financial
| $113M | +$5.85M | +5% | 3.94% | 89.7% | 88 | 14.77% | 4.2 |
|
| 5577 |
LIG
5577
Lokken Investment Group
Lewes,
Delaware
| $113M | +$3.76M | +3% | 7.76% | 65.3% | 112 | 9.82% | 0.2 |
|
| 5578 |
HPWM
5578
High Pines Wealth Management
Duxbury,
Massachusetts
| $113M | +$5.05M | +5% | 4.49% | 28.3% | 40 | 2.5% | 0.3 |
|
| 5579 |
TNAM
5579
Terra Nova Asset Management
New York
| $113M | +$13.9M | +14% | 6.19% | 172% | 89 | 19.1% | 1.5 |
|
| 5580 |
NED
5580
Nancy E. Dempze
| $113M | +$4.27M | +4% | 2.89% | 83.1% | 70 | 10% | 3.8 |
|
| 5581 |
HA
5581
Havens Advisors
New York
| $113M | +$5.66M | +5% | 12.3% | 460% | 68 | 69.12% | 0.1 |
|
| 5582 |
BFA
5582
Brown Financial Advisory
Fairhope,
Alabama
| $113M | +$272K | +0.2% | 4.36% | 66.3% | 27 | 3.7% | 0.3 |
|
| 5583 |
VWA
5583
VERITY Wealth Advisors
Sausalito,
United States
| $113M | +$2.98M | +3% | 4.21% | 59.9% | 56 | 1.79% | 1.8 |
|
| 5584 |
SAM
5584
Satovsky Asset Management
New York
| $113M | +$6.49M | +6% | 5.61% | 53.6% | 28 | 14.29% | 0.2 |
|
| 5585 |
WIM
5585
Wilen Investment Management
Bonita Springs,
Florida
| $113M | +$13.7M | +14% | 23.5% | 79.9% | 97 | 40.21% | 5.1 |
|
| 5586 |
SA
5586
swisspartners Advisors
Zurich,
Switzerland
| $113M | -$794K | -0.7% | 10.1% | 73.2% | 28 | 28.57% | 0.8 |
|
| 5587 |
NOI
5587
Newton One Investments
Newark,
Delaware
| $113M | +$10.8M | +11% | 5.05% | 42% | 71 | 7.04% | 0.2 |
|
| 5588 |
STC
5588
Sarah T. Connolly
| $112M | +$3.11M | +3% | 4.66% | 35% | 90 | 3.33% | 0.2 |
|
| 5589 |
SMF
5589
Sterling Manor Financial
Saratoga Springs,
New York
| $112M | +$4.55M | +4% | 9.38% | 42.4% | 95 | 38.95% | 0.2 |
|
| 5590 |
BWA
5590
Beam Wealth Advisors
Covington,
Louisiana
| $112M | +$6.23M | +6% | 4.97% | 59.7% | 140 | 13.57% | 0.9 |
|
| 5591 |
NCM
5591
New Capital Management
Houston,
Texas
| $112M | -$82.1M | -42% | 3.14% | 49.4% | 159 | 24.53% | 2.9 |
|
| 5592 |
CNFG
5592
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $112M | +$8.14M | +8% | 8.13% | 52.6% | 75 | 10.67% | 4.2 |
|
| 5593 |
PSB
5593
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $112M | – | – | 8.09% | 85.5% | 330 | – | 0 |
|
| 5594 |
RAM
5594
RK Asset Management
Grosse Pointe Farms,
Michigan
| $112M | – | – | 19.2% | 47.6% | 16 | – | 3.3 |
|
| 5595 |
SIAG
5595
Safeguard Investment Advisory Group
Corona,
California
| $112M | -$844K | -0.7% | 2.91% | 84.3% | 811 | 90.51% | 0.3 |
|
| 5596 |
MFA
5596
McClarren Financial Advisors
State College,
Pennsylvania
| $112M | +$7.78M | +7% | 4.73% | 63% | 309 | 23.3% | 0.2 |
|
| 5597 |
LCM
5597
LCM Capital Management
Chicago,
Illinois
| $112M | +$6.7M | +6% | 7.68% | 108% | 87 | 11.49% | 0.2 |
|
| 5598 |
PIC
5598
Platt Investment Counsel
Lake Mary,
Florida
| $112M | +$6.21M | +6% | 6.65% | 62.9% | 15 | 6.67% | 0.2 |
|
| 5599 |
FCOI
5599
FirstMark Capital OF II
New York
| $112M | +$26.9M | +32% | 31.7% | – | 1 | 0% | 0.3 |
|
| 5600 |
WFA
5600
Wells Financial Advisors
Framingham,
Massachusetts
| $111M | -$5.51M | -5% | 4.08% | 54% | 64 | 9.38% | 0.2 |
|